Toolbox AI
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AI tools for the work your
business can't afford
to get wrong.

Toolbox AI automates the non-core workflows that quietly decide your margins—finance, marketing, pipeline, and customer response.

Built for SMEs
Secure by design
Human-in-the-loop where it matters
01 — The Challenge

SMEs run on thin margins.
Admin errors compound fast.

Repetitive tasks drain hours. Manual processes invite mistakes. And when you're moving fast, the work behind the work often falls through the cracks.

The time tax

Every invoice reconciled manually, every lead researched from scratch, every customer email carefully drafted—it adds up. SME owners report spending 30% of their week on tasks that don't directly grow revenue.

The error cost

A miscategorized expense throws off your forecast. A delayed follow-up loses a warm lead. An off-tone support reply damages trust. Small mistakes create outsized consequences.

Results vary by business
Typical outcomes
12+hours
Hours reclaimed per week
Typical admin time redirected to growth work
Typical outcomes
faster
Faster lead follow-up
Response time from inquiry to outreach
Typical outcomes
40%cleaner
Cleaner forecasts
Reduction in projection variance
02 — THE TOOLKIT

Modular integrated system

Each tool handles a specific workflow. Together, they form an intelligent layer across your non-core operations—learning, adapting, and always waiting for your approval.

03 — THE PROCESS

Simple to deploy.
Impossible to misuse.

Toolbox AI is designed with guardrails at every layer. You define the rules, set the thresholds, and maintain final approval authority.

01

Connect your context

Link your documents, CRM, inbox, and accounting exports. Toolbox AI reads only what you authorize—nothing more.

Secure OAuth connections Encrypted data transfer Granular permission controls
02

Set rules & thresholds

Define your approval workflows, escalation rules, and confidence thresholds. You stay in control of what gets automated.

Custom approval chains Confidence thresholds Role-based access
03

Execute & learn

Review AI suggestions, approve actions, and watch the system improve. Every decision trains better future recommendations.

Continuous learning Feedback integration Performance analytics
BUILT-IN GUARDRAILS
End-to-end encryption
Complete audit logs
Role-based access
Human approval gates
04 — IN PRACTICE

Real workflows.
Real outcomes.

Three business types. Three different pain points. One toolkit that adapts to the work that needs doing.

Local services business
HVAC company with 12 technicians
Before
  • Owner spent 8+ hours/week on invoicing
  • Lead follow-up averaged 3 days
  • Customer emails often delayed
After
  • Invoice prep reduced to 2 hours
  • Same-day lead response automated
  • Support replies drafted in minutes
Small e-commerce brand
DTC skincare company, $2M revenue
Before
  • Marketing analysis done quarterly
  • Manual expense categorization
  • Cash flow forecasts in spreadsheets
After
  • Weekly channel performance insights
  • Auto-categorized with 95%+ accuracy
  • Living forecasts with scenarios
Boutique professional firm
Consulting practice, 8 partners
Before
  • Partner time spent on admin
  • Prospect research scattered
  • Proposals took 2-3 days to draft
After
  • Admin work delegated to AI
  • Enriched prospect lists on demand
  • Proposal drafts in hours
05 — PRICING

Simple, transparent pricing.

Start with what you need. Scale as you grow. No hidden fees, no surprise charges.

Starter
$99/month
For solo operators ready to reclaim their time
  • 2 tool modules
  • 1 user seat
  • 5 data connections
  • Email support
  • Basic analytics
Start free trial
Team
$299/month
For growing teams with complex workflows
  • All 5 tool modules
  • 5 user seats
  • Unlimited connections
  • Priority support
  • Advanced analytics
  • Custom approval workflows
  • API access
Start free trial
Scale
Custom
For organizations with enterprise needs
  • Everything in Team
  • Unlimited seats
  • Dedicated success manager
  • Custom integrations
  • SLA guarantees
  • On-premise option
  • Advanced security controls
Contact sales
ADD-ONS: Extra user seats Additional connectors Priority review queue Custom model training
06 — FAQ

Common questions

Toolbox AI connects via secure OAuth where possible, applies least-privilege permissions, encrypts data in transit and at rest, and maintains audit logs. You control what is connected and what actions require approval.

Accuracy depends on workflow and context. Each module provides confidence and rationale, and you set thresholds for auto-draft versus escalation. High-impact actions stay behind approval gates.

You can configure single-step approvals, role-based chains, escalation rules, and confidence-based routing, so suggestions flow to the right person at the right time.

We prioritize core SME systems—your inbox, CRM, accounting exports, and documentation. If you need something specific, let us know in the waitlist form—custom connectors are part of Team and Scale plans.

Most teams connect context and define rules in under an hour. The system improves quickly as you approve and correct suggestions.

Yes. You can export data and logs, and you control retention policies. We're building for long-term trust, not lock-in.