Documents everywhere? Drop them in and watch them sort themselves.
Receipts, statements, invoices and payroll are read, checked by your team and filed by client and month. Client files stay on the box in your office.
Price on request. 3 months of support included. No obligation.
Example of the office dashboard, receipts: Receipt_0314.jpg is dropped on Upload for Lim Holdings. The box reads it, scans and photos too. Local AI suggests the type, client and date.* A person checks it and clicks Approve and file. Filed in Lim Holdings' folder, by year and month.
- 1UploadReceipt_0314.jpg is dropped on Upload for Lim Holdings.
- 2ReadingThe box reads it, scans and photos too.
- 3ReviewLocal AI suggests the type, client and date.*
- 4Approve and fileA person checks it and clicks Approve and file.
- 5FiledFiled in Lim Holdings' folder, by year and month.
Filed in Lim Holdings' folder, by year and month.
* Autofill comes with local AI, on the AI box in your office. Without it, your staff fill in the same fields by hand.
Where your clients' files live
Client files end up spread across cloud tools, staff laptops and an old shared drive. The business process box keeps them in one place, in your office. Point at either side to compare.Tap either side to compare.
Files everywhere
Some in cloud tools, some on staff laptops, some on an old shared drive. Nobody is sure which copy is the latest.
Your own business process box
Client files are read, filed and stored on the box in your office in the US. It is yours.
The software is open source. Making it secure is the hard part.
Anyone can install it
The tools we use are free and open source. A quick setup works, but it is rarely secure.
We package it properly
We add encryption, sign-in, activity logs and tested backups. If we support you, our access is logged and you can switch it off any time. If not, we remove it.
No vendor lock-in
The box runs on open source software and keeps running whether or not you keep us on.
See how it works, then pick what you need
Click anything to watch it work. Everything under Core comes on every box and opens from one dashboard; add what else you need.
Upload, reading and review
CoreExample of the office dashboard, receipts: Receipt_0314.jpg is dropped on Upload for Lim Holdings. The box reads it, scans and photos too. Local AI suggests the type, client and date.* A person checks it and clicks Approve and file. Filed in Lim Holdings' folder, by year and month.
- 1UploadReceipt_0314.jpg is dropped on Upload for Lim Holdings.
- 2ReadingThe box reads it, scans and photos too.
- 3ReviewLocal AI suggests the type, client and date.*
- 4Approve and fileA person checks it and clicks Approve and file.
- 5FiledFiled in Lim Holdings' folder, by year and month.
Filed in Lim Holdings' folder, by year and month.
* Autofill comes with local AI, on the AI box in your office. Without it, your staff fill in the same fields by hand.
Drop files in, the box reads them, and a person checks every field against the document before it is filed. Nothing is guessed.
Deadlines
CoreYear end and sales tax period for each client, imported from Xero or QuickBooks. Due dates set up for your country in the free assessment, shown 12 months ahead in Outlook or Apple Calendar.
Clients
CoreOne page for each client: their documents by financial year and month, their deadlines, hours and details. The client list imports from Xero or QuickBooks.
QuickBooks bills export
CoreReceipts and invoices with their amount and sales tax, exported as a bills file you import into QuickBooks at month end. We set the file up for your QuickBooks in the free assessment.
Search
CoreSearch the text of every document on the box, scans and phone photos included.
Filed on the network drive
CoreOne copy of every document, filed by client, financial year and month, read only in File Explorer. Kept for as long as the IRS expects, often 3 to 7 years. A Working folder sits next to it for your Excel files, with earlier versions kept every hour.
Staff sign-in
CoreEach person signs in once and gets every tool on the box, linked to the work login your staff already use, or a login we set up. Remove someone and their access ends everywhere.
May need internetActivity logs
CoreWho signed in, and who opened, filed or deleted each document, and when. A short list in the dashboard, full logs for your data protection records.
Meeting notes
Add-onDrop in a meeting recording and get the text with who said what; local AI adds a summary with decisions and next steps. Or a notetaker joins your Google Meet, Teams or Zoom calls and emails the notes a few hours later. The recordings and notes stay on the box.
May need internetE-signing
Add-onWe set up an e-signing app on your box. Send a client a link to an engagement letter or any document, they sign in their browser, and the signed copy is saved on your box, not on someone else's cloud.
Needs internetIndustry updates
Add-onWhen the rules or norms in your industry change, we tell you early, in plain words: what changes, when, and what to do. You adapt in time instead of hitting a roadblock. In your dashboard and by email.
Needs internetNeed more additions?
Tell us the problem. We'll build it on open source tools and add it to your box.
* Examples are simulated. Real screens may look different, and the AI's speed depends on use and hardware.
Keep using QuickBooks, Xero and Excel
The box takes care of the paperwork around the tools your company already uses. Nothing to replace.
Sized to your team
Up to 5 staff: Compact. 6 to 15 staff: Office tower. Over 15: Larger tower.
Your own machine
SuggestedCompact
SuggestedA small, quiet box for a small company.
Office tower
SuggestedA quiet server-grade tower on a UPS. Most companies.
Larger tower
SuggestedMore cores and memory, for meeting notes or heavier use.
Support after handover is optional: you own the box, and ongoing support is a separate contract.
Built for US privacy rules
Client files stay in your office
Documents are read, filed and stored on the box in your office in the US.
Records kept for as long as the IRS expects
Kept as long as the law asks, then deleted on a schedule you agree with us.
Who did what is logged
The dashboard lists today's activity. Full logs record who did what and when, for your privacy records.
Only owners delete
Staff ask. Deleted documents wait 30 days in a trash before they go.
Staff sign in as themselves
One login per person for every tool. Remove someone and their sign-in ends in every tool.
Help with access requests
When someone asks what you hold on them, search your files to find it.
Need to show your boss or auditor how the setup covers your privacy duties?
We walk you through it in the free assessment and give you a written record of the setup, for your privacy records.