Live Working demo for a multi-business owner
Three businesses.
One AI operations hub.
An AI agent that answers from your accounts, CRM and invoices; an inbox that routes and drafts replies; supplier bills read straight into Xero format with every sum re-checked; and a management pack that writes itself. Built hands-on, one workflow at a time.
- LiveAgent picks its own tools (financials, overdue invoices, pipeline, forecast) and shows every call it made
- LiveInbox triage: routes to the right business, extracts details, proposes approval-gated actions
- LiveInvoice extraction with code-level checks: catches a supplier's wrong total
- LiveManagement report where every £ and % is checked against the books
◆AI runs server-side on Amazon Bedrock (Kimi K2.5, Nova Pro fallback) with no keys in the browser. The model is one config value: switching to Claude via the Claude API or Bedrock needs no code change.
Group today
Sample data01 · Business dashboard Sample data
Every business on one screen
Revenue, costs, margin, receivables and pipeline per business or for the whole group, with a 3-month forecast (trend × seasonality, 80% range). In production this reads Xero, the CRM and booking systems on a schedule.
Revenue, costs & forecast
Overdue invoices
| Invoice | Client | Amount | Days |
|---|
Sales pipeline
From the CRMConnected systems
Connectors are simulated in this demo. Each one is a standard API (Xero, Microsoft Graph, HubSpot, Stripe, GoCardless, Google) wired through n8n/Make or a small service, whichever is cheaper to run and easier for you to own.
02 · AI agent Live
Ask about any business in plain English
A real tool-using agent: the model decides which data tools to call, the server runs them against the same numbers you see above, and the answer can only use what the tools returned. Every call is shown.
Ask a question
Tools this agent can call
get_financialsmonthly P&L per business or groupget_overdue_invoicesunpaid invoices past dueget_pipelineCRM leads by stageget_forecastnext 1–6 months with rangefind_anomaliesmonths with unusual marginslist_businessescompanies and their softwareAgent run
03 · Inbox automation Live AI Simulated systems
One shared inbox, routed and drafted
Each email is matched to the right business, contact details are pulled out (and dropped if they are not really in the email), next steps are proposed from a fixed list of allowed actions, and a reply is drafted for a human to approve.
Inbox · 4 new
AI triage
Activity log
Simulated writes to CRM, booking & task systems04 · Document processing Live AI
Supplier bills in, Xero-ready bills out
The AI reads the invoice and suggests a business and account code. Then plain code re-checks every line, the VAT and the total, so a wrong supplier total is caught before it reaches the books. Try the second sample.
Production version takes PDFs and photos from an inbox or shared folder (OCR first, then the same steps).
Draft bill
05 · Management reporting Live AI
The monthly pack writes itself, and checks itself
Numbers are computed in code from the books. The AI only writes the commentary, and every £ amount and percentage in its text is matched back to the figures. Anything it calculated on its own is highlighted for review.
In production this runs every Monday at 07:00, updates a Google Sheet / Excel workbook and emails a PDF.
06 · Workflow automations Simulated run
Automations you can see, test and own
The live features above, wired into scheduled and event-driven workflows. Each is built on whatever fits: n8n (self-hosted, cheap at volume), Make or Zapier (quick for the team to edit), or a small coded service when logic is heavy. Press "Test run" to step through one.
07 · How I'd run it
Managing technology across several businesses
One owner, many ideas, several companies. The trick is a shared foundation, a single prioritised backlog, and short weekly cycles so something useful ships every week.
Audit & map (week 1)
List every system, login, data flow and manual task per business. Score each idea by hours saved, money at stake and effort.
Shared foundation
One integration layer (n8n or Make + a small API), one place for credentials, logging and alerts, reused by every business.
One backlog, weekly ships
A single board across businesses. Each week: one automation or feature live, measured, and documented in plain English.
Own it, maintain it
Monitoring and failure alerts on every workflow, monthly cost review, and handover notes so nothing depends on one person.
What is real in this demo
| Part | Status |
|---|---|
| AI agent with tool calls | Live real model, real tool execution on sample data |
| Inbox triage & reply drafts | Live any email you paste |
| Invoice extraction & checks | Live any invoice text you paste |
| Management report + number check | Live |
| Dashboard, forecast, CSV export | Live computed in your browser |
| Businesses, invoices, CRM data | Sample fictional, generated |
| Xero / HubSpot / M365 writes, workflow runs | Simulated no external systems touched |
Stack used here & proposed
Built and hosted by TheGradleW: static site on CloudFront, one Lambda for the AI endpoints, no API keys in the browser, security headers on every response.