AI that can’t see your business
Your team already uses an AI assistant, but it can’t see your accounts, inbox or files. So people copy and paste data into it by hand.
Workplace AI
We set up ChatGPT, Claude or Microsoft Copilot to work safely with your accounts, inbox, files and customer messages, then train your team to use it. You get a fixed scope and figure before you commit.
Illustration: a staff member asks their AI assistant which invoices are overdue. The assistant reads them from Xero without changing anything, then drafts payment reminders that are only sent after the staff member confirms. A second example does the same with stock and a purchase order in Odoo.
Sound Familiar?
Your team already uses an AI assistant, but it can’t see your accounts, inbox or files. So people copy and paste data into it by hand.
Staff add connectors and plugins on their own, giving them access to company data that nobody has reviewed.
Which plan fits, what each one does with your data, and who should have access are questions nobody has answered.
What We Connect
We use the software vendor’s official connector where one exists, a vetted one where it doesn’t, and build our own when nothing fits.
Illustration: an AI assistant connected to Xero, Odoo, email, shared files and WhatsApp, each with read-only access. Looking up information goes straight through; a change, such as creating a purchase order in Odoo, waits for a person to confirm, and every action is logged.
Your assistant reads invoices, orders, stock and reports, and drafts entries for a person to approve.
Find the right file, summarise a thread, draft a reply, prepare a meeting brief.
A WhatsApp helpline that answers common questions with your approved wording and hands the rest to your team.
CRM, other ERPs and internal tools. If no connector exists for a system you rely on, we build one.
How It Works
The tools you run on, and how your team uses AI today.
A clear picture of what to connect
Which assistant and subscription fits, including what each plan does with your data.
A plan you understand
Official connectors first, vetted ones second, our own when nothing exists.
An assistant that sees your business
Read-only by default, confirmation before changes, access per person.
Guardrails your IT team can check
Your team learns to use it well. Keep us on for updates and new connections.
A team that uses it every day
Safe by Default
Any Assistant
ChatGPT, Claude or Microsoft Copilot. We recommend what works for you, including tools we don’t make.
You keep your plan directly with the AI vendor. We set it up; we don’t resell it.
Connections use MCP, an open standard for connecting AI assistants to business tools, so you aren’t locked in.
Where our OfficeDesk.ai platform is the best fit, we say so. Where it isn’t, we use something else.
Need something no ready-made tool can do? That’s Enterprise AI: we build it for you.
Model Context Protocol servers connect the assistant to each system. Official vendor servers first; third-party servers only after review.
Publisher, requested permissions, data flows, hosting and update path checked before installation.
Scoped credentials per connector, read-only by default, write actions behind a confirmation step.
Connectors that need a server run in your own cloud account, or managed by InitD where you prefer.
Tool calls recorded where the connector supports it, so actions can be reviewed.
For systems without one, InitD builds and maintains an MCP connector to the same standards.
FAQs
A service in which InitD sets up the AI assistant your team already uses, such as ChatGPT, Claude or Microsoft Copilot, to work safely with your business tools: accounting, email, files, WhatsApp and other systems. We choose the right connectors, set the guardrails and train your team.
ChatGPT, Claude and Microsoft Copilot. We recommend the one that fits how your team works and the tools you run on, including tools we don't make.
No. You keep your plan directly with the AI vendor. We help you choose the right plan, including what each one does with your data, and set it up.
The Model Context Protocol, an open standard for connecting AI assistants to business tools. Each connection is an MCP server that gives the assistant specific, limited access to one system.
We set assistants to read-only by default, require a person to confirm before anything changes, and give each person only the access their role needs. We review every connector before installing it. For data that must not leave your control, the same setup can run on Private AI.
Yes. Odoo connects to Claude, ChatGPT and other assistants through MCP, covering accounting, sales, inventory and CRM. There are several third-party Odoo connectors of varying quality, so we review them first, or build and maintain one for you. Which route fits depends on how your Odoo is hosted and which plan you are on; we check that in the strategy session.
We build one. Custom connectors follow the same standards: limited access, confirmation before changes, and a record of actions.
You get a fixed figure for the setup after a free strategy session, before any commitment. Ongoing support is optional and monthly.
Free Strategy Session
A free, no-commitment session. We look at your tools and how your team works, and you leave with a clear plan. A senior engineer replies, not a sales script.