How can we help?
Step-by-step guides for getting your AI board running on your own Claude or ChatGPT account, plus an assistant that answers in plain English.
Get started
AI keys & costs
Get a Claude (Anthropic) API key
Create an Anthropic Console account, add credits, make a key and paste it into Settings.
Get an OpenAI (ChatGPT) API key
Needed for voice features, optional for advisors. Create a key at platform.openai.com.
Choosing your AI: Claude, ChatGPT or both
Which provider to use, mixing providers across advisors, and Live mode speed.
What does it cost to run?
You pay your AI provider directly, by usage. How to keep it predictable.
Your board
Executive Assistant & voice
Business tools
CRM and employees
Leads, accounts, deals, projects and tasks, and giving your team CRM-only logins.
Financials: P&L and balance sheet uploads
Upload statements as PDFs, check the numbers, and see trends your CFO uses.
Review Desk and vendor contracts
Get contracts and proposals reviewed, and never miss a renewal or cancel-by date.