Pilot program · Now open

Become a
founding partner.

We're onboarding the first cohort of companies to run their business on PLANA Pulse. This is not a sales demo — it's a founding partnership. You get the platform, the team, and a direct line to shape what we build.

20pilot spots total
14spots remaining
48happlication review
Apply for pilot access →

Implementation included · Pilot pricing locked in permanently

Dedicated implementation

Our team sets up your workspace, connects your data sources, and configures your AI agents. You don't deploy alone.

Direct access to the founders

Monthly calls with the founding team. Your feedback shapes the roadmap. Pilot partners have already influenced 6 shipped features.

Pilot pricing, locked in permanently

Pilot partners pay pilot rates. When public pricing launches in Q4 2026, your rate is grandfathered. No renegotiation, ever.

Where we are. Where we're going.

We publish our roadmap publicly because we believe the companies that run on us deserve to know what they're betting on.

✓ CompleteQ1–Q2 2026

Phase 0 — Foundation

The infrastructure, security, and integration layer that everything else runs on.

  • Kubernetes cluster on Exoscale bg-sof-1 (Sofia)
  • Authentication & SSO (Authentik)
  • Odoo 17 ERP integration layer
  • BOS portal v0.1 — Vue 3 + Nuxt 3
  • CI/CD pipeline, monitoring, alerting
  • End-to-end encryption, audit logging
● Now openApr – Jun 2026

Phase 1 — Pilot

The core BOS experience. This is what pilot partners get access to starting now.

  • BOS Dashboard — real-time financial KPIs
  • AI Financial Agent — ask questions, delegate tasks
  • Banking view — transaction feed + reconciliation
  • Proactive alerts engine — threshold monitoring
  • Command palette — keyboard-first navigation
  • Dedicated implementation support
In progressQ3 2026 · Jul – Sep

Phase 2 — BOS Beta

Multi-tenant architecture, expanded agent roster, and the integrations marketplace.

  • Multi-tenant architecture — each client gets isolated workspace
  • Self-serve onboarding flow (beta invitations)
  • Integrations marketplace — Google Workspace, Slack, banking APIs
  • AI Operations Agent — procurement, inventory, logistics
  • AI Marketing Agent — campaign performance, lead scoring
  • Mobile-responsive BOS portal
PlannedQ4 2026 · Oct – Dec

Phase 3 — Full Launch

Public availability, self-serve tier, and the Automarketing module.

  • Public launch — open signups, self-serve onboarding
  • Automarketing module — AI-driven campaigns + lead generation
  • Public pricing tiers (pilot partners keep pilot rates)
  • Partner program — resellers, implementation partners
  • ISO 27001 certification process initiated
  • API for custom integrations (public docs)
01

Apply

Fill the form below. Takes 3 minutes. We read every application personally.

02

Discovery call

30-minute call with the founding team. We understand your business, you ask us anything.

03

Onboarding

Dedicated setup session. We connect your data, configure your agents, and go live together. 2–4 weeks.

Apply for pilot access

We review every application within 48 hours. If there's a fit, we'll reach out to schedule your discovery call.

About you
About your company