01 · Ask
Start with a business question.
Use normal language instead of learning another reporting interface.
- “What needs my attention today?”
- “Which completed jobs are not invoiced?”
- “Why is this bill blocked?”
- “What changed since yesterday?”
AI Operations
Your AI can operate the business—not merely talk about it.
Connect ChatGPT, Claude, or another MCP client to the records, rules, and actions that move work forward.
02 · Prepare
Let the AI assemble the work.
Phinest gives the agent structured tools, current records, and effective business policy.
- Draft quotes and invoices
- Prepare customer follow-ups
- Suggest bank matches
- Calculate operational impact
03 · Act
Approve what matters. Automate what does not.
The same permissions and lifecycle rules govern actions from AI and the product interface.
- Preview consequential changes
- Require human confirmation
- Record actor and evidence
- Keep an inspectable audit trail
MCP-native trust
No secret agent back door.
The AI receives only the workspace, role, and capabilities you authorize. It cannot cross tenant boundaries, invent a financial event, or skip a required approval.
Inspect and explain
Answers cite the relevant business records and effective rules.
Propose and preview
You can see what will change before a consequential action runs.
Execute and prove
Confirmed work follows product invariants and retains evidence.
Give your AI a business it can safely operate.
Start with one request-to-payment workflow and keep judgment where it belongs.