One deck. Every tool your team runs on, always in sync.
Tasks, pipeline, docs, and money share one data spine, so nothing drifts and the AI co-pilot answers from your real numbers. Here is what each surface actually does.
A board that knows the rest of the business.
A kanban board with assignees, due dates, and custom tags. Because it lives next to your pipeline and your finances, the agent can turn a closed deal into onboarding tasks and your Monday update writes itself.
- Kanban columns with drag and drop, assignees, and custom tags
- My Work pulls everything assigned to you into one queue: tasks, follow-ups, mentions, pending AI proposals
- Due dates land on the shared Calendar next to client follow-ups and finance reminders
- Export and import supported, so you can bring your board with you or take it out any time
A pipeline with the email thread attached.
Leads move through lifecycle stages to customers, with MRR on every deal. Forward or BCC client email to your workspace address, or connect Gmail, and the conversation lands on the client timeline automatically.
- Lead-to-customer pipeline with lifecycle stages and per-client MRR
- Email ingest: forward or BCC mail to your workspace address, or sync Gmail, and matched messages log onto the client activity timeline
- Finance reads the same pipeline, so closed deals show up in revenue without re-entry
- Pro adds automation workflows: trigger and action rules that fire on client lifecycle events, like won creating onboarding tasks
Docs your whole team edits at once.
Real-time collaborative documents and spreadsheets in shared folders, with AI writing assist and full-text search. Specs, SOPs, and notes live where the work does, not in a separate wiki.
- Real-time collaborative editing, multiple cursors in the same doc
- AI writing assist inside the editor, grounded in your workspace
- Shared folders with full-text search across everything
- Comments on documents, plus export and import support
Runway computed live, not pasted monthly.
Connect your bank through Mercury or Plaid and your cash, burn, and runway are computed from real balances and recurring commitments. No CSV exports, no stale spreadsheet formula.
- Bank sync via Mercury or Plaid, with read-only access, we never see your banking credentials
- Burn and runway derived from real balances plus recurring commitments, always current
- Budgets, recurring expenses and income, and a double-entry ledger underneath
- Founder vesting schedules tracked in the same place, and financial figures blur until revealed for screen-share privacy
An agent that reads every module.
The co-pilot works from your real tasks, pipeline, docs, and numbers, not from whatever you paste into a chat window. Ask for the weekly update and it drafts one from the actual state of the business.
- Answers questions from live workspace data: tasks, deals, docs, cash
- Drafts recaps and updates from what actually changed
- Proposes edits, like creating a task or updating a deal, and every write action requires explicit approval by a member before it takes effect
- Included on the Free plan with a monthly credit pool, Pro raises the pool per seat
Every tool is a module. Every module is a switch.
One login, one permission model, one set of numbers. Admins flip modules on and off in Settings, and pages adapt so nothing looks half-empty.
Free covers the core including the AI agent. Pro adds automation workflows, scheduling links, the encrypted Vault, custom roles, and ten times the AI credits. See full pricing.
The boring parts, done properly.
Your pipeline and your bank balances live here, so the foundations are not optional extras.
2FA and passkeys
Two-factor authentication with authenticator apps, passkey sign-in, and an admin policy to require 2FA across the workspace.
Audit trail
An activity and audit log of actions taken in the workspace, plus sign-in monitoring, active session review, and detection rules in the Security center.
Encrypted vault
Team passwords and API keys encrypted at rest with per-item access control, and every access recorded in the trail.
Tenant isolation
Row-level security keeps each workspace's data isolated at the database layer, backed by role-based permissions per module.
Spin up the deck your business runs on.
Free forever for up to 3 people. Upgrade only when you outgrow it.
Free forever for up to 3 people · no credit card required