Integrations & technology

Profit Pioneer exposes a connection that lets an AI assistant work inside your account on your behalf — the same actions you would take in the interface, driven by a conversation instead of clicks.

In practice that means you can ask a connected assistant to “draft a proposal for the Northwind retainer from this brief” or “list every proposal sent this month that has not been opened”, and it acts on your real data rather than guessing.

• • You authorise the connection explicitly and can revoke it at any time.
• • The assistant is limited to your own account’s data, under the same permission rules as the web app.
• • Available actions cover creating and reading clients, drafting and updating proposals, and checking send and view activity.

The app is a server-rendered web application, so proposal links open fast on any device with no install. Drafting is powered by a large language model that receives your brief and your own template structure; you edit and approve everything before a client ever sees it. Nothing is sent to a client automatically.

Client-facing proposals are served from a unique link, and views, messages and acceptance events are timestamped so you have a record of the conversation.

Account data is separated per customer at the database layer, and payments are handled by our payment provider rather than by us. The Security & Privacy page sets out exactly what we do and do not claim.

These are planned, not available yet. We list them so you can tell us which one matters most to your studio.

Want one of these sooner? Tell us which.