From Overwhelmed to In Control

Here's exactly what happens when you partner with us. No surprises.

Step 130 minutes

Discovery Call

We learn about your agency and challenges, explain Business Command Center capabilities, and answer all your questions. No pressure—just clarity.

  • Learn about your agency and challenges
  • Explain Business Command Center capabilities
  • Answer all questions
  • No pressure—just clarity
Step 21-2 days

Document Gathering

We'll need a few key documents to build your personalized system.

  • Last 12 months comp recaps
  • Last 12 months bank statements (all accounts)
  • Most recent tax return
  • Entity documents
  • Gmail account access
  • Claude.ai Pro subscription ($20/mo)
Step 32-3 weeks

Setup & Configuration

We build your complete Business Command Center.

  • Supabase Database Accounting
  • Persistent Memory System
  • Social Media Management Systems
  • P&L following your Chart of Accounts
  • 6 automated monitoring systems
  • Google Drive structure
  • Calendar automations
Step 41-2 sessions

Training & Handoff

We teach you everything you need to know.

  • How to ask the right questions
  • Running monthly financial reviews
  • Using automated reports
  • Getting strategic advice
  • Creating content with Social Chef Claude
Step 5Continuous

Ongoing Partnership

We're here for the long haul.

  • Monthly check-ins as needed
  • System updates and improvements
  • New feature rollouts
  • Ongoing support via text/email

Your Investment

Business Command Center — Base (per entity)$2,999
Business Command Center — Premium (per entity)$3,999
Initial Training SessionIncluded
90 Days of Priority Support after handoffIncluded
Ongoing Coaching & SupportVia Channel Partners
Feature · The Operating SystemChapter 02 · What we build

What is the Business Command Operating System?

We build you a private Supabase database — loaded with your historical financials and agency data — that your own Claude.ai can safely read, use, and act on. It's your data, in a database you own, connected to a Claude that actually knows your business. We set it up for you, train you on it, and hand you the keys.

Your AI Operating System · Working for you

01

Your own private business database

We build you a private Supabase database — owned by you — and load it with your historical financials, chart of accounts, entities, people, vendors, and agency data. Claude reads from it every time you ask a question, so it's actually working with your real numbers, not making things up.

02

Document intake pipeline

A dedicated business Gmail + Google Drive structure captures bank statements, invoices, payroll, and PFA docs the moment they arrive — then Claude files them into your database automatically.

03

Real accounting on your data

P&L, Balance Sheet, and General Ledger — produced on demand from your database, following your Chart of Accounts. Real reports on your real data, not estimates or spreadsheets.

04

Plain-English workflows

Monthly close, document filing, calendar events, alerts, email drafting — pre-built so you can trigger them in one sentence. Claude does the multi-step work for you.

05

Planning, strategy & foresight

Because Claude can see your actual numbers and history, it can help you plan, run scenarios, spot trends, and build strategy — like a CFO who already knows your business inside and out.

06

Wiki, System Map & Playbook

A written playbook of how your system was built, what every piece does, and how to extend it — so you (the owner) truly own and can steer the system forever.

The bottom line — we save you the 60–120 hours of trial-and-error it takes to configure Claude.ai into a real operating system for your business.

How It Works

Simple Setup. Lasting Value.

1

Discovery Call

We hop on a call to understand your business, your challenges, and your goals. No pressure — just a conversation.

2

We Build It

We set up your Claude account with a dedicated Gmail and Google Drive. We build your Business Command Center — loaded with your finances, employees, contracts, payroll, formation documents, taxes, goals, and everything unique to your business. Claude learns to process your incoming documents automatically.

3

You Use It

Start asking questions. Get things done. Claude manages your email, calendar, and documents while you make better decisions faster.

4

It Grows With You

Monthly check-ins keep your AI current. As your business evolves — and as YOU evolve — your Claude evolves right alongside you.

Most clients are up and running within 2–3 weeks.

Feature · Grounded in Real DataWhy the answers are trustworthy

Your AI stops making things up the moment it has your real data.

Most business owners have tried Claude or ChatGPT and hit the same wall: it sounds smart, but it can't touch your numbers, so it starts inventing them. Your BCC solves that by giving Claude a live read on your own general ledger, historical financials, and operational data. Every answer comes from records you can trace.

Generic ChatGPT / Claude

Answers pulled from general internet knowledge. Guesses at your numbers. Forgets last week's context. Confidently wrong about your business.

Your BCC

Answers pulled from YOUR general ledger, YOUR historical financials, YOUR chart of accounts. Every response cites your real records — not a plausible-sounding hallucination.

01

Real numbers, not estimates

Ask “what did I net in March?” — Claude queries your GL, sums your actual entries, and shows the working. No made-up figures, no averaged benchmarks.

02

Traceable back to source

Every answer can be traced to the row, invoice, or statement it came from. If a number looks off, you can see exactly which document produced it.

03

Full history in context

Prior-year P&Ls, historical GL, and every reconciled month sit in your database — so year-over-year, quarter-over-quarter, and trend questions actually work.

Sovereign by design

What You Actually Own

Most "AI business" vendors give you access to their system. We give you yours. Here's exactly what's yours when we're done.

Your Supabase database

Every number, document, business rule, and decision lives here. Not in QuickBooks Online's cloud. Not in our SaaS platform. In your account, with your Google login.

Your private web app dashboard

A 12-module command center, custom-built for your business and hosted from your own GitHub repository on your own Vercel account. Customize it however you want. Only you have this view of your business.

Your Claude AI

Your account, your context, loaded with your full business memory at every conversation. The AI that knows you doesn't live on our servers — it lives in your Claude account, with permanent access to your data.

Your automations

12 recipes running 24/7 on your schedule, processing your documents, updating your books, briefing you each morning. They run inside your Composio account, executing through your Google connections.

Your Google ecosystem, connected

Gmail, Drive, Calendar, all wired into one another so the system maintains itself.

If you walked away from us tomorrow, every component would keep running. You'd own a fully operational AI business. That's the difference.

Feature · What Claude Can Actually DoExtends your BCC into every workflow

Beyond the chat box — Claude works inside your tools.

Your BCC isn't a walled-off product. It runs in your Claude.ai account, which means every Anthropic release — Excel, Chrome, Cowork, and every new model — lands on your system automatically. Here's what that unlocks today.

Claude in Excel
01

Your AI, inside your spreadsheets

Claude lives in Microsoft Excel — reads every tab and formula, fixes broken math, builds new formulas from plain English, and runs "what if I raise prices 10%?" scenarios without exporting or re-uploading anything.

Claude in Chrome
02

Your AI, with hands on the browser

The Chrome extension lets Claude fill forms, click through multi-step portals, and handle the browser-based busywork you'd normally do yourself — CRMs, carrier portals, banking dashboards, whatever eats your afternoon.

Claude Cowork
03

Delegate multi-step tasks, get finished work back

Cowork turns Claude from an advisor into a doer. Hand it a folder of invoices and get back a formatted expense report. Ask for a competitor analysis and get a finished document — not a to-do list.

Automatic Upgrades
04

New Anthropic releases apply automatically

Because your BCC lives in YOUR Claude.ai account, every new model, feature, and context-window jump Anthropic ships lands on your system automatically. No rebuild. No re-hiring a developer. The custom-software obsolescence problem doesn't apply here.

Ask Anything

Imagine Asking Your Business...

Clarity

"What should I focus on this month?"
"Help me understand my business health."
"Where am I actually making money?"

Growth

"Can I afford to hire another employee?"
"Am I ready for a second location?"
"What's my revenue per team member?"

Strategy

"Should I buy this equipment?"
"How do I reduce my tax liability?"
"Is this marketing actually working?"

Daily Decisions

"What should I pay my new hire?"
"Can I take this vacation and still make payroll?"
"What's my break-even this month?"

Getting Things Done

"Draft an email to my team about the schedule change."
"Add payroll due dates to my calendar for next quarter."
"Summarize yesterday's emails and create action items."

And that's just the beginning. Your AI learns and grows with your business.

Trust · Data Ownership & SecurityFor regulated agencies & owner-operators

Your data stays yours — and only yours.

Your BCC ingests financial statements, payroll, and personnel files — so it's fair to ask exactly where all of that lives, who can touch it, and what happens if you ever walk away. Here's the honest answer.

01

You own the database.

Your financials, payroll, and personnel files live in a private Supabase project on YOUR account — not on ours, not on a shared SaaS tenant. You hold the login, the billing, and the keys.

02

Your data is never used to train AI models.

Your BCC runs on your Claude.ai account under Anthropic's business terms — Anthropic does not train models on your business data by default, and we never send it anywhere else. Your books stay your books.

03

Row-level security by default.

The Supabase project we build ships with Row-Level Security enforced on every table that holds sensitive data. Only your authenticated Claude and your authorized team members can read the rows they're allowed to see.

04

You can walk away at any time.

If we ever part ways, everything keeps running. You keep your Claude account, your Supabase database, your Google Workspace, and your GitHub repo. No lock-in, no hostage data, no data-export drama.

Q&A · The Fine PrintChapter 04 · How BCOS works

Questions about what we actually configure in Claude.

Ten answers on how the Business Command Operating System is built inside your own Claude account, how memory works, and what you own after handoff.

  • Yours — all of it. Your Claude.ai account (Claude Max plan, in your name, on your billing), your Supabase database, your Google Workspace, your GitHub repo. We never host your data or your AI — you own every piece forever.

Ready to Get Started?

Schedule a Discovery Call