Every platform makes your business fit the software.We flipped it.

One system for your clients, documents, bookings, invoices and approvals. We process the documents, check the numbers and chase what is missing. A person on your team approves before anything goes out.

Create your workspace

For funds: diligence, closing and portfolio reporting in one place.

AI reads the data room, checks the deck and drafts the memo. A partner approves the memo before it reaches the investment committee.

Index the data room

All 214 files are indexed by folder, page and table as soon as access is granted.

Any file that cannot be read is listed by name for the team.

Data room · Kestrel Energy
Indexed
214
files read
3,912
pages
1,146
tables
Commercial1,0212 locked
Financials986
Technical734
Corporate412
IP288
People247
Legal224
Utility MSA, Halvern.pdfRequested

Essentials: booking, invoices and customer records for $29.99 a month.

The plan for a solo owner. Every booking, invoice and payment lands on the same customer record, billed monthly with no contract.

Automations that read documents, check figures and send decisions to a person.

Start from a ready-made automation or describe your own in a sentence. AI reads the paperwork and checks the numbers against your rules. Anything outside them goes to a named person to decide.

Start when an application arrives

Maya applies for 4B with two pay stubs and an ID, and screening starts before anyone opens the file.

Every applicant runs through the same steps, in the same order.

New applicationnow
Maya Brooks
Unit 4B · move-in Nov 1
Pay stub, Sep 15
Pay stub, Sep 30
Driver's license
Stated income: $7,800 a month
Screen every applicantStarted · just now

Connects to your calendar, ad accounts, store and team chat.

Sync bookings with Google Calendar, see how people find you in Search Console, and reply to your Google Business Profile reviews. dailybuilt uses that data only to run those features, as our Privacy Policy explains.

  • Google Calendar
  • Business Profile
  • Google Ads
  • Meta Ads
  • Instagram
  • Shopify
  • Mailchimp
  • HubSpot
  • Slack

Anything not on this list connects through the API, or through MCP so an AI agent can run it for you.

We build your written procedures into a working system with its own screen.

Send the dailybuilt team your SOP, like this quarterly reporting procedure. We turn each written step into a request, a check, a draft or an approval, and your team works it from one screen.

  1. 01

    We map the procedure

    We sit with your team and write down how the work actually runs, exceptions included.

  2. 02

    We build it

    Each step becomes part of your dailybuilt workspace, with a screen designed around it.

  3. 03

    Your team runs it

    AI sends the requests, checks the numbers and drafts the documents. Your people approve each one.

Quarterly reporting SOP
Ridgeline Growth Fund III · rev 4
1Request the Q3 package from each portfolio CFO by Oct 1.
2Check revenue and runway against last quarter.
3Flag any company under 12 months of runway to the deal partner.
4Chase late reports at +1 and +3 days.
5Draft the LP letter from the final numbers.
6The managing partner approves before anything goes to LPs.
RidgelineFund III · Q3 close
Waiting12 of 12 CFOs
Waiting10 packages read
Waiting9 months of runway
WaitingBrightwater, Castor
WaitingFrom 10 final packages
WaitingManaging partner
0/12
Q3 revenue, $M
KestrelLumenOaklineSeren
1 flag
Oakline Health
9 months runway · to deal partner
2 late, chased
Brightwater · +3d
Castor · +1d
Runway, monthsPolicy line at 12
Kestrel
Lumen
Oakline
Seren
Q3 LP letterDraft ready
PSPriya Shah signs off before it goes to LPs

Start optimizing your business.

Create a workspace and describe how your team handles its clients, documents and approvals. We set the system up around that, and a person on your team approves before anything goes out.

Create your workspaceAsk for a security review first

Every workspace starts with a 15-day free trial. You can export all of your data at any time.