Every Business Has a DNA.
Yours Is Trapped in Your Head.
BizMo Gets It Out.
BizMo is the AI platform that creates the codebase of your business — capturing your knowledge, your processes, and your decisions into one place your entire team and your clients can access.
BizMo·Summit Mechanical Workspace“A chatbot knows what you told it to say. BizMo knows what actually happened.”
How Can AI Help My Business?
It's the most common question we hear. Here's the honest answer.
AI needs two things to work: clean data and clear processes.
Without both, you’ll spend more time fighting the tool than using it. Most businesses don’t have either in place — and that’s not a failure. It just means you’re not ready yet.
Your best knowledge lives in people’s heads.
Think about your 20-year employee — they know where everything is, how it got there, and who to call when something breaks. That knowledge came from being in the room. It’s never been written down, searchable, or transferable.
BizMo is where your business gets ready for AI.
Not another tool that tries to do everything. The foundation that organizes what you already know — your conversations, your decisions, your processes — and makes it accessible for the first time.
This Is Not a Chatbot
Chatbots answer from scripts. BizMo answers from your reality.
Generic Chatbot
- ○Answers from the internet or pre-written scripts
- ○Generic industry information that could apply to anyone
- ○Plausible but unverifiable responses
- ○Static unless manually reprogrammed
- ○A feature on your website
BizMo
- ●Answers from YOUR actual business data
- ●Specific to your operation, your team, your decisions
- ●Grounded in source material you can trace
- ●Gets smarter as your business generates more data
- ●Institutional knowledge captured as a transferable asset
How BizMo Works
Two layers. One conversation.
The Data Layer
Your business information is loaded into BizMo through a structured intake process. Call transcripts, meeting recordings, financial documents, SOPs, pricing sheets, CRM data — anything that represents how your business operates. BizMo processes it, breaks it into searchable pieces, and stores it in a secure workspace that only you control.
The Chat Layer
Once your data is loaded, you interact with BizMo through a simple chat interface. Type a question in natural language. BizMo searches your business data and returns an answer grounded in your actual information. No dashboards. No reports. Just a conversation with your business brain.
Every conversation, every document, every decision adds to BizMo's knowledge base. Over time, it becomes more than a tool — it becomes documented institutional knowledge. A transferable business asset that exists independent of any single person.
Before AI Can Work for You, It Has to Know You
Every AI tool on the market needs the same thing to be useful: your business data, clean and accessible. Without that, AI is a novelty you try for a week and abandon.
Automated Follow-Ups
From your actual customer history
Quote Generators
Using your real pricing
Onboarding Systems
Referencing your actual SOPs
Client Portals
Answering from real engagement data
None of these work without the data layer underneath. BizMo is that layer.
BizMo is not the last AI tool you'll use.
It's the first one that matters.
One Platform. Two Voices.
An internal voice for your team. An external voice for your clients.
Your Team Asks
The business brain your employees query
Your Clients Ask
The engagement history your clients can reference
You deliver once. BizMo remembers forever.
Built So You Never Miss What Was Said
Business Advisors & Consultants
Upload engagement transcripts and deliverables.
Clients query their own advisory history.
Financial Coaches & Planners
Upload session recordings and planning documents.
Clients access their complete coaching history.
Home Services Companies
Upload SOPs, pricing, and project records.
Employees and customers find what they need.
Contractors & Trades
Upload estimating processes and vendor info.
Team members query the system instead of calling you.
Professional Service Firms
Upload engagement files and procedures.
New hires get up to speed through BizMo.
If your business generates conversations, documents, and decisions that people later need to reference — BizMo is built for you.
Pricing
Two components. Full transparency.
Data Diagnostic & Intake
Before BizMo can answer questions, your data needs to be captured, cleaned, and loaded. This is a one-time onboarding process.
Light
$50 – $500
Minimal existing data. A few conversations and core documents loaded to establish a baseline workspace.
Standard
$500 – $2,500
Moderate data across multiple systems. Cleaning, structuring, and consolidation required. Most service businesses start here.
Comprehensive
$2,500 – $10,000
Extensive data, many software systems, significant tribal knowledge extraction. Multiple discovery sessions and deep data hygiene work.
Scoped during a free consultation. Clear quote before any work begins.
Monthly Subscription
Usage-based access to your business brain. Daily limits reset.
Starter
$20/mo
Daily usage limits. Ideal for periodic check-ins. Standard data retrieval and question-answering.
Professional
$50/mo
Higher limits for active users. Multiple seats. Priority response times. Regular team use.
Business
$200/mo
Full-capacity usage. Maximum seats. Ongoing data ingestion. Periodic workspace reviews included.
All plans include secure, workspace-scoped data storage. Your data is isolated and private.
Getting Started
Free Consultation
We discuss your business and assess what it takes to build your workspace.
Data Intake
We capture conversations, collect documents, clean data, and load your workspace.
Workspace Activation
You get login credentials and a walkthrough. If you can text, you can use BizMo.
Ask Away
Questions in. Answers out. Your business brain grows with every interaction.
Ready to Talk to Your Business?
Schedule a Demo
Free 20-minute conversation. See BizMo in action with your own business context.
Stay in the Loop
Get updates on BizMo development, features, and launch access.