Built for wineries, Banks grows your team without growing your payroll.
See how Banks . . .
Banks connects everyone to everything.
Every employee gets their own Banks — a personal chief of staff that connects them to every system, every channel, and every teammate. No logins. No training. Just ask.
Everyone
Every employee — from the warehouse floor to the corner office — gets their own AI chief of staff. It learns how they work, what they need, and how to make them better at their job.
Everything
Every software system. Every comms channel. Every tool with a login screen. If we can't connect every single application your business uses, we don't ship. That's the promise.
Now your business is running at AI speed.
Once every system is connected, Banks doesn't just answer questions — it reasons across your entire business, talks to your team, and takes action.
Ask a question that spans your entire business.
Salesforce, QuickBooks, Shopify, ServiceTitan, Procore, Clio — common tools and niche ones. APIs, legacy portals, systems with no export button. If a human can use it, Banks can connect it. Every employee gets access to every system through one conversation. No logins. No training. Just ask.
Banks asks the right people.
Some answers don't live in any software. They live in your team's heads. When Banks needs context that isn't in a database, it reaches out to the right person, asks the right question, and weaves their answer into the full picture. No more playing telephone between departments.
Banks works overnight so your team hits the ground running.
Every employee gets their own Banks — laser-focused on them, learning what they do, how they work, what their goals are. While your team sleeps, Banks is researching, thinking, and preparing. Every morning, a custom brief: what's changed, what needs attention, and how to move faster. Your company doesn't need an AI adoption program. Banks is the program.
What one person knows, everyone knows.
Every question asked, every answer given, every insight shared — Banks remembers all of it. Knowledge captured from one employee informs answers for everyone else. A new hire on day one has access to the accumulated institutional knowledge of the entire org. No wiki to maintain. No onboarding docs to write. It builds itself through normal work.
Broken systems cost you a lot.
Employees spend 21% of every workweek just searching for knowledge they need to do their job — a full day, gone.
Bloomfire / Harvard Business Review, 2025
Poor communication and knowledge silos cost businesses $10,000 to $55,000 per employee annually.
Workplace Communication Research, 2024
Companies with disconnected data see 2.8x lower returns on AI investments compared to those with well-integrated systems.
IDC Research, 2024
Give everyone an AI that knows the business.
One platform connected to every system you run. Priced so you never think twice about adding a seat.
Team
Ask anything about the business. Get instant answers from across every connected system.
- Ask the agent anything in plain English
- Instant answers from connected systems
- Personalized daily briefing
- Company knowledge base & SOPs
- Look up product info, lot status, schedules
- Onboarding guidance for new hires
Operator
Your agent can take action — draft emails, update records, execute workflows across all your tools.
- Everything in Team
- Agent executes tasks across systems
- Draft & send emails, process orders
- Wine club management workflows
- Update inventory, CRM, compliance
- Agent-to-agent collaboration across team
- Scheduled automations & triggers
Leadership
Strategic dashboards, long-running projects, team performance insights, and advanced automations.
- Everything in Operator
- Executive dashboards & KPIs
- Long-running strategic projects
- Workforce activity & performance insights
- Training & onboarding programs for staff
- Cross-department orchestration
- Advanced automation modules
- Personalized industry intelligence feed
What it looks like in practice
Every plan includes unlimited integrations with your existing tools — Commerce7, InnoVint, QuickBooks, Sovos, Klaviyo, and more. No setup fees. No contracts. Cancel anytime.
Upgrade your entire team overnight.
Every system connected. Every employee supercharged. Every day Banks gets smarter about your business. The only question is how long you wait to start compounding.