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Business Copilot

“How's the XYZ Foods account doing?” The answer shouldn't live in four different systems.

Your ERP has the invoices. Your CRM has the pipeline. Your email has the latest conversation. WhatsApp has what you promised last week. None of them talks to the others. You need them to.

✓One single question, all your systems at once
✓Answers with real data, not estimates
✓Each employee sees only what they're meant to see
Here's what it looks like

A Tuesday at 8:12 a.m.

You, on WhatsApp: “how's XYZ Foods doing”

Reply, 11 seconds later: “They have a past-due invoice of 1,920 dollars, 18 days overdue. Support reported two open cases, the most critical one unanswered since Thursday. The last email was yours, on September 3, and they haven't replied. Their contract expires on December 31.”

That didn't come from one system. It came from four.

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Let's start with the basics

What is a business copilot? No jargon.

Think of an employee who knows every one of your company's systems by heart —not just one—, answers instantly, and knows exactly what they can tell each person.

It doesn't live inside one system

It lives on top of all of them. It connects to your ERP, your CRM, your email and your WhatsApp at the same time. When you ask, it decides on its own where to look for the answer.

It's not a search engine

It doesn't hand you a list for you to interpret. It cross-checks information from several systems and gives you the answer already put together, in one sentence.

It doesn't overshare

Each person receives only what their role allows them to see. The salesperson sees their accounts; management sees everything. Nobody configures anything: it uses the permissions you already have.

In one sentence: it's being able to ask your entire company, in plain language, and have it answer with the truth from all your systems.

The real problem

ERP copilots only see the ERP.

SAP's copilot knows what's in SAP. Odoo's knows what's in Odoo. None of them knows what happened in Friday's email. Your company doesn't live in a single system; your intelligence shouldn't either.

The answer is scattered

You ask about a customer and half of it is in the ERP, the other half in email, and the most recent part in WhatsApp. Nobody puts the three parts together except by hand.

Someone drops their work to cross-check it

Your analyst stops what they were doing every time management asks something that touches two systems. You pay for that time twice: the report, and what didn't get done in the meantime.

Decisions get made with half the picture

A credit line gets approved without knowing the customer hasn't answered emails in two months. Or someone calls to collect from a customer who already paid yesterday by transfer.

How it gets solved

What changes the day you put it in.

You ask yourselfFrom your phone, on WhatsApp, in plain language. You don't go through anyone or wait your turn.
Answers in secondsAt seven in the morning or on a Sunday. It queries all connected systems at once.
With today's dataIt reads the systems live. It's not last night's copy or last week's Excel file.
You can verify itEvery figure comes with the link to the record behind it, in the system it came from.
Everyone sees their ownIt respects the permissions that already exist. The branch manager sees their branch; management sees everything.
Everything is loggedYou know who asked what, when, and what they were told. Without that there's no real control.
Why nobody else can sell you this

No software vendor sees outside its own house.

And that's exactly why its copilot will always give you half an answer.

The vendor's copilot 1 system

SAP only sees SAP. Salesforce only sees Salesforce. Odoo only sees Odoo. Each one sells you intelligence about its own piece, and says nothing about the rest.

Your actual company 4 to 6 systems

ERP, CRM, email, messaging, documents, payroll. A single customer's information lives scattered across all of them, and decisions need the pieces together.

Our position All of them

We don't own any system. That's why we can connect them all without defending any. That's the seat a vendor will never be able to take.

How we do it

Three weeks of work, explained.

Anyone can connect an AI to a database. Getting it to understand several systems at once, not make things up and not overshare is something else, and that's where the work is.

1

We connect and review what you have

We hook up each system as it is: ERP, CRM, email, WhatsApp. And we review what's actually being filled in and what's been left empty. Without this, the AI answers with incomplete data and nobody notices.

2

We unify the vocabulary

We teach it that “customer 4021” in the ERP, “XYZ Foods” in the CRM and the number messaging you on WhatsApp are the same company. And that you say “customer,” not “partner.” Without that, each system answers on its own.

3

We assign access by role and train

We define which systems and which data each person can reach, with a log of every query. We close with four hours of training using your own cases.

What you get back

What you get back, in concrete terms.

Orders of magnitude for sizing, not a promise. In the assessment we calculate them with your real numbers.

Time you get back 20 h / month

That's what building on-demand reports usually takes at a mid-sized company: an hour a day from someone who's well paid, plus the interruptions. Cross-checking two systems by hand costs double.

Response speed from hours to seconds

Cross-checking two systems by hand takes a whole morning. The same question, answered in seconds with today's data, stops being a request in the queue and becomes a simple lookup.

Where the value is the full picture

No longer deciding with half the information: approving a credit line while also seeing the unanswered emails, or not sending someone to collect from a customer who paid yesterday by transfer.

We're being honest: this service doesn't pay for itself in three months. Its real value is in deciding with the full picture. If you're looking for a fast, measurable return, start with the Collections Agent.

When you need it

If any of these four happens to you, it's a fit.

And if none of them does, we tell you in the assessment and don't sell it to you.

You have more than one system with customer dataERP, CRM, email, WhatsApp. If the answer is scattered, the copilot pulls it together for you.
Your management decides with incomplete informationThey ask for a customer's status and someone takes hours cross-checking systems by hand.
Each employee needs to see something differentThe salesperson sees their accounts, the collector sees what's past due, management sees everything. Nobody else.
You have systems that don't talk to each otherThere's no need to migrate or replace anything. They're connected just as they are today.
Price

Calculate what it would cost at your company.

No “request a quote” forms and no hidden prices. Move the two sliders and see the number. If it works for you, we schedule the assessment.

30
Each with their own access and their own permissions
4
ERP, CRM, email, WhatsApp, documents…

Always included

  • Role-based permissions: everyone sees only their own
  • 100 queries per person per month
  • Log of every query and its answer
  • Training and updates when you change a system
Monthly fee $602/mo
Setup $2,360

Thirty standalone licenses of an AI chat cost $750 a month — and none of them connects to your systems.

Book the assessment with these numbers

No commitment. We review your systems and tell you frankly whether it's a fit for you or not.

The numbers above are list price. In the assessment we adjust them to your case: if your systems are ones we already know, setup costs less. Extra queries beyond the package, 30 cents each.

Frequently asked questions

What people who've never used this ask.

How is it different from the copilot my ERP already has?

In scope. The copilot that comes with your ERP can only answer about what's inside that ERP: it doesn't see your email, it doesn't see your CRM, it doesn't see what you promised a customer on WhatsApp. We don't make any system, so we connect them all and answer with the full picture.

How many systems can it connect?

The base includes two, and most start with the ERP and email. Each additional system is added in the price calculator: you move the slider and instantly see how your number changes. The norm is to start with two or three and add the rest as usage grows.

Why two payments and not just one?

Because they're two different things. The initial payment is the work of getting it running with your systems, your vocabulary and your permissions: it's done once. The monthly fee is keeping it operating: queries, monitoring and updates every time something changes in any of your systems. It's just like hiring someone: first the training, then the salary.

Do I have to change or migrate my systems?

No. It connects to the ones you already have, as they are. With Odoo the connection is direct because we're implementers; for the others we review it free of charge in the assessment and tell you frankly whether it can be done or not.

Can it show someone something they shouldn't see?

No. Before answering it checks what that person can see based on their role, system by system. If the data exists but isn't theirs to see, it replies that it can't find it. And every query is logged: who asked, when and what was answered.

Can it make up a number?

It doesn't answer from memory: every answer comes from a real query to your systems and includes the link to the record behind it. If the data doesn't exist, it says so.

What if my data is messy?

That's the first thing we check. If the systems are half-filled, we tell you before selling you anything: cleaning up the data first is cheaper than putting an AI to answer on incomplete information.

15-minute call

One hour of consulting and you know whether this works for you or not.

We review what systems you have, how complete they are and calculate the savings with your numbers — even if the answer is that the data needs to be organized first.

✓No commitment, no contract involved
✓We give you the priorities in writing
✓We reply the same business day

Request the Business Copilot

Your number comes from the calculator, with your company's real size. Setup in 15 business days.

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