Pull your data into one place
Most companies run on a handful of tools. A CRM, accounting software, a project tracker, and spreadsheets for whatever the others don't cover. We pull the data out of each one into a single place your company owns, and keep it in sync. We've been building this for a lot of clients lately.
Keep the tools you have
Your team keeps working in the same apps. We connect to them where they are.
Current numbers
Each source syncs on a schedule we set together, so answers come from this week's data.
Yours to keep
It lives in an account your company controls, covering every tool we pull from.
Control who can see what
Each person gets the access their job needs, and AI only answers from data that person is allowed to see. Sales sees the pipeline. Payroll stays with HR.
Access by role
Decide what each team or person can ask about, and change it as people change jobs.
Sensitive data stays out
Payroll, health records or student data can be left out entirely, or limited to the few people who need it.
Swap AI tools without starting over
Once your data is in good shape, it's a safe place to try things. Test a new AI model against your real data, or build a dashboard or an internal app on top of it. Models and best practices keep changing. When a better one comes along, you swap that layer and the data underneath stays put.
Works with Claude and ChatGPT
We connect your data through MCP, the open standard Claude and ChatGPT use to read from outside systems.
Build on top of it
A dashboard your managers actually open, or an assistant that drafts a bid from your past jobs. We can build those too, or your team can.
Get clear answers on demand
Ask a question in plain English and get one answer drawn from every tool at once, with links to where each number came from. Point AI at the raw tools and it gives a confident answer that's wrong, because the records don't line up. We reconcile them first.
One customer, one record
Every tool spells a customer's name a little differently. We link them, so a question about one client pulls from all of them.
History kept
When a price or a deal changes, the old value stays. You can ask how things looked last spring.
How it works
Your tools feed one platform your company owns, and the AI tools sit on top.
1. Map what you have
We list the tools you run on and who needs what from each.
2. Connect and reconcile
We pull each tool's data into one place and link records that describe the same customer or job.
3. Set access by role
Each team gets the access its job needs, and sensitive data stays limited.
4. Plug in your AI tools
Claude, ChatGPT or an app we build reads from it, and can be replaced later.
Frequently asked questions
You can, and for a quick look at one tool it works fine. The trouble starts when a question spans several tools. Each one records the same customer or project a little differently, so the AI stitches together records that don't match and gives you a confident answer that's wrong. Connecting tools directly also tends to give everyone the same access to everything.
No. Your team keeps working in the same CRM, accounting software and spreadsheets. We connect to them where they are and pull a copy of the data into one place.
If a tool can export its data, or has an API (a way for other software to read from it), we can usually connect it. That covers most of what companies run on, like HubSpot, Salesforce, QuickBooks, Google Drive and plain spreadsheets.
Your company does. It lives in an account you control, so you keep it whether or not you keep working with us.
Access is set by role, so each person only gets answers from the data their job needs. Sensitive data like payroll or health records can be left out entirely, or limited to the few people who need it.
You switch to it. The AI tools sit on top of your data, so a new model, or a new app, can be swapped in without touching the data underneath.
Not sure what your data could do?
Honestly, you could build a rough version of this yourself with an AI coding tool. If it's going to be something your business runs on, it helps to have someone who's built it before. Book a consultation and we'll tell you what we'd connect first, or that it isn't worth doing yet.
Book a consultation