Company context in. Finished work out.
Hai connects your tools, files, chats, and workflows so agents can prepare bookings, reviews, escalations, outreach, and decisions with the right context.
Finance: Context. Hai pulls the systems that matter.
Signal detected
Quarter-end signal: Acme's expansion payment cleared and is ready for revenue booking.
Context
Action
Match the Stripe payment to the HubSpot expansion terms, check revenue recognition timing and close period, then prepare the NetSuite booking.
Outcome
Draft NetSuite booking
Finance gets a quarter-end booking draft with account, amount, contract basis, close-period note, and audit trail.
What Hai does
An agent that knows how your company works.
Less prompting. Less copy-paste. More work prepared inside the systems where your team already operates.
Company context
Files, chats, CRM, finance, and support data become usable workspace memory.
Scoped tool access
Agents work inside the systems your team already runs, with clear boundaries.
Finished outcomes
Bookings, scorecards, escalations, outreach, and decisions move forward.
High-impact starts
Three workflows to start with
Begin where teams already lose time to context gathering, system switching, and handoffs.
Finance booking prepared
Match Stripe, HubSpot, and NetSuite context so revenue can be booked with the right note.
Candidate shortlist prepared
Compare CVs, interview notes, and role criteria, then prepare a shortlist and scorecard.
Buying-intent lead prepared
Catch a job-change signal, match it to CRM history, and prepare proactive LinkedIn plus email outreach.
Channels
Work starts where your team already talks
Slack, Teams, and Telegram become the front door to Hai. Requests and signals connect to the company context layer, then move into tasks, storage, integrations, and live work.
Context layer
Memory, files, chats, CRM
Tasks
Scheduled and triggered work
Web browser
Research and page actions
Integrations
Scoped tool access
Tick, tick, done
Buying-intent signal
Detect job changes, funding news, and site visits.
Check CRM and account context
Pull Salesforce history, owner, and open threads.
Research the account in browser
Verify priorities, hiring plans, and recent launches.
Draft LinkedIn and email follow-up
Prepare personalized outreach with source links.
Buying-intent signal
Detect job changes, funding news, and site visits.
Check CRM and account context
Pull Salesforce history, owner, and open threads.
Research the account in browser
Verify priorities, hiring plans, and recent launches.
Draft LinkedIn and email follow-up
Prepare personalized outreach with source links.
Tasks
Hai can run scheduled tasks, respond to events, and keep a heartbeat on the business so useful work gets prepared before someone asks.
Scheduled
Runs every week or before key meetings.
Triggered
Starts when replies, records, or files change.
Heartbeat proactive
Keeps scanning for work worth surfacing.
Live widgets
The new document standard, adapted for you
Hai can return a live widget when the work needs a chart, triage queue, editor, task board, or review surface.
Revenue chart
Q2 expansion revenue
Variance found
+$84k
Sources checked
4
ERP fields
Ready
Integrations
Use the tools you already run
Hai works across chat, files, CRM, support, finance, and email so work can move without rebuilding your stack.
Early access
Bring one real workflow. See what Hai can finish.
Sign up around finance, talent, support, GTM, founder, or CEO workflows.