Features
Everything an agency runs on, in one workspace
What is built today, grouped by the outcome it serves.
Quotes sent faster
Quotes and rate cards
An agent drafts the scope from your description. Your rate cards set the price and the tax, and a person approves the quote before it goes out.
- Prices and totals come from code, never from the AI
- Clients accept or decline from their portal
Fewer hours on admin
Projects that start themselves
An accepted quote can start its project from a playbook, with tasks and due dates already set. Recurring tasks run for people and agents.
- Playbooks capture how your agency delivers
- Tasks can be assigned to a person or an agent
Getting paid, without the chasing
Billing and getting paid
Tracked hours become invoice lines, retainer invoices draft on their day, and clients can pay online once you connect a Stripe account.
- Several currencies, booked at the rate of the day
- A double-entry ledger that is append-only
Fewer status emails
Client portal
Clients see their quotes, invoices and a progress view of each project, never the tasks, people or costs behind it.
- Accept a quote
- Open and pay an invoice
- See how far along a project is
Routine work done, with your approval
AI agents with a role and a budget
Hire an agent like anyone else. It has a role, a credit allowance and a person who answers for it, and its finished work waits for a person to approve it.
- Credit allowance per agent, in an append-only credit ledger
- Agents act only through a gateway that checks every call
Outreach with the safeguards built in
Outreach
Find prospects, draft campaigns and review replies. Agents can draft, but only a person can launch a campaign or send. Every email carries an unsubscribe link and opted-out people are suppressed.
- Read the outreach policy before you send
- Lawful use is your responsibility
The books follow from what happened
Attendance, payroll and back office
Staff clock in, take breaks and clock out, and the same hours feed payroll. Leave, expenses and supplier bills live in the same workspace.
- See who is working right now
Put the routine work on autopilot, and keep the final say
Set up your workspace with a guided checklist.
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