01▧
Files, photos and drawings
Give it site photos, job notes, PDFs or drawings. It can read them alongside the way your company works.
AI for normal businesses
You run the business.
We’ll sort the AI.
Think of a capable new colleague with a computer. We give ChatGPT, Codex or Claude the company knowledge, tools and rules it needs. Your team just chats to it.
From £299 one-off Finzo setupYour own OpenAI or Claude planYou approve important actions
NO JARGON
ALLOWED
ALLOWED
4:52pmQuote still not done
INBOX37 things marked unread
FRIDAYWhat did we actually finish?
FITTED BYFINZOFOR YOUR BUSINESS
✓
READY TO CHECKQuote + reply + follow-up date
Same business. Less faff.
Meet the colleague we fit
Click a job.
See the bigger picture.
This is what changes when AI knows the company, can reach the right tools and has clear rules. Pick something you already do at work.
Try a job →
YOUJust ask normally.
No prompt engineering requiredAsk about the next job…↑
The part most people miss
This is not just
a chat box.
The AI platform already has serious working ability. Finzo makes that ability useful inside your company.
We prepare the company brain, connect the right tools, create reusable skills and set sensible boundaries—so staff can ask for real work in plain English.
02▤
Documents and spreadsheets
Prepare quotes, tidy trackers, compare prices, build reports and turn rough information into something usable.
03◎
Web research
Research leads, suppliers, competitors, prices and market changes using the criteria that matter to your business.
04↗
Email, calendars and platforms
Connect approved business accounts so it can find context, prepare replies, organise bookings and help move work along.
05⌁
Browser and computer use
For suitable jobs, it can work through websites and computer apps much like a person—within the access and approvals you choose.
06◫
Servers, databases and APIs
Ask questions of the systems holding your real operational data, starting read-only and verifying the exact source first.
07▦
Internal apps and dashboards
Build practical tools around your workflow: quote builders, booking views, calculators, trackers and owner dashboards.
08◷
Scheduled and longer jobs
Prepare recurring checks and bigger pieces of work that run in the background, then bring the result back for review.
One honest note.
Features vary by platform, plan, device and the accounts a business approves. We check what is genuinely available before we promise it, connect only the right company-owned systems, and start sensitive work with drafts, previews or read-only access.
Like onboarding a brilliant colleague
We do the induction.
You get the easy bit.
We learn the business
You talk. We study the real work: industry, services, prices, customers, documents, systems, staff and the jobs that keep repeating.
No technical language required.We fit its desk
Your company brain, staff profile, reusable skills, approved connections and control rules are built and tested properly.
ChatGPT, Codex or Claude — whichever fits.You chat like a colleague
“Check this enquiry.” “Find next week’s leads.” “Build us a booking view.” Normal sentences. Useful work comes back ready to check.
It prepares. You stay in charge. Not a training course
Not shared staff logins
Not an AI let loose
A setup built around you
After the first setup
Your AI systems team—when you want one.
The one-off setup gets the first useful version working. Optional monthly support gives you someone to keep improving it as the company, staff and platforms change.
ONE-OFF SETUP+OPTIONAL SUPPORT=NO NEED TO BECOME THE AI EXPERT
Keep it current
Update the company brain, instructions and workflows as the business or AI platforms change.
Connect the next tool
Add the right email, calendar, CRM, server, database or other approved platform when it becomes useful.
Build what is missing
Create internal apps, dashboards, calculators and new workflows around the work your team is actually doing.
Help the humans
Support staff, answer questions, review how the system is being used and make the useful parts even easier.
More than one person?
One company.
Different desks.
Sales should not use the same profile as accounts. Each person gets the right view of the company, the right jobs and the right boundaries.
No shared login soup.Extra people and computers are priced properly because we set each one up properly.
S
Named profile
Sales
Enquiries, quote drafts, follow-ups and customer replies — using the right prices, tone and approval rules.
A
Named profile
Accounts
Exports, missing paperwork, overdue lists and owner summaries — with finance access kept where it belongs.
D
Named profile
Admin
Files, job packs, meeting notes, trackers and the little checks that stop work falling between gaps.
O
Named profile
Owner
The whole picture without reading every thread: priorities, blockers, decisions and what should happen next.
Proof without the puff
Two real
customer setups.
Not polished testimonials written by us. These are the sort of normal sentences their fitted systems are built to answer.
01ACCO SystemsElectrical and automation distributor
A real job it is built for
“What quotes, POs and customers need my attention today?”
A setup that understands the difference between Ksoft operational data and Sage payment information.
- Quote and PO checks
- Ksoft read-only questions
- Old customer follow-up
- James's priority brief
02J&F PrecisionPrecision machining
A real job it is built for
“Check this RFQ before we quote — and tell me what is missing.”
A company workspace shaped around RFQs, drawings, quote follow-ups and the admin around machine work.
- RFQ triage
- Quote drafts
- Customer reactivation
- Weekly owner summary
Who is actually doing this?
People who know what a busy Monday feels like.
Karl / Co-founderBuilt the tech.
Built the tech.
Lived the graft.
Karl has run a small business, spent seven years in property maintenance, and has more than three years of hands-on experience building AI-powered software and business systems.
- Small-business owner experience
- 7 years in property maintenance
- 3+ years building with AI and software
Bobby / Co-founderThe small-business
The small-business
reality check.
Bobby has run a small business, is a real tech enthusiast, and has a keen eye for detail and design. He brings the owner’s view of what has to feel clear, practical and worth using: customer replies, quotes, accounts and the everyday decisions that keep work moving.
- Business owner
- Real tech enthusiast
- Detail, design, quotes, accounts and customers
“If I don’t think it’ll help your business, I’ll tell you.
Karl, Finzo
Start small
One-off fitting.
The AI plan stays yours.
You pay OpenAI or Anthropic directly for the ChatGPT or Claude plan that suits you. You pay Finzo to turn it into a company system your staff can actually use.
OPENAI / ANTHROPICYour chosen subscriptionPaid directly to the provider
+FINZOFrom £299 one-offCompany fitting, setup and walkthrough
FINZO STARTER FITONE-OFF
from£299
- 01 One computer
- 02 One named user profile
- 03 Your company brain and first useful jobs
- 04 Supervised setup and simple walkthrough
Adding staff?
Call 07380 399849 Your ChatGPT or Claude subscription is paid directly to its provider. Optional Finzo support is available, not compulsory.We quote extra profiles and computers around their roles. Sales, accounts and the owner should each have the right setup — never one shared login.
The sensible questions
Things we’d ask too.
No glossy answers. Just the useful version.
01I hate technology. Is this honestly for me?+
That is exactly why Finzo exists. We do the fiddly setup. You use normal sentences such as “check this quote” or “what needs chasing?” If the idea still feels awkward after we explain it, we will say so rather than force it.
02Is this just ChatGPT?+
ChatGPT, Codex or Claude can be the engine. Finzo supplies the company-specific part: your trusted files, instructions, repeated jobs, staff profiles, approved tools, reusable skills and rules. That fitting is what turns a general AI platform into something useful at work.
03What could it actually do in our company?+
That depends on your work and the platform features available to your account. It could help with pictures and files, quotes, spreadsheets, supplier emails, web research, bookings, sales follow-ups, accounts checks, internal dashboards, databases and recurring reports. We start with the jobs that would save you real time—not a giant feature list you will never use.
04Will it replace my staff?+
No. The sensible starting point is helping good people get repetitive work prepared faster. Your team still brings the judgement, relationships and final approval.
05Can it send things or change our systems?+
Not by surprise. We start with drafts, checks and previews. Any live action needs the right account, a verified connection and an agreed approval rule. You stay in control.
06Is it safe?+
No technology is honestly described as completely risk-free. We use the controls provided by OpenAI or Anthropic, limit access to the right person and job, verify business-owned connections, keep sensitive work approval-first and never put passwords or secret keys in the company brain.
07What does the £299 starter setup cover?+
One computer, one named user profile, the company brain, the first useful workflows, supervised setup and a plain-English walkthrough. More staff or computers are quoted separately because each person needs the right role and access — not a shared login.
08Do we have to pay Finzo every month?+
No. The setup is one-off. Optional support is there if you want us to keep improving the system, add new jobs or help when platforms change. Your own ChatGPT or Claude plan is paid directly to its provider.
No sales performance
What job would you happily never start from scratch again?
Tell us in one sentence. We’ll tell you honestly whether AI is worth fitting around it.
Free first conversation · No jargon · No pressure