ImagineOS

AI back office for owners who want to be with customers.

Imagine keeps the daily follow-up moving across your inbox, calendar, invoices, quotes, vendors, and customer tools, so you can stay close to customers, cash, and your team.

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Cafe owner and bookkeeper calmly reviewing the morning close brief

Operating loop Month-end close

HVAC technician servicing a wall-mounted heating unit inside a customer home

Industry HVAC & plumbing

ImagineOS software dashboard showing an owner queue with inbox, quote, vendor, and cash updates

Operating loop Owner ops

Caregiver helping an older adult during a home health visit

Industry Home health care

Core loops

The work owners end up chasing themselves.

Invoices, receipts, quotes, scheduling, intake, vendor replies, and customer follow-up. Imagine turns the scattered work into a clear queue your team can review and trust.

Month-end accounting close

Close the books faster with AI that reconciles accounts, chases receipts, maintains schedules, and drafts variance commentary across your accounting stack.

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Cafe owner and manager smiling while reviewing the month-end close on a laptop at the counter

Bank & card reconciliation Receipts & coding Accruals & prepaids

Recruiting activity dashboard

Get a live recruiting dashboard that keeps pipeline status, interviews, offers, and time-to-fill current automatically across your ATS, calendar, and inbox.

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Climbing gym team onboarding a new coach by checking harness setup while a child climbs in the background

Pipeline status Interview scheduling Offer approvals

Accounts receivable and collections

Automate accounts receivable and collections with AI that prioritizes overdue invoices, sends professional follow-ups, applies cash, and reports DSO.

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Field-service owner and office lead smiling over invoice paperwork beside a service van while a family waits in the background

AR aging review Dunning follow-ups Cash application

Owner operations command center

Imagine helps SMB owners triage inboxes, quotes, vendor follow-ups, and daily cash updates so the business keeps moving without spreadsheet chaos.

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Cafe owner reading the morning operations brief at the counter

Inbox triage Quote-to-cash Vendor follow-ups

Client intake and onboarding

Qualify inbound leads, draft proposals, collect onboarding documents, and coordinate kickoff tasks with AI agents that work across your CRM, inbox, and forms.

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Professional services advisor reviewing intake paperwork with a smiling couple

Lead qualification Proposals & letters Document collection

Industries

Built around the way real small businesses run.

Every business has its own rhythm: appointments, jobs, chairs, rooms, routes, cases, clients, families, and vendors. Imagine adapts to those handoffs instead of forcing you into generic software.