Connect every part of your agency
Business Management AI is the all-in-one operating system for your agency — and it plugs straight into the services you already trust. Take payments, store documents, send email, sign in securely and let AI do the busywork, all from one place.
- 6
- Live integrations
- 4
- S3 providers
- 100%
- Keys server-side
Works with your stack
A growing river of services — from payments and storage to AI and authentication.
Categories
Six ways to plug in
Every integration is feature-gated and optional — turn on only what your agency needs.
Payments
· Get paid onlineCollect card and wallet payments on every invoice and reconcile them automatically through verified webhooks.
Document storage
· Own your filesStore contracts, proposals and deliverables in any S3-compatible bucket — your data stays in storage you control.
Email delivery
· Reliable inboxingSend invoices, invites, reminders and notifications through SMTP2GO's transactional email API.
AI assistant
· Automate busyworkA tool-using AI model reads your live data to power intelligent suggestions and drafts, so your team spends less time on repetitive admin.
Authentication
· One-click sign-inLet your team sign in with Google OAuth — fewer passwords to manage and faster, safer onboarding.
Automation & webhooks
· Always in syncStripe and PayPal webhooks plus a secure cron endpoint keep records reconciled and scheduled jobs running on time.
Payments
Get invoices paid with Stripe or PayPal
Turn every invoice into a payable link. Clients pay through Stripe Checkout or PayPal, and Business Management AI reconciles the money the moment it lands — no spreadsheet chasing.
- Accept online card and wallet payments on any invoice
- Recurring billing for retainers and subscriptions
- Verified Stripe and PayPal webhooks reconcile payments automatically
- Live payment status flows straight into analytics & profitability
Document storage
Your documents, your bucket
Contracts, proposals and deliverables are stored in any S3-compatible object store you control. Business Management AI never locks your files away — it just organizes them and hands out secure, time-limited links.
- Works with Wasabi, Backblaze B2, MinIO or AWS S3
- Versioned contracts, proposals and project files
- Secure, expiring download URLs — never a public bucket
- Powers the document management feature end to end
AI assistant
Let AI handle the busywork
DigitalOcean Gradient AI powers the built-in assistant. It reads your live agency data to surface intelligent suggestions and draft the repetitive admin — proposals, summaries, follow-ups — so your team can focus on the work that matters.
- Intelligent suggestions grounded in your real data
- Drafts proposals, summaries and client follow-ups
- Automates repetitive admin across the platform
- Always optional — runs only when you enable a key
Invoice #1042 sent
to client@acme.co
Proposal ready for review
to ops@acme.co
Payment reminder scheduled
in 3 days
Teammate invited
to maya@studio.io
Email delivery
Email that actually arrives
Send every transactional email through SMTP2GO's API. Invoices, team invites, payment reminders and task notifications all reach the inbox reliably and on-brand.
- One SMTP2GO API for every platform email
- Invoices, invites, reminders and notifications
- Branded, deliverable transactional messages
- Notifications tie into collaboration & invoicing
The whole platform
Every feature, supercharged
Business Management AI is one connected system. Here is exactly how each integration powers each part of the platform.
Client management (CRM)
Invite clients and teammates with Google sign-in, then keep every contact and conversation in one CRM.
Email · Google OAuth
Invoicing & payments
Send branded invoices by email, collect Stripe or PayPal payments online and reconcile them with verified webhooks.
Stripe · PayPal · Webhooks · Email
Project & time tracking
Scheduled jobs roll up logged hours and project status so timelines and budgets stay accurate automatically.
Cron endpoint
Team collaboration & tasks
Assign tasks and notify the right people instantly — invites and updates are delivered straight to inboxes.
Email · Google OAuth
Document management
Contracts, proposals and versioned files live in your own S3 bucket with secure, time-limited access links.
S3-compatible storage
Analytics & profitability
Payment data and scheduled aggregations feed real-time profitability reporting across clients and projects.
Stripe · PayPal · Cron endpoint
AI assistant
The assistant turns your live data into intelligent suggestions and drafts, automating the busywork your team dreads.
DigitalOcean Gradient AI
User & admin dashboards
Both dashboards surface the live state of payments, files, AI activity and jobs in a single command center.
Every integration
For developers
Webhooks & scheduled jobs, built in
Business Management AI ships with the server-side plumbing real automation needs. Stripe and PayPal webhooks keep payments reconciled, and a secure cron endpoint runs scheduled jobs — reminders, rollups and reporting — on a reliable cadence.
- Signed Stripe and PayPal webhooks reconcile payments in real time
- A protected cron endpoint drives scheduled jobs
- All provider keys stay server-side — never in the browser
Event pipeline
LiveSecurity
Integrations you can trust
Every connection is built to be safe by default — and the app runs perfectly fine without any of them switched on.
Server-side credentials
API keys and secrets live only on the server and in environment variables — never shipped to the browser.
Feature-gated by design
Each integration is optional. If a key is absent the related feature simply hides — nothing breaks.
Tenant isolation
Every agency's data, files and payments are scoped to its own account with strict access boundaries.
Your own storage
Documents live in a bucket you control, reached through expiring, signed URLs — never public.
Verified webhooks
Incoming Stripe and PayPal events are validated before they ever touch your records.
Modern sign-in
Google OAuth means fewer passwords to store and a faster, safer login for your team.
On the roadmap
More integrations on the way
We are actively building the next wave of connections. These are planned — not yet available.
Slack
Notifications
QuickBooks
Accounting
Xero
Accounting
Google Calendar
Scheduling
Zapier
Automation
Stripe
Payments
Need a specific integration? Tell us what you use →
Bring your whole stack together
Payments, documents, email, AI and sign-in — connected to the operating system that runs your agency. Start free, no credit card required.