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Floatboat for Small Business

Stop being the switchboard. An agentic Scheduling Assistant runs the weekly ops loop, an AI Coworker holds sales, ops and finance from one desk, and FloatIM is the room your agents post into instead of eight dashboards.

A small business owner's desk with laptop showing a spreadsheet, printed contracts and coffee

A Small Business Owner's Monday

Small business owners lose their Monday to the same eight moves every week: send last week's invoices, chase two overdue payments, confirm a vendor delivery, re-draft the quote from Friday, check the schedule, reply to three customer emails, remind yourself to renew the insurance, open the CRM.

Floatboat treats those eight moves as a schedule, not an inbox. The sections below start with the scheduling layer that owns the loop, then the desk that runs the exceptions.

A Week in the Life
A small business owner's Monday-morning desk with laptop showing a calendar, printed invoices and coffee

An Agentic Calendar for the Weekly Ops Loop

Every recurring block on your week matters. The Scheduling Assistant treats invoices, follow-ups, renewals and weekly reporting as tasks it can prep, ship and follow up on — not colored rectangles you stare at on Sunday night.

It runs on the calendar you already use (Google, Notion, Lark, Outlook, iCloud, ICS — no migration). Monday morning you open a digest with only the few decisions the owner needs to make; the 80% that runs the same way every week has already moved.

See the Scheduling Assistant

Scheduling Assistant
Agentic calendar where invoicing, follow-ups and renewals run as scheduled tasks

An AI Desk for Sales, Ops and Finance

The AI Coworker is your always-on desk partner: it drafts the quote, opens the vendor contract, and keeps the customer thread while you keep talking — sales, ops and finance from one desk, no new tab between roles.

It reads your inbox, CRM and accounting tool in place — no migration, no second source of truth. You stop being the switchboard between them.

Meet the AI Coworker

AI Coworker
AI Coworker desk view showing quotes, contracts and customer replies side by side

Sort Contracts and Customer Files, Locally

The AI File Organizer previews a clean, named folder tree first — sorted by customer, vendor and stage — then moves nothing until you approve. Rename in bulk, reject any move, and undo in one click.

It is 100% on-device, so NDAs, financials and customer records never leave your disk. Every customer, vendor and quarter gets the same tidy shape, forever.

Try the File Organizer

File Organizer
File Organizer previewing a sorted customer and vendor folder tree before moving anything

A Group Chat With Your Ops Agents

FloatIM gives every customer, vendor and quarter its own room. Your agents post escalations, renewal pings and reconciliation notes as first-class members — one place to see the whole business, instead of eight dashboards.

Come back from a long weekend and the room still knows what was decided last week — no re-briefing your own business every Monday.

Open FloatIM

FloatIM
FloatIM ops room where owner and agents share the same thread

Questions You'll Ask Before You Download

Stop Being the Switchboard. Start Being the Owner.

Download Floatboat once — the Scheduling Assistant, Coworker, File Organizer and FloatIM are already inside.