Auto-log invoices, receipts, and GL entries when deals close — synced to Xero or your ledger.
FinanceAgentic AI that slots into your workflow as-is.
One platform for chatbot inboxes, AI-drafted replies, CRM, meeting intelligence, and AI agents that proactively work for you — no IT team required.
One inbox. Every channel.
AI handles the drafting.
All your WhatsApp, Email, Web Chat, and Telegram conversations land in one unified inbox. AI reads the context and drafts replies you can send or approve in one click.
Agents that work
while you sleep.
Define tasks like cron jobs — daily research, web scraping, report generation — and your agents execute them on schedule. Results land in a docs folder you can view any time.
- Schedule daily research tasks — competitor monitoring, news scraping, market briefings
- Output stored in a searchable docs folder — readable any time, shareable with your team
- Trigger-based tasks — run on deal stage changes, new contacts, or custom conditions
- Choose any LLM per agent — GPT-4o, Claude, Gemini, or local Llama via Ollama
Teams · In-person
included
& decisions
docs folder
Record, transcribe,
and summarise — automatically.
Works with Zoom, Google Meet, Microsoft Teams, and in-person recordings. Every meeting is transcribed with speaker labels and summarised into a clean note — saved to your docs folder.
- One-click recording across all major video platforms + in-person
- Transcription with speaker labels so you know who said what
- AI summarises key points and decisions into a readable note
- Saved to your docs folder — searchable, shareable, no manual filing
Try it now.
See how it responds.
This is a live demo of the RPA Scale chatbot. Ask about features, pricing, deployment, or AI agents. The same experience powers your own branded assistant on any channel.
Your data. Your rules.
Run on your own hardware for maximum privacy, or deploy to the cloud for instant scale. Same platform either way — switch or combine at any time.
Runs entirely on your own hardware using local LLMs (Ollama, LM Studio). Your data never leaves your infrastructure.
Hosted and managed for maximum capability — access frontier models with zero infrastructure overhead.
Extend the platform
for your industry.
Add-ons are purpose-built modules that bolt onto the core platform. Pay only for what your business actually needs — each one plugs in without disrupting your existing workflow.
From bookkeeping to document intelligence to compliance — we build add-ons tailored to your domain. Can't find what you need?
Request a custom add-onEmbed domain-specific calculators — loan affordability, pricing models, cost estimators — with instant outputs.
Any DomainExtract structured data from PDFs, KYC forms, and contracts — auto-filed to the right contact and deal.
DocumentsChecklist verification, audit trail generation, and regulatory reporting — triggered automatically at each deal stage.
ComplianceAI reads incoming emails, classifies intent, extracts data, and creates or updates CRM records — zero manual processing.
AutomationConnect your existing tools — Xero, Google Sheets, Notion, Zapier — into a single automated data pipeline.
IntegrationShared Markdown docs with Git-style version history — where agent output and your team's notes live together.
CollaborationPipeline, conversion & response metrics — built from agent data and auto-delivered on a schedule.
AnalyticsWe're looking for our next pilot partners.
RPA Scale Agentic AI CRM is in active beta testing and we're onboarding a select group of pilot users. If you're an SME that's tired of stitching tools together and wants AI that actually fits your workflow — let's talk.
45-minute discovery call · No commitment · We'll tell you honestly if we're the right fit
Your workflow, smarter.
Starting this week.
Book a free 45-minute discovery call. We'll show you exactly where AI automation will save your team the most time — and have you live within days.