Your entire business.
One screen. One conversation.

AI agents that sit over your existing tools — reading, thinking, and acting across every system you use. Not just reporting. Doing.

01
Automate the admin
Email triage, renewal reminders, quote preparation, invoice chasing, data entry. The stuff that eats your team's day.
02
Do more with fewer people
One person with agents can do the work of three. Scale revenue without scaling headcount.
03
Put you back in control
See everything. Approve what matters. Delegate the rest. Run your business, don't be run by it.
This is what
it looks like
Search agents, data, or ask a question...
3 new
MD
Home
Activity
Chat
Reports
Settings
Friday 31 Jan ● 6 agents active 3 items need your review 12 actions taken overnight
7:14 AM
Actions & Review
3 for review 12 completed
REVIEW
Renewals Agent drafted 287 renewal emails for batch #47. 3 high-value clients ($50K+) flagged for personal message.
Salesforce → Outlook • 2 min ago
REVIEW
Winback Agent recommends calling Acme Corp — lapsed 6 months, $82K policy, visited website yesterday. Draft talking points ready.
Salesforce + Website Analytics • 28 min ago
REVIEW
Quoting Agent drafted 3 quotes based on similar past jobs. Recommended pricing $4,200, $8,750, $12,100. Ready for your sign-off.
Salesforce + Xero (historical) • 1 hr ago
DONE
Email Agent triaged 47 overnight emails. Responded to 31 automatically, filed 13, flagged 3 for you.
Outlook → Salesforce • 12 min ago
ACTIONED
Task Agent created 3 follow-up tasks in Salesforce for Sarah — high-value renewal calls due tomorrow 9am.
Salesforce • 45 min ago
DONE
Xero Agent reconciled 23 transactions overnight. Matched 21, flagged 2 duplicates for your accountant.
Xero • 1 hr ago
ACTIONED
Roster Agent detected shift conflict for Tuesday — swapped Marcus and Jordan (both approved via Deputy). No gaps.
Deputy • 2 hrs ago
DONE
Briefing Agent compiled your morning briefing — 3 urgent renewals, pipeline update, staff roster summary.
All systems • 35 min ago
ACTIONED
Email Agent sent payment reminder to 4 overdue invoices (30+ days). Polite first chase — pulled amounts from Xero.
Xero → Outlook • 3 hrs ago
Connected Systems
Salesforce
Live
Xero
Live
Microsoft 365
Live
Google
Live
Deputy
Live
Calendly
Live
Slack
Live
Custom APIs
Live
Ask an Agent
View Briefing
Check Renewals
Run Report
StitchAI Dashboard

See everything your agents are doing. Approve what matters, delegate the rest.

YOUR BUSINESS PROCESS

Every business runs on process.
Now your process runs on AI.

From first enquiry through to winback — your pipeline, your operations, and your growth strategy, powered by AI agents at every step.

For Companies
For Sole Practitioners
OPERATIONS
Pipeline
Multi-Agent Workflow
From first enquiry to bound policy — your agents handle every step so your team closes faster.
› View stages
Claims
Claims Agent
Lodgements tracked, carriers chased, clients updated — without your team lifting a finger.
Endorsements
Endorsement Agent
Mid-term changes processed instantly — recalculated, documented, and logged across every system.
Renewal
Renewals Agent
Never miss a renewal again. Notices extracted, comms sent, acceptance tracked automatically.
Enquiry
Email Triage Agent
Every lead captured, categorised, and responded to in minutes — not hours.
→
Quote
Quoting Agent
Carrier options compared and presented before your competitor picks up the phone.
→
Bind
Processing Agent
Data validated and submitted to carriers instantly — zero re-keying, zero errors.
→
Document
Document Agent
Certificates, schedules, and welcome packs generated and delivered before your client asks.
GROWTH
Retain
Lifecycle Agent
Your best clients get proactive attention — check-ins, policy reviews, and touchpoints that keep them loyal.
Grow
Growth Agent
Policy gaps spotted and cross-sell opportunities surfaced — revenue you're leaving on the table, found automatically.
Winback
Winback Agent
Lapsed clients re-engaged with personalised outreach at exactly the right moment to bring them home.
OPERATIONS
Pipeline
Multi-Agent Workflow
From phone call to treatment — every appointment flows smoothly with zero dropped balls.
› View stages
Follow-up
Follow-up Agent
Post-treatment check-ins and medication reminders sent automatically — clients feel cared for without staff chasing.
Reminders
Lifecycle Agent
Vaccination and wellness reminders that fill your calendar — recurring revenue on autopilot.
Rostering
Roster Agent
Shift swaps, leave requests, and coverage sorted in seconds — not hours of back-and-forth texts.
Enquire
Communication Hub
Every call, email, and web enquiry captured with full patient history — nothing falls through the cracks.
→
Book
Appointment Agent
Smart scheduling that maximises your capacity and matches the right vet to the right case.
→
Consult
Briefing Agent
Your vet walks in fully briefed — patient history, prior treatments, and outstanding issues at a glance.
→
Treat
Second Brain
Treatment protocols, drug interactions, and similar past cases — instant clinical backup when you need it.
GROWTH
Retain
Lifecycle Agent
Lapsed patients flagged and re-engaged before they find another vet — retention on autopilot.
Grow
Growth Agent
Dental, nutrition, wellness plans — upsell opportunities identified from every patient's history.
Winback
Winback Agent
Clients who haven't visited in 12+ months get a personalised nudge that brings them back through the door.
OPERATIONS
Pipeline
Multi-Agent Workflow
From enquiry to delivery — your agents manage the entire production lifecycle so nothing gets missed.
› View stages
Inventory
Inventory Agent
Stock levels predicted, purchase orders generated — you'll never stall a job waiting on materials again.
Quality
Dashboard Agent
Cost overruns and delays flagged before they blow out — problems caught while they're still small.
Scheduling
Scheduling Agent
Labour coordinated across concurrent projects — the right people on the right jobs at the right time.
Enquire
Email Triage Agent
Specs captured, lead qualified, and response sent — before you've finished your morning coffee.
→
Design
Second Brain
Similar past projects and proven configurations surfaced instantly — no reinventing the wheel.
→
Quote
Quoting Agent
Accurate quotes generated same-day with real costs and smart margins — first to quote, first to win.
→
Order
Order Agent
Job logged, schedule created, materials reserved — production starts without a single manual step.
→
Produce
Inventory Agent
Materials tracked against schedule in real-time — shortages flagged before they become delays.
→
Deliver
Dashboard Agent
Logistics tracked, completion confirmed, warranty docs triggered — a professional finish every time.
GROWTH
Retain
Lifecycle Agent
Satisfaction surveys sent, relationships maintained — your best clients know you care about the outcome.
Grow
Growth Agent
Past clients with expansion potential identified automatically — revenue sitting in your CRM, waiting to be unlocked.
Winback
Winback Agent
Prospects who quoted but didn't proceed get a well-timed follow-up — turning lost quotes into won work.
OPERATIONS
Pipeline
Multi-Agent Workflow
From call-out to invoice — every job flows from enquiry to payment without the office bottleneck.
› View stages
Warranty
Follow-up Agent
Warranty periods tracked and callbacks scheduled automatically — professional follow-through that builds trust.
Compliance
Dashboard Agent
Licences, certifications, and safety checks monitored — never get caught out on an expired ticket again.
Purchasing
Inventory Agent
Consumables tracked and supplier orders generated before you run out — no more emergency supply runs.
Enquire
Email Triage Agent
Every call-out request captured and triaged by urgency — your fastest response time yet.
→
Quote
Quoting Agent
Same-day quotes built from past job data — accurate, professional, and out the door before your competitor.
→
Schedule
Scheduling Agent
Routes optimised, jobs clustered by area — your team spends time working, not driving.
→
Job
Job Agent
Your team arrives fully briefed — site history, customer notes, and parts availability at their fingertips.
→
Invoice
Invoice Agent
Itemised invoice generated from job notes the moment the work's done — no more chasing paperwork.
GROWTH
Retain
Lifecycle Agent
Scheduled maintenance reminders keep clients coming back — predictable repeat revenue without the sales effort.
Grow
Growth Agent
Upgrade and add-on opportunities spotted from service history — revenue hiding in your existing client base.
Winback
Winback Agent
Past clients re-engaged with seasonal campaigns — the work is already won, you just need to remind them.
OPERATIONS
Pipeline
Multi-Agent Workflow
From first inquiry to annual review — your agents manage the entire advice lifecycle so your planners advise, not administrate.
› View stages
SoA Production
Document Agent
Statements of Advice drafted from fact-find data, compliance-checked, and formatted — hours of admin reduced to minutes of review.
Compliance
Compliance Agent
Regulated forms completed, audit trails maintained, and AFSL obligations tracked — your compliance burden handled automatically.
Meeting Notes
Meeting Agent
Client meetings recorded, transcribed, and summarised — action items extracted and logged in your system of record.
Inquiry
Email Triage Agent
Every lead captured, qualified by wealth indicators, and responded to before your competitor calls back.
→
Fact Find
Data Collection Agent
Client financials gathered across XPLAN, Midwinter, or your CRM into a single structured profile.
→
SoA
Document Agent
Statement of Advice drafted with compliant templates, product recommendations cross-checked, and ready for planner review.
→
Implement
Processing Agent
Fund switches, insurance applications, and platform instructions submitted — zero re-keying, zero missed steps.
→
Review
Lifecycle Agent
Annual reviews triggered automatically with pre-populated performance summaries and updated fact-find data.
GROWTH
Retain
Lifecycle Agent
Proactive check-ins, market updates, and milestone touchpoints that keep clients engaged between annual reviews.
Grow
Growth Agent
Insurance gaps, estate planning needs, and life event triggers identified from client data — revenue sitting in your book, found automatically.
Find Lost Leads
Recovery Agent
Former clients whose wealth has grown are identified and re-engaged with personalised outreach — the clients who forgot about you, found again.
OPERATIONS
Pipeline
Multi-Agent Workflow
From job brief to placement guarantee — your agents handle every step so your recruiters focus on relationships.
› View stages
Compliance
Compliance Agent
Right-to-work checks, credential verification, and reference validation tracked — never place a candidate with expired documentation.
Timesheets
Timesheet Agent
Contractor timesheets collected, approved, and invoiced — cash flow protected without the Friday afternoon chase.
Client Reporting
Reporting Agent
Pipeline updates, time-to-fill metrics, and placement reports generated so your clients see progress without you building decks.
Brief
Intake Agent
Job briefs captured, requirements structured, and ideal candidate profile built — ready to source in minutes.
→
Source
Sourcing Agent
Your database, job boards, and networks searched in parallel — matched candidates surfaced and ranked.
→
Screen
Screening Agent
CVs parsed, right-to-work verified, availability confirmed — a qualified shortlist without the phone tag.
→
Interview
Scheduling Agent
Panels coordinated, calendars checked, reminders sent — interviews booked in one pass, not ten emails.
→
Place
Placement Agent
Offer, onboarding pack, and start-date coordination handled — your candidate shows up ready.
GROWTH
Retain
Lifecycle Agent
Placement check-ins at 1 week, 1 month, and 3 months — catch issues before they become warranty claims.
Grow
Growth Agent
Hiring patterns spotted across your client base — new roles predicted and pitched before the job ad goes live.
Winback
Winback Agent
Dormant clients and lapsed candidates re-engaged with personalised outreach — the pipeline you forgot you had, reactivated.
OPERATIONS
Pipeline
Multi-Agent Workflow
From enquiry to tidy yard — your agents manage the full job cycle so you spend time on the tools, not the phone.
› View stages
Scheduling
Scheduling Agent
Rounds organised, routes optimised, and clients notified — your week planned before Monday morning.
Invoicing
Invoice Agent
Invoices sent the moment the job is done — no more chasing payments from the cab of your ute.
Seasonal Work
Lifecycle Agent
Seasonal reminders sent to your client base automatically — hedge trims, leaf cleanups, and spring prep booked before they call someone else.
Enquire
Email Triage Agent
Every enquiry captured and responded to quickly — whether it comes by call, text, or web form.
→
Quote
Quoting Agent
Quotes built from past job data and sent same-day — professional and fast.
→
Schedule
Scheduling Agent
Jobs slotted into your round by area — less driving, more working.
→
Job
Job Agent
Arrive with full client notes and site history — every job starts informed.
→
Invoice
Invoice Agent
Itemised invoice generated and sent before you leave the property.
GROWTH
Retain
Lifecycle Agent
Regular clients get seasonal prompts and maintenance reminders — predictable work without the sales effort.
Grow
Growth Agent
Upsell opportunities spotted from service history — tree work, landscaping, and extras offered at the right time.
Winback
Winback Agent
Past clients who stopped booking re-engaged with a friendly check-in — the easiest new work you'll ever win.
OPERATIONS
Pipeline
Multi-Agent Workflow
From first call to sparkling finish — your agents handle bookings, reminders, and payments so you focus on the clean.
› View stages
Rostering
Roster Agent
Team schedules built, swaps managed, and coverage confirmed — no more frantic morning texts.
Quality
Dashboard Agent
Client satisfaction tracked and issues flagged early — problems fixed before they become cancellations.
Invoicing
Invoice Agent
Invoices sent after every clean — recurring clients billed automatically, one-offs invoiced on the spot.
Enquire
Email Triage Agent
Every enquiry captured and triaged — residential, commercial, or one-off, all responded to fast.
→
Quote
Quoting Agent
Quotes built from property size and job type — accurate, professional, and out the door same-day.
→
Schedule
Scheduling Agent
Jobs slotted into your team's week by area and availability — maximum cleans, minimum travel.
→
Clean
Job Agent
Your team arrives briefed with client preferences and access details — every clean starts right.
→
Invoice
Invoice Agent
Invoice generated and sent the moment the job is marked complete — cash flow on autopilot.
GROWTH
Retain
Lifecycle Agent
Regular clients get check-ins and service reminders — loyalty built without the sales pitch.
Grow
Growth Agent
Add-on services like carpet cleaning and window washing offered to existing clients at the right moment.
Winback
Winback Agent
Clients who stopped booking re-engaged with a friendly offer — easier than finding new ones.
OPERATIONS
Pipeline
Multi-Agent Workflow
From booking to follow-up — your agents run the admin so you can focus on your clients.
› View stages
Appointments
Scheduling Agent
Bookings managed, reminders sent, no-shows followed up — your calendar runs itself.
Follow-up
Follow-up Agent
Post-session check-ins and rebooking prompts sent automatically — clients feel cared for without you chasing.
Invoicing
Invoice Agent
Payments collected at the session or invoiced instantly after — no more awkward money conversations.
Enquire
Email Triage Agent
Every enquiry captured and responded to — whether it comes by DM, email, or web form.
→
Book
Booking Agent
Clients book into your availability seamlessly — no back-and-forth texts needed.
→
Remind
Reminder Agent
Confirmation and reminders sent at the right intervals — no-shows drop dramatically.
→
Session
Session Agent
Client notes, preferences, and history available at a glance — every session feels personal.
→
Invoice
Invoice Agent
Payment processed or invoice sent before your client walks out the door.
GROWTH
Retain
Lifecycle Agent
Rebooking prompts and loyalty touches keep your regulars coming back — retention on autopilot.
Grow
Growth Agent
Package upgrades and new services suggested based on client history — revenue hiding in your existing base.
Winback
Winback Agent
Lapsed clients get a personalised check-in at just the right moment — the easiest rebooking you'll ever make.

Multi-agent chat

One question. Multiple agents. Real action.

Ask a question and the right agents activate — pulling live data from your systems, working together on the answer, then taking action. Drafting emails, creating tasks, updating your CRM. Not just answers. Actual work, done.

Agent Chat 5 agents active in this conversation
Morning. What do I need to know?
Briefing Agent reading from: All systems
Good morning. Here's your briefing: Revenue at $1.87M (89% of target). 287 renewal emails sent overnight. 3 high-value renewals need your personal touch. Winback Agent found an $82K opportunity. 4 overdue invoices chased. Roster is clear for the week.
Send the 3 high-value renewal emails and create tasks for Sarah to follow up
Email Agent writing to: Outlook
Done. 3 personalised renewal emails drafted with policy history and last interaction date. Ready in your Outlook drafts.
ACTION: 3 draft emails created in Outlook
Task Agent writing to: Salesforce
Created 3 follow-up tasks for Sarah. "Call [client] re: renewal" — due tomorrow 9am. Each includes talking points and renewal value.
ACTION: 3 tasks created in Salesforce, assigned to Sarah
Chase the overdue invoices and tell me about that $82K win-back
Xero Agent reading from: Xero
4 invoices overdue 30+ days, totalling $23,400. Sending polite payment reminders now with invoice details.
ACTION: 4 payment reminder emails sent via Outlook (amounts from Xero)
Winback Agent reading from: Salesforce + Website
Acme Corp — lapsed 6 months, previously $82K annual policy. They visited your website yesterday and viewed the commercial insurance page. Recommend: personal call from you today. I've drafted talking points.
ACTION: Call brief created, calendar hold suggested for 2pm
Perfect. I'm heading to the course. Anything else?
Briefing Agent reading from: All systems
Nothing urgent. I'll alert you if anything comes up. Enjoy the round.
01
Read
Agents pull data from every system you use — Salesforce, Xero, Outlook, your website — understanding context across all of them.
02
Think
Multiple agents collaborate, reasoning about what matters and what action to take. Not just keywords — real business intelligence.
03
Act
Drafting emails, creating tasks, sending reminders, updating records. Your agents do the work, not just the reporting.

Your tools know their jobs.
We know your business.

Keep Xero. Keep Salesforce. Keep Outlook. StitchAI sits on top of the tools you already pay for — reading across all of them, understanding your business as a whole, and taking action.

StitchAI
Email Agent
Renewals Agent
Briefing Agent
Winback Agent
Quoting Agent
Roster Agent
Your Existing Tools
Salesforce
Xero
MYOB
Outlook
Deputy
OpenVPMS
SharePoint
Google Workspace

No new logins for your team. No ripping out what works.
StitchAI just makes everything work together.

Run your business
from the course.

Your agents work 24/7. You don't have to. Check in from your phone between holes, or don't check in at all. Either way, the work gets done.

6:30 AM
Agents start your day
Overnight emails triaged, renewals drafted, briefing compiled
9:00 AM
Quick review on your phone
Approve the 3 items that need you, delegate the rest
11:00 AM
Tee time
Agents keep working. You keep playing.

Golf optional. Freedom isn't.

AGENT CHAT
What's happening?
Briefing Agent
All quiet. 287 renewal emails sent. 3 need your approval. Revenue tracking at 89%.
Approve the 3
Email Agent
Done. 3 emails sent. Enjoy your round.
Ask a question...

A day with StitchAI

What gets done while you're not looking

6:30 AM
Morning briefing compiled
Briefing Agent pulls overnight activity from all systems — revenue update, urgent renewals, pipeline changes, roster summary.
7:00 AM
287 renewal emails sent
Renewals Agent drafted personalised emails using policy history from Salesforce. 3 high-value clients flagged for your personal touch.
9:15 AM
You approve 3 items
Quick review on your phone. Approve the high-value renewals, sign off on 3 quotes. Takes 4 minutes.
11:30 AM
47 emails triaged
Email Agent responded to routine queries, filed policy documents, flagged 3 for your attention.
2:00 PM
Winback opportunity found
Winback Agent spotted a lapsed $82K client visiting your website. Draft talking points ready for your call.
5:30 PM
End of day summary
Briefing Agent compiles what got done today, what's on tomorrow's radar, what needs your attention.

A team of AI specialists.
Working for you 24/7.

Each agent has a job. They collaborate when needed.

Email Agent
active
Triages your inbox 24/7. Responds to routine queries, files documents, flags what needs you. Works across Outlook, Gmail, Salesforce.
Renewals Agent
active
Drafts personalised renewal emails using policy history, interaction notes, and client preferences. Flags high-value renewals for personal touch.
Winback Agent
active
Monitors lapsed clients. Tracks website visits, engagement signals, and policy history. Drafts talking points when an opportunity appears.
Briefing Agent
active
Your personal chief of staff. Reads across all systems to compile morning briefings, end-of-day summaries, and what needs your attention.
Quoting Agent
active
Drafts quotes using pricing from similar past jobs in Xero and Salesforce. Formats consistently, ready for your sign-off.
Task Agent
active
Creates and assigns tasks in your CRM based on what other agents discover. Includes talking points, deadlines, and context.

Plus: Winback Agent, Quoting Agent, Task Agent, and more.

Two ways to work with us

We build it. We run it.
You use it.

Subscribe to the platform, or hire us to build your custom agent hub. Either way, you get AI that actually does the work.

THE PRODUCT
Your Command Centre
A custom AI platform for your business. Your tools connected, your agents configured, your workflows automated. Go live in days, not months.
  • 6 core agents included
  • Integrations with Salesforce, Xero, Outlook, Deputy
  • Mobile app for on-the-go approval
  • Multi-agent chat interface
  • Hosted and maintained by us
  • From $2,500/month
THE AGENCY
AI Engineering for Business
We solve Australian business problems with Claude Code. Process automation, system integration, replacing multi-tool admin tasks with agents that act.
  • Custom agent design and development
  • Integration with any system (API or scraping)
  • Process automation and workflow design
  • White-label deployment on Azure
  • Ongoing support and agent tuning
  • Fixed-price projects from $50K

Powered by Claude, Anthropic's enterprise AI. Built with Claude Code.

Australian-owned
Data stays in Australia
Powered by Claude
Enterprise-grade security
94%
of renewal emails sent with zero manual work
FTA Insurance runs 3,000+ annual renewals through their agent hub. The Renewals Agent drafts personalised emails using policy history and interaction notes from Salesforce.
"I used to spend 2 hours every morning just reading emails and checking what happened overnight. Now I get a 30-second briefing on my phone and approve what needs me."
— Managing Director, FTA Insurance
"Wage cost per income is the metric that matters most in our business, but we could never report on it without hours of manual work. Now it's done in a Stitch."
— Manager, The Village Vet

Every day without StitchAI is a day you're flying blind.

Book a demo. See your business through AI eyes.

Try the Demo See Pricing

Get in touch

Let's talk about your business

Tell us what you're working on. We'll show you what's possible.

Or email us directly at hello@stitchai.com.au