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For founders and small businesses

Everything connected.Built around you.

A connected workspace, tailored to your business.

See what’s possible

One Platform, your way of working

  1. Find what you need.

    Files, guides and AI search.

    More details: Find what you need.
    AI file search
    Store documents, videos and PDFs, then ask AI to help you find what you need.
    Connected documents
    Bring together files from Google Drive, SharePoint, Dropbox, other cloud services and local storage.
    Company knowledge
    Keep procedures, guides and internal knowledge organised in one place.

  2. Keep customers and projects moving.

    CRM, project notes and team access.

    More details: Keep customers and projects moving.
    Customers & projects
    Keep related documents, notes and project information together in each customer profile.
    Sales CRM
    Manage leads, customer relationships and your sales pipeline.
    Team access
    Give staff, freelancers and collaborators access to only the areas they need.

  3. Turn meetings into next steps.

    Summaries, tasks and reminders.

    More details: Turn meetings into next steps.
    AI meeting notes
    Turn transcripts into summaries, notes and next steps. Link them to a client or project so everything stays together.
    Tasks & reminders
    Link tasks, deadlines and follow-ups to a client or project, with reminders to keep work moving.

  4. Make the everyday easier.

    Bookings, invoices and customer payments.

    More details: Make the everyday easier.
    Personal bookings
    Let customers and contacts book time with you through your own booking page.
    Business accounts & integrations
    Connect your business bank accounts and accounting tools such as Xero, QuickBooks, DEX and more to help manage invoices and payments.
    Customer portal payments
    Let customers view and pay invoices through their portal, making it easier for you to collect payments.

  5. See the bigger picture.

    Bank trends and answers from AI.

    More details: See the bigger picture.
    Bank insights
    Connect your business bank accounts and review transaction trends over selected periods.
    AI financial questions
    Ask questions about your finances to help you understand the information in your workspace.

  6. AI that knows your workspace.

    Optional private AI, tailored to your business.

    More details: AI that knows your workspace.
    Answers with context
    Ask questions about your documents, clients, projects and processes using the information you choose to connect.
    Private AI, your way
    Optionally add a private AI assistant, with its setup and access tailored to your business.

How it works.

  1. Workflow call

    We learn how you work and what you need.

  2. We build it

    We build your workspace around your business.

  3. We move your records

    We bring your files and records into place.

  4. We train you or your team

    We show you how to get the most from your workspace.

See if you qualify

Success stories.

Chris CumminsBaseline Mentoring
Louise BotwoodOTD LTD
KevinBridging Barriers
Mohsin PatelTaxca Accountants

Your questions, answered.

Will you move my data?

Yes. We’ll agree which files and records need to move, then handle the transfer into your workspace and check everything is in place with you.

Can I keep my accounting tool?

Yes. We build around the tools you already use. We’ll look at connecting your accounting software, such as Xero or QuickBooks, and agree what can be linked during your workflow call.

What does “private” AI mean?

It’s an optional AI assistant for your workspace, using the information you choose to connect. We configure it so your workspace data isn’t used to train public AI models. We agree where it runs, who can access it and how your data is handled before setting it up.

Built around you

And there’s more.

These are just a few possibilities. Tell us what your business needs, and we’ll build around it.

Let’s build your workspace