Invoices, suppliers, customers, documents and email: the processes that run your business, in one place — including getting paid. Each one runs across our apps or the ones you already use. AI reads, checks and chases against your rules and shows its evidence — and a person approves anything that matters. You decide where.
Use our apps or yours. Start from a template, or let us draft your processes from your website and documents.
A framework to use PCI, PHI / HIPAA, MNPI and PII with AI models — protected field by field before any model sees it, governed, and on the record for your examiner.
You don't need to know how to use AI for business. Give us a description of your business or a list of the apps you use, and you get a plan written for your company: which processes to automate first, why, and how.
Paste your website, or upload a business plan, a policy manual or a process description. We work out your industry, what you do and how you do it, and recommend the processes that will save you the most time — with the steps, the checks and who signs what.
QuickBooks, Gmail, Google Drive, HubSpot, a spreadsheet or two. Tell us what you run on and we'll show you how to connect it, which work can flow between the apps automatically, and where AI should check, chase or draft — and where a person should still sign.
Answer three quick questions about your business and we'll walk you through what to automate first — then a person from our team can take it from there.
Each process is a chain of steps — take in, check, match, chase, sign, act — that crosses whatever apps hold the data. Pick the ones for your industry, start in shadow mode, and turn them up as they earn your trust.
Every supplier invoice checked against your rules and its purchase order before anyone pays it. Missing PO? It asks the supplier and waits.
Invoice from the won deal or the finished job, take payment online, chase until paid, reconcile to your books.
Collect W-9, insurance and bank details, check each document, chase what's missing, activate the supplier.
A supplier or employee "changes their bank account"? Verify it through a known channel before a cent moves. A fraud control, not a form.
Send the invoice, take card or bank payments online, and chase what's late — automatically. NeodyAI runs the whole get-paid process; the money goes straight into your own Stripe account.
In beta — try it end to end in test mode. Payments are processed by Stripe and paid out to your bank by Stripe; NeodyAI never holds your money. Standard Stripe fees apply.
A process asks for a capability — "store this file", "send this email", "find the PO". You choose, per capability, whether our app or yours provides it. Switch later without rebuilding a thing.
| Capability | Ours | Yours |
|---|---|---|
| Customers & deals | NeodyAI CRM | HubSpot · Salesforce |
| Tasks & projects | NeodyAI Work | via connectors |
| Documents & checks | NeodyAI Documents | — |
| NeodyAI Mail inbox | Any mailbox (SMTP) Gmail sign-in | |
| Files | NeodyAI storage | Google Drive |
| Purchasing | NeodyAI Buy | QuickBooks · Xero |
| Invoicing & collection | NeodyAI Billing | QuickBooks · Xero |
| Online payments | Card & ACH via Stripe | Your Stripe account |
Available Coming
Pick your business type and the matching processes, document checks and boards are set up for you. Every business gets the back-office pack.
The processes every company has, whatever it sells.
Paperwork from suppliers, quotes for buyers, all checked against spec.
Collect, check and chase client documents, for every client, every month.
A shop assistant for owners, offered through our distribution and POS partners.
Give us your website, or upload documents that describe your industry, your policies and how you work today. We draft the agentic business processes for you — the steps, the checks and who signs what.
Use a predefined process for your kind of business as it is, or customize it: change the steps, the rules each document must pass, and what happens when something doesn't.
No CRM, no task tool, no document system? Industry-standard apps come included, so you can build the process you need today. Already have your own? Connect it instead.
You decide what to automate, when and how. Put a person in the loop at any step, set the criteria that route the flow, and choose how much each process may do on its own — shadow, assisted or supervised.
Routine decisions — is this field present, does the total match, are these terms acceptable — run in a fraction of a second with a confidence score. Anything uncertain, risky or involving money waits for a person.
Our own apps use the same public contract you do. Describe your app in one manifest — the capabilities it provides, its screens, agent tools and events — and processes can use it alongside ours.
// manifest.json
{
"id": "acme.timeclock",
"provides": ["timesheet.submit"],
"scopes": ["core.people.read"],
"tools": [{
"name": "timeclock.log_hours",
"risk": "low"
}],
"events": { "emits": ["timeclock.shift.ended"] }
}Four simple parts. Start free, add people and processes as they prove themselves, and pay for usage only when things actually run.
$0
Sample processes for every business, with a monthly usage credit so they really run.
per user
Guided setup for your business type, the full process catalog and an allowance of active processes, governed.
per process
A how-to guide for a process, or we implement it on your apps and data — the guide is credited.
pay as you run
Runs, documents and AI, metered and capped by you. Published rates, no surprises.
Beta pricing is set per customer while we learn. US sales tax applied at checkout.
Join the beta. We'll set up the back-office processes for your business type and run them with you in shadow mode first.