Workup Portal
Demo Mode — You are viewing a sample run with fictional "Meridian Supplies Co., San Diego" data. Click through the form and you will see a complete sample report at the end. No real data required.
Full Business Workup

Give us the inside.
We'll give you the map.

Your P&L, payroll, employee manual, and ten quick questions — and we produce a complete AI automation analysis: every function, every reclaim-able hour, a 90-day roadmap, and the operating picture of your business with AI in place.

1Contact
2Uploads
3Operations
4Report

Your contact information

We'll send your completed report here. This is not shared.

Contact
Please fill in your email address.

Upload your business documents

All files are encrypted in transit and stored privately. Upload what you have — the more context, the more specific your report.

P&L / Financial Summary
📊
Profit & Loss or income statement
PDF, CSV, or Excel — last 12 months preferred
Payroll Summary / Roles & Hours
👥
Payroll export or roles & hours list
Job titles and weekly hours minimum. Last names are stripped before analysis.
Employee Manual & SOPs (optional)
📋
Employee handbook, SOPs, process docs
PDF or Word document

10 questions about how your business runs

Each answer makes your automation map more specific. None are required, but every one improves the report.

Customer Acquisition
Sales & Customer Communication
Operations
People & Scheduling
Marketing & Reviews
Anything else
Analyzing your business…
We're reading through your documents, mapping every operational function, and building your AI automation blueprint. This takes 1–3 minutes.
📂Ingesting uploaded documents
👥Building staffing picture
🤖Mapping AI automation opportunities
📋Auditing SOPs and manual
🗓️Building 90-day roadmap