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
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
CASE STUDIES
Real results.
Real numbers.
From family offices to proprietary traders — QuantWise IQ in production.
Family Office · Singapore
Replaced manual research with AI agents for company analysis, portfolio monitoring, and compliance reporting. Cut weekly research time by 60%.
Quant Trader · Dubai
Used the Flow Editor to build, backtest, and deploy 3 mean-reversion strategies without writing code. Connected to Alpaca via MCP for live execution.
Mid-Market Bank · London
Automated FP&A workflows with AI, cutting month-end close from 8 days to 2.5. Integrated with existing SAP and NetSuite systems.
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.”
CONTACT
Not sure where to start?
Book a 30-minute discovery call. We'll map your problem to the right service and send a fixed-price proposal within 48 hours. No commitment, no jargon.
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.
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