Connect HubSpot, QuickBooks, Gmail, Drive, Calendar, Calendly, and Slack through read-only OAuth. Ask about any client, project, or billable hour in plain language and get a cited answer with a source link.
Read-only access · 30-day free trial · Cancel anytime
Real questions across pipeline, billing, project notes, and email.
Pipeline in HubSpot, invoices and billable time in QuickBooks, project notes in Drive, client threads in Gmail and Slack, meetings in Calendar and Calendly. CorpusIQ reads across the firm and answers per client.
Ask whether any engagement drifted from the signed SOW. The assistant pulls project notes and email and names the clients running over scope before the write-off.
Hours logged against engagement budget, realization rate by consultant, unbilled time aging. One question, one cited answer, no timesheet export.
The assistant cannot edit an invoice, move a meeting, or send a message. Read-only OAuth on every connector.
Run a marketing-led agency? Start here for agencies. Run an accounting practice? Start here for accountants.
Solo $29.95 per month, Team $109.95 per month. All 25+ connectors included. 30-day free trial. Cancel anytime.
Start free trialHubSpot for client pipeline, QuickBooks for invoicing and billable time, Gmail or Outlook for client threads, Google Drive or OneDrive for project files, Google Calendar and Calendly for scheduling, and Slack for delivery coordination. CorpusIQ ships 25+ live connectors; services firms typically wire 5 to 8.
A professional services automation tool is the system of record for time and projects. CorpusIQ reads from it alongside your email, files, calendar, and accounting tools so you can ask cross-tool questions in plain language. It complements a PSA tool rather than replacing it.
No. Every connector is read-only OAuth. The assistant reads the records you authorize. It cannot edit, send, move, or delete.
Yes. This page covers non-marketing services firms: consultancies, IT services, design studios, and similar. If you run a marketing-led agency, the agency page fits better. If you run an accounting practice, the accountants page is more specific.
No. Records are read on demand to answer a question, then released. CorpusIQ does not retain customer files, and customer data is not used to train any model.
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Start free trialSkills, cross-tool patterns, and connector setup pages most relevant to operators on this surface.
