Two questions · one useful starting point

What should AI help your business do first?

Tell us the kind of work and how big it is. We’ll point you to a free skill or the right skill pack.

Help me choose Browse every free skill

No tech skills needed. Nothing installs or runs while you choose.

A small-business team and friendly AI assistants solving a workflow together
Human direction · AI leverage

Give your people a stronger starting point.

Practical AI should help your team solve the work in front of them—while people keep the context, judgment, and final say.

Comprehensive agent packs · start here

Give your AI a complete operating foundation.

Agent packs combine local software, proven patterns and practices, specialist skills, and guided onboarding for a whole area of work. Choose an individual skill farther down when you only need one repeat job.

Data and reporting

Data Analyst Agent

Free beta
A business team and an AI analyst tracing saved files into a checked answer
Turn business files into answers you can trace.

Get local software, reusable patterns, proven working practices, specialist analysis skills, and a guided self-onboarding path in one bundle. Give your AI a running start, then confidently extend a traceable foundation—without a SaaS account or cloud subscription.

  • Works locally from your saved business files
  • Includes checked workflows, practices, and specialist skills
  • Shows you how to onboard, adapt, and build from the foundation
Try the Data Analyst Agent free
Finance and planning

CFO Agent

Free beta
Business owners and an AI finance copilot reviewing cash and profit scenarios
Make cash, profit, and planning a weekly rhythm.

Get local software, reusable planning patterns, proven finance practices, specialist CFO skills, and a guided self-onboarding path in one bundle. Make more of your AI budget from day one, then build confidently on your own—without a SaaS account or cloud subscription.

  • Turns saved exports into a 13-week cash and profit rhythm
  • Includes tested workflows, practices, and specialist skills
  • Keeps every important finance decision with a person
Try the CFO Agent free during beta
Accounting and controls

Accounting Agent

Free beta
An accounting team and AI assistant reviewing reconciliation evidence together
Check the books with evidence and human ownership.

Get local software, evidence and control patterns, proven accounting practices, 56 specialist skills, and guided self-onboarding in one pack. Start with bounded, reviewable work and build confidently without a SaaS account or cloud subscription.

  • Turns bookkeeping exceptions into narrow evidence cases
  • Includes 56 accounting skills and an optional CFO overlay
  • Keeps every consequential decision with a named person
Try the Accounting Agent free
A simple place to start

Answer two questions. We’ll point you to the right first step.

You do not need to know which AI tool or skill pack you need. Choose the answer that feels closest.

1What kind of work needs help?
2How big is the job?
Your match will appear here

Pick one answer above.

Nothing will install, run, or ask for payment while you choose.

Still not sure? Browse every free beta skill or ask a person for help.

Feedback program · free during beta

One full workflow agent keeps each job together. It covers estimates, follow-up, work orders, routes, crews, and trucks. It checks materials.

Build this agent free See how the workflow agent works
Free beta · 25 US fleets

Use saved Samsara, gas-card, dispatch, mileage-log, and finance exports. See coverage, supported MPG, reconciliation, and reviewer-owned exceptions.

See the mileage manager Read the fleet mileage guide
What is an agent skill?

Agent skills combine tools, software, and guided, scoped instructions to keep your agent on rails for one business job.

That means less guesswork, fewer missed steps, and work that is easy to check.

Pick a job that takes time
Illustrated SFP digital specialist helping a business team I want one organized local workflow from estimate preparation through a review-ready service day
Illustrative SFP agent view
01Home-service operationsRun Estimate-to-Dispatch Operations

One full workflow agent keeps each job together. It covers estimates, follow-up, work orders, routes, crews, and trucks. It checks materials.

Illustrated SFP digital fleet specialists helping a business owner review mileage, fuel, dispatch, and exceptions
Illustrative SFP agent view
02Fleet and field operationsManage Fleet Mileage and Fuel

Bring your trip, fuel, job, and money files together. See missing miles, gas costs, and MPG. Get one clear report to check.

Illustrated SFP digital specialist helping a business team follow up on open estimates without losing trust or wasting time
Illustrative SFP agent view
03Sales follow-upClose More Open Estimates

Know which open estimates to call first. Get follow-up messages and a clear next step.

Illustrated SFP digital specialist helping a business team publish useful LinkedIn posts that sound like me and support my business
Illustrative SFP agent view
04MarketingBuild a LinkedIn Content Engine

Turn what you know into LinkedIn posts that build trust and bring in leads.

Illustrated SFP digital specialist helping a business team I want a simple weekly review that tells us which sales opportunities need attention
Illustrative SFP agent view
05Sales operationsRun a Better Weekly Sales Review

See which deals need help now. Give each owner a clear next step.

Illustrated SFP digital specialist helping a business team I want every new customer to receive a clear and consistent start
Illustrative SFP agent view
06Customer successBuild a Customer Onboarding Journey

Give each new customer a smooth start. Keep tasks, dates, and owners clear.

Browse all 64 free beta skills
Three easy steps

Pick a job. Build your skill. Put it to work.

  1. 1
    Pick a job

    Start with one task that takes time each week.

  2. 2
    Tell us three things

    Share your business name, email, and AI tool.

  3. 3
    Put the skill to work

    Add it to Codex. Your agent follows it. You check the work.

When your team needs more

Add more skills as your business grows.

Put up to 20 jobs on railsPersonalized AI Skill PackFree during beta · $49 planned →Find answers in business dataData Analyst ToolkitFree during beta · $299 planned →Plan cash and profit each weekCFO Operating ToolkitFree during beta · $299 planned →Check bookkeeping decisions with evidenceAccounting Agent ToolkitFree beta · $199 planned →Connect operations and finance evidenceFleet Mileage ManagerFree beta · 25 fleets →
Start with one job

Pick a job you want to make easier this week.

Choose a free agent skill