AI business assistant
One place to talk to your business data and kick off tasks in plain language.
Instead of digging through spreadsheets, software and folders, you simply ask. The assistant is connected to your business data — sales, invoices, clients, deadlines — and answers in plain language, putting together a list or a chart when needed. It also helps you stay organised: it tracks obligations, turns messages into tasks and reminds you of anything that mustn’t slip through the cracks.
- Reports and analytics without building spreadsheets by hand
- Answers with a chart or a list, linked to the source data
- Tasks, deadlines and reminders pulled from emails and messages
- A daily briefing: what needs doing today and what’s overdue
Checkpoint: The assistant answers and prepares — it doesn’t change or send anything without your approval.
What it looks like in practice
Monday morning, before the first coffee
Example requests
- “How much revenue did we make this month?”
- “Which clients brought in the most revenue this year?”
- “Compare sales with last year.”
- “Which invoices haven’t clients paid yet?”
- “Pull all the tasks and deadlines out of this email.”
- “Remind me on Friday to call this client.”
- “Summarise what I need to get done today.”