Our onboarding process
The first 90 days.
Our onboarding process is designed to build your team’s confidence and skills so they get the most value out of our tools.
Get answers from your real numbers, simplify your data entry, and keep your business safe and secure.
We identify the records your question needs and help scope the connections with you.
Which customers need follow-up today?
CRM + service + sales activity
Where is inventory tying up cash?
Inventory + accounting + vendor data
What changed since last week?
KPIs + operations + exceptions
Sound familiar?
Four things owners tell us:
Different tools, same problem — your systems don’t talk to each other, so you’re the one connecting them.
Our onboarding process
Our onboarding process is designed to build your team’s confidence and skills so they get the most value out of our tools.
Guardrails for your AI
We’ll never change your data records without your explicit instruction, and we configure your connections so information won’t flow “upstream” or become vulnerable to leaks.
AI with a human connection
For your project, you’ll get a consistent point of contact to take you through onboarding and remain available for support as long as you’re with us.
Up to 5 staff, up to 3 tools connected.
$349/mo$299/mo
6–15 staff, up to 4 tools connected.
$599/mo$499/mo
Bigger team, more tools, or something that doesn't fit a band.
Custom integrations, heavier operations, or a problem that needs scoping first — we price it after we've seen it, not before.
The first call is for finding out — including whether a smaller band already fits.
+ ONE-TIMEIntegration is quoted per tools connected.
Claude, ChatGPT, and other frontier-model subscriptions aren’t included in the price.
QUESTIONS
THE FIRST CALL
We’ll answer it from your own exports on the first call, before we ask you for anything. Thirty minutes.
Bring your question