Product

The AI back office, in detail.

From the morning briefing to the paid invoice — eight jobs, 44 shipped systems. Karobaar's AI drafts the work; you approve it.

01 — BRIEFING

Your morning, already sorted.

Overnight, the AI reads 19 signals across your practice — leads, approvals, renewals, cash — and hands you the five things that matter, ranked. You start where it counts.

19 signals
Practice + pipeline + money, every morning
Top 5
Ranked actions, each with a deep link
daily briefing

This morning · ranked for you

Reply to Vertex Health — proposal opened twiceP1
Acme renewal at risk — QBR overdueP2
2 invoices unpaid past 30 daysP3
Approve this week's content queueP4
02 — MARKETING

The marketing you never get to.

AI writes your articles and generates the images, publishes them, and pushes them to LinkedIn, Facebook, Instagram and X — plus your newsletter. You review a queue, not a blank page.

5 channels
Blog, social, newsletter — one draft
approve
Nothing publishes on its own
editorial calendar

Drafted for you · this week

Blog · “5 SOC 2 myths that cost you deals”scheduled Tue
LinkedIn + X · launch postscheduled Wed
Newsletter · monthlyyour ok
03 — LINKEDIN

Your LinkedIn, in one place.

Inbound DMs triaged with replies drafted; outbound comments drafted on the people you want to reach. You tweak, approve, and it schedules itself — no tab-hopping across five tools.

in & out
Messages and engagement, one inbox
pre-drafted
You edit a line and send
linkedin

Ready for your ok

DM · prospect at Acme — reply draftedreview
Comment · on Dana R.'s postreview
Comment · on Mara L.'s postapproved
04 — PIPELINE

BD research, done before the call.

Drop in a prospect. The AI researches it across six sources, scores it against your ICP, and returns a dossier with the right opening — before your first conversation.

Minutes
Research per prospect, not hours
6
Sources, scored to your ICP
pipeline

Pipeline by stage

NEWQUALIFIEDDOSSIERPROPOSALWON
05 — DELIVERY

Every engagement on a playbook.

Each client runs on a structured playbook — checklists, proposals and documents tracked per engagement, so nothing slips between kickoff and renewal.

89
Vetted templates, seeded
0
Dropped tasks
delivery · playbook

Engagement · Northwind

Kickoff & scope sentdone
SOW signeddone
Vendor reviewdue Fri
Quarterly review scheduledon track
06 — RENEWALS

Renewals you see coming.

The AI opens a renewal 60 days out, sends NPS on schedule, and drafts referral asks from your happiest clients — so the book grows without you chasing it.

60 days
Early warning on every renewal
11 / 12
On track this cycle
renewals

Next 90 days

Acme Corp · renews in 38 daysreview$31k
Northwind · NPS sentpromoter9 / 10
Vertex · referral ask draftedreadytoday
07 — BILLING

Paid without chasing.

Tracked hours become draft invoices at the end of each cycle — you approve, and they sync straight to QuickBooks. No end-of-month reconstruction.

hours → invoice
Drafted automatically
QuickBooks
One-click sync
billing

Draft invoices · ready to review

Lumen Labs · Q2 retainerdrafted$14.5k
Northwind · onboardingdrafted$6k
Synced to QuickBooks2 sent1m ago
08 — CONTROL

Nothing ships without you.

Posts, DMs, emails, invoices — every outbound artifact stops for your ok first. Approve, tweak or reject; an append-only audit log remembers all of it.

your ok
Required before anything ships
100%
Logged, append-only
operations · approvals

Waiting on your ok

LinkedIn carousel · this week's articleapprove
Renewal email · Acme, T-30approve
Q2 invoice · Lumen Labsapprove
Referral ask · Northwindapproved
Everything included — nothing on this wall is a roadmap

Eight jobs on the surface. 44 systems underneath.

All of it drafted by AI. All of it behind your approval.

GET SEEN

A marketing presence without the hours.

  • Blog autopilotArticles researched, written, illustrated, published on schedule.
  • Social fan-outEvery post shared to LinkedIn, Facebook, Instagram and X.
  • Instagram carouselsArticles re-cut into swipeable slide packs.
  • LinkedIn documentsSlides re-composed into branded PDF carousels.
  • dev.to syndicationRepublished for developers, canonical link back to you.
  • NewsletterAssembled, branded and sent on schedule.
MARKETING STUDIO

The strategy layer, not just the output.

  • Marketing profileOne keystone brief every AI play reads.
  • SEO copilotYour site audited for search, fixes drafted.
  • CRO copilotAny page reviewed for conversion, element by element.
  • Marketing planA full acquisition-to-revenue plan from your profile.
  • Lead magnetsGated-content ideas that earn the email.
  • Marketing skillsDozens of expert plays — pricing, offers, retention, PR — tuned to your brand.
  • Editorial calendarThe whole content plan on one calendar.
WIN THE WORK

Pipeline that fills itself.

  • BD research agentSix sources per prospect, one dossier.
  • ICP scoringEvery account scored against your ideal client.
  • Self-tuning ICPYour approvals retrain the scoring weights.
  • Maps discoveryLocal prospects pulled straight from Google Maps.
  • Assessment toolsLead-gen assessments that qualify while you sleep.
  • AI conciergeSite chat that turns visitors into contacts.
RELATIONSHIPS

Present everywhere your buyers are.

  • LinkedIn inboxDMs triaged, replies drafted, one click to send.
  • Engagement watchlistComments drafted on the people you want to reach.
  • Outreach sequencesMulti-touch email and LinkedIn, approval-gated.
  • Reply triageEvery reply classified — opportunity, opt-out, referral.
  • Email campaignsPersonalized per prospect, compliant by default.
RUN THE WORK

Delivery that never drops a ball.

  • Unified CRMAccounts, contacts, deals and threads in one place.
  • Engagement playbooks89 vetted templates, tracked per engagement.
  • Proposals → engagementsFrom proposal to kickoff without re-keying.
  • Engagement healthAt-risk clients flagged before they tell you.
  • Command centerYour whole practice on a single pane.
  • Time trackingA floating timer wherever you work.
GET PAID

Cash stops leaking.

  • Time → invoiceUnbilled hours become draft invoices, every cycle.
  • QuickBooks syncInvoices, payments and expenses, synced automatically.
  • Renewal radarEvery renewal opened 60 days out.
  • NPS surveysSent on schedule; promoters become referrers.
  • Referral engineWarm asks drafted from your happiest clients.
KNOW FIRST

You always know where to start.

  • Daily briefing19 signals, distilled to five ranked actions.
  • Cash signalsAR aging, run-rate and at-risk revenue, every morning.
  • ⌘K searchAsk in plain English, land on the record.
  • Agent lineageEvery AI run recorded end to end.
STAY IN CONTROL

Nothing ships without you.

  • Approval queueEvery outbound artifact stops here first.
  • Operations deskJobs, retries and failures in the open.
  • Audit logAppend-only. Everything the AI did, remembered.
  • Client workspacesEvery client its own space, one console over all.
  • Usage capsHard monthly limits on what the AI spends.

See it run on your clients.

Set up a real workspace in under an hour and watch your Monday change.

Start your practice