Weekly & monthly AI reports from your operational workbooks
- Weekly & monthly AI operations reports
- Executive dashboard & business health score
- Workbook uploads for clerk / staff
- Team management (executive + clerk)
- Blind spot detection & root-cause analysis
- PDF export & presentation mode
Leadership tools on top of Starter — Copilot, forecasts, and board packs
- Everything in Starter
- AI Copilot for operational Q&A
- Predictive intelligence
- Board summary & daily TEA report
- KPI goals & department comparison
- Historical trends, branding & priority support
Volume pricing for scaling operations teams
- Everything in Professional
- Dedicated success manager
- Advanced automation & delivery
- Priority AI processing
- Quarterly & annual billing options
CRM-managed platform for large organizations
- Unlimited executives & clerks
- Dedicated onboarding & account manager
- Custom AI tuning & white-label reports
- API & ERP integrations
- Custom SLA & volume pricing
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