Next-gen automation platform for your business
Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
Gather new hire details, assign equipment, and initiate onboarding tasks.
Prepare and submit financial statements and reports for compliance and analysis.
Initiate the purchase process based on a finalized quote or customer intent.
Submit and track PTO, sick leave, or other time-off requests, including approval workflow.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.