ToppFive

The AI workspace for your business

Connect the systems your team already uses, give AI the context to understand them, and run data entry, inbox triage, reporting, and recurring workflows from one place.

How It Works

From setup to automation in three steps

Get started in minutes. Connect your systems and let AI handle the repetitive work.

01

Connect your existing systems

Link QuickBooks, NetSuite, Gmail, Slack, and many more. 15+ integrations connected in minutes — we work with your systems, not replace them.

02

Configure your workspace

Set up email monitoring, scheduled briefings, recurring workflows, and custom instructions. Tell ToppFive how your business should run.

03

Let AI work across them

ToppFive monitors your inbox, processes documents, runs scheduled analysis, and texts you when something needs attention. It keeps working even when you're not in chat.

Connected Workspace

Your systems, finally working together

Unlike standalone chatbots, ToppFive connects to the software you already use and understands how those systems work together. Your team gets one place to ask questions, trigger workflows, and act with confidence.

Eliminate manual data entry

Upload PDFs, CSVs, or Excel files — ToppFive parses, matches records, and writes directly to your systems

24/7 email monitoring

Automatically detects incoming POs, vendor quotes, and customer inquiries in your inbox

Instant business intelligence

Ask any question in plain English and get charts, reports, and exports in seconds

Scheduled analysis & workflows

Morning briefings, recurring reports, and cross-system automations that run on your schedule

AI workspace dashboard showing real-time query execution
Proof Points

Workflows with proof built in

Clear outcomes from the work your team repeats every day

80 hours back from order entry

Upload a PDF, Excel, or CSV and ToppFive turns it into clean, reviewed system data instead of another manual queue.

After-hours inbox coverage

ToppFive detects important requests, checks the right systems, and alerts you in chat or via SMS when something needs attention.

Answers while the question is fresh

Ask about revenue trends, AR aging, inventory value, or customer risk and get charts or downloadable reports in seconds.

Recurring work that stays on schedule

Morning briefings, weekly reports, reorder checks, and cross-system tasks run on schedule without depending on someone remembering.

Intelligence + Action

See what matters, then act on it

ToppFive doesn't just show you dashboards — it takes action. It finds the problem, proposes a solution, and executes it with one click. From insight to action in seconds.

Revenue trends, margin analysis, and customer concentration risk — answered instantly
Downloadable reports in CSV, Excel, or PDF generated from your full dataset
Every modification to your data requires your confirmation before it executes
Custom analytics and visualizations generated by AI

Ready to put an AI workspace to work?

Schedule a demo and see how teams are saving 130+ hours a month by connecting their systems and automating data entry, email triage, reporting, and recurring tasks.