Customer emailQuestion + attachment
NOWLiving operational intelligence · guided by a human
Your business is already speaking.
Virgil helps you hear it.
Meet Virgil: your dedicated human AI guide for bookkeeping support, customer follow-up, admin, and the daily work that keeps piling up.
Built for small businessHuman-ledMonthly support
your guideVirgilAI + human support
Click an orbitBookkeeping support
Workflow support for receipts, invoices, transaction organization, and the work that keeps books moving.
BOOKKEEPING SUPPORT ✦ CUSTOMER FOLLOW-UP ✦ OPERATIONAL CLARITY ✦ BOOKKEEPING SUPPORT ✦ CUSTOMER FOLLOW-UP ✦
One connected operation
Watch the work
organize itself.
Emails, receipts, calls, appointments, and business records arrive every day. Agentix brings the approved signals into one managed flow—so the original stays protected, the useful work moves forward, and you know what deserves attention.
Explore your workflow ↗01 / SIGNALS ARRIVE@ ▧ ◉ ◇
Vendor invoicePDF · 248 KB
09:42Missed callTranscript ready
09:38Schedule changeTomorrow · 2:30 PM
09:3102 / MANAGED FLOW
Original securedClassifiedHuman rules appliedReady to act
Nothing moves beyond the permissions and workflow you approve.
03 / CLARITY SURFACES
NEEDS YOUApprove vendor paymentDue today · source attached
FOLLOW-UPReply ready for reviewCustomer question · drafted
OWNER'S BRIEF3 signals worth watchingVerified numbers · human context
V
Virgil is watching with you.A human guide stays in the loop.
The AgentixAI difference
You don't get another login.
You get a guide.
Virgil is a real human account manager who learns how your business works and what matters to you. Together, you identify repeatable work, design practical workflows, and activate only the work that is ready to support.
As approved systems are connected, Virgil helps you watch the signals behind the business—sales, profit, expenses, cash flow, customer patterns, capacity, and follow-up—so the right questions surface earlier. Agentix is built to be a steady partner through growth and the harder seasons, helping a hardworking owner see clearly, decide with better information, and keep moving at every stage.
Talk to your guide ↗NDA
01
01
Trust is built into the process
Every client starts
with an NDA.
Before we begin looking under the hood, AgentixAI signs a confidentiality agreement with every client. Your books, customers, systems, workflows, and business plans stay protected—and we only use what we see to help your business succeed.
Confidential by defaultHuman-led accessYour success is the goal
Talk to us about your business ↗01 / BOOKKEEPING IN EVERY PLAN
Books, handled
with care.
Virgil helps collect, organize, and prepare the information your bookkeeping process depends on—so your records stay cleaner and your accountant spends less time chasing details.
Explore bookkeeping support ↗02 / VERIFIED REPORTING
Numbers checked.
No invented story.
Where reporting is part of an approved workflow, every figure is calculated and checked against the written summary before delivery. If a check fails, Virgil reviews the raw numbers instead of sending unverified AI text.
Talk about reliable reporting ↗The Client Data Bucket
Your records,
kept as received.
Every AgentixAI client gets one private Data Bucket: the organized, searchable version of the shoebox of receipts, statements, notes, and messages that belongs to the business.
It holds emails and attachments, texts and receipt photos, voice-call recordings and transcripts, uploaded documents of any file type, and records pulled from connected systems.
Talk about my records ↗Original first
We store the original record, not our interpretation of it. Extraction reads from the bucket; it does not decide what gets in.
Every file stays
We keep every file type. If a file cannot be machine-read, we keep it and note that it was not machine-readable.
The record remains
Records are not overwritten. A correction is added as a new record, and the original stays.
Proof behind every original
Every document you send us is stored under its own cryptographic fingerprint. If a single byte of an invoice changed, the name would not match and the system would know. Nothing can overwrite or delete your originals—the software that files them has no permission to remove anything. And when you leave, one command erases all of it, and we can show you the record that it happened.
For clients who want to dig deeperWhere your records live, and why we built it this way
Every client we serve gets a Data Bucket. It is the single place where your original records land exactly as we received them: bank statements, vendor bills, invoices, receipts, spreadsheets, and the photo of a receipt someone texted in. Nothing is retyped, summarized, or “cleaned up” before it is stored. The original is the original, and it stays that way.
We built the Data Bucket on Cloudflare R2. We chose it for reasons that come down to security, privacy, and control.
Your documents are stored as opaque, encrypted objects.
R2 encrypts everything at rest and in transit. The storage layer never needs to understand what a file is; it just holds the bytes. The system that reads and interprets your records is separate, and it only fetches a document once it already knows exactly which one it needs.
Nothing can be quietly altered.
Every file is named by its own cryptographic fingerprint. If a single byte of a document changed, the fingerprint would no longer match, and we would know. The bucket is also configured so stored originals cannot be overwritten or deleted through the normal working path. The credentials our software runs with can write and read. They cannot erase.
Erasing is a separate, deliberate act.
When a client leaves, or asks us to remove something, deletion happens through a distinct path with its own credentials, under a human's approval, and it is logged. That separation is on purpose: the everyday system physically cannot destroy your records, and the removal path cannot be triggered by accident.
One bucket per client. Your data never mixes with anyone else's.
Each client's records are scoped and isolated. Our people see only what they are authorized to see, and sensitive documents can be flagged so they are withheld even from tools that would otherwise search them.
We can tell you plainly where your data is.
R2 is a standard object store run by a major infrastructure provider, in a defined region, under a data processing agreement. That is a sentence you and your accountant can act on. We looked hard at decentralized “web3” storage and decided against it for one reason above all others: on those networks, you cannot guarantee a document is ever truly gone. We are not willing to make a promise about your data we cannot keep.
We understand that your financial records are among the most sensitive things you own. Protecting them is not a feature we added; it is the constraint we designed everything else around.
Ask us about your records ↗Optional client copy
Your records.
Your copy. Your schedule.
For an additional fee, we can deliver your full Client Data Bucket every 3, 6, or 12 months. You receive the raw records plus a readable index organized by period: date, source, sender, filename, and what each record was filed as.
It is your business file, delivered on the schedule you choose. Ask us about adding it to your service.
The Owner's Brief
Know what changed.
Know where to look next.
Your business creates signals every day. The Owner's Brief brings the useful ones together in a clear weekly read—so you can see what needs attention without digging through reports, inboxes, and scheduling systems.
Build my Owner's Brief ↗WEEKLY OWNER'S BRIEFPREPARED WITH VIRGIL
One clear viewThe week in your business,
without the data hunt.
without the data hunt.
01
What changed
See meaningful movement in sales, bookings, profit, expenses, cash flow, customer activity, and the operating numbers you choose to follow.
02
What needs attention
Bring overdue follow-ups, schedule gaps, approvals, and unusual activity into one prioritized view.
03
Where to look next
Spot patterns worth discussing—such as growing services, customer activity, or underused capacity—before the next week gets away from you.
Built for decisions you can trust
Useful insight starts
with reliable numbers.
Where reporting is part of an approved workflow, figures in The Owner's Brief are calculated and checked against the source data before they reach you. If something does not pass review, Virgil sees the raw numbers instead of sending an unverified AI explanation.
The brief helps you recognize what deserves a closer look. You stay in control of the decision, with a human guide available to add context and help determine the next practical step.
Clear boundary. Virgil guides on operations and what the numbers show. Tax, legal, accounting, and investment advice stays with your qualified advisors. Where included in your scope, Agentix can prepare organized information for their review.
See what my brief could cover ↗Attention management
Important work
doesn't get lost.
Agentix helps surface the details you should not have to carry in your head—from a quote ready for approval to a supplier delay, a tax bill, or a customer follow-up. In approved, configured workflows, Virgil keeps the right item in front of you until it is complete.
Plan my notification workflow ↗01 / ACT NOW
Urgent
Time-sensitive issues that need your attention as soon as possible.
02 / TODAY
Important
Approvals, due dates, and business decisions that should be handled today.
03 / THIS WEEK
Follow-up
Routine maintenance, customer callbacks, and work that still deserves a clear close.
Notification methods are set up around your approved workflow. Email and text alerts can be configured where supported; mobile-app push notifications are planned for a future release.
Your preferred AI, thoughtfully planned
Work with the tools
you trust.
Agentix AI can assess approved business workflows for ChatGPT, Claude, or Perplexity—so you can choose the platform that fits your team. Any connection is authorized through the appropriate business workspace, integration, or API; we never need your personal password.
For custom clients, we can scope a private company chat with internal knowledge, tools, employee roles, and permission levels. It is activated only after it is connected, tested, permissioned, monitored, and supportable.
Plan your AI workspace ↗Designed around your existing systems
Keep your tools.
Make them work together.
Virgil assesses the systems you already use and identifies practical, supportable ways to improve bookkeeping, customer communication, scheduling, sales, and phone workflows.
Review my systems ↗01 / ACCOUNTINGQuickBooks
Xero
Xero
Possible support for bookkeeping workflows, receipts, invoices, and financial task coordination.
02 / EMAILGmail
Microsoft 365
Microsoft 365
Possible support for approved drafts, follow-up, inbox organization, and communications.
03 / SCHEDULINGSquare Appointments
Vagaro · Calendly · Acuity
Vagaro · Calendly · Acuity
Possible support for booking requests, reminders, rescheduling, and no-show reduction.
04 / POINT OF SALESquare · Clover
Toast · Shopify POS
Toast · Shopify POS
Possible support for reporting, bookkeeping, and operational workflows.
05 / VOICE & TEXTINGNextiva · RingCentral
Dialpad · Quo
Dialpad · Quo
Possible support for missed-call follow-up, lead capture, routing, and reminders.
A calmer way to operate
From bottleneck
to breathing room.
01
Map the mess
We identify the recurring work that costs you time, money, or customer trust.
02
Meet Virgil
Your dedicated account manager learns your preferences, tools, and way of working.
03
Make it move
We launch practical workflows and improve them with you month after month.
Built to grow with you
Nobody starts a business
to own a job.
Start where you are. If it's just you today, start at $199. Virgil helps turn recurring admin into approved, repeatable workflows, keeps important details in view, and brings useful business signals together—giving you more room to work toward the business you set out to build.
The goal is not just less admin. It is a business that becomes less dependent on one exhausted owner, with earlier visibility into the pressure points that can make a small business fragile.
Everything depends on the ownerCash-flow or expense changes surface too lateCustomer follow-up falls through the gapsGrowth adds work faster than the operation can absorb it
Priced by the shape of your business, not metered by its success. Nobody pays more for having a good month.
Talk about where you want to go ↗01 / ESSENTIALWorking solo
A stylist books clients, sends invoices, and handles no-shows on her own. Start with the recurring admin that takes over her evenings.
02 / ESSENTIAL PLUSThe team grows
New people join. Scheduling, customer communication, and routine follow-up multiply with them.
03 / MANAGEDThe business expands
A second location adds bills, approvals, reporting, and more decisions. Virgil adds regular human guidance around the growing operation.
Managed monthly
Start where the
friction is.
Every plan begins with bookkeeping workflow support. FrontDesk is available beginning with Essential Plus. Automations are activated only after the workflow is ready to support.
Explore your workflow ↗01Essential · $199/moSolo businesses · bookkeeping workflow support, receipts, invoices, basic replies, reminders, and one initial workflow scope.
02Essential Plus · $399–$499/moExpanded bookkeeping support plus FrontDesk email intake, classification, summaries, attachment capture, human escalation, calendar, marketing-KPI, and routine workflow options.FrontDesk starts here
03Managed · $899/moFrontDesk and operational workflow support with Virgil’s human review and guidance once or twice each week.Most popular
04Custom Managed ServicesFrontDesk plus daily human support, quote preparation, advanced reporting, and specialized workflows priced around your needs.
One-time account setup: Essential $130 · Essential Plus $270–$340 · Managed $620. Custom setup is priced with your proposal.
Your next useful conversation
What would you stop
doing manually?
Book a complimentary 30-minute workflow review. We'll find one practical place Virgil can start taking work off your plate.
Explore your workflow ↗No pressure. Just a clearer next step.