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From company sources to an answer and a CRM entry Four sources: Documents, Notes, Company Knowledge and Tools. They connect to a chip featuring the four Balance IT bars, then to the assistant's answer and a proposed CRM entry. Illustration of an example solution. Documents Notes Companyknowledge Tools Assistant's answer Based on your documents:Suggested answerwith a link to the source. CRM entry Data preparedfor your review. Awaiting approval Documents, notes, company knowledge and tools → AI → an answer with a source and a CRM entry for approval. Documents Notes Companyknowledge Tools AnswerassistantWith a source CRM entryFor approval
Illustration of an example solution. We tailor the scope and permissions to your business.

AI that
works with your
business.

We connect your documents, tools and knowledge,
so AI can support your team's day-to-day work.

How does working together look?

One process. Four clear stages.

  1. 01

    Consultation

    We learn about your needs
    and assess the possibilities.

  2. 02

    Project

    We propose a solution
    and a plan to implement it.

  3. 03

    Implementation

    We integrate, test
    and train your team.

  4. 04

    Development

    We assess quality and cost.
    We agree the next development steps.

Let's discuss what AI can do
in your business.

What should I prepare for the call?

Describe one task, the systems you use and the expected result. Please hold off on sending confidential documents or access credentials. We will agree how to run the trial and share materials together.