PRODUCT DEMONSTRATION

Schedule a KinetiPlan product demo.

A focused, live walkthrough of the KinetiPlan pilot build for independent TPA teams, on Google Meet. Pick the workflow, we run it live with synthetic data, and you get a straight answer on fit.

Pick a time on Google Calendar ↗Send a request instead Tour the pilot build first

Book directly

Choose a time that suits you. Calls run on Google Meet; the invitation arrives by email from Google Calendar.

Book a time on Google Calendar ↗

WHAT A DEMO COVERS

A live walkthrough, on your workflow.

First: your workflow
You tell us which process costs your team the most time: payroll intake, year-end testing, deadlines, Form 5500 or billing.
Then: that workflow in the pilot build
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.
Finally: honest fit
What works today, what is proposed, and whether a scoped pilot on your de-identified data makes sense.

Request a demo or consultation

Fields marked * are required. We only ask what we need to prepare; your details go straight to the KinetiPlan team and are not shared.

Contact name * Business email * Company name *

Your role

Approximate plans administered

Current administration platform

Preferred deployment

Primary business challenge

What would you like to discuss? *

Timeline

A little context I agree that KinetiPlan may use these details to reply to my inquiry. See the privacy notice.

Do not submit participant data, Social Security numbers, account details, or other sensitive personal or financial information.

OTHER REQUESTS

Technical consultation, migration or deployment?

Choose the conversation that fits where you are. Calls run on Google Meet. Nothing on this website asks for participant data.

Schedule a product demo →A live walkthrough of the pilot build on Google Meet, on the workflow you choose.Request a technical consultation →Architecture, data model, API and testing logic with an engineer.Request a migration assessment →Bring de-identified exports; we map them and list the gaps.Request a deployment discussion →Customer-hosted AWS or on-premises: responsibilities and evidence.Download the product overview →A 4-page PDF for partners and IT reviewers.

WHAT YOU WILL SEE

Screens from the pilot build

Compliance testing screen with ADP/ACP, 410(b), top-heavy, 402(g) and 415(c) results per plan — Compliance testing · pilot build, synthetic demo data

Compliance calendar with overdue, due-in-30 and due-in-90 counts per plan — Compliance calendar · pilot build, synthetic demo data

Prefer to look on your own first? Tour the pilot build screen by screen.

WHO SHOULD JOIN

Bring the people who own the work.

Owner or CEO

To judge the business case and the pilot scope.

Operations or compliance lead

To judge whether the workflow matches how your team works.

IT or security lead (optional)

To ask about customer-hosted deployment and security.

FAQ

Frequently asked questions

Is the demo on real data?

No. The pilot build uses synthetic data only. Do not send participant data, Social Security numbers or account details before a demo.

What happens after the demo?

If there is a fit, we outline a scoped pilot with measurable acceptance criteria on your de-identified data.

Can I try anything without a call?

Yes. The free calculators and the census check run in your browser.