Save & exit

Let's find the money you're leaving on the table.

Two minutes of setup. We do the digging.

Your company

Name and state is enough — we'll pull your public record from the state registry and business data sources.

Searching state registry and business data sources…

Here's what we found. Confirm it.

Pulled from your state registration and public business data. Correct anything that's off.

✓ Matched in California state registry

Your Section 125 Opportunity
Your annual FICA savings $15,100
Your employees' combined tax savings $140,000
Estimated from headcount and industry-typical participation (70%) and pre-tax elections. Connecting payroll replaces this with your exact number.

Connect your data. Skip the paperwork.

Optional, but this is what turns estimates into your real numbers.

Payroll / HRIS
Pulls your employee census and current deductions — exact 125 plan savings, zero spreadsheets, and your benefits audit baseline.

A member of our technical staff will work with your organization to support a data connection.

Accounting
Revenue and EBITDA power your live valuation. Without it, your dashboard shows industry estimates only.

A member of our technical staff will work with your organization to support a data connection.

🔒 Read-only connections through a secured integration layer. We never see login credentials, and we can't change anything in your systems.

Your command center is ready.

We're assembling your valuation baseline, industry benchmarks, and your Section 125 setup checklist. Connected data streams in automatically.

Open My Dashboard