BUSINESS ESSENTIALS

"The AI-powered platform that centralizes your business operations, so you can work smarter and stay in control."

CHECK IT OUT

Evolv365 delivers Business Essentials: a modular platform that centralizes tasks, finances, documents, and insights. Your built-in AI assistant helps you ask questions, take action, and continuously improve how your business runs.

WHY AN AI-FIRST APPROACH MATTERS

Most small businesses lack time to analyze processes. Business Essentials centralizes operational data so the AI assistant can identify blockers, risks, and opportunities — and help you act.

CENTRALIZE

One source of truth

Keep tasks, invoices/expenses, business documents, and insights connected. No more searching across inboxes, folders, and spreadsheets.

STANDARDIZE

Repeatable Workflows

Turn “how we usually do it” into structured workflows with ownership, deadlines, and clear next steps.

Improve

Continuous optimization

The AI assistant spots patterns: recurring delays, missing information, compliance deadlines, and process gaps.

THE AI ASSISTANT CAN: ASK, SEE, DO

Business Essentials is built so AI can support daily operations in a practical way

Use natural language to ask what’s happening in your business: overdue tasks, unpaid invoices, upcoming expiries, and operational risks.

Get clear summaries and actionable insights, with the relevant records and documents already connected to the answer.

Let AI perform permitted actions: create tasks, draft follow-ups, suggest workflow steps, and prepare structured updates for your team.

SECURITY AND PRIVACY ARE NOT OPTIONAL

Business Essentials is designed to support GDPR-aligned operations and reduce data risk through centralization, controlled access, and auditability. See the Security & Privacy page for the full breakdown.

SECURITY & PRIVACY
READY TO SEE BUSINESS ESSENTIALS IN ACTION?

Request a short demo with us. We will show how the AI assistant improves day-to-day operations in real scenarios.

REQUEST A DEMO

SECURITY AND PRIVACY ARE NOT OPTIONAL

Business Essentials is designed to support GDPR-aligned operations and reduce data risk through centralization, controlled access, and auditability. See the Security & Privacy page for the full breakdown.

READY TO SEE BUSINESS ESSENTIALS IN ACTION?

Request a short demo with us. We will show how the AI assistant improves day-to-day operations in real scenarios.