How it works
Your records stay where they are. We add something next to them that you can ask questions of, and that keeps an eye on things if you want it to.
Capsule
You ask, it answers
- 1
Connect
We connect to the system you already run: a database, your accounting software, your CRM, or a folder of spreadsheets you export. Nothing gets replaced, and nobody has to learn a new screen.
- 2
Copy
A copy of your records goes onto your own machine, sorted so a question can find the right ones. It refreshes on a schedule we set up with you during the install.
- 3
Ask
Type a question the way you'd ask a person. The answer comes back with the records it came from, so you can check it.
- 4
Tune
You start with 10 to 15 questions tuned to your records. New ones get added as you think of them.
tend8
Tend8, the add-on
It watches, and tells you
Everything Capsule does, plus it keeps an eye on the business so nothing falls off the table: receivables, quotes, purchasing, shipments. First we spend a few days learning how your business runs, so it knows what deserves your attention.
A morning brief
What changed, what's due, what's at risk, what slipped. Short, and tuned to what matters to you.
Ask it, or tell it
Ask it things and tell it things. "What's overdue?" "Who has room this week?" "Move the Henderson install to Thursday."
A live board
A screen in the shop or a tab you keep open, showing where today stands and flagging what the brief mentioned.
Triggers
When an invoice hits 30 days, a lead sits for 48 hours, or a job runs over its estimate, it says so. How your business runs stops living only in your head.
Where it runs, and where your data goes
Your machine
A small computer for about $300, or a server for about $5 a month. Either way it's yours, and there's no subscription to us.
Your data
It stays on that machine. To answer a question, the question and the records it needs go to the AI provider you choose, on your own account.
Nothing leaves
With RouterLM, the AI runs on your own machine too, so nothing leaves the building.
What it connects to
If your system can export its records, it can connect.
- SQL Server
- MySQL
- Postgres
- Microsoft Access
- QuickBooks Desktop
- Xero
- FreshBooks
- Salesforce
- HubSpot
- Zoho
- Practice-management software
- Any spreadsheet export
Tell us what system you run and the first thing you'd ask it. Text or email.