The product

Everything your business runs on, in one place.

Small Business OS brings people, operations, approvals, finances, and the everyday work between the work into one calm, connected app.

Nine connected areas

One system. Everything has a home.

No more stitching together a dozen apps that don’t talk to each other. Each area does its job, and they all work together.

People

Manage your team, schedules, time off, and more.

  • Team roster and a real org chart
  • Time clock with live hours
  • Time off, leave, and approvals
  • Invite people with one-time codes

Operations

Tasks, checklists, projects, and daily operations.

  • Tasks and daily to-dos
  • Recurring checklists that reset
  • Written SOPs your team can follow
  • See what's due today at a glance

Approvals

Review requests, expenses, documents, and more.

  • One queue for every request
  • Time off, expenses, and purchases
  • Approve or decline in a tap
  • New request types, no new screens

Finance

Track spending, budgets, and financial performance.

  • A real expense log
  • Budgets with health tracking
  • Spending by category
  • Know where the money went

Vendors

Manage vendors, contracts, and service relationships.

  • Keep vendors in one list
  • Track contracts and renewals
  • Service relationships in context
  • Tie spending back to a vendor

Inventory

Track inventory, stock levels, and reorders.

  • Stock levels at a glance
  • Usage and replenishment
  • Reorder points that warn you
  • Log what comes in and goes out

Documents

Store, organize, and share important files.

  • Store important files safely
  • Organized by area, not a junk drawer
  • Share with the right people
  • Always with you on your phone

Customers

Manage customers, feedback, and communications.

  • Keep customers in one place
  • Capture feedback and notes
  • Track communications
  • Follow up without the sticky notes

Company

Company settings, policies, compliance, and more.

  • Company profile and settings
  • Policies and compliance
  • Roles, access, and governance
  • The systems your business runs on

The connective tissue

What makes it one system

Nine areas would just be nine apps if they didn’t share the same spine. Three things tie the whole thing together.

One approvals spine

Time off, an expense, a purchase — everything that needs a yes flows into a single queue. New kinds of requests are just data, so the list grows without new screens to learn.

An assistant on every screen

A friendly AI helper is a tap away, wherever you are. Ask what needs your attention, draft an announcement, or make sense of your numbers — in plain language.

Search that finds anything

One search bar reaches across people, tasks, documents, vendors, and expenses. Stop remembering which tool something lived in — just look for it.

Bring your business home.

One organized place for people, operations, approvals, and finances — always a tap away.

  • Free to start
  • Your paperwork does the setup
  • Works on iPhone, syncs everywhere