BUSINESS ESSENTIALS
Run your business in one operational system — with AI built in
Business Essentials centralizes execution, finances, business documents, and reporting in one place. It also connects to your existing tools through integrations—so you can keep your bookkeeping system and capture email/documents automatically.
How Business Essentials works
Data is captured once, stored centrally, and re-used across modules, AI support, and integrations—reducing double entry and improving operational control.
OPERATIONAL FOUNDATION
Centralize day-to-day operations
Tasks, workflows, invoices, expenses, documents, and reporting belong in one connected system—so you can manage execution with clarity.
- Reduce context switching and manual follow-up
- Create structure for recurring work
- Keep documentation and evidence close to the work
INTEGRATIONS
Keep your existing tools—remove the manual work
Business Essentials does not try to replace your bookkeeping system or your email inbox. Instead, it connects to them to automate capture and synchronization.
- Push / pull data to bookkeeping & financial systems
- Capture invoices and documents from email automatically
- Connect evidence and communication to the right records
INTEGRATIONS THAT REDUCE ADMINISTRATIVE EFFORT
Two integration capabilities are a key part of Business Essentials: connection to bookkeeping/financial systems and email/document capture. Together, they reduce manual admin and improve traceability across tasks, invoices, expenses, and documents.
BOOKKEEPING / FINANCIAL SYSTEMS
Synchronize without double entry
Connect Business Essentials to your existing bookkeeping or financial system so operational and financial data stay aligned. Keep your accounting workflow, while improving operational control and reporting.
- Sync invoices, expenses, suppliers/customers (based on configuration)
- Maintain consistent statuses (e.g., approved, paid, overdue)
- Link accounting entries to tasks, workflows, and supporting documents
- AI: highlight anomalies and suggest follow-up actions
EMAIL & DOCUMENT CAPTURE
Automatically capture operational evidence
Forward or connect email to automatically store attachments and key information. Convert email into structured records (documents, invoices/expenses, or tasks) with the right metadata.
- Automatically store attachments in the Business Document Vault
- Create tasks from emails (with owner, due date, and priority suggestions)
- Extract invoice/expense metadata from attachments where possible
- AI: classify, tag, and route items to the right workflow
OPERATIONAL CONSISTENCY
Everything stays connected
Integrations are designed to preserve a single operational model: one system, one data structure, one AI assistant, and one reporting layer.
- Less manual admin and fewer errors
- Better auditability and evidence tracking
- More reliable insights and AI recommendations
- Higher adoption because workflows are practical
THE AI ASSISTANT CAN: ASK, SEE, DO
The assistant becomes more valuable with integrations
The Ask capability allows you to ask natural-language questions about what is happening in your business right now.
Unlike traditional dashboards or reports, you do not need to know:
- Where the data lives
- Which module to open
- How to build filters or queries
You simply ask the question in your own words.
What happens when you “Ask”
When you ask a question, the AI assistant:
- Interprets your intent
- Identifies which modules and records are relevant
- Queries the underlying operational data
- Returns a clear, structured answer
The answer is always based on actual records inside Business Essentials and its connected integrations.
The See capability ensures that answers are not just summaries, but are fully explainable and traceable.
After answering your question, the AI assistant shows:
- The relevant records behind the answer
- The supporting evidence (documents, invoices, attachments)
- The related tasks or workflows connected to those records
This allows you to verify, explore, and act—without guessing.
What you see
Depending on the question, the assistant can surface:
- Specific invoices and their payment status
- Expense records with approval state and attachments
- Business Document Vault files (contracts, policies, insurance, etc.)
- Tasks and workflows linked to those records
Everything remains clickable and auditable.
The Do capability allows you to request actions based on what you see—while keeping you fully in control.
The AI assistant never performs actions silently or outside defined permissions.
What actions the assistant can perform
You can ask the assistant to:
- Create follow-up tasks
- Propose or populate workflow steps
- Draft reminder or follow-up emails
- Prepare structured summaries (e.g. for your bookkeeper or accountant)
All actions are:
- Explicitly requested by the user
- Executed within role-based permissions
- Fully visible and traceable
THE 4 BASE MODULES
The Base Suite focuses on a lean operational foundation: execution, finances, document control, and reporting.
TASK & WORKFLOW MANAGER
Execution, ownership, repeatability
Capture work, assign ownership, and standardize recurring processes with workflows. Keep execution visible and measurable.
- Tasks with priorities, deadlines, and owners
- Workflow templates for recurring processes
- AI support for task creation and workflow suggestions
INVOICE & EXPENSE MANAGEMENT
Financial control without chaos
Store invoices and expenses with consistent metadata. Make reporting and follow-up predictable and audit-friendly.
- Capture invoices and expenses centrally
- Tagging, categorization, status tracking
- AI extraction, summaries, and follow-up recommendations
BUSINESS DOCUMENT VAULT
Documents, evidence, expiries, compliance
A secure vault for business-critical documents: contracts, insurance, policies, leases, supplier agreements, and more.
- Central storage with structured metadata
- Expiry tracking and reminders
- AI-assisted retrieval and risk highlighting
INSIGHTS & REPORTS
Operational clarity and improvement
Turn operational data into insight: what is stuck, what is late, what keeps recurring, and where you lose time or money.
- Dashboards and summaries across modules
- Bottleneck and trend identification
- AI narrative reporting and actionable recommendations
ADD-ONS (OPTIONAL)
Extend your foundation
Add modules such as Time & Leave Management, Project Management, Inventory Management, and more when you need them.
- Modular growth path
- Shared data model + shared AI assistant
- Consistent permissions and auditing
DESIGNED FOR SMBS
Simple enough to adopt, structured enough to scale
Built for entrepreneurs and small teams that need operational control, without heavyweight enterprise complexity.
- Lean processes with clear ownership
- Fast onboarding and practical defaults
- Extend later with add-ons, not replatforming