Generic AI
Knows information.
Answers from what you paste into it. Forgets the client, the contract and the deadline.
AI Copilot
AI that knows how your firm runs
Works from the connected records of your firm — clients, pipeline, projects, milestones, invoices and people — within what each person is allowed to see.
onfirm AI
Which projects need attention this week?
2 projects are at schedule risk.
Mộc Lan Home42%
Sương Mai Tea5d
Knowing information isn’t understanding context
onfirm AI
Understands operating context.
Works from the connected records of your firm: clients, pipeline, projects, milestones, invoices and people.
Ask what leaders ask
An operating copilot, not a chatbot.
Answers render as UI — tables, cards, approve buttons — and only act when you agree.
- Which deals are most likely to close this month?
- Which projects need management attention?
- Which invoices are overdue?
- Where is margin under pressure?
- Which teams are approaching capacity?
- What should leadership focus on this week?
Ask onfirm
Which invoices are more than 30 days overdue?
Overdue receivables2 invoices are over 30 days overdue, 186M VND in total. Nova Dental is most of it, and their SEO plan expires in 8 days.
Nova Dental · INV-091245 days152M
Sương Mai Tea · INV-093732 days34M
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Ask a follow-up…
Capabilities
What AI does in onfirm
- Contextual search
- Business summaries
- Risk detection
- Meeting preparation
- Next-action recommendations
- Forecasting support
- Operational Q&A
- Workflow assistance
- Repetitive task automation
- On-brand content (AI Studio)
- Brand Vault
Clear boundaries for AI
Never exceeds the user
AI, MCP and API always run with the caller’s permissions.
People approve actions
Any data change needs the user’s confirmation.
Bring any model
Claude, DeepSeek… per task, or bring your own API key.
Turn your tools into one system.
Connect clients, sales, contracts, delivery, finance, people and AI into one operating flow.