The mechanics behind “AI that actually knows your business”: how the data gets in, how it stays clean, who sees what, and how every answer shows its work.
It connects to the tools you already use: email, calendar, files, project management, your CRM. Instead of leaving that information scattered across each tool, it pulls everything into one unified record of your business: clients, people, projects, money, conversations, all attached to the same underlying picture. Then it answers from that record: for the owner, the whole picture with receipts; for the team, the answers that belong to their role.
Different people need different views of the same business. An owner sees whole-company economics with receipts. A manager sees their team's work, without company-wide financials. Someone on the front line sees their own production and nothing company-wide. That separation is not a setting an app screen could get wrong: it is enforced at the database, row by row, so each person only ever reads the rows their role is allowed to see.
Every number tells you where it came from and when. Click it and see the receipt: the document, the conversation, or the upload it was drawn from. We do not print unlabeled numbers, and a feature that is not live says so on screen, with what it is waiting for.
Connects to the tools you already run. 8 production integrations today, including Microsoft 365, Gmail, Google Drive, HubSpot, Slack, and Teamwork, with a catalog of 1,000+ more activated as you need them.
We label everything we ship live, building, or vision, on the site and in the product. We never blur those. Live means it is running today, on real product. Building means it is in active development, with what it is waiting for named on screen. Vision means it is the direction we are building toward, not shipped product.