One workspace, one set of data, and an assistant in front of all of it. Here is the whole thing — the surfaces your team uses and the actions the assistant calls.
The assistant is how you use HexSuite, not a panel bolted onto it. Ask it to move a day's work, pull a customer's history, chase what's outstanding or explain where the money went, and it works through the request one action at a time with each step visible. It can only do what you can do — it inherits your permissions exactly, so it can never reach further into the business than you can.
“Who's free on Thursday afternoon?”
“Send the Hartley Road invoice again.”
“Why was last month worse than May?”
Every business tracks something the next one doesn't — a key safe code, a bin colour, a purchase order number, a certification date. HexSuite ships a solid shared spine for the things everyone needs, and lets you add your own fields on top of it. Your fields are first-class: the assistant can read and set them, and they show up in search, filters and exports like everything else.
A calendar that flexes to the shape of your work, whether a job takes fifteen minutes or runs across several days. View it by day, week or month, by employee or by type of work. Assignment shows you who's already committed so nobody gets double-booked, and because the assistant can drive it, rearranging a disrupted day is a sentence rather than an afternoon.
You define the roles your business actually uses and what each one can see and do. Permissions aren't advisory: they're enforced at the point every action passes through, which is the same gate the assistant goes through. That's what makes it safe to give the whole team an AI that can change things — it can only ever act inside the permissions of whoever is asking.
Tell HexSuite what your work costs you and it turns the daily record into a clear picture of the money: what you're making, which services and customers bring it in, and which busy-looking work is quietly unprofitable. Ask for it in a sentence and you get the answer plus the query it ran, so you can check the reasoning rather than trusting a number.
Everything stays on the record. Customer and work history builds up automatically, so you can pull up what happened last time while you're booking the next job. Alongside it sits a complete activity trail — every action, who took it, when, and whether it came from a person or the assistant. One trail, not two, because human and AI actions go through the same gate.
Search reaches across the whole workspace, including the custom fields you added. Filter it however you need — by customer, by service, by who did the work, by date — or skip the filters and just ask the assistant, which can search on your behalf and summarise what it found rather than handing you a list to read.
Reporting stops being a screen you have to learn. Ask for what you want to know and the assistant assembles it, shows the actions it used to get there, and exports it if you need to send it on. The standard views are still there for the numbers you check every week — the difference is you're no longer limited to the questions someone anticipated.
Most of the work of adopting business software is the setting up. There isn’t any.
You're not waiting on a project plan. Sign in and start.
Point it at a spreadsheet; it reads it and asks before importing.
Add your own fields yourself. They work everywhere immediately.
The assistant isn't an add-on — it's the way you use the product.
Half an hour on your actual workflow. If it isn’t a fit we’ll say so on the call.