ImagineAI Get early access

AI back office

AI operations layer

Scale your judgment,
not your hours.

Scale your operations,
not your headcount.

You've spent years building how you work. Imagine learns it, runs the repeatable parts in the tools you already use, and leaves the calls that matter to you.

Your teams already have the systems. Imagine runs the coordination work between them (approvals, exceptions, handoffs) inside your stack, with your controls intact.

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Sound familiar?

It all runs through one person. You.

It falls between your teams and tools.

You're the strategy, the sales, the delivery, and the admin, and lately the admin is winning.

No single system owns it and no one team owns it, so the coordination work waits on whoever notices first.

The follow-up you meant to send right after the call.
The call notes still in a doc, never turned into a plan.
The CRM that's a week behind your actual conversations.
The progress update your client is quietly wondering about.
The weekly report you rebuild from scratch every time.
The same criteria, re-explained for the tenth time.
The outreach you never got around to measuring.
The reply left waiting while you dig up the context.
The work only you can do, stuck behind the work anyone could.
The approval stuck in an inbox for three days.
The exception nobody caught until the month-end close.
The handoff that dies in the gap between two teams.
The report three people rebuild from the same data.
The update that made it into one system but not the other.
The vendor request bouncing between ops and finance.
The reconciliation still done by hand every month.
The status no one can see across the tools.
The process that only runs when someone chases it.

It's the work that keeps you from the work only you can do. Imagine takes it on, your way.

It's the work that falls between your systems. Imagine runs it, with your controls and audit trail intact.

Use cases

From the Monday email to the month-end close.

If it's recurring, runs across more than one tool, and someone does it by hand today, it's a candidate for Imagine.

Finance & accounting

  • Chase overdue invoices on your terms
  • Pull together the month-end close
  • Generate quotes and estimates
  • Reconcile spend across systems

Sales & revenue

  • Follow up the moment a call ends
  • Enrich and route every new lead
  • Weekly pipeline & revenue reporting
  • Turn call notes into next steps

Customer & support

  • Triage and route incoming tickets
  • Draft replies with full context
  • Run onboarding end to end
  • Send proactive account updates

Operations

  • Coordinate cross-team approvals
  • Catch exceptions before they escalate
  • Manage vendors and renewals
  • Keep your systems in sync

Reporting & insight

  • The monthly KPI email, on time
  • Recurring operating summaries
  • Insight dashboards from live data
  • Client-ready activity reports

Compliance & back-office

  • Assemble compliance packets
  • Prepare audit-ready records
  • Standardize repeatable paperwork
  • Flag the edge cases for a human

Hiring & recruiting

  • Screen and shortlist applicants
  • Schedule interviews automatically
  • Chase references and paperwork
  • Keep candidates and hiring managers in sync

Cross-functional

  • New client, from proposal to invoice
  • Hand one process across every tool
  • Keep CRM, docs and books in sync
  • One trigger, every downstream step

How it works

Set it up yourself. Live the same afternoon.

01

Start from a template

Pick one from the library or just describe the work in your own words. No project plan, no services team.

02

Connect your tools

It plugs into the apps you already use and learns your steps, your rules, and your standards.

03

Approve, and it runs

Check the first few runs, approve what matters, and it handles the repeat work from there.

Under the hood

Not another tool to learn. A system that learns you.

It learns your judgment

It picks up your standards, your preferences, and how you make calls, and works from those, not a generic playbook.

It works inside your stack

It runs in the tools you already use (email, CRM, docs, spreadsheets), so nothing moves and nothing gets ripped out.

It improves from your edits

Every correction trains it. Week over week, the drafts and decisions land closer to what you'd have done yourself.

You keep the final call

It prepares the work; you make the judgment calls. Anything client-facing or high-stakes waits for your review and your sign-off.

Your stack

It runs inside the tools you already use.

No rip-and-replace. Imagine works across the systems your business already runs on, and we build a connector for anything that isn't on the list.

Gmail Google Sheets Slack HubSpot Salesforce QuickBooks Xero Stripe Airtable Notion Microsoft 365 Outlook Zendesk NetSuite Drive & SharePoint + custom connectors

Trust & control

Built to run real work, with you still in charge.

The safeguards that let you hand off real work without losing sleep: you see what it does, approve what matters, and keep the final call.

Your data stays yours

  • Runs in the tools you already use
  • Only touches what you allow
  • Never shared or trained on
  • Secure handling of sensitive info
  • Revoke access anytime

You keep the final call

  • Review before anything goes out
  • Approvals on the calls that matter
  • Full history of every action
  • Undo or correct in one click
  • Consistent results, every run

AI that knows its limits

  • Flags when it's unsure instead of guessing
  • Gets sharper from your corrections
  • Stays inside the guardrails you set
  • Shows its reasoning, not just an answer
  • Escalates high-stakes calls to you

Who it's for

Built for the expert the business runs on.

Built for the team that runs the operation.

Founders · Partners · Principals · Owner-operators · Solo experts & small teams

Sales, delivery, follow-up, admin: it all runs through you, and the one hire who could help would take a year to learn your standard. Imagine learns your standard instead, and takes the repeatable work off your plate so your time goes to the work only you can do.

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COO · Head of Ops · RevOps · Finance Ops · Procurement · HR Ops

You have the systems and the people. The gap is the recurring work nobody owns: approvals, exceptions, handoffs, reconciliations. Imagine runs it, with your controls intact.

Get early access for your org

How you can work with us

Start simple. Scale to mission-critical.

Three ways to run Imagine: from self-serve automations to regulated, audited infrastructure. Same engine underneath; you choose how much you need.

Recommended

Lite

Self-serve automations for the everyday work that quietly piles up.

  • Template library & visual builder
  • Schedule, email, form & spreadsheet triggers
  • Core integrations out of the box
  • Human approval, run history & AI steps

Best for small teams automating the obvious wins.

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Guided

Pro

Semi-custom workflows for growing teams and PE-backed portfolios.

  • Everything in Lite
  • Custom workflows, branching & connectors
  • Role-based access & custom data mappings
  • Observability, evals, versioning & escalation
  • Dedicated tenant + implementation support

Best for SMBs and mid-market teams standardizing real processes.

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Sales-assisted

Enterprise

Automation infrastructure for high-stakes, regulated work.

  • Everything in Pro
  • Private cloud or on-prem, SSO / SCIM
  • Audit logs, retention controls & SLAs
  • Advanced evals, drift detection & regression tests
  • SOC 2 posture & procurement support

Best for mission-critical, compliance-heavy operations.

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Early access

Tell us what should run without you.

We're opening early access to a small number of teams whose recurring work still runs on inboxes, spreadsheets, and someone remembering.

Tell us the first thing you'd hand over. We'll restate it back, show you how we'd run it, and prove it works before you commit.

No demos. No pricing. A real reply from the founding team.

We'll only use this to evaluate fit and reach out.

Got it.

We read every request. If it's a fit, you'll hear from us.