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Merlin Grace

Readiness checklist · AI-powered

Prepare your sales workflow for finance.

Tell us how you sell and quote today. We'll generate a tailored planning checklist covering the data, systems, responsibilities and access to confirm with your team and funding provider.

Your workflow

Describe your process in general terms. Please don't include personal, customer or confidential information. Your description is used only to generate this planning checklist and is not saved by Merlin Grace.

AI-generated readiness checklist

Your tailored checklist will appear here. It highlights the data, systems and process points worth preparing before connecting finance quoting to your sales workflow.