Owner or CEO
To judge the business case and the pilot scope.
A short, focused walkthrough of the KinetiPlan pilot build for independent TPA teams. Pick the workflow, we run it live with synthetic data, and you get a straight answer on fit.
You tell us which process costs your team the most time: payroll intake, year-end testing, deadlines, Form 5500 or billing.
We run it live with synthetic data: a payroll file with errors going through validation and the exception queue, testing results with corrective items, the compliance calendar, the ledger, or EFAST2 filing with its approval gate.
What works today, what is proposed, and whether a scoped pilot on your de-identified data makes sense.


Prefer to look on your own first? Tour the pilot build screen by screen.
To judge the business case and the pilot scope.
To judge whether the workflow matches how your team works.
To ask about customer-hosted deployment and security.
No. The pilot build uses synthetic data only. Do not send participant data, Social Security numbers or account details before a demo.
If there is a fit, we outline a scoped pilot with measurable acceptance criteria on your de-identified data.
Yes. The free calculators and the census check run in your browser.