AI integration for small & mid-sized businesses

Put AI to work
inside your business.

We connect your sales, labor, inventory, and invoices to Claude or ChatGPT — so the assistant you already use knows your actual numbers, and can answer real questions about them. Set up once. Ask it anything.

Can I afford a $6,000 equipment purchase this quarter?
Yes — but wait about three weeks. Cash today $24,500, with $8,335 in payables due. You're netting $3,011/week, so you clear $6,000 of headroom in week 3 without touching your buffer. One thing first: labor is 31.0% of sales. Businesses your size run 25–30%. Getting back into that band frees up roughly $1,100/month — more than the purchase costs you.
Book a 15-minute walkthrough How it works

Bring one month of sales exports. You'll see your own numbers in it, not a canned demo.

What "connected to AI" actually means

Your AI knows your numbers

Not generic advice off the internet. It reads your real sales, labor, inventory and payables — so the answers are about your business.

You ask in plain English

No dashboards to learn, no reports to run. Ask the way you'd ask a bookkeeper who happens to be available at 6am.

It answers with judgment

Your numbers get compared to businesses like yours, so you hear "that's six points high," not just a figure on a chart.

Benchmarked against your industry

Private businesses don't publish their financials, so "am I normal?" is nearly impossible to answer on your own. We load the published ranges for your industry and compare them to your actuals — so "your labor is high" arrives with a number attached, not a hunch.

Cost of goods% of revenue
Labor% of revenue
Occupancy% of revenue
Gross marginvs. your sector

Healthy ranges differ by industry — a restaurant and a dental practice aren't judged on the same numbers. We set yours up during onboarding.

How it works
  1. Send us your exports. Square, QuickBooks, Toast, Shopify, your payroll system — whatever you already have. No integration project, no IT person.
  2. We set up your own private instance. Your books, your login, your URL. Not pooled in a shared database with anyone else.
  3. Connect it to your assistant once. One approval screen, then it's there whenever you open Claude or ChatGPT.
  4. Ask it anything. Morning briefing, reorder list, whether you can afford the thing you've been putting off.
Straight answers
Do you need access to my bank account? No. Sales, labor, inventory and invoice exports are enough to get started.
Can it change anything in my systems? No. It reads. It can't place an order, move money, or edit a record.
Is my data mixed in with other businesses? No. Each business gets its own instance and its own database, behind its own credentials.
What if I don't use Claude or ChatGPT? The dashboard works on its own. The assistant is an option, not a requirement.