Business Software for QuickBooks Online

Exterio is a comprehensive platform for roofing CRM and project management aimed at enhancing communication among exterior contractors, expediting job estimates, managing leads effectively, and securing more projects in areas such as roofing, siding, windows, gutters, decks, maintenance, and various other exterior endeavors. Previously known as Roof Chief, Exterio stands out as an AI-driven CRM that boosts sales efficiency while maintaining smooth operational and production processes. By leveraging smart automations, it allows contractors to accelerate their workflows, improve follow-ups through integrated communication tools, and deliver a polished purchasing experience via digital sales proposals, all within an intuitive platform capable of handling the entire business operation. Every interaction, including leads, calls, texts, emails, and projects, is centralized from the initial contact through to the signed agreement, featuring automated text and email sequences, reminders, custom workflows, assignment of tasks, pipeline monitoring, contact management, customer portals, and a complete communication log associated with each project. This holistic approach not only enhances productivity but also contributes to a more organized and efficient way of managing exterior contracting jobs.

AI Workers are independent agents crafted specifically for your organization; these advanced AI entities function like genuine colleagues rather than mere chatbots awaiting instructions. Each comes equipped with its own professional identity, including an email, phone number, and presence on platforms like Slack and Teams, demonstrating initiative and the capacity to operate around the clock without needing prompts. Rather than dictating every detail of their tasks, you simply define the objectives, and they autonomously develop the necessary workflows, accommodating a variety of tasks such as generating daily reports, conducting weekly follow-ups, managing CRM updates, handling client interactions, performing research, overseeing content creation, executing finance responsibilities, coordinating HR activities, supporting design projects, and assisting with development operations. This system includes a diverse range of specialized AI Workers tailored for functions in marketing, development, design, HR, finance, and more, with each worker crafted for a specific role and practical applications. Furthermore, AI Workers can integrate seamlessly with over 3,000 tools, such as Slack, Microsoft Teams, Gmail, Notion, HubSpot, Salesforce, and various other business applications, ensuring they fit effortlessly into your existing workflows. Their versatility and adaptability make them an invaluable asset for enhancing productivity and streamlining processes in any business environment.

Empiraa Signal is an innovative sales platform powered by artificial intelligence, designed to streamline processes for sales teams by increasing their pipeline while reducing administrative burdens. This integrated system encompasses prospecting, outreach, deal and pipeline management, along with reporting functionalities, allowing representatives to allocate more time to selling rather than data entry. Its advanced AI, known as ANI, assists by recommending subsequent actions, crafting outreach sequences, and facilitating deal progression without the need for manual follow-ups. Each subscription plan permits unlimited users, making it accessible for various team sizes. Moreover, Signal seamlessly integrates with popular tools that sales teams already utilize, such as Slack, Microsoft Teams, Zoom, Twilio, Mailchimp, Brevo, Meta Lead Ads, QuickBooks Online, Stripe, and Google/Microsoft for single sign-on and calendar synchronization, all managed through the user-friendly Settings and Workflow Engine. Tailored for small to mid-sized B2B sales teams and consultants or agencies that handle prospecting and deals, it works exceptionally well in conjunction with Empiraa GPS for those seeking a comprehensive strategy and sales solution within a single platform. A 14-day free trial is offered, requiring no credit card information, empowering users to experience its benefits firsthand before committing. Additionally, this system's user-friendly design ensures that even those with limited technical expertise can navigate and utilize its features effectively.

MyExecs.ai is an innovative virtual C-suite platform that harnesses AI technology to assist leaders, founders, and executive teams of small and medium-sized businesses. Rather than simply providing passive suggestions, MyExecs actively engages in operational management, financial predictions, and strategic coordination through a team of six specialized virtual executives: Chief Financial Officer (CFO), Chief Marketing Officer (CMO), Chief Revenue Officer (CRO), Chief Operating Officer (COO), Chief Technology Officer (CTO), and Chief Human Resources Officer (CHRO). This platform integrates with real-time tools such as QuickBooks, Stripe, HubSpot, Salesforce, and Google Sheets to conduct data audits and address interdepartmental challenges, utilizing a collaborative multi-agent debate system to enhance decision-making processes. By fostering this level of proactive engagement, MyExecs.ai empowers businesses to optimize their operations and make more informed strategic choices.

Slash serves as a comprehensive financial platform that consolidates various services such as business banking, corporate cards, treasury management, working capital solutions, stablecoin transactions, invoicing, bill payments, and global fund transfers into a single hub. This allows businesses to establish checking accounts, facilitate ACH transactions, wires, RTP, and FedNow transfers, develop virtual accounts for distinct financial pools, and oversee multiple entities within a unified workspace. The corporate card offerings from Slash feature an unlimited array of both virtual and physical cards, alongside tools for spend analysis, detailed spending limits, merchant controls, user permissions, and multi-tiered approval processes. Sophisticated automation tools streamline everyday financial operations, enabling balance-based transfers, vendor-specific ACH authorizations, scheduled payment setups, reimbursements, receipt management, and accounting categorization. Teams can seamlessly integrate with platforms like QuickBooks, Xero, and Plaid to sync transaction data, while also leveraging analytics to track spending habits and financial trends across various accounts, empowering them to make informed financial decisions. Ultimately, Slash aims to simplify complex financial processes, ensuring businesses can operate efficiently and effectively in today's fast-paced economic landscape.

Dash.fi serves as the comprehensive financial operating system designed for growing enterprises, integrating features such as corporate cards, expense management, approval processes, and accounting automation into a single platform. It empowers teams with optimized spending capabilities while ensuring strict oversight of every expenditure. Companies can easily issue cards, establish spending rules, manage approval workflows, capture receipts in real-time, categorize expenses, and seamlessly sync transactions with popular accounting software like QuickBooks Online, NetSuite, Xero, or Sage Intacct. With features like merchant mapping, chart-of-accounts synchronization, and two-way ERP integration, Dash.fi guarantees that all transactions are accurately coded and recorded without the need for manual adjustments. Additionally, the platform leverages AI audit agents to uncover potential savings opportunities for businesses, including areas such as advertising, shipping, and AI utilization. By streamlining these financial processes, Dash.fi not only enhances efficiency but also provides valuable insights to help businesses thrive in a competitive landscape.

VRTrust serves as a comprehensive accounting solution tailored for managers of short-term rental properties, accounting teams, and those with expanding portfolios. This platform enables users to efficiently handle trust accounting, operational finances, owner statements, bank reconciliation, and financial reporting, all within a unified interface. The software streamlines intricate accounting processes, facilitates the matching of online travel agency payouts with bank transactions, and allows for precise tracking of revenue and expenditures for each property. Additionally, it oversees owner funds, keeps tabs on guest balances, and ensures a well-maintained general ledger. Its robust reporting features encompass profit and loss statements, balance sheets, trial balances, trust reconciliations, lodging tax reports, owner statements, and detailed financial insights at the property level. With functionalities such as bank feeds, automated reconciliation features, adjustable fees and commissions, multi-property financial reporting, ACH payouts to owners, API access, and AI-compatible workflows via MCP, VRTrust minimizes the need for manual input and enhances the accuracy of financial data for property managers across various scales. Moreover, its user-friendly interface and powerful automation tools empower teams to focus more on growth and less on administrative tasks.

Odella serves as a platform designed for the creation and oversight of AI Employees that perform tangible tasks within your organization. Teams have the option to either recruit specialized AI Employees from a dedicated marketplace or create their own, linking them to essential business tools, defining explicit roles and responsibilities, scheduling their working hours, and streamlining repetitive tasks through automation. Each AI Employee adapts to understand how your tools, systems, processes, branding, terminology, and operational methods interconnect, subsequently leveraging that understanding to generate outputs tailored to your business needs. These AI Workers accumulate preferences, receive feedback, make decisions, and gather client context, which enhances their performance over time. Every action they take is recorded and can be reviewed, providing transparency through workflow visibility, audit trails, and checkpoints involving human oversight for significant decisions. Additionally, these employees can react to event-driven prompts, manage lengthy tasks in the background, and integrate seamlessly with CRMs, email, Slack, spreadsheets, project management tools, financial systems, bespoke software, and common communication channels. Ultimately, Odella empowers organizations to harness the potential of AI in a structured and effective manner, ensuring continuous improvement and adaptability in their operations.

eFieldData serves as a comprehensive electronic system for managing field data, functioning as a cloud-based platform that automates workflows in construction materials testing, geotechnical engineering, and field inspection tasks. By integrating scheduling, work orders, mobile data collection, laboratory testing, reporting, timesheet management, invoicing, and client communications, it creates a streamlined, centralized workflow. Field technicians benefit from a mobile application available on both iOS and Android, enabling them to easily access project information, log results from tests on asphalt, concrete, soil, and more, as well as attach site photographs and GPS-tag their locations while synchronizing data in real time. The platform features standardized electronic forms equipped with built-in calculations and complies with ASTM, AASHTO, and state DOT standards, enhancing reliability through automated validation that minimizes data-entry mistakes and boosts overall consistency. Additionally, field samples are seamlessly transferred into lab management, allowing technicians to monitor samples, conduct tests, apply predefined calculations, and produce reports without the need for duplicate data entry or manual matching, ensuring an efficient and error-free workflow. This innovative approach not only enhances productivity but also ensures that quality control is maintained throughout the entire data management process.

Sokin serves as a comprehensive global business payments platform that enables companies to efficiently manage their accounts, transfer funds, accept payments, and operate seamlessly in international markets from a single interface. With the capability to hold and oversee funds in 26 different currencies, businesses can streamline their operations by minimizing reliance on multiple providers or regional banks. The platform facilitates global payments in over 70 currencies, enabling transactions in more than 170 countries through local payment methods, SWIFT, and instant transfers between Sokin accounts. Teams can enhance efficiency by saving beneficiary details, converting currencies, assigning user roles for payment approvals, and processing as many as 5,000 unique payments simultaneously, thereby cutting down on manual tasks. Additionally, Sokin accepts payments via cards and various alternative payment avenues while offering embedded financial services through adaptable APIs. Businesses can also automate a range of processes, including payouts, currency conversions, onboarding, as well as KYC and KYB procedures, all while seamlessly integrating these functionalities into their own products, thus enhancing their operational efficiency. This integration not only simplifies financial transactions but also provides businesses with greater control and flexibility over their payment operations.

SyteNav gives a GC one place to run the work without forcing the field and office into the same screen. Crews get a simple mobile flow for logs, photos, hours, and job updates. Office staff and project managers get the wider view of budgets, invoices, billing, schedules, plans, inspections, and approvals. GPS location and time-based prompts help crews finish daily records while they are still on site. Scan-to-budget connects bills and paperwork to the right project costs. Unlimited users means the whole team can work from the same record without rationing seats. SyteNav runs in the browser today. iOS and Android apps are in testing. Best fit: a general contractor running 2-20 active jobs who wants fewer handoffs between separate logging, photo, time, budget, and billing tools. What sets SyteNav apart: - Unlimited users - Scan-to-budget - One job record for field and office - Mobile flow for the field; fuller desktop view for the office - Pay by active-project capacity, not by user seat SyteNav is built around the operating workflow of general contractors running several live jobs. A large enterprise that needs a broad ERP, extensive third-party integrations, or a deeply customized implementation may need a larger platform.

EverlyPro is funeral management software for independent funeral directors in Ireland, England, Scotland, Wales and Northern Ireland, from a single-branch family firm to a group with several locations. It is designed around the way family-run funeral homes actually work. A true web app, it runs on desktop, tablet or phone with nothing to install. The paperwork does itself. Enter the details once and every document fills itself from the case. The family signs whichever way suits them: on your tablet at the arrangement, or by secure link from home, with no app and no account. The signed copy files itself against the case. Built-in AI drafts obituaries, emails and case notes in seconds. You review, you approve. It works where the work happens. Families pay by card, Apple Pay, Google Pay or payment link, in GBP or EUR, and payments taken in person are logged with a tap. Services, vehicles, staff and venues sit on one calendar, synced to Google Calendar and Outlook. It keeps a record that stands up. Every transfer, location and handover of the person in your care is logged: who, when, where. The Scottish Funeral Director Code of Practice, CMA price transparency, IAFD standards and the NAFD and SAIF codes are built into how cases are recorded, so compliance records are produced as you work. Invoices and payments flow to Xero, QuickBooks or Sage. Data is protected with 256-bit encryption, hosted in EU data centres, GDPR compliant, and yours to export at any time. Switching is free. EverlyPro migrates your data from Obit, Seker eFD, Eulogica, FuneralManager or spreadsheets, connects your accounting software and trains your team. Most funeral homes are fully live within two weeks, on a monthly subscription with no minimum term and a 60-day money-back guarantee.

LayerNext is an innovative financial operations platform designed specifically for mid-market and enterprise finance teams, leveraging AI to streamline processes. It simplifies tasks such as accounts payable, bank reconciliation, and financial reporting across diverse environments, including cloud, desktop, legacy, and tailored systems. The platform's accounts payable functionalities efficiently handle invoice data by matching it with purchase orders and receipts, facilitating approval routing, and posting verified entries into an ERP system. Additionally, reconciliation agents effectively compare transactions with bank data or uploaded statements, while comprehensive reporting workflows compile financial insights from various connected sources. Users have the flexibility to customize business rules, establish approval chains, set tolerances, and manage exception handling. Human oversight is maintained through structured approval steps and validation checks, with detailed activity records readily accessible for audits. For organizations lacking API capabilities, agents can still function effectively via the application interface. LayerNext is particularly beneficial for organizations that deal with intricate finance workflows, elevated transaction volumes, or operate legacy systems, ultimately enhancing operational efficiency and accuracy in financial management. Its ability to adapt and integrate with various systems makes it a versatile solution for modern finance teams.

Workshop Hub is a cloud-based management solution tailored for both independent and multi-bay automotive repair facilities. This browser-based platform integrates essential features such as a booking calendar alongside an online booking tool, comprehensive customer and vehicle records, digital job cards, photo-driven estimates, invoicing, payment requests, and tracking of workshop jobs. Mechanics have the ability to clock their working hours, utilize checklists, and document parts and notes, while administrative personnel oversee reminders, customer status updates, generate reports, and manage inventory workflows. The integrated AI can respond to inquiries based on shop records, draft quotes, and identify potentially missing charges on invoices for staff consideration. The Shop and Pro+ plans offer seamless accounting integration with Xero and QuickBooks Online, while the Pro+ plan enhances functionality with video updates, a social calendar, and tools for managing supplier invoices. Additionally, an optional AI Receptionist is available to assist with phone calls and booking inquiries. This online service also provides features like Australian registration lookups and invoices that are compliant with ABN/GST requirements, making it a comprehensive tool for automotive repair shops. Overall, Workshop Hub streamlines operations, enhances efficiency, and improves customer service for repair shop owners.

Stone Project is a cloud-based management solution tailored for countertop and stone fabricators. It integrates features for tracking customers and leads, generating quotes with detailed drawings, selecting materials and edge profiles, managing job workflows, scheduling tasks, invoicing, processing payments, and overseeing remnant inventory, all within a single platform. Teams can efficiently progress their work through a kanban-style workflow, create and dispatch quotes to customers, coordinate production and installation appointments, and enable clients to access their quotes and invoices via a user-friendly portal. The mobile application facilitates essential field tasks like taking measurements, capturing photos, and obtaining signatures, even allowing for offline operations that sync later. Additionally, the platform offers remnant inventory management and seamless two-way synchronization with QuickBooks Online. Designed specifically for stone fabrication shops utilizing materials such as granite, marble, quartz, and porcelain, it provides accessibility through web browsers and compatible desktop and mobile applications. The interface is available in multiple languages, including English, Portuguese, Spanish, and Italian, making it versatile for a diverse user base. Overall, Stone Project streamlines operations, enhancing efficiency and communication across various stages of the fabrication process.

MoneyFeed is an online service designed for bookkeeping and tracking expenses, specifically catering to freelancers, independent contractors, and small enterprises. Users can effortlessly log their income and expenditures by sending messages to MoneyFeed via WhatsApp or by uploading photos of receipts and invoices; the system then automatically extracts the necessary transaction information, sorts the entries into categories, and compiles everything into a user-friendly dashboard for easy access. In addition to these features, it offers tools for tracking mileage, generating invoices, setting bill reminders, estimating taxes, and handling tax categories tailored to specific regions. Users have the capability to export their categorized financial activities and receipt documentation in formats such as CSV, Excel, or PDF, which can be shared with accountants or imported into various accounting software. Moreover, the platform allows for optional bank integrations to automatically pull in transactions, while teams can consolidate expenses from multiple users into a single account. Ultimately, MoneyFeed simplifies the management of financial records and provides tax summaries, making it easier for users and their accountants to prepare for tax filings efficiently. This streamlined approach not only saves time but also reduces the chances of errors in financial reporting.

Toku is an innovative cloud-based platform that facilitates global payroll and employment solutions for businesses looking to hire and compensate employees, contractors, and various contributors across more than 100 countries. It offers a wide range of services, including employer-of-record hiring, contractor management, agent-of-record programs, and payroll processes that enable payouts in local currencies or stablecoins, along with administration of token grants. Teams can utilize Toku for various tasks such as localized onboarding and contract management, tax computations, payslip generation, invoice approvals, worker payments, and comprehensive payroll reporting. Furthermore, companies have the option to use Toku as a complete payroll solution or connect it via API to their existing systems, like ADP, Workday, and Gusto, enhancing flexibility and integration. With dedicated in-house payroll experts overseeing operations, payroll runs undergo thorough checks prior to their release. Toku is particularly beneficial for global-first startups and businesses in the technology and cryptocurrency sectors, as well as finance, HR, and operations teams that are tasked with managing international workforces or navigating token-based compensation structures. This versatility makes Toku an essential tool for modern companies operating on a global scale.

Trove is a cloud-based service that specializes in accounts receivable and credit control management. It seamlessly integrates with accounting software to synchronize invoices and payment details while effectively overseeing overdue accounts through automated reminders and statements dispatched from the user's email. Utilizing AI-driven workflows, Trove can comprehend customer responses, draft replies, log promised payment dates, and arrange follow-ups accordingly. The platform also highlights missing purchase-order information and updates invoice records to maintain accuracy. Users have the flexibility to set up payment plans and enforce late fees, as well as access debtor reports and prepare pre-emptive letters for delivery by the business or legal representatives. Trove offers various integrations with accounting, email, CRM, and collaboration tools, with features differing based on the selected plan. A user-friendly web dashboard allows for efficient invoice follow-up and shared workflow management, while webhook events enable the initiation of external automation processes. This innovative product is particularly designed to cater to the needs of small to mid-sized businesses and finance teams that manage collections internally, ensuring a streamlined approach to credit control.

Koira is a comprehensive field service management tool designed specifically for individual trade contractors and small home-service companies. It seamlessly integrates a customer-oriented website with online job scheduling, alongside business-phone answering and follow-up mechanisms for any missed calls. Contractors can easily generate good-better-best estimates for clients to review, collect deposits, issue invoices, and receive payments, including the convenience of QR-code transactions right at the job site. Additionally, Koira facilitates customer review requests and even postcard marketing targeted at local neighborhoods. This innovative solution consolidates lead response, scheduling, estimates, payments, and post-job follow-up into one streamlined workflow, catering to various trades like plumbing, HVAC, electrical work, roofing, cleaning, and landscaping. Notably, the pricing structure is set per business, which allows for greater flexibility as it is not dependent on the number of users. This makes Koira an attractive option for small businesses looking to enhance their operational efficiency.

TankSpotter is a comprehensive software solution tailored for companies in the propane and heating oil sectors, streamlining field service and operations. Its integrated mobile applications and web dashboard consolidate various functions such as service dispatch, scheduling, work orders, inspections of tanks and vehicles, records of leak checks, delivery tickets, and employee training logs, alongside sales leads into a single platform for fieldwork. Field technicians and drivers have the capability to fill out forms, take photographs, collect signatures, and log GPS locations along with notes, even in areas where cellular service is lacking; all data will automatically sync to the office once connectivity is restored. Additionally, office personnel can efficiently assign tasks, assess field documentation, oversee training programs, and monitor activities related to customers and equipment. This software is specifically crafted for propane retailers and fuel delivery businesses, catering to the needs of owners, managers, safety personnel, service staff, drivers, and field technicians alike, ensuring a holistic approach to operational management. By unifying these functionalities, TankSpotter enhances productivity and improves service delivery across the industry.

ParserBee offers a cloud-based solution for extracting data from various business documents, catering specifically to teams in finance, accounts payable, operations, and logistics. Users can either choose from a selection of Parser Templates, create their own from scratch, or upload a sample document for the AI-driven template builder to recommend the necessary fields. This service efficiently pulls structured data and line items from a wide array of documents such as invoices, purchase orders, receipts, bank statements, and contracts. Additionally, Data Lab facilitates batch uploads and allows users to review data in a spreadsheet format, exporting it to Excel, CSV, PDF, or Google Sheets. It also includes seamless integration with Google Sheets and Airtable, and supports workflow automation through platforms like Zapier, n8n, Make, and Power Automate, enabling users to transfer extracted data to various applications effortlessly. Developers have access to a REST API along with official libraries for Python and Node.js, as well as an MCP server for enhanced customization. The system accommodates a variety of file types, including PDFs, scans, photographs, spreadsheets, presentations, and email formats, making it a versatile tool for data management. Users appreciate the intuitive interface and robust functionality that streamline the data extraction process, enhancing productivity across diverse business operations.

Fronira is an online customer payment portal designed for businesses utilizing QuickBooks Online to streamline their invoicing processes. It provides clients with a personalized space to view outstanding invoices and account balances, access copies of invoices, and make payments conveniently over the internet. The portal seamlessly integrates QuickBooks Online with Stripe for efficient payment processing, ensuring that all payment activities are automatically updated in QuickBooks. Businesses have the flexibility to offer both card and ACH payment methods, set up surcharges for card transactions or discounts for ACH payments, and tailor the customer interface to enhance user experience. With paid subscriptions, users can eliminate Fronira branding and implement a custom domain; the Business plan even offers API access for customized integrations. This service primarily targets small businesses and service providers looking for a client-friendly solution to manage invoice payments within their established QuickBooks framework. Fronira offers both a free plan and various paid options, with Stripe processing fees incurred separately, making it adaptable to different business needs and budgets. Overall, Fronira aims to simplify payment collection while enhancing the financial transaction experience for both businesses and their customers.

SplashIQ serves as an online platform designed for managing pool service operations, catering specifically to businesses involved in pool cleaning, maintenance, and repairs. It consolidates various functions such as customer and property management, recurring service schedules, route planning, technician assignments, estimates, work orders, invoicing, and service histories into one collaborative interface. Field teams have the capability to document visit details and water-chemistry readings, monitor pool equipment and service records, attach relevant photos and notes, and maintain productivity even when there are temporary connectivity issues. Homeowners benefit from a dedicated portal that provides summaries of visits, visual documentation, chemistry logs, estimates, and past invoices. Additionally, the platform offers features such as role management for team members, operational reporting, automated reminders, CSV data import and export, and API access available through the Growth plan. Users can also take advantage of a seven-day trial period with the paid plans, allowing them to explore all functionalities before committing. Overall, SplashIQ aims to streamline and enhance the efficiency of pool service management for businesses and their clients alike.

Amberchalk is a job management application designed specifically for remodelers and small contractors, accessible through browsers and optimized for mobile use. This comprehensive tool consolidates essential features such as scheduling, photo sharing, daily logs, time tracking, material oversight, homeowner communications, and change orders with digital signature capabilities into a single interface. Users can efficiently manage their tasks by organizing projects according to room and trade, generate takeoffs from blueprints, monitor budget discrepancies, track expenses, and oversee subcontractor payments, while also providing homeowners with a read-only view of pertinent updates. Clients are able to approve change orders conveniently via a link without needing to create an account. The application functions seamlessly even in offline mode on smartphones and tablets, automatically syncing any modifications once internet access is restored. With a variety of plans—Free, Crew, and Pro—ranging from single-user and one active project to unlimited users and projects, the Pro version further includes advanced financial tools, receipt scanning, and the ability to create takeoffs. Additionally, Amberchalk can be easily accessed through any web browser and allows users to save it to their device’s home screen for quick access. This versatility makes it an invaluable asset for contractors looking to streamline their workflow.

Management OS is an online platform designed to enhance revenue intelligence and management for founders, Chief Revenue Officers, and sales leaders. By consolidating data from CRM systems, email, calendars, and conversations, it identifies deal risks, signals for forecasting, context for accounts, opportunities for coaching, and suggested next actions. Leaders benefit from alerts and daily summaries, utilize conversational AI to delve into pipeline inquiries, prepare for client meetings, and leverage generated account strategies and research for effective follow-ups. The platform also includes collaborative workspaces that facilitate revenue discussions, seller training, and regular operational routines for B2B sales teams. Furthermore, Management OS integrates with various CRM, communication, calendar, meeting, and automation tools, offering features such as voice interaction, organizational memory, and proactive recommendations for actions to be taken. Offered as a hosted Software as a Service (SaaS), it includes distinct plans for an AI agent alongside the full application, as well as credits based on usage, ensuring flexibility and scalability for users. In this way, Management OS aims to streamline processes and improve outcomes for sales organizations.