01
We learn the business
Your services, prices, documents, repeated jobs, people and the software you already use.
AI Business OS
ChatGPT has the power. We set it up around your business.
We organise the company information, build the jobs you repeat, connect the tools you approve and set the rules. Then your team opens the company project and asks for what it needs in plain English.
The difference
The platform is ready. Your company setup is not included.
ChatGPT can work with projects, files, connected tools, websites, documents, scheduled jobs and — where supported — apps on the computer.
What it does not arrive with is your trusted price list, customers, repeated jobs, staff rules or way of working. Finzo builds that fitted company layer.
ChatGPT on its own
A powerful platform, but not yet told which company information, jobs and rules to use.
ChatGPT fitted by Finzo
The company project, trusted sources, reusable jobs, approved tools and boundaries are ready.
01 What we actually do
We do the setup. Your team starts asking.
The customer experience is simple because the discovery, organisation, instructions,
connections and testing have already been done.
02
We build the company setup
A named ChatGPT project, reliable source files, reusable jobs, approved connections and clear rules.
03
Your team starts asking
Open the company project and ask normally. It prepares the work and stops for approval where it should.
02 Your company brain
Not just a chat. A company project with the right sources, jobs and rules.
The workspace files hold the business knowledge. ChatGPT uses them for the right jobs, saves useful work, and asks before changing a permanent rule.
01
Add useful information
Prices, policies, old quotes, email examples, job notes, exports, photos, FAQs and templates.
02
Map what it is for
The assistant records what each file contains, when to use it, what is current and what is missing.
03
Use it for real jobs
Replies, quotes, follow-ups, summaries, reports, trackers, checklists and simple internal tools.
04
Save useful work
Good drafts, trackers, reports and summaries are saved so the next job starts faster.
05
Improve safely
Prices, policies, tone changes and repeated workflows become permanent only after you approve them.
Recent setup proof
AI made practical for businesses like yours
These are real Finzo AI Business OS setups, built around how each business quotes, follows up, checks paperwork and keeps work moving.
Precision machining & gun drilling
J & F Precision
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.
RFQ triage Quote follow-ups Old customer reactivation
Read the full setup Electrical & automation distributor
ACCO Systems
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 and PO checks Customer re-engagement Weekly reporting
Read the full setup Quote-to-order brokerage
Alpha MG
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.
RFQ triage Supplier quote comparison Order handoff
Read the full setup 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 business 03 Your company assistant
Use the computer your business already works from
We fit the company project to the right staff computer and account. A dedicated office machine is optional when scheduled or remote work genuinely needs one.
Sales
Admin
Quotes
Follow-ups
Reports
Marketing
"Draft tomorrow's job packs." · "Summarise today's enquiries." · "Chase quiet quotes." · "Build a simple tracker." — you ask for the result, not the technical steps.
Open the company project. Ask for the result.
The bit people don't expect
Things you didn't think to ask for
Everyone gets the admin help. Then they realise how far it goes.
Build your own tools
A quote builder, a booking dashboard, a job-pack generator, a stock sheet — small software made for exactly how you work, not an off-the-shelf app you bend around.
Small internal tools first; bigger systems scoped properly.
Build a useful page or tool
Need a page for an offer, a staff dashboard, a form or a simple internal app? It can build a reviewable version from the company project.
Availability and publishing route are checked first.
Run & review your paid ads
Reads your Meta / Google ads, tells you in plain English what's working and what's wasting money, and drafts new versions to test.
You approve every change and any spend.
Talk to your accounting
Connect Xero / QuickBooks (or an export): chase unpaid invoices, flag what's overdue, and pull together month-end so your books are less of a scramble.
Reads & drafts — you approve anything that sends.
Research while you get on with the day
Give it a clear outcome and it can work through the steps, sources and checks, then leave a report ready for you to review later.
Public or approved sources only.
Prepare regular work
Scheduled jobs can prepare a daily enquiry digest, Friday owner summary or tomorrow's job-pack list when the computer, account and permissions support it.
Draft-and-notify first; live action needs agreed scope.
04 How far it can go
The useful parts of ChatGPT, translated into business jobs
The platform has serious capability. We decide which parts are useful for your company, set
them up properly and write down what they may read, prepare or change.
Company project and files
Set up around your companyGive it the right price list, examples, policies and job files so it can prepare work from sources you trust.
Approved business tools
Exact account verifiedWhere a suitable connection exists, it can work with email, calendars, shared files, accounts, ads or CRM data you authorise.
Documents and reports
You review the outputCreate and refine PDFs, spreadsheets, presentations, summaries, trackers and customer-ready documents.
Browser and computer work
Scoped app accessWhere supported, it can work through authorised websites and desktop apps when there is no cleaner connection.
Pages, dashboards and tools
Preview before publishingBuild a form, quote tracker, internal dashboard, campaign page or small app for the way your company works.
Long and scheduled jobs
Plan and account dependentResearch a problem, prepare a recurring report or return to a regular task while keeping the same written boundaries.
- You own your accounts, files and machine — we do not resell access or keep passwords.
- We check what your current account and computer can use before promising a feature.
- It starts draft-first. Proven repeat jobs can become scheduled or scoped autopilot only with clear limits and stop rules.
- Structured connections come first; browser and computer control are used only where supported, useful and authorised.
- The company project and its files remain the source of truth for business rules.
Not every feature is available on every account or computer. We check the current route first, use the narrowest sensible access and keep important outside actions approval-first.
05 Start where you are
“Our stuff is everywhere” — perfect, start there
Think you're too disorganised for AI? That's the ideal first job. It can sort the chaos — Downloads and Desktop become tidy folders: quotes, invoices, price lists, policies, customer docs, outputs — and build you a simple tracker so the business is finally easy to find your way around.
Before
- IMG_2931.jpg
- quote FINAL v3.docx
- scan.pdf
- Untitled 7
- new doc (2).xlsx
After
- quotes
- invoices
- price-lists
- policies
- customer-docs
- outputs
Who it's for
Built for busy, owner-led businesses
If one person is drowning in admin, this helps. A few we set up for:
Electricians & tradesMarquee & tent hireManufacturing & machiningSuppliers & distributorsClinics & salonsEstate agentsAccountants & bookkeepersAny owner drowning in admin
What you get
Your company assistant, ready to ask
We prepare the foundations so the first useful conversation starts with the company already behind it.
- A named company project inside ChatGPT or Claude
- Your services, prices, documents and rules organised
- The first 3–5 useful jobs built and tested
- Approved business tools connected where useful
- Staff access and approval rules written down
- A simple first-week guide and examples
- Optional support when the business or platform changes
It belongs to the business. Your account, company files and fitted setup stay in your name and on your systems.
Optional support. Want us on hand? Improvements, new skills and fixes can be scoped after the setup.
Platform account. Any paid ChatGPT or Claude plan stays in your name and is paid directly to the provider. We check the sensible current level after we know the jobs and users.
Book a free AI call Set up for your trade
See it for your kind of business
Tailored examples and the exact jobs we'd set up first, by industry.
Tradespeople
AI for electricians, plumbers & builders
Marquee & event hire
AI for marquee & event hire
Manufacturing & machining
AI for manufacturing & machining
Suppliers & distributors
AI for suppliers & distributors
Accountants & bookkeepers
AI for accountants & bookkeepers
Estate agents
AI for estate agents
Common searches
The jobs owners are already looking for
Plain-English pages for the problems people actually search for.
AI for small business AI consultant AI automation agency AI agents for business AI workflow automation ChatGPT business setup AI business admin Quote follow-up Invoice chasing Company brain AI autopilot Document organisation Weekly owner summary Paid ads review AI quote builder Company brain vs blank chat What is an AI Business OS?
Get in touch
Show us one job you would happily stop doing.
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.