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Peninsula Operating System

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The ESOP Operating System

Welcome to Peninsula, the foundational platform that brings your entire ESOP workflow into a single, powerful environment. Designed as an “IDE for ESOPs,” Peninsula provides the structure, tools, and security you need to manage your clients and data with confidence. Peninsula is the home where the Kelso AI Agent operates and where the deep knowledge of Village Intelligence is applied. It is the robust core that enables true workflow automation.

Getting Started

Learn how to set up your workspace and manage clients.

Core Features

Explore the Trust Accounting module and data management tools.

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An Integrated Environment

Peninsula is built on the principle that your tools should work together seamlessly.

Unified Workspace

Manage all your clients, cases, and plan documents from a single, intuitive navigation panel.

Structured Data Core

Utilize our standardized format for all ESOP state data—participants, plans, and trusts—enabling powerful analytics and reliable accounting.

Kelso Inside

The Kelso AI Agent is always available in the sidebar, ready to work on your data and automate your tasks directly within your environment.