Team working together in an open-plan office
The Platform

One AI Employee. One shared business context. One visible workflow.

Omni is the operating layer for a managed AI Employee. It reads your services, rules, customer history, and systems, takes approved actions, and returns human decisions with the context attached.

No credit card. Bring your real business data.

7days to first workflow
27+tool connections supported
4.9owner rating · see About
Everything in one place

One view for the work behind the customer.

Calls, calendars, quotes, invoices, and customer history stay connected, so the AI Employee sees the story instead of starting over in another tab.

Illustrative workflow preview
Calls answered · sample
128
Illustrative only
Appointments booked · sample
41
Illustrative only
Collected · sample
$24,380
Illustrative only
Marcus R.Booked
Tue 9:00 AM · Drain inspection
Ready for your review
Riverside quote · $2,600.00Review
Why one system

One AI Employee across the handoffs.

When calls, calendars, quotes, and invoices live in separate places, the customer feels the gaps. Omni keeps the context connected while the AI Employee moves the work inside your rules.

The problem

Five tools that don't talk

Calls here, calendar there, quotes and invoices somewhere else — nothing lines up.

What Omni does

One shared view for the work

Every role sees the context, the next action, and the record that matters.

The problem

Flying blind until it breaks

You only find out a call was dropped or a quote never went out after it costs you.

What Omni does

A live history of every action

See what moved, when it moved, and what your team needs to decide.

The problem

Nervous about a bot with your money

Handing spending and pricing to AI feels like giving away the keys.

What Omni does

Escalation paths keep you in charge

Big quotes and payments return to the right person before they go out.

The problem

Worried where your data ends up

You don't want customer conversations trained on, shared, or sold.

What Omni does

Data controls you can review

Data-use boundaries, access, retention, and export terms are documented for your deployment.

The problem

Dread ripping out what works

Switching systems means downtime, retraining, and lost history.

What Omni does

No rip-and-replace

Connects QuickBooks, Gmail, Stripe & Calendar and brings your data across.

A job, end to end

Watch a request make its way to done.

From the first message to the finished handoff, the AI Employee keeps context attached, takes the next approved action, and brings your team in when judgment matters.

Customer in

Front desk responds

The right welcome, answer, and next step happen while the customer is still ready.

Context

Work stays connected

Notes, messages, and source-system records stay together for the team.

Work done

Finance follows through

The next payment or receivable step is prepared and visible without another admin task.

Your judgment

Sensitive work escalates

Anything requiring judgment returns to the person who owns the decision.

Paid

Books updated

Payment lands, records sync, and it's in your weekly recap.

How it comes together

Six clear moves from request to result.

1

Connect your tools

Point your number at Omni and link QuickBooks, Gmail, Stripe, and Google Calendar. Your existing data comes along.

2

It learns your business

Omni studies how you price, book, and talk to customers so it sounds like your shop from day one.

3

The right roles start the work

Front desk, support, reputation, sales, finance, or marketing picks up the part of the week you want to make lighter.

4

Roles pass the context forward

A booked call, a completed job, and a payment question keep the same customer story attached from one handoff to the next.

5

Judgment calls come back to people

Every quote, promise, payment, or exception follows the review path your team defines.

6

Your team sees the whole thread

Watch the work move in real time and get a plain-English view of what changed and what needs attention.

What you get

Tools that fit the way you work.

One operating view

Calls, schedules, quotes, invoices, and customer history stay together instead of being rebuilt by hand.

Boundaries you can see

Sensitive quotes, payments, and promises come back with context for your review before they go out.

Works with your tools

Connects QuickBooks, Gmail, Stripe, and Google Calendar, and migrates the data you already have.

Your information stays private

Everything is scoped, locked down, and encrypted in transit and at rest.

The right role for the right work

Choose the role that makes your week lighter, then add reputation, support, sales, finance, or marketing when it earns its place.

Gets clearer every week

Omni fine-tunes itself on your feedback and sends a simple recap of what changed.

Where it runs

Hosted your way.

Run it fully managed, in your own cloud, or completely isolated — the review layer and audit trail come with every option.

Most popular

Managed

We host and run everything for you. The fastest way to go live and the least for you to maintain.

Included with every plan

For IT teams

Private Cloud

Omni runs inside your own cloud account, so your data never leaves your walls.

Available on Custom Build

Enterprise

Isolated

A fully isolated deployment with SSO and audit logging for the strictest environments.

Available on Custom Build

The ground rules

Four promises we keep simple.

You shape the roles

Each role is tuned to your services, language, and operating boundaries.

Your data is yours

Export it anytime. A 48-hour exit, in writing, no questions asked.

Judgment stays with you

Anything sensitive comes back with the context your team needs to decide.

Plain pricing

Clear monthly rates, no setup fees, and no surprises on the bill.

Business owner reviewing the week on a laptop

Let's run it on your business.

Try a real workspace for 14 days, approve the setup, and decide from your own operating data.