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Your team's AI assistant — ask questions and get answers from the knowledge base.
Accounting records & monthly close.
Generate PDFs from your data or build new templates with Elie.
Send emails from your Gmail — right away, or scheduled to go out at a set time.
Assign, track, and close out recurring & one-off team tasks.
Turn messy raw data into a clean output using a saved recipe.
Track sales leads and deals, from first contact to a closed deal.
Design a report once, then run it for any client.
Save and clean out the apps' own old records: sign-ins, bell notes, ELIE use, slow answers and sent emails.
Add, edit, or remove team members and set what each person can open — the shared list every app reads.
Add, edit, or remove clients and their tag colors — the shared list Task Management reads.
The shared safe for every app's secrets, plus the Smart Mode dials — root admins only.