Direct answers, not marketing language. If something's not covered here, that's what the consultation call is for.
On What This Actually Is
We already use ChatGPT or another AI tool for this, why do we need you?
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Because having the capability and having it actually run, every time, without someone remembering to open a tab and use it, are two different things. Most teams with 'AI for this' still mean a person occasionally pastes something into a chat window when they have time. We build the version that runs automatically, wired into your CRM, with someone accountable if it stops working.
Why not just use a free tool like Fathom or Fireflies?
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You could, and for some teams that's genuinely the right call. The difference is who's responsible when it's misconfigured or a CRM entry comes out wrong. With a self-serve tool, that's you. With us, that's us, from setup through every month after.
What exactly do I get for the setup fee?
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A system built and tested against your real data, configured to your actual CRM or reporting format, not a generic default. You see real output from real inputs before anything goes live.
What does the monthly retainer actually cover?
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Ongoing operation, monitoring, and fixing anything that breaks. If your workflow changes, the system gets adjusted, that's included, not billed as a separate project.
On Getting Started
How long does setup actually take?
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Typically under a week from the first consultation call to a live system. We map your workflow, build against it, test it against real data, then launch.
Do we need to change our current CRM or tools?
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No. The system is built to work with what you already use, that's the point. We're not asking you to adopt new software, we're automating what happens inside the tools you already run.
Will our IT team need to be involved?
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Generally no. Setup is handled directly with whoever owns the workflow, sales lead or finance manager, not a technical procurement process.
What if we're not ready to change our process?
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This isn't about changing your process. It runs underneath it, wired into what you already do, not replacing how your team works.
On Cost and Commitment
We don't have budget right now, what should we do?
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Reach out anyway. We can talk through what this is actually costing you in hours per month, so the number's on the table whenever budget does open up.
Is there a contract or minimum commitment?
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Terms are confirmed on the scoping call based on your specific situation. There's no generic lock-in structure applied to everyone regardless of fit.
Can we cancel the retainer if it's not working?
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Yes. If the system isn't delivering value, that's a conversation to have directly, not something you're locked into indefinitely.
On The Two Products Specifically
Can we get the Financial Reporting AI without the Sales Assistant?
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Yes, both products are sold independently or bundled. The bundle is priced lower than buying each separately for teams that want both.
How is the AI Sales Assistant's output made to sound like our team, not a robot?
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Tone gets configured during setup using real examples of how your team actually writes, then tested against real call notes before launch, not left as a generic default.
Does the Financial Reporting AI replace our accountant or bookkeeper?
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No. It replaces the manual work of turning existing financial data into a board-ready narrative report. The underlying bookkeeping and accounting still happens exactly as it does today.