Every feature

What BOSS does.
And why it compounds.

Most tools display data. BOSS synthesizes it, ranks it, and delivers it before you have to look for it. And the longer it runs, the better it gets.

Live in betaPhase 2 · NextPhase 3 · After
Every morning

Your morning brief.

One ranked document that replaces 82 minutes of tab-switching.

Live

Arrives before your first meeting

BOSS reads every connected system overnight and delivers one document at 7am, ranked by urgency, not by tool.

Four lanes, not a wall of alerts

Waiting on you · Needs you now · Ready for review · I'm watching. Your morning, parsed.

Every item cited to its source

Each signal links back to the tool and the exact record: Stripe invoice #4821, QuickBooks AR aging, HubSpot deal stage. No orphaned alerts.

Actions already drafted

Failed payment with draft reminder ready. Overdue invoice with a call brief attached. You decide; BOSS has done the legwork.

Before you look

Signals you would have missed.

Not alerts from one tool. Patterns across all of them, caught on day 3, not day 30.

Live

Failed payment cohort detection

11 failed payments look like noise in Stripe. Across upgrade recency, ticket status, and cohort history, they look like $9,200 at risk. BOSS sees the pattern.

Churn risk assembly

Usage drop + unresolved ticket + champion departure + renewal in 6 weeks. No single tool sees all of this. BOSS does.

Cash gap forecasting

AR aging + deal pipeline + payables due. Fine if deals close. $22K gap if either slips. BOSS assembles the dependency 3 weeks before it's a crisis.

AR aging surface

Overdue invoices ranked by days outstanding, ARR value, and relationship status. You call the right person first.

One truth

Every tool. One view.

A vendor-neutral Knowledge Graph built from every connected system. No conflicts of interest.

Live

137 integrations · one OAuth click each

Stripe, QuickBooks, HubSpot, Xero, Salesforce, Shopify, Zendesk, Gusto, and 129 more. No passwords. No CSV exports. No maintenance.

Per-tenant Knowledge Graph

Every customer, vendor, and contract is a single canonical entity, enriched with facts from every connected system. A customer in HubSpot is the same customer in Stripe.

Read-only, always

BOSS reads your data. It never writes, modifies, or deletes anything in any connected tool. You stay in full control of every system.

Tool-swap continuity

Move from QuickBooks to Xero, or HubSpot to Salesforce. Your history, patterns, and relationships stay with you. The entity is in the Mind, not in the tool.

Institutional memory

Business DNA.

The operating manual of your business: observed, confirmed, automated.

Phase 1 · 2

Pattern extraction from real behavior

Decision patterns, exception rules, approval thresholds, vendor preferences: inferred from what actually happens across every connected system, not what you say you do.

You confirm before anything becomes policy

Surfaced patterns require your confirmation. You stay in control of what becomes a standing policy. BOSS observes; you decide.

Standing policies run automatically

Confirmed DNA entries become standing policies. The next time the same situation comes up, BOSS handles it the way you already decided to, without bothering you.

Survives team changes

After 18 months, your DNA is the most complete operating record your business has ever had. It survives personnel changes. It informs new hires. It outlasts any individual.

Ask anything

Business Advisor.

AI that knows your business, not a generic chatbot that guesses.

Live

Every answer cites your data

Ask about your cash position, your top at-risk accounts, your most profitable customer segment. Answers cite the actual source records, not hallucinated summaries.

Your Compass inline in every answer

Your operating principles, your risk profile, your decision style: cited inside every Advisor response. The advice fits how you actually run your business.

Decision recorder with outcome learning

Every decision you capture is paired with the outcome when reality reports back. The Advisor gets smarter about your business with every decision cycle.

Wisdom Library

Lessons from your specific experience, retrievable in context when a similar situation comes up. The Advisor draws on what you've learned, not generic playbooks.

Time is the moat

The compound effect.

Every other SaaS resets when you stop paying. BOSS compounds. That is the difference.

Phase 1 · 2 · 3

Month 1: immediate value

Tab-switching replaced. 70 min/day recovered. Exceptions surface before you look. You start every day with decisions, not data-gathering.

Month 6: standing policies forming

Routine exceptions run automatically within your limits. Your DNA has its first confirmed rules. The Advisor knows your patterns.

Month 18: calibrated to you

40+ confirmed DNA rules. Founder model calibrated across hundreds of real decisions. Entity profiles with meaningful history. External AI agents start calling BOSS for context.

Month 36: the moat is real

BOSS is the institutional memory of your company. The cost of removing it isn't switching tools. It's losing three years of intelligence. A competitor can have the architecture. They cannot have the time.

How BOSS compares.

Every vendor will tell you they have AI. None of them are neutral.

CapabilityBOSSDashboardTool-native AI
Your business, briefed every morning
Synthesizes across all tools equally
No vendor conflict of interest
Captures institutional memory automatically
Calibrates to how you make decisions
Survives tool replacement
Provides business context to other AI agents
Compounds value with time~

~ = limited or partial, varies by tool

Start banking the time.

Connect your first integration in under 5 minutes. Your first brief arrives tomorrow morning. Free during the beta.