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Products

Five workflows. One business command center.

Each product solves a specific operational leak. Use one, or connect the suite as your business grows.

CashFlow Ai · Accounts Receivable

Turn aging invoices into predictable cash.

Automated reminders, payment links, promise-to-pay tracking, disputes, AR aging, and cash-flow forecasting.

  • AR aging dashboard
  • Automated email and SMS reminders
  • Payment link generation
CashFlow Ai
AR Aging · Outstanding $35,50012 Reminders Queued
$18,200
0–30
$9,400
31–60
$5,100
61–90
$2,800
90+
Collected $22,600 This Month · $4,000 Promised · 1 Dispute
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ComplianceDesk · Compliance

Audit-ready evidence without spreadsheet warfare.

Policies, controls, evidence, vendors, access reviews, questionnaires, and audit packages in one workspace.

  • Readiness dashboard with framework selector
  • Policy generator and policy library
  • Evidence vault with control mapping
ComplianceDesk
HIPAA + SOC 2 Readiness78% Ready
Access reviews — Q2Evidence ✓
Vendor assessmentsEvidence ✓
Incident response policyNeeds evidence
Audit Window Opens In 42 Days · 6 Controls Open
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CyberVault · Security & Resilience

Know your exposure before attackers do.

Security posture tracking, device and backup verification, credential-exposure monitoring, training records, and executive security reporting.

  • Security scorecard with remediation tasks
  • Device health monitoring
  • Cloud backup status dashboard
Explore CyberVault
WebWindowsmacOS
CyberVault
Security Scorecard87 / 100
Devices

23/25

MFA

21/25

Backups

Healthy

2 Remediation Tasks Open · Team Training 76% Complete
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FrontDesk Ai · Revenue Capture

Capture demand before it calls someone else.

Missed-call recovery, two-way SMS, Ai lead qualification, appointment booking, and no-show follow-up.

  • Missed-call text-back
  • Website chat widget with Ai lead qualification
  • Appointment booking and intake form automation
FrontDesk Ai
Lead Pipeline · Today14 Captured
Missed Call · (312) 555-0144
Texted-Back · Booked
Web Chat · Implant Consult
Qualified · Routed
No-Show · Tuesday 2:15 PM
Follow-Up Sent
Recovered

$4,820

Booked

9

Response

38s

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KnowledgeOps Ai · Knowledge Ai

Company knowledge, answered with sources.

A private Ai knowledge layer for SOPs, contracts, training docs, tickets, CRM notes, and internal workflows.

  • Secure document upload and knowledge collections
  • Ai search with cited answers
  • SOP and onboarding assistants
KnowledgeOps Ai
Ask The Knowledge Base

“What’s our refund process for annual contracts?”

Refunds on annual contracts are prorated to unused full months after the first 30 days…

Refund policy.pdf · §2Client SOP.docx · p.4
Docs

1,284

Answers

312

Hours saved

41

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