Service 01 · SaaS Platform

The business operating platform for modern operators

A single workspace that unifies cash flow forecasting, CRM, scheduling, social, and operations — with an AI Analyst that turns your data into plain-language guidance.

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What you get

  • 13-week cash flow engine — continuously projects receivables, payables, and runway with scenario modeling.
  • Integrated CRM — pipeline, contacts, deals, and follow-ups tied directly to your cash forecast.
  • Scheduling & operations — calendars, task lists, and team coordination in the same workspace.
  • Social & content tools — plan and publish across channels without leaving the platform.
  • AI Analyst — surfaces risks, anomalies, and recommended actions in plain language.

Who it is for

Small and mid-sized businesses that have outgrown spreadsheets and a patchwork of single-purpose tools, and want one connected system to run on.

How it works

  • Connect your bank, accounting, payments, and CRM data sources via our integrations.
  • The platform builds a unified model of your business — cash, customers, calendars, content.
  • Your AI Analyst monitors the model 24/7 and flags what needs your attention.