AI Assistant

Ask anything in
plain English

No SQL. No BI tools. No waiting for a data analyst. Just ask the AI assistant what you need to know and get structured answers with formatted tables, charts, and insights — instantly.

Pick the model that fits the job.

Your data, accessible to everyone

It translates natural language questions into precise database queries — and presents results you can actually use.

Natural Language to SQL

Type your question like you'd ask a colleague. It understands intent, resolves ambiguity, and generates the precise query to answer it — no SQL expertise required.

Formatted Results

Results come back as clean, sortable tables with column headers, data types preserved, and smart formatting. Numbers, dates, and currencies are handled correctly.

Charts & Visualizations

Ask "show me revenue by month as a chart" and It renders it inline. Bar charts, line graphs, pie charts — automatically chosen based on your data type.

Export & Share

Export any query result as CSV, Excel, or PDF. Share a live query link with team members. Pin important queries as dashboard widgets for quick re-use.

Instant answers to any data question

Ask once, get structured results. No waiting for data exports or analyst reports.

AI Assistant
Database Query Mode
What's my total revenue this quarter, broken down by deal stage?
query_databaseanalyze2 tools · 0.4s

Here's your Q1 2026 revenue breakdown by deal stage:

StageDealsTotal ValueAvg Value
Closed Won4$75,000$18,750
Negotiation1$63,500$63,500
Qualified2$69,500$34,750

Total pipeline: $247,200. Closed revenue: $75,000.

Data for everyone, not just analysts

0
SQL Knowledge Needed

Anyone on your team can query your business data. No technical skills, no data team dependency, no waiting for reports.

<1s
Instant Answers

Results in under a second. No waiting for reports to run, no scheduling exports, no back-and-forth with analysts. Ask and get answers now.

Data Democratization

When everyone can access data, better decisions get made at every level. It makes your entire business data-literate overnight.

Do I need to know SQL?

No. Type the question the way you would ask a colleague; the assistant turns it into a query against your own data and returns a table you can sort, export or chart.

Can it see data from other companies?

No. Every query runs inside your tenant boundary, which is enforced at the database with row-level security, so the assistant can only read the records your account holds.

Which apps can it query?

Contacts, deals, invoices, estimates, appointments and projects — the same records you see in ClientForge, TitanLedger, BidForge, BookSlot and ProjectPath.

Does a query use my AI allowance?

Yes. Each answer counts toward the plan’s monthly AI allowance; Free includes about 17 assists a month and paid plans include more.

Run your business from one place.

Five plans, seventeen launch apps, one dashboard. Set up in under 5 minutes — change tiers any time.

From $0 · Basic $9.95/mo · Save 20% on annual billing · Upgrade or downgrade any time