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SWARM

AI agent platform for business operations

Your back office,
run by a SWARM of AI agents.

SWARM is a team of always-on agents that handle the recurring administrative work of running a business — sales tracking, document follow-ups, bank reconciliation, audits, and the morning numbers — so your people start the day with answers instead of spreadsheets. Any industry. Any size.

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Sales · Workflow · Audit · Reconciliation · Metrics

Built inside working businesses — run daily on real banks, real vendors, real month-ends

month-end bank variance
$0.00
transactions auto-matched in May
1,579
data sync, around the clock
15 min
executive brief, every morning
6:00 AM

The problem

Your business runs on five systems that don't talk to each other.

The accounting system says one thing, the CRM another, the bank a third. So your office manager spends mornings re-keying numbers, your team chases paperwork by hand, and you find out about problems at month-end — when they're expensive.

The morning scramble

Accounting, CRM, bank feed, point of sale, and a folder of spreadsheets — someone logs into all of them every day just to learn where the business stands. That someone is usually your most expensive person.

Busywork eats your best people

Matching bank activity to invoices, chasing vendors for documents, building the same reports every week — hours of careful, repetitive work done by the people you hired to think, not to tick boxes.

You find out too late

A missing document, an unpaid invoice, a deposit that never hit the bank — small problems are cheap on day one and expensive on day thirty. Most businesses discover them on day thirty.

The platform

One platform. Five disciplines. A swarm of specialized agents.

SWARM stands for the five jobs it does. Each discipline is staffed by AI agents that work around the clock, share one normalized database, and surface everything in a single portal — configured to your business, whatever business you're in.

Sales

Month-to-date revenue, margins, and sales activity tracked transaction by transaction — pulled from your CRM and point of sale, not from memory.

Workflow

Daily routines, task hubs, and follow-ups monitored automatically — the platform knows what's supposed to happen today and tells you what didn't.

Audit

Claims, compliance items, and missing paperwork audited continuously. Agents chase vendors and partners by email — drafts queued for your approval, every exchange logged to an audit trail.

Reconciliation

Bank activity, customer payments, and vendor disbursements matched to invoices and orders automatically — down to the penny, with every variance flagged and explained.

Metrics

Executive dashboards and a daily AI brief that reads like it was written by a sharp operations chief — because it's built from your live numbers, not last week's export.

Capabilities

Everything a sharp back office does. On schedule. Every day.

Daily AI Executive Brief

A written morning report on revenue pace, cash, exceptions, and open items — in your inbox before you pour coffee.

Data aggregation

Accounting, CRM, bank, and operational data pulled continuously into one normalized database you can actually query.

Reconciliation automation

Bank-to-invoice, payment-to-receivable, and payout-to-order matching that closes to $0.00 — variances flagged with context.

Workflow monitoring

Daily routines and recurring tasks tracked per team and location. When a step is missed, the right person hears about it the same day.

KPI tracking

Revenue, margin, cash conversion, aging, turn times — the numbers your industry runs on, trended daily, by team and by location.

Agent-powered analysis

Agents don't just report numbers — they explain them. Why margin slipped, which transactions drove it, and what to check next.

Business-specific reporting

Reports built around how your operation actually runs — your terms, your KPIs, your workflows — not a generic template.

Integrations that fit

Connectors for QuickBooks, Salesforce, Stripe, your bank, and more — plus custom and industry-specific connectors built during onboarding.

The Daily Brief

Wake up already knowing where the business stands.

While you sleep, the swarm pulls fresh data from every connected system, runs the audits, matches the bank, and writes you a brief a sharp operations chief would be proud of. It lands at 6:00 AM, every day, without anyone asking for it.

  • Written in plain English. Not a dashboard you have to interpret — a memo that tells you what changed and why it matters.

  • One for every department. Beyond the 6:00 AM executive brief, schedule department-specific briefs — sales, finance, operations — each at the time of day that team needs it.

  • An action queue, not just news. Every flag links to the draft, record, or task that resolves it inside the portal.

Explore the Daily Brief
Daily Brief — 2-minute demo video

Watch a real morning brief, start to finish.

Integrations

Plugs into the systems you already run.

SWARM connects to your accounting, CRM, payments, bank, and operational systems, then keeps everything in sync automatically. No rip-and-replace, no data entry, no new system for your team to learn against their will.

QuickBooks

Accounting

Salesforce

CRM

Stripe

Payments

Bank feeds

Reconciliation

NetSuite

ERP

HubSpot

CRM

Shopify

E-commerce

Square

Point of sale

Microsoft 365

Email & docs

Google Workspace

Email & docs

Slack

Alerts & briefs

QuickBooks Time

Payroll & time

DealerCenter

Automotive DMS

NextGear Capital

Automotive floor plan

CDK Global

Automotive DMS

Your stack

Custom connectors built at onboarding

Industry-specific systems are our specialty — the automotive connectors above were our first. Don't see yours? Connector development is part of every implementation: if your team can log into it, the swarm can read from it.

Outcomes

What changes when the swarm goes to work.

$0.00

Month-end variance

Every bank transaction matched to an invoice, payment, or order as it happens — so month-end is a confirmation, not an investigation.

8+ hrs

Back per office manager, weekly

Reconciliation, document chasing, and report-building come off your team's plate. They review and approve — the swarm does the legwork.

Day 1

Problem detection, not day 30

Missing paperwork, unmatched payments, and skipped routines are flagged the morning after they appear — while they're still cheap to fix.

"I used to be the person who found problems at month-end. Now I'm the person who approved the fix before 9 AM. The brief is the first thing I read every morning — before my email."
Controller · Multi-location business · Texas

FAQ

Questions operators actually ask.

Something else on your mind? Ask us directly — a real person answers every inquiry.

Will the AI send emails or change records without approval?

No. SWARM runs on a review-queue model: agents draft, humans approve. Vendor follow-ups, contact updates, and anything customer-facing waits in your queue until someone on your team clicks approve. Every action — drafted, approved, sent — is logged in an audit trail.

Does it work for my industry?

SWARM is industry-agnostic by design: every business has sales to track, a bank to reconcile, documents to chase, and routines to monitor. The platform cut its teeth in automotive retail — one of the most paperwork-heavy industries there is — and the agents are configured to your systems and workflows during onboarding, whatever you run.

How long does implementation take?

Most single-location businesses are live in two to three weeks. Week one connects your accounting, bank, and core systems. Week two runs the swarm in parallel with your current process so you can verify every number. Then you cut over. Multi-location operations phase in site by site.

Where does our data live? Who can see it?

Your company's data lives in its own dedicated, encrypted database — never pooled with other customers, never used to train public AI models. Access is role-based per user, and every agent action is auditable. You own your data and can export it at any time.

We're a small business. Is this overkill?

The smaller the business, the more it hurts when your one office manager spends half the day on reconciliation. SWARM was built inside a small operation, not a Fortune 500 — it's priced and designed so a single location gets a full back-office team for less than a part-time hire.

How is SWARM priced?

Flat monthly subscription per location, with plans based on which agent disciplines you turn on. No per-seat fees — your whole team gets access. See pricing for details, or request a demo for a multi-location quote.

See your business in SWARM.

A 30-minute walkthrough with your systems and your questions — no slideware, no pressure. We'll show you the live platform and map your stack to it.

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