We organise your company information, build the jobs you repeat, connect the tools you approve and set the rules. Then you can ask things like “draft this quote” or “give me this week's summary”. It prepares the work; you approve anything important.
Complete
company setup
3-5
first workflows mapped
Yours
account and files
Ready to ask:
"Chase the quotes that went quiet."
Built for your company
Business brain ready
Your business brain
Set up by Finzo
Replies and quotes
Reply + quote drafted
Lead follow-up
3 chasers ready
Invoice chasing
5 overdue · reminders ready
Files and documents
Filed & tagged
Simple business tools
Tracker built
Owner summary
Owner brief ready
You ask in plain English. ChatGPT works from the company information, jobs and rules Finzo set up, prepares the result, and waits for approval where it should.
Start with one real job
Tell us what keeps getting delayed, repeated or forgotten. We will show you what ChatGPT could prepare and what should stay with a person.
Your services, prices, documents, repeated jobs, staff and the software you already use.
A named ChatGPT project with trusted information, reusable jobs, approved connections and clear rules.
Ask for a quote, reply, report, tracker or follow-up. It prepares the work and stops for approval where it should.
Precision machining & gun drilling
What we set up
We set this workspace up around RFQs, quote follow-ups, old customer reactivation and weekly owner summaries — with every draft prepared for the team to check before anything is sent.
Workspace mapped around machining enquiries, drawing/RFQ checks, quote structure, customer follow-ups, website presence and Sage/export-based admin.
Electrical & automation distributor
What we set up
This setup works with the systems already in place: replies, quote checks, PO matching and customer follow-ups are prepared as drafts, without replacing Ksoft, Sage or Orderwise.
Workspace mapped around Ksoft, Sage and Orderwise exports, quote/PO mismatch checks, customer re-engagement, document intake and weekly owner reporting.
Quote-to-order brokerage
What we set up
We built this workspace to triage customer RFQs, prepare supplier quote requests, compare prices and get customer quotes ready for approval — the owner reviews and sends.
Workspace mapped around customer enquiries, supplier quote requests, supplier price comparison, customer quote drafts, delivery notes and Orderwise export workflows.
We start with useful draft-first workflows, then only connect tools, schedule jobs or automate live actions when the scope and approval rules are clear.
See AI for small businessWe set ChatGPT or Claude up around your company, its information and the jobs you repeat, then show your team how to ask for the work in plain English.
Your front door for new work: fast, clean, and easy for Google, AI search and customers to understand — built around your business and owned by you outright.
Want to see the difference a proper rebuild makes? Watch a site get rebuilt piece by piece
The platform can already work with projects, files, connected apps and your computer. The missing bit is the company setup: which information to trust, which jobs matter, who can approve what and how the team should use it. That is the gap Finzo fills.
The late-night quoting, the chasing, the admin that never ends — we've lived it first-hand, not read about it.
Your company information, repeat jobs, approved connections, staff access and rules are prepared properly rather than left as a pile of prompts.
The technical part is our job. Your team asks for the result in plain English and checks important work before it goes out.
“You do not need to become technical. You need ChatGPT set up around how your business already works.”
Quotes, follow-ups, inboxes, files or reports — tell us where your time goes. We will show you what ChatGPT could prepare, what it would need, and what should stay with a person. If it is not worth setting up yet, we will say so.
