Create your AI agents and your dashboard, CUSTOM-MADE for your business.
Free up your time. Grow your business.
We connect your tools to ease admin work and follow up with clients. Your dashboard brings your priorities together. You stay in control.
Connect your tools. Automate tasks. Stay in control.
Get your free audit
Free audit · 30 min with us · No obligationInvoice F-024 received
Email and invoice brought together.
Your day is ready.
Monday 21 September · Team workspace- Priorities
- 3 1 urgent
- Active projects
- 3 1 awaiting approval
- Outstanding
- €8,600 €2,400 overdue
The F-024 follow-up is ready. Review the draft before sending.
Your team’s schedule.
Monday 21 September · Team workspace- Meetings
- 5 This week
- Focus time
- 12 h Production & preparation
- Team
- 3 People scheduled
Keep every project on track.
Monday 21 September · Team workspace- Active projects
- 3 This month
- Tasks completed
- 16 / 28 Across 3 projects
- Deliveries
- 1 This week
Your cash position, at a glance.
Monday 21 September · Team workspace- Collected
- €48,000 September
- Outgoings
- €31,000 September
- Net cash flow
- +€17,000 This month
MOVING FORWARD WITH US
- Optee
- Techwise
- Valurbain
What we build.
Free up time to sell, deliver and retain clients. Each module addresses a practical business need.
Seven modules to sell, deliver and retain clients.
Start with what matters.
Useful decisions from the start of the day.
The morning report brings together overdue payments, team requests and files that need finishing. Each action keeps its source, owner and due date, so you can decide what to handle first.
How it worksGood to know
The morning report gathers actions with their source and due date. You decide the order of priorities.
You decide the order of priorities.
Cut down on retyping.
Files ready to review, sooner.
Connect quotes, invoices and receipts. Useful details are extracted into a file that keeps the source document close. Your team checks the result and fills in anything missing before moving forward.
How it worksGood to know
An invoice becomes a prepared file with its source. Your team checks the details. Every document stays traceable.
Every document stays traceable.
Track what you are owed.
See due dates and overdue payments.
Bring invoices, payments and due dates into one view. Expected payments and overdue items stand out. Prepare a follow-up with the client context, then review it before sending.
How it worksGood to know
Invoices, payments and due dates appear together. Your team reviews each follow-up. The view connects to available tools and leaves accounting to your accountant.
The view connects to available tools and leaves accounting to your accountant.
Keep your projects moving.
The right next step, with an owner.
Turn incoming requests into tracked tasks with an owner, a due date and a next step. The dashboard shows what is blocked or waiting for approval, so your team can move each project forward.
How it worksGood to know
A request becomes an assigned task, with a due date and review before delivery. The workflow follows your processes.
The workflow follows your processes.
Turn conversations into opportunities.
Grow sales and keep clients coming back.
Keep conversations and next actions connected to each client. Your team spots proposals that need attention, prepares relevant follow-ups and chooses when to send them. After the work, it can ask for authentic reviews that encourage recommendations.
Quote sent · Oct 02
Reply received · Oct 04
Follow-up to review
After the quote, prepare a response with context.
How it worksGood to know
Conversations stay linked to each client. Your team prepares follow-ups and asks for authentic reviews. Consistent follow-up can help grow revenue.
Consistent follow-up can help grow revenue.
Stay visible on social media.
One idea, adapted to your voice.
Start with an idea or news from your business. Prepare posts, carousels and scripts shaped for your channels and brand. Your team adjusts each format and reviews it before publication.
How it worksGood to know
One idea becomes a post, carousel or script in your voice, ready for review. Your team keeps control of every format.
Your team keeps control of every format.
Attract customers from Google.
Concrete improvements for your site.
Use your website and available Search Console data to find relevant searches and pages worth improving. Prepare titles, briefs and internal links in an action list for your review before anything changes.
An initial call to identify useful tasks to automate.
How it worksGood to know
Find pages to improve and review suggested titles, briefs and links. Recommendations depend on available data and need your approval.
Recommendations depend on available data and need your approval.
Illustrative examples, fictional data. Each action is scoped to your business and stays under your control.
YOUR EVERYDAY TOOLS
Connect the tools you already know.
Appointments, documents, email, social channels and accounting data can feed the right workflows. We scope each connection around available access, reducing duplicate entry and giving your team a clearer view of the business.
Connected tools feed the workflows your team actually needs.
Why now? ↗
Pennylane
Doctolib
Google
Microsoft
Instagram
LinkedInFROM IDEA TO REAL USE
Move forward with a clear plan.
We first identify a useful case and potential gains. Then we build with your feedback, test with your team and agree on ongoing support.
One useful case, a first version, your tests, then support.
01Repeated tasks
02Tools and access
03Costs and goals
- 01
Understand
Scope a first case and your priorities.
Onsite visit if neededWhat we examine togetherSample scope01Repeated tasks
02Tools and access
03Costs and goals
OutcomeOne useful first case to build - 02
Build and iterate
A connected first version, refined with your feedback.
Starting pointRequest receivedForm or emailIn your workspaceAction preparedFor team reviewConnected where tools allow, then refined with your feedbackRefined with your feedback.
- 03
Testing and training
Your team tests, reviews and learns with real cases.
LLea’s feedback“We need to see the source before approval.”
RefinementThe source opens with the actionRetestIllustrative case · training with your real tasks - 04
Maintenance
Fixes and improvements follow the agreed plan.
Tracked fixesAgreed improvementsYour team’s feedbackWe agree on the support and its pace together.
View all 6 detailed steps
- 01Audit
Start with real work.
A free 30-minute video audit reviews repetitive tasks, tools, costs and business goals. We assess potential gains and scope one useful first case. An onsite visit can follow if needed.
- 02Development
Your idea becomes a working system.
We connect the tools and build a first usable workflow. You see what is taking shape.
- 03Refinement
Your team puts it to the test.
We test real cases, fix and refine. The system must work in your everyday routine.
- 04Delivery
Ready. And yours.
You receive the code, access and documentation. We support the launch.
- 05Maintenance
We stay after launch.
Monitoring, fixes and improvements: together, we define the right support for your system.
- 06Training
Your team takes the lead.
Demonstrations and hands-on practice with your own use cases. Everyone knows how to use it and where to get help.
From dental practice to property development.
For the practice: morning report, team requests and calendar. For property development: finance, projects and contact follow-up.
Practice: report and requests. Property: finance and contacts.
Dental practice · Real project
Cabinet Lumiere
Start the day with a morning report, track team requests and keep an overview of practice finances.
Morning report, team requests and finances in one view.
- Find tasks and role-based tracking in the Jarvis report.
- Centralise equipment issues, supply needs and internal requests.
- Consult the calendar, goals and a financial example without patient data.
- LATE
- Nothing overdue. System healthy.
- TODAY
- 18 fictional tasks scheduled.
- TEAM
- No delays reported. Role-based view, without personal data.
Plan the week and assign the equipment request.
Property development · Real project
Valurbain
Connect financial reporting with sales follow-up, without losing the detail of a development or a contact.
Finance and sales follow-up linked, from development to contact.
- Read invoiced revenue, costs and margin for the same period.
- Find the development associated with each prospect in the CRM.
- See tasks, the calendar and the next sales action.
Another use delivered to Valurbain: their LinkedIn content engine.
“The content engine drafts every morning. We validate in ten minutes, it publishes, and our LinkedIn finally moves.”
Business health
Closed period · Example report
- Invoiced revenue
- 96 000 €
- Costs
- 68 000 €
- EBITDA
- 28 000 €
- Team & HR
- 36 000 €
- Contractors
- 21 000 €
- Other costs
- 11 000 €
Read revenue, costs and margin together.
Sales CRM
Looking for: two bedrooms · Next action: call back
Read Valurbain’s testimonial
Another use delivered to Valurbain: their LinkedIn content engine.
“The content engine drafts every morning. We validate in ten minutes, it publishes, and our LinkedIn finally moves.”
Modules for your goals
Turn your quotes into sales.
A system that follows every opportunity.
Connected emails, proposals and follow-ups. Your team approves and tracks each opportunity.Connected emails, proposals and follow-ups. Your team approves and tracks each opportunity.
Pages, content and schedule brought together from the enquiry.
Get more referrals.
Follow-up continues after the service.
Email follow-up to collect feedback and invite a referral.Email follow-up to collect feedback and invite a referral.
Your new websiteHi Camille, your website is live. Is everything going well?
Does someone you know have a similar need? Share our contact with them.
Onboard new team members.
Every new starter follows a clear path.
Welcome, access, training and follow-up together. Your team supports every new starter.Welcome, access, training and follow-up together. Your team supports every new starter.
Email · documents · business tools
Authorised by the managerWelcome guide + first walkthrough
Supported by the teamYour audit and your action plan.
A free 30-minute video call to review repetitive tasks, tools, costs, business goals, and potential gains. Leave your email, then choose a time. An onsite visit can follow if needed.
A free 30-minute video audit. Onsite visit if needed.
Good questions.
How much does it cost?
Projects start at €2,900 excluding VAT, plus €190/month excluding VAT for deployment and maintenance. Pricing depends on your needs: AI agents, business tools, automations and integrations. Your quote specifies the scope and price after a free 30-minute consultation.
How fast is something live?
Your first automation is live within days of the audit, not months. Custom tools take one to three weeks depending on scope.
Which tools does it work with?
The ones you already use, your CRM, your email, LinkedIn, billing. If it has an API, we connect it, otherwise we build the missing tool.
Who owns what we build?
You do: the code, the prompts, the automations, the data. Zero lock-in, you leave whenever you want with everything.
What could your first improvement be?
In 30 minutes, let’s scope a useful first case, your priorities and potential gains.
In 30 minutes, scope your first useful case.
Book my free audit ↗Looking for ready-to-use software instead? Obvius.io ↗