ImagineAI Get early access

AI operating system

Scale your outcomes,
not your overhead.

Your biggest metrics (revenue, speed, margin) sit downstream of manual work: pricing, availability checks, proposals. Imagine codifies that expertise and runs it across your systems.

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Sound familiar?

Your biggest levers are still pulled by hand.

Revenue, speed, and margin all live downstream of work still done by hand: pricing, allocation, availability, proposals.

The margin left on the table because pricing is set by hand.
The revenue leaking while workers sit idle in the wrong city.
The deal stalled on availability checks across twenty agencies.
The pricing call made on data that arrived a week too late.
The proposal stitched together by hand across three teams.
The same-day close that still takes a week.
The pricing and allocation rules locked in people's heads.
The campaign that didn't move when the pricing changed.
The hiring plan rebuilt from scratch for every new deal.

The upside is real, it's just trapped in manual work. Imagine Enterprise puts it to work.

Use cases

From the frontline to the boardroom.

If it's recurring, spans systems and teams, and people still do it by hand, it's a candidate for Imagine.

Finance & accounting

  • Close the books across subsidiaries
  • Validate invoices against contracts
  • Reconcile spend across entities
  • Flag exceptions for finance review

Sales & revenue

  • Validate pricing across partners
  • Assemble complex bids and proposals
  • Pipeline and forecast roll-ups
  • Qualify and route inbound at scale

Customer & support

  • Triage and route at high volume
  • Draft replies with account context
  • Run customer onboarding end to end
  • Surface at-risk accounts early

Operations

  • Check availability across sites
  • Coordinate approvals across teams
  • Manage vendors, renewals and SLAs
  • Keep systems of record in sync

Reporting & insight

  • Board and executive reporting packs
  • Cross-subsidiary operating rollups
  • Live dashboards from every system
  • Recurring regulatory reporting

Compliance & back-office

  • Assemble audit-ready evidence
  • Run vendor and KYC checks
  • Standardize regulated paperwork
  • Escalate edge cases to a human

Hiring & recruiting

  • Screen high-volume applicants
  • Coordinate interview loops at scale
  • Run onboarding and provisioning
  • Keep ATS, HRIS and payroll in sync

Cross-functional

  • RFP to pricing to bid to contract
  • Order to fulfillment to invoice to close
  • Orchestrate across subsidiaries
  • One workflow across a dozen systems

How it works

We start with your KPIs, not a five-year transformation plan.

01

Discovery & design

We work with your leadership to pick the two or three workflows that move a KPI now, and redesign them AI-first.

02

Deploy on Imagine

We build and ship them in weeks, connected to your systems and running inside your own cloud, with no rip-and-replace.

03

Build your in-house team

We train your team to own and extend them, so the early wins keep compounding.

The platform

Imagine: one layer over the systems you already run.

It describes, runs, monitors, and improves your workflows on top of your existing systems, securely, inside your own cloud. Four parts make it work.

Connectors

Read and write across your CRM, ERP, ATS, ticketing, finance, and HR, with no rip-and-replace. We build only the connections each workflow needs, and create the actions your systems don't expose.

Vault

Captures the context, rules, and judgment each workflow needs (the entities, decision rules, roles, and history of past decisions), not a sprawling index of your whole company.

Builder

Compose end-to-end workflows from explicit steps: deterministic actions, AI judgment, and human approvals. Every AI decision is checked against your rules before it acts.

Conductor

Watches each workflow against the metric it's meant to move, flags drift, and recommends or makes adjustments as pricing, demand, or capacity shifts.

Your stack

It runs inside the tools you already use.

No rip-and-replace. Imagine connects to 1,000+ tools out of the box, and builds a connector for anything that isn't on the list.

Gmail Google Sheets Slack HubSpot Salesforce QuickBooks Xero Stripe Airtable Notion Microsoft 365 Outlook Zendesk NetSuite Drive & SharePoint + many more + custom connectors

Enterprise-grade

Built for work that has to hold up in production.

Security, reliability, and AI you can trust: the controls and guarantees serious operations depend on, available when you need them.

Security & access

  • Private cloud or on-prem deployment
  • SSO / SCIM and advanced RBAC
  • PII handling and security controls
  • Data-retention controls
  • SOC 2 compliance posture

Reliability & control

  • SLA guarantees and uptime targets
  • Full audit logs and approval chains
  • Dev / staging / prod environments
  • Change management and versioning
  • Custom reporting for stakeholders

AI you can trust in production

  • Advanced evals and drift detection
  • Regression testing for every change
  • Sandboxed workflow testing
  • Model routing and token-cost monitoring
  • Dedicated CSM and solutions engineer

Who it's for

Built for the teams that own the number.

COO · CIO · Head of Transformation · PE operating partners · RevOps · Commercial & Ops leaders

The expertise that sets your pricing, allocates your capacity, and closes your deals lives in spreadsheets and people's heads. Imagine codifies it into automated workflows across your systems, subsidiaries, and agencies, so the teams who own revenue can finally move it at scale.

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How you can work with us

Start simple. Scale to mission-critical.

Three ways to run Imagine: from self-serve automations to regulated, audited infrastructure. Same engine underneath; you choose how much you need.

Self-serve

Lite

Self-serve automations for the everyday work that quietly piles up.

  • Template library & visual builder
  • Schedule, email, form & spreadsheet triggers
  • Core integrations out of the box
  • Human approval, run history & AI steps
  • Basic drift detection
  • Multi-user support
  • FDE support

Best for small teams automating the obvious wins.

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Guided

Pro

Semi-custom workflows for growing teams and PE-backed portfolios.

  • Everything in Lite
  • Custom workflows, branching & connectors
  • Data backup and restore
  • Role-based access & custom data mappings
  • Observability, evals, versioning & escalation
  • Dedicated tenant + implementation support

Best for SMBs and mid-market teams standardizing real processes.

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Recommended

Enterprise

Automation infrastructure for high-stakes, regulated work.

  • Everything in Pro
  • Private cloud or on-prem, SSO / SCIM
  • Audit logs, retention controls & SLAs
  • Advanced evals, drift detection & regression tests
  • SOC 2 posture & procurement support

Best for mission-critical, compliance-heavy operations.

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Early access

Join the waitlist.

We're opening early access to a small number of business leaders who want to focus on what they do best, and let AI run the rest.

We're moving through the waitlist quickly. Add your details to join, and we'd love to be in touch.

We'll only use this to evaluate fit and reach out.

Got it.

We read every request. If it's a fit, you'll hear from us.