Attaché is a complete business platform with a generative AI core. You tell it what you need in the words you already use. It reads how your company actually sells, quotes, bills and follows up — and then it does the work with you.
Self-serve edition live now · every screen on this page is the running product.
Type it the way you would say it — add a customer, write a quote, log an expense, send a campaign — or ask about anything already in here.
Rather click than type? Everything is still in the menu on the left, and every answer comes with a link to the page that does it by hand.
Most business software makes you learn where things live. Attaché starts from a sentence. Say what you want in plain language and the platform decides which record, which form and which step it belongs to — then shows you exactly what it is about to do before it does it.
And it never traps you in the chat. Every answer links to the page that performs the same action by hand, so the menu on the left stays the whole product, not a fallback.
Nothing overdue. You're clear.
There is no ninety-day configuration project, because the model is reading the same records your team is. Your stage names, your product vocabulary, your quoting habits, the way your customers actually answer — that is the training material, and it is already in the system.
Accounts, deals, quotes, threads, expenses. Nothing to map, nothing to tag first.
Which stage really means committed. Which discount you always approve. Which customers go quiet before they churn.
Drafts the quote, writes the follow-up, builds the report, flags the deal that slipped — as a proposal you can edit.
You change it once. The next one comes back closer. The business teaches the software, not the other way round.
“Customers I haven't talked to in a while.” It opens as a real live table you can re-sort, filter, save for the team and send to Excel. No report builder, no fields to drag.
Import a spreadsheet and Attaché proposes the mapping from your own column headings and stage names — then keeps using them everywhere, because they're yours.
Every number the AI gives you is read off the database at the moment you ask. Nothing is summarized last week and repeated back as though it's true today.
Describe the list you want in your own words. Attaché builds it as a live table over your data — add or remove columns, filter, sort, and it re-pulls as you go. Save the shape as a report you can return to, public for the team or private to you.
Exporting to Excel is a downstream option, not the point. The table stays live.
| Deal | Stage | Value | Prob |
|---|---|---|---|
| Summit HVAC — dispatch and routing rollout | Negotiating | $66.0K | 75% |
| Ridgeline — 2027 wholesale supply renewal | Order confirmed | $51.0K | 95% |
| Delta Print — signage refresh, 14 sites | Proposal sent | $28.4K | 60% |
| Bluebird Bakery — POS + loyalty bundle | Invoiced | $7.4K | 100% |
Built from Deals · 10 fields available · re-pulls live
An agent here owns a lane of the business and works between the records — not a chat window you have to remember to open, but staff who notice things and come to you. Sales ships at launch; the other three lanes are in build.
Writes to your customers as you, keeps the records straight, and tells you who to chase.
Watches the work after the sale — what shipped, what's late, what's waiting on somebody.
Quotes, expenses, invoices and the forecast. Knows what's committed and what's wishful.
Keeps the paperwork and the permissions honest, and says so when something drifts.
An agent that can write to your customers is only useful if you trust it, so Attaché asks for one capability at a time and you can say no to any of them. Nothing is switched on by default. Nothing reads your mail unless you say so. And you can see the full list of what each one is allowed to do, on one page, at any time.
You can rename him, too. Most people keep Herbie.
Herbie only does what you have switched on, and never reads your email unless you say so.
The agentic layer only means anything because there is a complete, opinionated business system under it — accounts, contacts, deals, quotes with approvals, expenses, documents, calendar, and the marketing surface, all on one set of records.
| Deal | Stage | Value (USD) | Close | Prob |
|---|---|---|---|---|
| Summit HVAC — dispatch and routing rollout | Negotiating | $66.0K | 09-26-2026 | 75% |
| Ridgeline — 2027 wholesale supply renewal | Order confirmed | $51.0K | 09-30-2026 | 95% |
| Castellan & Reyes LLP — practice management | Order confirmed | $34.0K | 10-14-2026 | 95% |
| Bluebird Bakery — POS + loyalty bundle | Invoiced | $7.4K | 08-22-2026 | 100% |
| Name | Lifecycle | Heat |
|---|---|---|
| Copperline Brewing | Customer | 25 |
| Summit HVAC & Refrigeration | In pipeline | 24 |
| Ridgeline Coffee Roasters | In pipeline | 24 |
| Pinewood Veterinary Clinic | Customer | 21 |
| Bluebird Bakery | Customer | 19 |
Sorted by heat — how warm the relationship actually is, read off the activity, not typed in by a rep.
What the platform learns about your business stays inside your business. Every tenant sits in its own isolated schema; agents act only on capabilities you have explicitly switched on; and every action an agent takes is written to an audit trail with your name on it.
One tenant, one isolated set of tables. No shared row space, no “customer_id” filter standing between you and somebody else's data.
Each agent capability is granted one at a time, is visible on a single page, and can be revoked there the same way.
Agent work is recorded like a person's — who asked, what changed, when — so an audit is a query, not an archaeology project.
A live walkthrough on your real records — the ask bar, your staff, the quotes and the forecast, end to end. Setup is measured in minutes, not quarters.
Request a demohello@attache.group