An owner dashboard that tells you what matters in under two minutes, and a private AI assistant trained on how your company works.
TIMELINE3–6 weeks
PRICINGFixed, per system
YOU OWNEvery account and model
WORKS WITHClaude · Dashboards
(01) TODAY vs AS A SYSTEM — drag to compare
AS A SYSTEMOWNER DASHBOARDAn owner dashboard that tells you what matters in under two minutes, and a private AI assistant trained on how your company works.
TODAY
✕Status meetings to learn who is doing what
✕Answers that live with one person
⟺
(02) WHAT WE BUILD
A single view of key numbers: pipeline, cash, task completion and team activity.
Dashboard
Task and time tracking that the team fills in without friction.
Task tracking
A private assistant trained on your SOPs, pricing and processes.
Claude
Weekly and monthly summaries generated from live data.
Reporting
(03) QUESTIONS
It is trained on your documents and processes, runs on Claude, and answers only within what you have approved.
Yes. We design for the person reading it, not the person who built it. Training takes under an hour.
You decide. Owner-only, management-level and team-level views are built separately.
Support clients can request updates at any time. We update the assistant and document the change.