25 min · Live product
A demo built for people who hate demos.
Trusted by finance teams at
Hippo · WIZ · Sentinelone
and more...
Trusted by finance teams at
Hippo · WIZ · Sentinelone · and more...
Talk to a Finance Solution Engineer
By submitting this form, you agree to Safebooks’ Privacy Policy.
Honest answers
The questions you're already asking.
Most of what stops finance leaders from booking a demo isn’t disinterest. It’s not knowing what they’re walking into. So:
Quick answer
Yes, it’s a real product demo led by a finance engineer. Yes, you’ll see agents running. No, we won’t ask for your data on the call. No, this isn’t a 60-minute deck.
Is this actually a product demo or a sales pitch?
Product demo. A Safebooks finance engineer leads the call, not an SDR. We use ~5 minutes to understand a process you run manually today, then spend the rest showing how Safebooks executes it: connected systems, contextual reasoning, deterministic output.
Will I have to share our financial data to see it work?
No. We use sample datasets structured like the systems your team runs (Salesforce CRM, NetSuite ERP, Zuora billing, etc.). If you want to see your data in the graph, that’s a follow-up engagement after the demo.
How long does deployment actually take?
4 to 6 weeks, white glove. We build the graph and ingest your data. Your team spends about an hour a week during implementation. Most teams are running production agents within their first month.
Do you have a customer reference I can talk to?
Yes, after we’ve both confirmed there’s a fit. Reference calls come later in the process, not on a first call. We have customers running active use cases today, and that’s who you’ll talk to.
What if my IT or security team needs to be involved?
Bring them. We’ll cover the Financial Data Graph architecture, integration model, role-based access, audit logging, SOC 2 Type 2, ISO 27001, isolated tenants, and the no-training-on-your-data policy. Built for Finance. Approved by IT.
What this demo won't be.
Not a 60-minute slide deck. 25 minutes. Live product.
Not a generic capabilities tour. We focus on processes you already run manually.
Not a sales pitch. A finance engineer leads the demo, not an SDR.
Not “send us your data first.” We run on a live sample dataset. Real product, real data, just not yours.