A working session, not a deck. Bring a close you have argued about — the agents match, accrue and tie out while you watch, and every figure keeps the link back to the transaction under it.
Agents pair transactions as they land and show the rule each pair cleared: amount, date window, counterparty, and the tolerance it came in under.
Ask it in English. Read the SQL it ran, and the rows it ran on.
Policy is checked before anything reaches a queue, so what is left names why it is there.
The seam between what agents clear and what carries your signature is drawn by your policy, and the session shows you exactly where it falls.
It carries the booking link, so a slot is yours without waiting on a reply.
A screen share on the running product. Questions welcome the whole way through.
Whatever was shown, written up with the queries behind it, so it survives the meeting.
Starred fields are all that is needed. The rest sharpens the half hour.
Set a new standard for how businesses operate.