An agent for each part of the company
- Finance and AccountingBills, invoices, the bank feed and the ledger, with a P&L and balance sheet you can send.
- Sales and CRMCustomers, leads and deals, kept up to date from the email you already send.
- MarketingWebsite changes, campaigns and ads, drafted by the agent and published only when you approve.
- HR and PayrollPeople, time cards and onboarding documents, with sensitive values protected.
- Purchasing and InventoryPurchase orders, vendors, stock and the best price on the web.
- Compliance, Board and Corporate RecordsAgreements, signatures, filings, resolutions and the stock ledger.
Connected to what you already use
Bring in your bank through Plaid, your books from QuickBooks, your customers from HubSpot and other CRMs, and your mailbox from Microsoft 365 or Google. When you connect an account such as Google Ads or LinkedIn, the agent drafts the campaign or post and nothing is published, sent or spent until a person approves it.
Your company's information stays yours
Each company's records are kept apart from every other company's. Administrators decide who sees what, every account uses two-step sign-in, and bank and mailbox keys are encrypted. Read the privacy policy for the details.