If the backend is messy, the owner is the system.
None of this means your business is broken. It means it grew faster than the spreadsheet did.
Everything lives everywhere
Client info is spread across spreadsheets, docs, a CRM you half use, and someone's notes app.
“Where is that?” all day
Your team keeps asking you where things are, because you are the only one who knows.
Follow-ups slip
Important callbacks and quotes sit quietly until the customer stops waiting.
Nobody trusts the spreadsheet
Half the rows are stale, so people keep their own copies. Now there are four versions.
Tasks live apart from the work
Your task app does not know what your business data knows, so nothing connects.
Tools that each solve a sliver
You pay for five subscriptions and still run the important parts from memory.
We turn your scattered client info, notes, tasks, SOPs, and spreadsheets into one organized, AI-searchable workspace.
Not another app your team has to learn. It looks like the spreadsheet they already trust, and it behaves like the system you wish you had.
Get organized. Stay on top of the work. Find answers fast.
Everything below already exists in the product. Nothing on this page is a mockup.
Your mess moves in and gets cleaned on the way.
Send us the spreadsheets you have today, however messy. Columns match themselves, dates and phone numbers get normalized, and duplicates get skipped.
- Import from CSV or Excel, with AI matching your columns to fields
- Messy values cleaned up automatically: dates, phones, dollar amounts, statuses
- Clients, jobs, estimates, and follow-ups linked together, not in silos
The work that needs you finds you.
Every sheet feeds one place that knows what is overdue, what is due today, and what has gone quiet. No one has to remember to check.
- My Work: every overdue item across every sheet, on one page
- Follow-ups resurface on their date, automatically
- Automations watch for status changes and due dates so people do not have to
Ask your business a question. Get an answer from your data.
The AI is grounded in your records and your SOPs, not the internet. It answers with what is actually true in your workspace, and when it offers to build something, you approve it first.
- Ask in plain language: what is overdue, who has not been contacted, what changed
- Your how-tos answer back, with the source cited
- AI proposes views, widgets, and drafts. Nothing runs without your approval
You do not set it up. We do.
Backoffice is delivered as a working system, not an empty tool. That is the difference between this and every template you have abandoned.
Send us the mess
Spreadsheets, docs, exports from tools you are leaving, photos of the whiteboard if that is where the schedule lives. We take it as it is.
We build your workspace
We set up your sheets, views, dashboards, forms, and automations around how your business actually runs, and import your data cleaned up.
Your team logs in and it works
No setup project on your side, no admin course. It is a spreadsheet with superpowers, and day one already has your real work in it.
AI that behaves like a careful employee.
Every morning it reads your workspace and tells you what changed, what needs attention, and what to do next. In gold, so you always know what the AI wrote.
Grounded in your data
Answers come from your records, your notes, your SOPs. Not from the internet, and never from another company's workspace.
Proposes, then waits
When the AI wants to build a view, add a widget, or clean up a sheet, it shows you exactly what will change. You approve it or you do not.
Everything is logged
Every AI request is recorded in your workspace log. You can see what was asked, what it did, and how long it took.
The morning brief on a real workspace: what changed, needs attention, risks, and what to do next.
Your clients see a calm page. Never your spreadsheet.
Share exactly what a client should see from a simple link: their quotes, their project, their files. They can approve an estimate or upload a document without an account, and the approval lands back in your workspace instantly.
- Approve or decline from any phone, no login
- Hidden columns stay hidden. They never leave your workspace
- Revoke any link at any time
The boring parts are the point.
A back office earns trust with the unglamorous details. They are all here.
Need something beyond the workspace? We also design and build custom AI systems to your spec: follow-up workflows, internal tools, reporting, agents. Scoped and quoted per build.
Custom AI builds →