We connect your CRM, billing and other key tools to the AI you already use. You ask questions in plain English and get real answers from your own data.
A simple question like "what's renewing this month?" turns into a Slack thread, a spreadsheet and a two-day wait. By the time the answer comes back, you've moved on.
Dashboards help, but they only answer the questions someone thought to build. The question you have today is usually the one nobody built.
Each answer comes from your live systems at the moment you ask. Here are a few examples.
The Aria hoodie in medium: 22% return rate. 61% of return notes say it runs small.
$87 this October, up from $79 last October. Bundles drove most of the rise.
58% gross margin last month, down 3 points. Freight costs rose on your two best sellers.
4 products sell out within 14 days at this pace. Your supplier needs 21 days to restock.
28% of Q2's first-time buyers ordered again within 90 days. That's up from 22% a year ago.
$14.20 after COGS, shipping, returns and payment fees. Orders under $50 lose $2.10 each.
14 client calls, 3 renewals due, 2 launches. Thursday has 5 calls back to back.
Revenue is up 31% on last October. New business is up 18%. Expansion revenue did the rest.
At the last 90 days' pace, $2.4M ARR by December 31. That's $200k short of plan.
7 deals worth $310k have had no activity in 21 days. 4 of them belong to one rep.
The team closed 42 of 55 planned tickets this sprint. Two projects are a week late.
First reply time rose from 2 hours to 6 hours over the last month, mostly on weekends.
We start with what worries you. It might be revenue growth, service delivery or how fast the team ships.
We find where the answers live and check that the data is good enough to trust.
We give Claude or ChatGPT read-only access to those tools. We test it on your real questions.
You ask questions whenever you want. We show you how to get the most out of it.
Handing your business data to AI is a fair thing to worry about. Here's how we set it up.
The AI can read your numbers. It can't edit, delete or send anything. Your CRM and billing stay the source of truth.
You decide which tools we connect and what the AI can see. You can switch any connection off at any time.
We set up your AI account so your data isn't used to train models.
Every company will soon run AI agents that do real work. Those agents need what you get here: clean, connected, safe access to your data.
You get answers today. The same connections power the agents you deploy next. You'll also see how it all fits together, so you can lead that work with confidence.
You get your answers in real time so you can act immediately. No more waiting for reports.
The foundation your company needs for AI is in place before your competitors start.
You'll see how this works and what's possible, from the inside, with your own data.
Every business has different tools and questions. The price depends on how much we connect. You get a fixed quote after the consultation, before you commit to anything.
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Runs headphones.com, the largest specialty headphone retailer. Co-founder of Lantern. Founder of DeskTheory, an operator's school for CEOs mastering AI.
Has been building software since 2001. Founded four software companies and sold three. Runs a SaaS, and Uncog, where he builds AI systems for CEOs and their teams.
No. Every connection is read-only. It can answer questions about your data, but it can't edit, delete or send anything.
Most common business tools: stores like Shopify, CRMs like HubSpot and Salesforce, billing like Stripe, accounting like QuickBooks and Xero, plus calendars, project tools and support desks. We confirm your stack on the consultation.
Yes. We set it up in whichever AI tool you already use.
You join the first conversation and a short review at the end. We may ask someone on your team for access to a few tools. We do the rest.
Most data is. We check it before we connect it and tell you where answers might be off. Sometimes that check is worth the price on its own.
It depends on how many tools we connect. You get a fixed quote after the consultation, before you commit.
Book a consultation. We'll help you get real-time answers to the questions that will drive your business forward.