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Tools

Every tool, one workspace.

Invoices, forms, bookings, contacts, approvals and more. Your AI uses them through one connection, inside your permissions.

Tools. A short animation, no sound.

All tools

Invoices and quotes

Quotes and invoices as PDFs, e-invoices and reminders.

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Documents from templates

Letters, contracts and offers from templates.

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Signatures

Send a document for signature.

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Forms

Public form links, responses and CSV export.

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Bookings

A booking page where people pick a free slot in your calendar.

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Contacts and CRM

People and companies, with their history.

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Approvals

Everything an agent asks you to approve, one tap each.

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Automations

When this happens, do that: webhooks and rules.

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PDF templates

One example PDF in, the same-looking PDF out for any data.

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Files

Your uploads and what your apps made, in one place.

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Notes

Quick notes, tagged and searchable.

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Research

Topics, sources, quotes and claims.

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Brand kit

Logos, colours and fonts in one place.

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Courses

Courses with lessons, quizzes and certificates.

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Bio page

One public page with your links.

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Tasks and schedules

Your tasks, and schedules that send messages and tasks to your agents on their own.

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Time tracking

A live timer, entries per project and client, billable time.

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Expenses

Receipts and spending, by category.

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Budgets

Budgets and how far along they are.

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Matters

Cases with deadlines, a conflict check and an intake.

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Stock and supply

Stock, places and reorders: what you have, where it is and what to buy next.

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Storyboards

Scripts, scenes and shots.

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Client portal

A page where each client sees their documents.

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Calendar

Your calendars and events, day, week and month.

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Early access

Put your AI to work, with you in charge.

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