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Product
Case Studies
- Letting AI update your website — with a person approving
- Preparing a board pack with AI, and sharing it with the board
- AI-assisted bookkeeping review in Xero
- Onboarding a new client with AI — while the AML review stays internal
- Investigating a client’s question with ChatGPT, Xero and Outlook
- Claude + Xero through Kroy
- Claude Code and Codex working from shared state
- A client uses their own Claude with the information you share
- Shared project state across a consulting team’s AI tools
- A client document room with an expiry date
- A release workflow with deployment approval
- Reviewing a contract against the firm’s playbook with Claude
- Preparing a management accounts pack with Claude and Xero
- Updating Salesforce after a client meeting with Claude
- Handing over a legal matter between people and their AI
- Partner approval for AI-prepared work
- A private ERP Connector with a customer-facing order status Skill
- A public, machine-readable company profile for AI
- Employee self-service from SharePoint with AI
- Preparing a consulting proposal with Claude
- Reviewing a VAT return with Claude and Xero before submission
- Chasing year-end records with Claude, Xero and Outlook
Integrations
Industries
Learn
- AI and client confidentiality
- B2B AI agent collaboration
- Can AI access a SQL database?
- AI access to confidential data
- Can ChatGPT access SharePoint?
- Can Claude access Xero?
- Can Claude send Outlook emails?
- Can AI publish to your website?
- Can one AI share context with another?
- Can clients use their own AI with your data?
- How do I give ChatGPT access to company data?
- Employees using ChatGPT at work
- How do I audit AI actions?
- How do I revoke AI access?
- How do I publish company information for AI?
- How do I restrict what an AI agent can do?
- How do I secure an MCP server?
- How do I use Microsoft Entra ID with AI agents?
- Managing multiple AI agents
- Staff sharing client data with AI
- Structured company data for AI
- What is AI delegation?
- What is AI observability?
- What is an AI agent?
- What is AI agent identity?
- What is an AI control plane?
- What is an AI-readable website?
- What is human-in-the-loop approval?
- What is MCP?
- What is context engineering?
- What is organisational AI memory?