More people involved.
Less context lost.
Give operations, purchasing, accounts and management a shared record of the work, with access shaped around their responsibilities.
One purchase, shared responsibilities
Who does what
- 01OperationsRequest & evidence
- 02PurchasingSupplier & details
- 03ManagementReview & decision
The owner manages each person’s access.
The everyday friction
“Who has this now?” shouldn’t run your day.
Operations has the request. Purchasing has the supplier details. Accounts is waiting for the receipt. Management sees a decision without the background. Every handover becomes another round of questions.
A clearer way through
Give each handover
a clear next step.
- Step 1
Start with your company structure.
The owner sets up the company, its departments and its members. Invite people by adding their email and configure the access each person needs.
- Step 2
Pass the work with its context.
Keep the request, supporting documents and record history together as different people prepare and review the work.
- Step 3
Keep responsibility with your people.
Company permissions determine who can see and act on a record. Connected assistants work through scoped access; they do not decide who joins your company.
AI assistance, with responsibility
Help for the team.
Control for the owner.
A setup assistant can help turn your description of the business into proposed forms, configuration and company knowledge. The owner reviews those proposals and manages people and access directly.
Built for independently owned retail, wholesale, service and operations businesses where work crosses departments.
Explore assistant connections- 01You explain the process
What your people need to capture.
- 02Your assistant prepares a proposal
Forms and guidance for your company.
- 03You review the changes
Apply them when you’re ready.
Begin with one workflow
A clearer way
to get the work done.
Free during beta. Third-party provider plans are separate.