Your business data,
working for you.
A custom AI assistant built on top of your QuickBooks, Stripe, Google Analytics, CRM, and email — so you can ask anything, catch issues early, and get a weekly report without lifting a finger.
Custom pricing based on your size and integrations. Typical builds ship in 4–8 weeks.
Why It Exists
You're running the business. Nobody's reading the data.
Your numbers live in five different tools. Your inbox has the context. Your CRM has the history. You know a chief of staff would pay for themselves — but you don't have the headcount, and hiring one would take six months. Meanwhile, you're making decisions on gut feel because pulling the real answer out of your own systems takes an afternoon you don't have.
What It Does
Four things, every day, without asking.
Built specifically for your business, trained on your tools, delivered ready to use.
Ask anything
Type a question in plain English and get a real answer pulled from your own systems — not a guess, not a web search, your actual numbers with the context behind them.
Catch what you'd miss
Quiet alerts in the background. When something unusual happens — a big customer goes quiet, cash flow dips, a review goes sideways — you hear about it the same day, not at month-end.
Morning briefing
A one-page snapshot of your business waiting for you when you log in. Yesterday's sales, cash position, what changed, what's on fire — the key charts, each with a plain-English read of what they mean.
Weekly recap
Every Friday, a full written report drafted automatically — the kind you'd pay someone a salary to put together. Send it to your team, your board, your investors, or keep it for yourself.
Works With Your Stack
Connects to the tools you already use.
No rip-and-replace. We build on top of your existing systems during the engagement — if you use it, we connect it.
Your Data Stays Yours
Private by design, not by policy.
Nothing used to train AI
Your data never feeds anyone else's model. No vendor training, no data sharing, no surprises in the fine print.
You hold the keys
Connections use your own API tokens and your own accounts. Revoke access any time — the system stops seeing that data instantly.
Scoped access
Decide who on your team sees what. Finance data stays with finance; the rest of the team only sees what they need.
For clients with stricter privacy requirements (healthcare, legal, finance), we offer an isolated deployment where sensitive data never leaves your infrastructure. Ask about it during the consultation.
How It Works
Four to eight weeks, start to finish.
You won't be managing a project. We handle the build end-to-end and hand you a working system.
Consultation
30 minutes together. We learn your business, your tools, and what decisions you wish you had better data for. Free, no obligation.
Connect your tools
We wire up your QuickBooks, CRM, analytics, email — whatever you use — and load the last 12 months of history.
Train it on your business
We configure the four workflows, tune the alerts, and match the weekly report to how you actually think about your numbers.
Handoff & support
We walk you through everything, fix the first week's rough edges, and stick around for 30 days of free tuning.
Good fit if...
- You're running an SMB and wearing too many hats
- Your business data is split across 3+ tools
- You want AI help but you're careful about privacy
- You'd hire a chief of staff if you could afford one
- You make more decisions a week than you can review
Probably not a fit if...
- You're looking for off-the-shelf SaaS (try our $29 platform)
- Your business is just getting started and you don't have much data yet
- You need it shipped in under two weeks
- You already have a full-time analyst or BI team handling this for you
Common Questions
What owners ask before saying yes.
Every build is scoped to your size, your integrations, and what you want it to do — so the honest answer is we tell you on the first call. It's a one-time build cost plus a small monthly fee for the AI usage and hosting. We'll give you a real number during the consultation, not after a month of discovery.
No. The whole point is that you use it directly. You type questions in plain English, you read the morning briefing, you get alerts by email or Slack. No dashboards to learn, no queries to write.
Yes. Your data is never used to train anyone's AI, connections use your own API tokens (you revoke them any time), and access is scoped so only the right people on your team see the right data. For clients in regulated industries (healthcare, legal, finance), we offer an isolated version where sensitive data stays inside your own infrastructure.
The system is built to extend. Adding a new integration or a new workflow is a small follow-up engagement, not a rebuild. Most clients add one or two new pieces in the first six months.
Not at all. The system is yours — code, data, connections. We include 30 days of free tuning after launch, then offer optional ongoing support for clients who want it. Most SMBs run it themselves after the first month.
Ready to stop running blind?
30-minute consultation. We'll walk through your business and your tools, and tell you honestly whether this makes sense for you. No pitch deck, no pressure.
Book a Free Consultation