Your business.Your brain.Your team.
An AI-native operating system for firms of one to 200. Seven AI agents, configured around your own workflows, SOPs and tools, run the operational work on your own database, and you approve what matters.
No markup on your AI. You bring your own keys and pay the AI provider directly, at cost, with a hard cap.
HelmOS in numbers
- capabilities
- 243
- AI agents
- 7
- run at zero AI cost
- 49
- MCP tools
- Over 200
- No markup on your AI
- Bring your own keys
Live capability registry, as at 30 September 2026.
AI-native.Not AIbolted on.
Built for agents from day one
The big enterprise suites were built for people clicking through screens. AI is now being bolted onto decades of that software, and the agents have to work around it.
HelmOS was built for agents from the start. The CRM, pipeline, client portal, marketing, finance and admin of an enterprise stack, run by a team of agents, for a firm of one to 200.
Every customer gets their own isolated instance, with its own database, keys and branding. It is not shared software.
Get your people back in front of people
The agents take the operational work behind your business: the inbox, the follow-ups, the proposals, the reconciliations and the chasing. Your team stays on clients, decisions and delivery.
It is built for the founder running what would otherwise take a team of ten, and for teams of up to about 200.
- More time with clients
- One clear line of sight across the business
- More output without more admin
Meet the team
Julie Collins, your Chief of Staff, coordinates six specialists. Each one works from your processes, your language and your rules, and you set each role's authority, per seat.
Choose an agent to see what it does.
35capabilities
Julie CollinsChief of Staff
Coordinates the team and keeps the whole business in view.
- A morning briefing that brings together your calendar, pipeline, inbox and approvals
- Routes each piece of work to the right agent
- Flags drift from your business's own patterns
- Spots stalled work and cooling relationships
- Watches system health
- Keeps an audit trail of every agent action
Headline capabilities. Count as at 30 September 2026.
49capabilities
Personal Assistant
Keeps your day, your inbox and your calendar moving.
- Triages your inbox
- Keeps your calendar and CRM in sync
- Prepares meeting briefs and reminders
- Handles meeting requests end to end
- Sends an end-of-day digest
- Protects your focus time
Headline capabilities. Count as at 30 September 2026.
39capabilities
Sales Manager
Works the pipeline from first contact to signed proposal.
- Researches each new lead and tailors the intake form to them
- Drafts the proposal from a completed intake
- Suggests stage moves and nudges
- Analyses why deals are won and lost
- Forecasts the pipeline
- Reads proposal opens as a buying signal
- Surfaces cross-sell opportunities
Headline capabilities. Count as at 30 September 2026.
38capabilities
Business Manager
Keeps onboarding, projects and the back office on track.
- Runs onboarding and chases intake forms
- Follows up unsigned agreements
- Reports project status
- Keeps file storage in order, and repairs it when it drifts
- Tracks renewals
- Keeps connectors and secret rotation in good health
Headline capabilities. Count as at 30 September 2026.
37capabilities
Marketing Manager
Runs your campaigns and keeps your list healthy.
- Builds campaigns
- Runs nurture sequences
- Reports performance and attribution
- Prepares the newsletter
- Keeps the editorial calendar
- Manages deliverability: bounces, suppressions and compliant footers
Headline capabilities. Count as at 30 September 2026.
18capabilities
Finance Manager
Keeps the numbers in view, working with Xero.
- Tracks invoices, payments and reconciliation
- Reports revenue by client and by service line
- Forecasts cash flow
- Reconciles grant-funded work against the funding rules
- Exports to CSV
- Never sends an invoice and never moves money
Headline capabilities. Count as at 30 September 2026.
The systembends to you.
Not the other way round.
A program, not a software rollout
HelmOS is configured through a consulting program with IntraWork that runs from 12 weeks to 6 months. It codifies your SOPs, workflows and context, and the tools you already use, into your own brain.
The agents then work the way your business works. The result is an integrated management system, and more.
The system does not teach your business how to work. We teach the system how your business works.
Discover
Map the business, its decisions, services and ways of working.
Codify
Build your SOPs, workflows, voice, rules and business units.
Configure
Shape HelmOS and each agent around that operating model.
Compound
Keep your knowledge current as the business changes. The brain gets richer the longer it runs.
From first lead to final invoice
One connected operating system. Every record, proposal and project is context the agents can read, and work they can prepare under your authority.
- Lead
- CRM
- Proposal
- Agreement and e-sign
- Project
- Client portal
- Invoice, in Xero
What is live in the suite
- CRM
- Clients, contacts, custom fields and relationship roles, with duplicates merged.
- Sales
- Leads from your website forms, deal-risk scoring, stale-deal detection, proposals from templates, quotes and e-signed agreements. A won proposal becomes a project.
- Projects and delivery
- Projects, phases, deliverables, checklists, services and forward capacity.
- Tasks
- Board and list views, natural-language quick-add, recurring tasks, multiple reminders and labels.
- Email and calendar
- Triage, rules, filing, templates, signatures, scheduled send, free and busy times and booking. Sending is approval-gated.
- The Brain
- Typed company knowledge in your own database, full-text search, a spoken “capture this” and an append-only decision log.
- Documents
- OneDrive and SharePoint, a four-layer library, classify-and-file, tagging, and a filing system designed for you.
- Marketing and social
- Campaigns, sequences, smart lists, suppression and the LinkedIn composer, with an approval route.
- Finance
- Xero sync and reporting, cash flow, revenue by client and by service line, and CSV export.
- Dashboards
- Overview, state of the business, and dashboards for finance, sales, marketing and projects, plus a builder that works on your own connected data, with templates, themes and seven widget types.
- Client portal
- MFA sign-in, project progress with a phase stepper, checklists, uploads, deliverables, agreement e-sign under the Electronic Transactions Act 1999, and colleague invites.
- Chat
- One chat for the whole team of agents, with multiple threads and cost shown per agent.
- Teams
- Channels and chats in Microsoft Teams, read and reply.
- Automation
- Repeatable work runs as deterministic jobs at zero AI model cost, with scheduled sweeps and morning, midday and end-of-day routines.
Your data. Your brain. Your brand.
Every HelmOS customer runs their own instance. Your data never touches anyone else's.
- Your own database
- Your data sits in its own database. There is no shared store that we, or anyone else, can read.
- Your knowledge stays yours
- HelmOS's own training knowledge sits read-only alongside your brain. It is never copied into your database.
- Private by owner
- Tasks, approvals, drafts and calendar are visible only to their owner, including to the agents.
- MFA and roles
- MFA protects the admin area. Seats carry roles (founder, manager, delivery) with per-person permission and autonomy settings.
- Encrypted and fail-closed
- Connector credentials are encrypted at rest (AES-256-GCM). Before anything is published, a fail-closed check stops one client's information reaching another.
- Hosted on Microsoft's secure cloud
- Your instance, its database and your brain are hosted on Microsoft's secure cloud.
- Your brand, your domain
- Your instance carries your name and logo and runs on your own domain, at app.yourdomain.
Your keys.Your cost.Your cap.
Bring your own AI keys
No markup on your AI. You bring your own keys and pay the AI provider directly, at cost, with a hard cap. Many platforms add a margin on AI usage. HelmOS doesn't.
- Your keys, on your own account with the AI provider. We add no margin on AI usage.
- A hard cost cap fails closed: when the cap is reached, AI work stops rather than overspends.
- Routine work runs as deterministic jobs, so 49 of the 243 capabilities cost nothing in model fees. AI reasoning is kept for the judgement work.
- Our own costs do not grow with your usage.
Works with what you already use
HelmOS works inside the tools your business already runs on.
- Microsoft 365
- Outlook, Calendar, OneDrive, SharePoint and Teams.
- Google Workspace
- Connect your Google Workspace account.
- Xero
- Invoices, payments, reconciliation and reporting.
- Mailchimp
- Campaigns, sequences and your list.
- Posts drafted in the LinkedIn composer, with approval first.
- Facebook and Instagram
- Your Meta accounts connected alongside LinkedIn, with every post approved first.
- Any OpenAPI service
- Connect any API with an OpenAPI description, natively.
- Dashboards on your data
- The dashboard builder works on your own connected data.
- Your website
- Enquiries from your website forms and chat come straight in.
Bring your own chatbot
HelmOS includes an MCP server with over 200 tools. Connect ChatGPT, Claude, Copilot or any MCP-compatible assistant, and it can search your brain and work across your whole operating base: your clients, pipeline, projects, inbox and finances.
Your chatbot stops starting from zero. It works from what your business knows.
Humans approve.Agents do.
You stay in control of every decision that matters
- Bands by risk
- Approval bands are set by risk, so routine work flows and consequential work waits for you.
- Proposed, then approved
- Anything client-facing or destructive is proposed first, then approved.
- Your call, every time
- Approve, edit, reject with a reason, or ask for a re-draft.
- A full audit log
- Every agent action is recorded, so you can see what happened and why.
- Authority per seat
- You set each role's authority, per seat, and each person's autonomy settings.
- Hard lines
- The Finance Manager never sends an invoice and never moves money. Every social post goes to approval first.
Proven in five pilots
Five pilots, from management consultants to real estate, wealth portfolios and bespoke safety design systems.
How HelmOS compares
Each of these is a reasonable choice for someone. Here is where HelmOS differs, category by category.
| Category | Where it is strong | What to weigh | HelmOS |
|---|---|---|---|
| Enterprise suites with AI add-ons | Depth, scale and large partner ecosystems, built for large organisations. | Designed for people working screens, with AI added to existing software. Your business is usually configured to fit the software's model. | Built for agents from day one, sized for firms of one to 200, and configured around your own SOPs through the program. |
| SaaS CRM plus AI assistants | Quick to start, with established CRM and marketing features. | The assistant helps a person operate the CRM. The portal, delivery and finance often sit in separate tools. | Seven agents across CRM, sales, delivery, portal, marketing, finance and admin, in one system, with approvals on anything that matters. |
| DIY agent builds | Full control and any use case you can design. | You design and maintain the data model, the tools, the approvals, the audit trail and the security yourself. | 243 capabilities, an approval layer and a full audit log already built, on your own database. |
| General AI chatbots | Drafting, research and thinking a problem through with you. | On its own, a chatbot does not hold your business records or act on them, and each conversation starts with the context you give it. | Gives your chatbot a business to work on: through the MCP server, ChatGPT, Claude, Copilot or any MCP-compatible assistant can search your brain and work across your operating base. |
A general comparison by category, not of any one product. Named comparisons will follow on their own pages.
Early access for 20 businesses
HelmOS is opening to 20 businesses. It is not a self-serve rollout: you engage IntraWork to codify and configure your operations, and your agents are built around the way you work.
Tell us about your business and what you would hand over first.
Apply for early access
Questions about HelmOS
- What is HelmOS?
- HelmOS is an AI-native operating system for businesses of one to about 200 people. Seven AI agents and a living knowledge brain run the operations of the business across sales, delivery, marketing, finance, communications and admin, on the business's own database. A person approves anything client-facing or destructive. HelmOS is a product of IntraWork.
- Who is HelmOS for?
- Founders and leaders of firms from one person to about 200. That includes the solo founder running what would otherwise take a team of ten, and the growing firm tired of stitching together a CRM, a pipeline tool, a portal, an inbox and spreadsheets.
- Is my data shared with other HelmOS customers?
- No. Every customer gets their own isolated instance, with its own database, keys and branding. There is no shared store the vendor can read, and before anything is published a fail-closed check blocks one client's information from reaching another.
- What does the AI cost to run?
- There is no markup on your AI. You bring your own keys and pay the AI provider directly, at cost, with a hard cap that fails closed. Many platforms add a margin on AI usage; HelmOS doesn't. Routine work runs as deterministic jobs at zero AI model cost (49 of the 243 capabilities), and AI reasoning is kept for judgement work.
- Does HelmOS work with Microsoft 365 and Google Workspace?
- Yes. HelmOS works inside Outlook, Calendar, OneDrive, SharePoint and Teams, and connects to Google Workspace. It also works with Xero, Mailchimp, LinkedIn, Facebook and Instagram, your website's forms and chat, and any API with an OpenAPI description.
- Can I use my own AI assistant with HelmOS?
- Yes. HelmOS includes an MCP server with over 200 tools, so ChatGPT, Claude, Copilot or any MCP-compatible assistant can search your brain and work across your clients, pipeline, projects, inbox and finances.
- How long does it take to set up HelmOS?
- HelmOS is set up through a consulting program with IntraWork that runs from 12 weeks to 6 months. It codifies your SOPs, workflows, context and existing tools into your own brain, so the agents work the way your business works.
- Do the agents act without my approval?
- Not on anything that matters. Approval bands are set by risk, and anything client-facing or destructive is proposed, then approved. You can approve, edit, reject with a reason or ask for a re-draft, and every agent action is in the audit log. The Finance Manager never sends an invoice or moves money.
- How is HelmOS different from an enterprise suite with AI added?
- Enterprise suites were built for people working screens, with AI added later. HelmOS was built for agents from day one and is sized for firms of one to 200. It covers the CRM, pipeline, portal, marketing, finance and admin, configured around your own SOPs rather than the software's default model.
- Why not build our own AI agents?
- You can, and for some teams it is the right call. A do-it-yourself build means designing and maintaining the data model, the tools, the approvals, the audit trail and the security yourself. HelmOS arrives with 243 capabilities, an approval layer and a full audit log already built, on your own database.
- How is HelmOS different from a general AI chatbot?
- A chatbot is a strong thinking partner, but on its own it does not hold your business records or act on them. HelmOS gives you seven agents working on your live CRM, projects, inbox and finances, and an MCP server so your own chatbot can work there too.
- Is HelmOS a subscription?
- HelmOS is set up through a consulting-led program with IntraWork, then runs as a subscription on your own instance. We talk through the investment when we reply to your early-access application.
Related
Talk to IntraWork about HelmOS
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