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 with an Appointment Book and built-in automations.
- 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.