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AUTOMATED BRIEFINGS
Daily intelligence delivered at 7am. Upcoming meetings, overdue follow-ups, workstream status, financial pulse — all synthesized by AI.
🎙️
VOICE-TO-SYSTEM
Dictate ideas via Siri while driving. AI parses intent and auto-routes to the correct workstream, task, or follow-up. Instant confirmation.
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AI RECOMMENDATIONS
Proactive strategic recommendations based on full context across all workstreams, financial position, calendar, and email threads.
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UNIFIED INTEGRATIONS
Google Calendar, Gmail, Outlook, MS Teams, iMessage, CRM — one intelligence layer. No more context-switching across 7+ tabs.
📊
FINANCIAL MODELING
Interactive scenario models, revenue projections, and financial pulse tracking built directly into your command center.
👥
PEOPLE CRM
AI-powered relationship intelligence. Track contacts, interactions, follow-ups, and relationship strength across all channels.
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PRIVACY MODE
One-click privacy toggle hides financial data for demos and screensharing. Show the system without showing the numbers.
📱
ON-DEMAND MOBILE
Text a trigger word from anywhere. Get a full briefing back via SMS within minutes. Your command center in your pocket.
⚡
REAL-TIME SYNC
Live data from all connected sources. Always current, always contextual, always actionable.