AI & Automation
Fourteen AI apps for finance, HR, sales and service work. Each runs on your own data, shows the evidence behind its output, and leaves the final decision with a person. Every app has a Free plan, Pro at $30 a month and Business at $49 a month, with a 7-day free trial.
AI Agents
Agents that prepare work across your files and wait for a person to approve it. Give an agent a goal (chase overdue invoices, reconcile a vendor statement, find contracts up for renewal) and your spreadsheets and documents; it investigates step by step, shows its working, and hands back findings with evidence and proposed actions: emails, record changes and tasks. Nothing is sent or changed until a person approves it.
- Give it a goal In plain English, or start from a ready-made task such as chasing overdue invoices.
- It does the legwork Reads your spreadsheets and documents, queries, cross-checks and calculates, step by step.
- Shows its working Every lookup it made, and the evidence behind every finding.
- You approve every action Proposed emails, record changes and tasks wait for a person; approved emails are sent from your mailbox.
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Generative AI
Drafts emails, proposals, reports, policies and summaries from your own documents. Upload price lists, past proposals, policies and notes to a library; every draft is written from the passages that matter, says which document each fact came from, and can be revised until it's right, then downloaded as Word.
- Written from your documents Facts come from your library, with the source marked, not from the AI's imagination.
- Every kind of business writing Emails, proposals, reports, summaries, policies, job descriptions, product copy.
- Revise in plain words "Shorter, friendlier, and mention the 30-day guarantee" and it rewrites.
- Word and Markdown Download the draft ready to send or edit.
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Prediction
Scores late payment, churn, attrition or any yes/no or numeric outcome from your own history. Upload past records with the outcome, and the app trains a model, tests it on records it hasn't seen, explains what drives the outcome, and scores new records.
- Train on your history Upload a spreadsheet of past records and pick the column to predict; ID and free-text columns are set aside.
- Tested before you trust it Accuracy is measured on records the model didn't learn from and compared with a simple guess.
- What drives the outcome The columns that matter most, and a plain-language explanation with cautions.
- Score new records Upload new records to get a score and a risk band for each, ready to download.
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AI forecasting
Forecasts revenue, cash, demand or staffing from your own history, with the range and the assumptions shown. Upload dates and values, and the app learns the trend and the seasons, tests itself on the most recent periods, and lets you add what you know about the future.
- Trend and seasons Learns growth and weekly, monthly or yearly patterns from your history.
- Tested on recent periods Hides the latest periods, forecasts them, and shows how close it got.
- A range, not just a number Every forecast comes with a likely low and high.
- Your assumptions Add a price rise, a new contract or a lost customer from a date, and see the effect.
- Written assumptions and risks A plain-language note on what the forecast assumes and what could move it.
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Recommendation
Suggests the next best product, action or course for each customer or employee. From purchase history it learns which products go together and recommends what each customer is likely to want next, tested against what customers really bought. For actions (call, discount, upgrade offer, training), AI picks the best one for each person from your list and explains why.
- Next product for every customer Learned from what customers buy together; each suggestion says why.
- Tested on real purchases Hides a purchase each customer made and checks the model suggests it, versus best-sellers.
- Next best action Give your list of actions and customer details; AI picks one per customer with the reason.
- Personal outreach A short message for any customer that features their recommendations.
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Data enrichment
Cleans and completes customer, vendor and supplier records. Upload a list and the app standardizes emails, phone numbers, websites, states and names, finds duplicates, and shows what's missing. Then AI researches the gaps on the public web (website, industry, headquarters, size) with the source for every value, and a person approves each one before it goes into the file.
- Standardized in one click Emails, phone numbers, websites, US states and capitalization, with every change listed.
- Duplicates found Same company spelled differently, the same email or website twice.
- Gaps filled from the web Website, industry, headquarters and size, each with the page it came from.
- Approved before it's used Nothing is written into your records until a person approves it.
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Anomaly detection
Flags unusual invoices, payments, payroll lines and expenses for review. Upload a ledger or payment file and the app runs proven checks (duplicates, outliers for each vendor, round amounts, weekend postings, new vendors with large first payments, amounts just under an approval limit, Benford's law). AI writes what to check for each flag, and a person clears or escalates every one.
- Duplicate payments Same vendor and amount, with the same reference or within a few days.
- Unusual for this vendor Amounts far outside what this vendor or employee usually gets.
- Patterns fraud leaves Round amounts, weekend postings, amounts just under an approval limit, new vendors paid big.
- Benford's law Whether first digits follow the natural pattern, a classic sign of made-up numbers.
- A review queue AI says what to check for each flag; a person clears or escalates it, with a full audit trail.
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Automation
Turns repetitive steps into workflows that run with approvals and an audit trail. Describe the process in plain English (or build it step by step): AI steps that read, sort and write, conditions, a person's approval, emails and webhooks to your other systems. Run it on a spreadsheet of items; every step of every item is logged, and items wait wherever a person must approve.
- Describe it, get a workflow "When a purchase request comes in, pull out the amount, send anything over $5,000 for approval, then email the requester."
- AI steps Pull fields out of text, sort into your categories, write replies or summaries.
- Approvals built in Items stop and wait for a person wherever the process needs one.
- Connected and audited Emails from your mailbox, webhooks to your systems, and a log of every step.
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Business intelligence
Dashboards and plain-language questions over your ERP, sales or finance exports. Ask a question in your own words; AI turns it into a precise query (filters, grouping and totals you can see), the app runs it on your data, and you pin the answer to a dashboard.
- Ask in plain English "Revenue by month for the East region this year" becomes a chart and a table.
- See how it was worked out Every answer shows the filters, grouping and totals used, so you can trust it.
- Dashboards Pin answers to a dashboard; they recalculate when you upload newer data.
- Your data stays yours Only column names and a few sample values go to the AI, never the whole file.
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AI for emails
Sorts and summarizes a shared inbox (sales@, support@, accounts@), drafts replies and pulls the details you need into a table. It reads the mailbox without changing it; every reply is a draft a person edits and sends from the company's own mail server.
- Sorted into your categories Leads, support, invoices, vendors, recruiting or your own, with a priority for each.
- One-line summaries Read the inbox in a minute; open only what needs you.
- Replies drafted for you In your tone and signature; you edit and send, nothing goes out on its own.
- Details into a table Names, companies, order numbers, amounts and dates, ready to export.
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AI for calls
Turns consented sales and support calls into notes, next steps and follow-ups. Upload the transcript (or the recording, when transcription is switched on) and get the customer's needs, objections and how they were handled, next steps with owners and dates, a note for your CRM, a follow-up email and talk-time coaching, each point traced to the words on the call.
- Notes you don't have to write Needs, objections, questions and sentiment from every consented call.
- Next steps with owners Who promised what by when, quoted from the call, in one follow-up list.
- CRM note and follow-up email Ready to paste into your CRM and to send from your own mailbox.
- Coaching Talk-time share and two or three specific tips for the next call.
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Vision AI
Reads invoices, receipts, purchase orders and your own forms from PDFs and photos. Every document becomes fields and line items, the arithmetic is checked, and a person corrects and approves it before it's exported to your accounting system as CSV, Excel or JSON.
- Invoices, receipts and POs Vendor, dates, totals, tax and every line item, from PDFs, scans and phone photos.
- Your own forms List the fields you need and it reads them from any document layout.
- Checked before you trust it Line items must add up to the subtotal, and subtotal plus tax to the total.
- Corrected and approved Fix anything in place, approve it, and export only what a person approved.
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Voice of the Customer
Turns reviews, survey answers and support tickets into themes and trends. AI reads a sample and proposes the themes, you adjust them, then every response is sorted into a theme with its sentiment and a quote, and you get charts, trends and a short report on what to fix first.
- Themes found for you AI reads your feedback and proposes the themes; rename, merge or add your own.
- Every response sorted Each one gets a theme, a sentiment and the phrase that shows it.
- Trends over time See which themes grow or shrink month by month.
- What to fix first A short report: the biggest complaints, what customers love, and what changed.
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Custom AI
AI models built from your own examples for jobs no off-the-shelf product does: sort tickets, claims or emails into your categories, or pull your fields out of free text. Give labeled examples; the app learns from most of them, tests itself on the rest, shows every mistake so you can sharpen the instructions, and then runs on new data.
- Your categories, your fields Classify text into your own labels, or extract the fields you define.
- Learns from your examples A few dozen labeled examples are enough to start.
- Tested honestly Accuracy on examples it didn't learn from, per category, with every mistake shown.
- Versions you can compare Change the instructions, re-test, keep the best version.
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AI Agents for Operations
Agents that read the context, prepare the work and propose a path, then stop until a person approves it. Nothing is paid, sent or changed without that approval. Each has a Free plan, Pro at $30 a month and Business at $49 a month, with a 7-day free trial.
Agentic Payment Operations
Investigates payment exceptions (unmatched receipts, short and over payments, duplicates, failed payments) and prepares a resolution path for each. An agent checks the open invoices, bank lines and customer notes, proposes a resolution with evidence and a draft message to the customer, and waits. No financial action is taken by this app: approved resolutions are exported for your accounting system, and messages are sent only when a person approves them.
- Every exception investigated Unmatched receipts, short and over payments, duplicates and failed payments.
- Matches found for you Exact matches by reference and amount first; the agent works through the rest.
- A resolution with evidence Match, refund, credit, write-off, ask the customer, or escalate, with the rows behind it.
- Nothing moves on its own A person approves each resolution; approved ones export for your accounting system.
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No-Code SDLC
Turns a product idea into requirements, architecture and a delivery plan your team can review before anyone writes code. Each stage is drafted by AI, revised in plain words, and approved by a person before the next stage builds on it. Export the whole specification to Word, or the user stories to Jira.
- Requirements Goals, users, epics and user stories with acceptance criteria, scope and open questions.
- Architecture Components, data model, integrations, stack options with trade-offs, security, and a diagram.
- Delivery plan Milestones, team, estimates, risks with mitigations, and the first sprint.
- Reviewed at every step Revise each stage in plain words; approve it before the next one builds on it.
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Meeting Agent
Turns consented meeting transcripts and recordings into decisions and action items you can trace back to the discussion. Every decision and task comes with the exact words and the time they were said, checked against the transcript; owners and due dates go into one tracker across all your meetings, and a follow-up email to attendees is drafted for you to review and send.
- Decisions and action items Who agreed to do what, by when, from the transcript of a consented meeting.
- Traceable to the discussion Each one quotes the exact words and the time, checked against the transcript.
- One tracker for every meeting Owners, due dates and status across all meetings; mark items done as they finish.
- Follow-up email A recap for attendees, drafted for you to edit and send from your own mailbox.
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JobRadar
JobRadar finds jobs, tracks every application and drafts tailored documents, so a job search runs from one place. Free to use; Pro is $30 a month and Pro + AI $49 a month, each with a 7-day free trial.
- Job search Searches company career pages (Greenhouse, Lever, Ashby, Workday), remote job boards and USAJOBS by title, skills or both.
- Application tracker Every application in one place, from saved to offer.
- AI resume and cover letter Drafts a resume and cover letter tailored to each posting.
- Inbox agent Reads replies from employers and updates the tracker.
- Reports Daily, weekly and monthly reports on the search.
- Your data, your control Download or delete your data at any time.
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Invoices
A simple invoicing app any company can use: sign up, enter your details once, and send branded invoices your customers can pay online. Pro + AI drafts the line items from a description of the work and writes payment reminders.
- Branded invoices Your logo, colors, numbering, tax rates, payment terms and notes on every invoice.
- Card, PayPal and bank transfer A Stripe card link, a PayPal link and your bank details, all matched to the invoice amount.
- Send from your mailbox Emails the PDF with pay buttons and a link to an online view-and-pay page.
- Payment tracking Imports card payments, records partial payments and moves each invoice from Draft to Paid or Overdue.
- Customers Contacts, addresses, tax IDs and Cc emails for every company you bill.
- AI drafting (Pro + AI) Describe the work and AI fills in the line items; AI writes a reminder for each overdue invoice.
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Payroll
Payroll for small US teams: it calculates every pay run, checks it before you approve it, and gives you payslips and a direct-deposit file for your bank. It calculates pay; your company pays through its bank and files payroll taxes with its accountant.
- Pay runs Weekly, biweekly, twice-monthly or monthly runs for salaried and hourly staff, with overtime, bonuses and reimbursements.
- Taxes and deductions Social Security and Medicare (with the yearly wage base), federal and state withholding, pre-tax retirement and health, after-tax deductions.
- Checks before approval Flags negative pay, missing bank details, unusual hours and big changes from the last run.
- Payslips PDF payslips emailed to each employee, with year-to-date totals.
- Direct-deposit file A NACHA bank file to upload to your bank (Pro).
- Reports and forecast Year-to-date totals, cost by department and month, and a 6-month cost forecast (Pro).
- AI pay-run review (Pro + AI) AI reads each draft run against the last one and tells you what to check.
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Scheduling
Online booking and staff shifts for service businesses: your own booking page, confirmations with calendar invites, reminders, and a weekly shift planner, with AI shift suggestions a manager approves.
- Online booking Customers pick a service, a person and a free time on your booking page, and can reschedule or cancel online.
- Calendar Day and week views; book phone and walk-in appointments; mark completed or no-show.
- Calendar invites Confirmations, changes and cancellations reach customers and staff with a calendar invite.
- Reminders Email reminders the day before each appointment (Pro).
- Staff shifts Plan the week, then publish it to email everyone their shifts (Pro).
- AI shift suggestions (Pro + AI) Drafts a week of shifts from everyone's hours, time off and the cover you need.
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Learning (LMS)
A learning platform for training employees, customers and students: build courses, invite learners to your own school page, grade their work and issue certificates anyone can verify.
- Courses Modules and lessons with text, video and files; publish them or keep them as drafts.
- Quizzes and assignments Quizzes graded automatically; assignments you review and pass or send back.
- Certificates Issued when a learner finishes a course, with a public link to check them.
- Learners Invite by email or open sign-up on your school page; see each learner's progress.
- Live sessions Schedule classes with a meeting link and send everyone a calendar invite (Pro).
- AI quiz builder and tutor (Pro + AI) AI drafts quiz questions from a lesson, and a tutor answers learners from the lesson.
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