Show me revenue by week for the last two months.
Last week was the best in eight: $38,900, up 11%.
Ask how the business is doing and get the answer with the numbers behind it, from your books, payments, calendar and CRM.
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Revenue was $38,900 across both shops, up from $35,200 the week before. Brake and tire work led. Invoices past 30 days are $2,140.
Each chart comes with the one line that matters and the question that made it. Ask a follow-up in the same chat, or turn it into a report.
Show me revenue by week for the last two months.
Last week was the best in eight: $38,900, up 11%.
Which quotes are still open, and how old are they?
$4,100 in quotes has waited more than two weeks.
Who owes us money past 30 days?
Harbor Courier owes over half, and is 41 days late.
Build a six-slide deck for Thursday's managers' meeting from last quarter's numbers.
Ask for a PowerPoint deck, a PDF report or an Excel sheet. The charts come from your own numbers, and you change any slide by asking.
Here's the deck: six slides with this morning's three charts.
Done. Slide 2 now shows July to September.
Describe a job in a sentence. An agent runs it on schedule and texts you what it found, with the full version in your inbox.
Weekly report, week of Oct 12
3 decisions today
Then 3 meetings, the first at 9:30 AM.
2:00 PM · Bluestem Solar
It reads
QuickBooks, Square,
Stripe,
HubSpot and
Google Calendar, and posts to Slack when you say so.
Xero, Salesforce and Pipedrive work too. Connect each app in a click, and disconnect it the same way.
Browse all integrationsWhere the numbers come from, what it can make, and when it asks you first.
Yes, and more. It manages your calendar and inbox, books meetings, briefs you before them and follows up after. It also reads your numbers, builds reports and decks, and runs agents for the work that repeats.
Only from the apps you connect, like QuickBooks, Square, Stripe or your CRM, and from files you give it. You choose what it can see, and you can disconnect any app in one click.
A short morning briefing sent to your phone: today's meetings, what's due and what came in overnight. Want it to lead with decisions instead? That's the Morning Executive Brief agent template.
Yes. Ask for a PowerPoint deck, a PDF report or an Excel sheet, with charts, built from your own numbers. You can edit it by asking.
Yes. Text it by SMS, iMessage, WhatsApp or Telegram, or call it and talk. It's the same assistant and the same conversation as the web app.
You choose. Auto decides when to check with you, and always asks before sending an email. Manual asks before anything that sends, changes or deletes. Bypass permissions runs without asking, though a few high-risk actions may still check with you.
Try it free for 7 days. Connect your books and calendar, and ask your first question today.