AI WorkPlace
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One platform.
Everything connected.

Your tools on one side. Your team on the other. In the middle: AI WorkPlace — where your knowledge, your live connections, and your access rules meet.

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Private by default — never trains public models Live the same day No IT team required Hosted in Canadian data centres
your tools your team, answered
Microsoft 365
Google Workspace
QuickBooks
Slack
Zendesk
+ hundreds morevia MCP
AI WorkPlace
your private workspace
Your knowledgeCloud Sync keeps it current and searchable
Your connectionsLive data from the systems you run on
Your access rulesRight people, right data — always
📈Finance Personavariance flagged, cited
💰Sales Personaproposal drafted, on-brand
🎧Support Personareply ready for review
📊Project Workspacedocs, updates & shared chats

THE PROBLEM

Your team is already using AI. Just not yours.

Staff paste company data into consumer AI tools — “shadow AI” with no visibility, no control, no audit trail.

Work is fragmented across apps, so answers lack the context of your business.

Building a custom solution is complex, costly, and slow.

THE ANSWER

Bring AI inside your company walls.

One private, governed workspace for the whole team — grounded in your company knowledge.

Connected to the systems you already run — finance, CRM, service, email.

Right people, right access — managed from one simple admin dashboard.

1 kick-off call

and your workspace is live — same day.

Pooled usage

shared across your team — heavy and light users balance out.

Unlimited knowledge

virtually unlimited knowledge bases, synced to your cloud.

Every major model

OpenAI, Anthropic and hosted open-source — one workspace.

AI that knows your business.

One secure workspace where your whole team works with AI that understands your documents, your tools, and your way of working. Live after one kick-off call — no IT project required.

Q3-forecast.xlsx supplier-contracts/ #ops-daily Zendesk #4821 invoice-8841.pdf board-deck-v4.pptx Zendesk Google Drive Microsoft 365 Slack
Northline Supply Co. Workspace
Personas + New
💰Sales
📈Finance
🎧Support
⚙️Operations
👥HR
📊Project Mgmt
Operations Persona GPT 5.6 Terra
What’s still open from this week’s service tickets, and are any blocking the Fairview install?

Three tickets are still open — two are routine, but #4821 is blocking the Fairview install: the panel replacement is waiting on a part. Your escalation SOP says to notify the client at 48 hours; that’s today.

Ticket #4821 · Zendesk 📄 Escalation-SOP.docx · SharePoint
Draft the client notification for #4821 and flag it to the install crew.

A DAY AT WORK

What a workday looks like with AI WorkPlace.

8:52 AM — a new Persona joins the team

Like hiring, without the onboarding.

Every Persona arrives briefed — your knowledge, your tools, your tone — and anyone on the team can build one in minutes. Built for-you and by-you: no coding, no IT ticket.

New Persona 8:52 AM
Name
Finance Persona
Tone
Direct, numbers-first. Always cite the source document.
Knowledge
📁 Finance Team Site · SharePoint
Tools
QuickBooks Excel Email
Ready to work as soon as you save. Add to team

9:14 AM — it already knows the Q3 numbers

Are we on track against the Q3 forecast?

Yes — revenue is tracking ahead of plan, and the Hillcrest project is the main driver. The forecast was updated by Dana on Monday.

📄 Q3-Forecast.xlsx · SharePoint
Google Drive · Ops Shared Drive → Knowledge Base synced 14 min ago
SharePoint · Finance Team Site → Knowledge Base synced 2 min ago

AI is only as good as its context.

Your knowledge, on Cloud Sync

SharePoint and Google Drive stay in sync automatically — vectorized for instant reference, never stale, never copy-pasted.

Your tools

Live data from the systems your team already runs on — no more silos.

The right access

Sales sees sales. Finance sees finance. M365 and Google permissions carry through.

10:10 AM — switch the model, keep the context

Never locked to one model.

Pick the right model for each Persona and each task — and change your mind mid-conversation. As the AI landscape evolves, you adopt better models without switching platforms. Your knowledge, tools, and thread stay exactly where they are.

Model
GPT-5 Claude DeepSeek
✓ Conversation, knowledge, and tools carry over.
Finance Persona Claude

Picking up where we left off — here's the tighter version of the payment-terms section you asked for.

OpenAI

The full GPT-5 family — fast everyday work through frontier reasoning and agentic tasks. The latest generation, not last year's release.

Anthropic

The full Claude family — speed to deep reasoning, with extended context for long documents and longer workflows.

Hosted open-source

DeepSeek, Kimi, and Llama hosted privately on our infrastructure — no separate accounts, no extra tiers, ready to use.

11:30 AM — it checks Zendesk and QuickBooks itself

Connected to everything you run on.

Ask once. Your Persona pulls the live answer from the system that owns it — with the same access rules as the person asking.

Microsoft 365
SharePointSharePoint
TeamsTeams
OutlookOutlook
Google Workspace
Google Drive
Gmail
QuickBooks
Slack
Salesforce
HubSpot
Zendesk
Zoho
GitHub
LevesysLevesys
Stripe
CheopsCheops
+ hundredsmore via MCP
MCP & custom API support — any tool with an MCP server connects out of the box. Need something that doesn't have one? Our team builds and deploys custom AI WorkPlace Connectors quickly – no developer needed on your side.

1:15 PM — the whole crew works in one Project Workspace

Hillcrest Build · Project Workspace DK AM RS
9:20

Dana logged the site update — framing inspection passed.

11:42

Alex asked in the shared project chat to flag cost variances over 5%.

AI · shared chat: Two variances flagged — electrical materials +7.2%, freight +5.8%. Both driven by the supplier change on April 3rd. Summary shared with the team.

Work with AI, together.

Project Workspaces give your team one shared place for everything on the job — documents, updates, and shared AI chats everyone can see. Ask a question once and the whole crew gets the answer, grounded in the plan, the numbers, and the thread.

2:05 PM — the proposal starts from your template

Your templates. Your format. Every time.

The Resource Library holds your approved templates, playbooks, and reference documents — shared with every Persona you allow. Create a document from a template in chat, then iterate on it right there. No longer limited by other people's format preferences.

Resource Library team · shared
📄 Proposal-Template.docx v6 · approved
📄 Monthly-Report.xlsx v3 · approved
📄 Site-Safety-Checklist.pdf reference
📄 Brand-Voice-Guide.docx reference
Start the Meridian quote from Proposal-Template.

Created Meridian-Proposal-draft.docx from v6 — want me to fill in scope from the site notes?

3:20 PM — a Persona for every role

AI that fits every role in your business.

Expert-level support tuned to your standards — instead of generic internet answers. Start from ready-made roles or build your own.

💰

Sales

Proposals, scopes, objections

📈

Finance

Reports, variance, cash flow, financial models

🎧

Support

Consistent replies, next steps

⚙️

Operations

SOPs, checklists, suppliers

🎨

Marketing

Content, campaigns, brand voice

👥

HR

Policies in plain language

📊

Project Mgmt

Status, risks, next steps

🎯

Build your own

Any role, any workflow

4:10 PM — more capability, less cost

More capability. Less cost.

Everything the single-vendor team plans do — plus the things they can't.

Every provider, one bill

Claude Teams gives you Claude. ChatGPT Teams gives you GPT. AI WorkPlace gives you both — plus hosted open-source — in one workspace.

Pooled usage, not per-seat caps

Most plans cap each user individually. Ours is pooled across your whole company — heavy and light users balance out, and nobody gets throttled for being productive.

Personas without a developer

Copilot agents need quasi-developer skills and a full M365 licence underneath. Here, anyone builds a Persona in minutes.

$49 Core · $119 Power per user / month (CAD) · token usage pooled across your company See the full comparison ›

4:45 PM — tomorrow's report schedules itself

From daily tool to automation platform.

We're building the features that take AI WorkPlace from a great daily assistant to a full business automation platform.

COMING SOON

Scheduled AI tasks

Recurring reports, summaries, and follow-ups that run on a schedule — no one has to prompt them.

COMING SOON

Long-running work

Kick off complex, multi-step AI work and come back to a finished result.

COMING SOON

Workflow automations

Chain actions across your connected tools on conditions you define — Slack, Zendesk, your CRM, and more.

5:00 PM — IT signs off

Enterprise trust without enterprise IT.

Security isn't a feature bolted on top — it's the foundation, on by default from the first login.

Zero retention, zero training

Built in as app-level controls that users can't change. Your data never trains public models.

Private tenant isolation

Every customer gets its own secure workspace — no data crossover between clients, ever.

Multi-level access controls

Tenant, Persona, and chat-level controls decide who sees what. M365 and Google permissions carry through.

Encrypted & monitored

Encryption in transit and at rest by default, DDoS protection, and monitored availability.

MFA & secure sign-in

Sign in with your Microsoft or Google account, or enforce multi-factor authentication on email accounts.

Hosted in Canadian data centres

Your workspace runs in Canadian data centres, with control over where data lives and how long it's kept.

WHO'S USING IT

Real value, across real industries.

Construction contractors & subtrades Custom residential development Electrical contracting Smart home integration Property management Private family capital management Commercial IT services Software development

GETTING STARTED

From first call to full value.

01

One kick-off call

We get you logged in to your own secure environment and connected to your Microsoft 365 or Google — on the call.

02

Instant access

Start extracting insights, analysis, and value from your own data the same day — no waiting on an IT project.

03

Onboarding & check-ins

A hands-on session to weave AI WorkPlace into your workflows — with direct access to our team as you grow.

Put AI to work. Today.

No IT team. No long deployment. Your whole business, working with AI — securely and on your terms.

Book a demo Get started ›

$49 Core · $119 Power — per user / month (CAD) · usage pooled across your company