Beta access & availability
Free during beta.
Start with your company workspace, purchasing records, supporting documents and human approvals. Your chosen AI and messaging providers may have their own charges.
Ready for your team
- Company setup, departments, people and access
- Purchasing starter forms
- Document-backed drafts
- Approval routing
- A review inbox and record history
An owner controls their company’s membership and connections.
Bring your own assistant
A compatible ChatGPT, Claude or Codex client can connect with owner-authorized access. The setup connection prepares proposals for the owner to review. Day-to-day assistant work and routines require their own setup in your AI provider; connecting does not automatically activate them. Assistants cannot make approval decisions.
Assistant connection guideAdd WhatsApp when you’re ready
WhatsApp is optional and administrator-assisted during beta. Each company connects its own WhatsApp Business account and number, supplies its Meta credentials, and verifies delivery with its team. Start on the web while your connection is prepared.
WhatsApp setup guideCompany guidance and checks
Approval routing, required form fields, source evidence and access are application checks. Examples such as asking why cash was used with a credit supplier, or requesting a proper tax invoice, are company guidance for an authorized assistant to reference. They are not universal automatic blocks or a tax-compliance certification.
Explore rules and approvalsConnections still developing
Zoho Books remains in controlled testing; live accounting sending is paused. Stocklyst requires its own authorization and there is no automatic data sync. Receipt-reading availability depends on a separately configured company reader and owner review. The website’s paper illustrations explain example workflows; they are not customer records or a demonstration of automatic receipt recognition.