New business, delivery, and getting paid are three different jobs sharing one small team. GuardenerAI puts the pipeline, the client, and the retainer on the same record so nothing falls between them.
Leads, pitches, and retainers in tidy stages with owners and next steps — not a spreadsheet only the founder can read.
The assistant drafts the chase from the real thread. You approve between meetings and it goes.
Recurring work and renewal dates sit on the client record, flagged before they lapse.
Send the invoice from the same place you closed the deal, and watch AR aging without opening another tool.
Your data lives in its own isolated, encrypted space with an audit trail. The AI assistant works inside your workspace, so briefs and contracts never become someone else’s training data.
Read the security details →Start free in an afternoon, or have us walk you through it with data that looks like yours.
Also built for healthcare practices and professional services.
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