How long does it take to get set up?

Most teams see their first connected view within two to four weeks. We start with one job to be done — for example, sold versus delivered — prove the value, then widen from there.

Do we have to change the tools we already use?

No. Everything works inside the tools your business already runs on — we connect them so they behave like one simple system. Your team's daily habits stay; the chasing goes.

Is our business data secure?

Your data remains in your own systems, under your control. Access is role-based throughout, so each person sees only what their role requires — nothing more.

Will our team actually use it?

That's the design goal. Nobody learns a new system. Each person gets exactly the view their role needs — a foreman sees today's tasks, an owner sees sold versus delivered — so adoption feels like relief, not training.

What does 'ask your business a question' actually mean?

You type a plain question — 'which jobs are at risk this month?' or 'what did we sell versus deliver last quarter?' — and get a clear answer drawn from your live CRM, projects, and books.

Every engagement is scoped to the business, and it starts with a free simplification review — a calm look at where your team's time is going and what connecting your systems would return.

All demos

Live demo · your books · sample data

Ask your books a question.Get the answer while it's useful.

What's billable today, what's outstanding, where cash stands, which projects are truly profitable — plain questions, precise answers, straight from the record.

1 · Pick your seat

2 · Ask the question this seat asks every week

3 · Ask your own question

This demo runs on sample data. Imagine it on yours.

The first clear answer on your real numbers typically lands inside ten minutes.

Under the hood, the copilot is connected directly to Zoho Books — invoices, payments, expenses, and project costs. No exports, no spreadsheet archaeology, no waiting for month-end. How the FIX service works →