ERP and CRM, powered by AI.
One OS for your entire business.
Not another SaaS dashboard. A native desktop OS with built-in ERP, CRM, and AI agents that automate your finance, sales, and operations — so your team focuses on strategy, not data entry.
AI-Native ERP
General ledger, AP/AR, multi-entity consolidation — with AI agents that close the books and flag anomalies automatically.
AI CRM
Contacts, pipelines, deal scoring, activity tracking — AI predicts close probability and suggests next actions.
AI Management Agents
CFO agent monitors cash. PM agent tracks deadlines. Sales Ops scores deals. They never sleep.
One OS, Not 10 Tools
NetSuite + Salesforce + Excel + 7 more, replaced by one desktop-native platform. Your data, your workflow.
WHY QUANTWISE IQ
The all-in-one AI OS for your business
Most businesses stitch together 10+ tools for ERP, CRM, project management, and trading — none of which talk to each other. QuantWise OS replaces all of them with one AI-native platform, one interface, one source of truth.
- ERP + CRM + AI agents + trading — one OS, not 10 tools
- AI agents monitor your business automatically — CFO, PM, Sales Ops
- Real-time WebSocket dashboards with live alerts and reports
- Desktop-native with Tauri v2 — fast, secure, offline-capable
CASE STUDIES
Real results from early adopters
From ERP transformation to CRM deployment — here's what teams are achieving with QuantWise OS.
Replaced NetSuite + Excel manual processes with QuantWise ERP. AI agents automate journal entries, bank reconciliation, and variance analysis. Finance team cut close time by 70% in the first quarter.
Deployed QuantWise CRM with AI lead scoring and pipeline management. Sales team gained real-time visibility into deal health, automated follow-ups, and AI-powered forecasting that improved forecast accuracy by 42%.
Used QuantWise OS to build, backtest, and deploy mean-reversion strategies via the Flow Editor. Connected to Alpaca via MCP for live execution. All three strategies went live without writing a single line of code.
THE PLATFORM
Two offerings. One engine.
Built like QuantConnect, designed like Composer, polished like Quartr. The AI OS for serious investors.
Visual Flow Editor
Build strategies like flowcharts
Drag nodes, connect edges, deploy to live markets. No code needed. Composer-style simplicity with QuantConnect-depth.
strategy MeanReversion {
source "AAPL" → rsi(14) → signal_if(rsi < 30)
agent "buffett" → analyse(signal) → consensus
execute alpaca.buy(consensus, size="4%")
} // +34.2% CAGR · Sharpe 2.14+34.2% CAGR · Sharpe 2.14
Pipeline Flow
Portfolio Allocation
Total: 100%Live Market · AAPL
+2.34%LIVE NOW
Ready to see it in action?
The QuantWise OS is already running. Sign in to explore AI agents, the quant engine, and your portfolio.
COMPARISON
One OS vs 10 fragmented tools
Why stitch together 10 platforms when one OS does it all?
| Feature | QuantWiseIQ | Composer | QuantConnect | TradingView |
|---|---|---|---|---|
| AI Investor Agents | ✓ | — | — | — |
| Visual Flow Editor | ✓ | ✓ | — | — |
| Rust Quant Engine | ✓ | — | ✓ | — |
| MCP Server Integration | ✓ | — | — | — |
| Advisory Services | ✓ | — | — | — |
| Backtesting | ✓ | — | ✓ | — |
| Portfolio Management | ✓ | — | ✓ | — |
| Live Trading | ✓ | — | ✓ | — |
| Company Research | ✓ | — | — | ✓ |
| Crypto / On-chain | ✓ | — | — | — |
| Single Interface | ✓ | — | — | — |
| Free Tier | ✓ | ✓ | — | ✓ |
ABOUT US
Built by builders, for modern enterprises.
We are a team of ERP developers, AI researchers, and finance professionals who got tired of juggling 16 tools to do one job. So we built the OS that does it all — ERP, CRM, AI agents, and trading — one platform, one interface.
“To give every enterprise — from mid-market to family office — the same integrated AI-native infrastructure that top firms spend millions building.”
LEADERSHIP
The team behind QuantWiseOS
Enterprise-grade AI and digital solutions, delivered by global leaders with decades of experience across industries and continents.
Agaraj Adireddy (RAJU)
Chief Operating Officer
Over 19 years of global leadership experience across Germany, the USA, the UK, and India. Holding an M.Sc. in Computer Science from SRH University Heidelberg and advanced business systems expertise from the University of Stralsund, he combines deep technology expertise with strategic business execution. Having advised Fortune 500 enterprises and high-growth organizations, he has successfully led large-scale digital transformation, enterprise modernization, and operational excellence initiatives across Healthcare, Financial Services, Retail, Manufacturing, Logistics, Government, and Mobility. At QuantWiseOS, he drives operational strategy, innovation, execution, and scalable growth, enabling the company to deliver enterprise grade AI and digital solutions with global standards.
V.S. Vinodhraj
Founder
Founded QuantWiseIQ with the vision of building the AI-native OS for modern enterprises. Bringing together deep expertise in AI, quantitative finance, and enterprise software to create a unified platform that replaces 10 fragmented tools.
WHO IT'S FOR
Replacing 10 tools
with one OS
Finance teams stitch together NetSuite, Salesforce, Excel, and Slack — none of which talk to each other. QuantWise OS replaces all of it with one AI-native platform.
Start today →WHAT WE DELIVER
ERP. CRM. AI Agents. One OS. Intelligent.
The modules, tools, and AI that modern enterprises, finance teams, and trading firms need — unified under one roof and built to act.
AI-Native ERP Suite
Replace fragmented accounting tools with one AI-powered ERP. General ledger, accounts payable, accounts receivable, bank reconciliation, and multi-entity consolidation — with AI agents that monitor, alert, and report automatically.
- ↗General Ledger — double-entry accounting, trial balance, P&L, balance sheet
- ↗Accounts Payable — vendor management, bills, payment scheduling
- ↗Accounts Receivable — customer invoices, collections, aging reports
- ↗Multi-entity consolidation — consolidated chart of accounts, intercompany eliminations
AI CRM & Pipeline Management
Manage contacts, deals, and pipelines with AI that scores leads, predicts close probability, and automates follow-ups. Integrated with your ERP so finance knows when deals close in real time.
- ↗Pipeline management — multi-stage sales pipelines with drag-and-drop deals
- ↗Contact intelligence — unified contact profiles with deal history and activity log
- ↗AI lead scoring — probability-based forecasting and deal health monitoring
- ↗Automated activities — call, email, meeting, and demo logging with timeline view
AI Management Agents
Autonomous AI agents that act as your CFO, Project Manager, and Sales Ops — monitoring financial health, tracking project deadlines, flagging anomalies, and generating reports without being asked.
- ↗CFO Agent — monitors cash position, detects expense spikes, alerts on anomalies
- ↗PM Agent — tracks project deadlines, flags at-risk tasks, sends escalation warnings
- ↗Auto Reports — period-end financial summaries, project status, and operational metrics
- ↗WebSocket real-time alerts — push notifications for critical events
Finance Function Transformation
Finance teams spend 70% of their time gathering data. We rebuild that function around AI — faster close cycles, real-time insight, and analysts freed up to do actual analysis.
- ↗AI-powered FP&A — forecasting, variance analysis, automated board packs
- ↗Month-end close acceleration — reconciliation and journal entry automation
- ↗Treasury intelligence — cash flow forecasting, FX exposure dashboards
- ↗ERP integration — SAP, Oracle, NetSuite connected to the AI layer
Trading & Quant Platform
A complete trading operating system — AI investor agents, a visual strategy builder, a Rust quant engine, and live market connections. Built for serious investors who also need ERP and CRM.
- ↗AI investor agents — Buffett, Graham, Burry, Lynch and 15 more personas
- ↗Visual Flow Editor — build, backtest, and deploy strategies without code
- ↗Quant engine — VaR, Sharpe, Black-Scholes, Monte Carlo in milliseconds
- ↗Live data — Binance, BNB Chain, crypto news and on-chain feeds built in
Regulatory & Compliance AI
The EU AI Act, FCA rules, and MiFID II requirements are not going away. We help financial firms get ahead of them — automating compliance workflows, building audit trails, and turning regulatory obligation into competitive advantage.
- ↗EU AI Act readiness — obligations mapping, gap analysis, controls design
- ↗FCA & MiFID II automation — real-time monitoring and audit trail tooling
- ↗CSRD & ESG reporting — policy lifecycle automation, SFDR compliance
- ↗AI model governance — bias mitigation, explainability, validation framework
Honest words
What we're building
QuantWise OS is in active development. No fake testimonials.
“QuantWise OS is currently in private beta. We are working closely with our early users to shape the product. Join the waitlist to get early access and help us build the future of AI-native business operations.”
“We believe the future of business belongs to those who can harness AI agents, ERP automation, and CRM intelligence in one unified workflow. That's what we're building.”
“This is an early-stage product undergoing rapid development. Features, APIs, and pricing are subject to change. We welcome your feedback — every issue and suggestion makes QuantWise OS better.”
PRICING
Transparent pricing.
Start free. Add QuantWise OS. Layer in advisory.
Starter
£100/year · save 2 months
AI-powered CRM. Manage contacts, deals, and pipelines with intelligent automation.
Pro
£250/year · save 2 months
Full ERP + CRM + AI agents. Everything to run your business, automate operations, and trade.
Enterprise + Advisory
project-based + platform
Full platform plus dedicated advisory. AI strategy, finance transformation, bespoke implementation.
Frequently asked questions
Can I start for free?▾
Yes. Starter plan is £10/mo with full access to company research tools. No credit card required to start.
Can I upgrade or downgrade anytime?▾
Absolutely. Switch between Starter and Pro at any time. Changes apply immediately.
What payment methods do you accept?▾
We accept all major credit cards, debit cards, and PayPal. Enterprise invoices are also available.
Is my data secure?▾
Yes. QuantWise OS processes everything locally on your machine. Your API keys never leave your computer.
Can I cancel anytime?▾
Yes, cancel anytime with one click. No contracts, no hidden fees, no cancellation charges.
READY TO START
The window to own
the MCP OS position
is now.
The ecosystem is growing fast. No one has built the native visual OS for it. 8 weeks to launch. Join us.
Start building →