AI Business Document Operating System
Business documents from company memory, data, and workflows.
Generate plans, forecasts, proposals, contracts, reports, and client-ready PDFs from one operating workspace instead of starting from a blank prompt every time.
How it works
Documents from your company memory
Proposals, plans, reports and contracts written from your saved company, client and pricing details, exported as branded PDF or Word.
Client portals
Share documents in one link. Clients comment, request changes, approve, pay and e-sign, with a full signing record.
Data reports
Upload a spreadsheet and get KPIs, charts, a forecast and a written report built on figures checked by code.
Agents and automations
Schedule recurring documents, send packages to clients and route documents through approvals before they go out.
Free
$0
5 documents a month, PDF export
Pro
$12/mo
250 documents, client portals, e-signatures, payments
Business
$39/mo
1,000 documents, teams, approvals, API and SSO