AI Assistant

Upload it.
It reads it.

Snap a receipt, scan a contract, or photograph a business card. It extracts every field, validates the data, and populates your CRM — in seconds.

Your eyes, extended

The AI assistant's vision capabilities handles documents, images, and charts with the same precision as structured data.

Image Text Extraction

Any image with text — business cards, signage, whiteboards — It reads and digitizes it with high accuracy.

Receipt Parsing

Expenses, vendor names, line items, totals — upload a receipt photo and the AI assistant structures all the data for you automatically.

Chart Analysis

Send the AI assistant a chart screenshot and ask questions about it. It interprets the visual data and gives you plain-English insights.

Document Scanning

Contracts, invoices, delivery notes — upload any document and It extracts key fields, dates, and signature blocks.

Upload → Extract → Save

Three steps to turn any image or document into structured CRM data.

AI Assistant — Vision & OCR
Upload
Extract
3
Review & Save

Uploaded Document

ACME SUPPLY CO.
123 Industrial Ave, Portland OR
Receipt #INV-2024-0892
Steel Brackets (x20)$240.00
Mounting Hardware$85.50
Delivery Fee$25.00
Subtotal$350.50
Tax (8%)$28.04
TOTAL$378.54
Date: Feb 14, 2026 Payment: NET 30
Extraction complete — 98.4% confidence

Extracted Fields

Vendor
ACME Supply Co.
100%Contact → Company
Invoice #
INV-2024-0892
100%Deal → Reference
Date
Feb 14, 2026
99%Deal → Date
Total Amount
$378.54
100%Deal → Value
Payment Terms
NET 30
98%Deal → Terms
Line Items
3 items
97%Estimate → Items
Save to CRMEdit Fields

Data entry is a solved problem

Stop paying humans to do what the AI does in seconds — faster and more accurately.

0
Manual Data Entry

Upload the document. It reads it. You review and save. No typing required.

<5s
Instant Digitization

Any document — from receipt to multi-page contract — structured and ready in under 5 seconds.

98%
Extraction Accuracy

It flags low-confidence fields for review — you only touch the edge cases, not everything.

What can I upload?

Photos and scans of receipts, invoices, business cards, signed forms and site photos. The assistant reads the text and describes what it sees.

Where does the extracted data go?

Wherever you tell it: create a contact from a business card, an expense from a receipt or a note on a job from a site photo, always after you confirm.

Is the image sent anywhere insecure?

Images are fetched and processed server-side inside your tenant, and a URL you paste is checked against private-network addresses before it is fetched.

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