Organize your intelligence.

One reconciled model of your books, pipeline and payroll. Buki makes the call and follows it through.

Reads across QuickBooks, Xero, NetSuite, Salesforce, HubSpot, Rippling, and Gusto.

Take a look See plans and pricing

“Will we hit our revenue target this quarter?”

Not at this pace.

Three slipped deals still count at full value, and two renewals worth $88K have gone quiet for 18 days.

Save both renewals and pull two late-stage deals into September. That clears the target with $15K to spare.

Projected, of $470K: $414K; Projected, of $470K; 12% short
Two renewals: $88K; Two renewals; Quiet 18 days
Slipped from Q2: $96K; Slipped from Q2; Counted in full

AssumesWin rate holds at 24%No new sellers this quarterRenewals decide by Sep 30

Reconciled from Salesforce and QuickBooks.

Buki's home screen for the sample company: the Ask Buki box, then the morning brief with what changed since yesterday.

Reconcile your numbers.

Finance has one number. Sales has another. Your accountant has a third. Buki ties them into one, traced to the record, before anyone has to ask.

Before quarter close

Every day
Matches each bank line to the ledger and flags anything that does not tie, with the person who owns it.
Two weeks out
Lists open items by owner: uncategorized spend, unbilled hours, missing receipts.
Close day
Hands you statements with every line traced to the transaction it came from.

One reconciled model. Every answer linked to evidence.

Ask anything. Buki checks your books, pipeline and payroll against each other, simulates the paths, and shows the assumption behind every number.

Change an assumption and the recommendation moves with it.

“Should we delay the Europe launch? The team is ready, but I don’t want to burn the runway the Q3 pipeline is supposed to rebuild.”

Europe launch, 3 paths

Launch Europe now
11.4 months of runway
0.7x
return
Delay one quarter
13.6 months, recommended
1.9x
return
Staged pilot in Q4
12.8 months of runway
1.4x
return

Delay one quarter.

Runway stays above 13 months and the return nearly triples. Launching now spends the cushion before the Q3 pipeline has landed.

AssumesLaunch spend $1.2MQ3 pipeline holdsNo new debt

Reconciled from QuickBooks, Salesforce and Gusto.

Dashboards show what happened. Copilots stop at one system’s border. Buki makes the call on the whole company and follows it through. Here is everything it does, on one renewal.

Monitor.

Every morning, Buki reads the books, the pipeline and payroll, and tells you what changed.

Good morning, Dana.

Three things changed since yesterday.

Receivables$465K → $409K

Two renewalsNo activity in 18 days

Payroll Friday$61,400, covered

Surface.

When something crosses a line, it goes to the person who owns it, with the records attached.

Sent to Maria Chen7:02 AM

She owns both accounts.

Two renewals worth $88K have gone quiet for 18 days.

Both account histories attached

Decide.

Ask anything. Buki reconciles the sources, simulates the paths, shows its assumptions and recommends one.

Stay the course88%

Save both renewals97%

Save renewals, pull two deals forward103%

3 assumptions, each one editable

Execute.

The Action Center runs the follow-through on your own procedures and waits for you where it should.

Renewal call plan

Account history pulled
Call script drafted
You call Harbor Dental firstWaiting on you
Log the call in Salesforce

Built around how your company runs.

Every business has its own way of getting things done: who signs off, what needs a second look, which customer always gets a call first. Buki is set up with your procedures, quirks included, so the follow-through runs the way your team already works.

Your payables rules

Learned from how your team works. Edited by you.

1Every bill matches a purchase order and a delivery slip.
2Bills over $10,000 need the owner’s approval.
3Freight vendors are paid on the 15th, never earlier.
4Hold Acme payments until their credit memo posts.

Running nowPayables procedure

Northwind Freight bill, $14,200

Matched to PO 2207 and the delivery slip
Rule 1
Buki, 8:41 AM
Reviewed by the bookkeeper
Priya Shah, 9:12 AM
Owner approval, because the bill is over $10,000
Rule 2
Waiting on you
Schedule payment in QuickBooks for the 15th
Rule 3
Queued
Email the remittance to Northwind
Queued

Every step is on the record. When the payment clears, Buki closes the action and updates the cash forecast.

Nothing that moves money or people runs without the person who owns it.

Questions, answered.

Does Buki replace QuickBooks, Salesforce, or the tools we already run?

Only if you want it to. Buki reads across the systems you already use; your tools stay the systems of record. Where a system is missing, the matching Buki module can step in as the system of record instead.

Is Buki a chatbot?

No. It answers in briefs. Each brief carries a recommendation, the figures behind it, the paths it simulated, the assumptions it made and the records it reconciled. You ask in plain words and get back something you can check.

Where does AI fit?

Wherever the work is judgment, never in the math. Buki's models read across your systems, match the same customer or vendor in each one, notice what changed, simulate the paths ahead and draft the follow-through inside your procedures. The figures are computed from your records, never generated, so every number traces back to the transaction it came from.

Does Buki act on its own?

Yes, where your procedures say it can. Routine steps, like matching a bill to its purchase order, run on their own. Anything that moves money or people waits for the person who owns it, and every step is on the record.

How is our data handled?

Your data stays yours. It's encrypted in transit and at rest, access is limited to named engineers and logged, and it's never used to train shared models. The full picture lives on our Security page.

See it answer a question about your own numbers.

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