What Liaison is and how it works, answered plainly. If yours is not here, book a demo and ask it in person.
Liaison is you, in digital form, working your business 24/7. It connects to the tools you already run on, your inbox, calendar, CRM, books and messaging, and works inside them around the clock. It drafts the reply to the customer who wrote at 9 PM, fills the gap in Thursday's schedule, chases the invoice nobody had time for, and flags the subscription that paused while nobody was looking. In the morning you get a brief: what it did, what it found, and what needs your decision.
Owners and operators of businesses that run on software. That is a founder with four tools and it is a company with ten management roles and a data warehouse. Liaison is not built for one industry. It is built for the owner's job, which is every function at once.
No. A chatbot waits for you to ask and does not know your business. Liaison is connected to your business, remembers it, and works without being asked. You can still ask it anything: text it who paid today and it answers from your own records.
People search for it under all of those names: AI assistant for business owners, AI employee, AI chief of staff, AI executive assistant, AI COO, AI agent for small business, agentic AI, AI operations platform, business automation, a digital twin of the owner. In practice Liaison does the job each of those names describes. What it is in fact is you, in digital form: the AI that works your inbox, your calendar, your CRM and your books 24/7 and hands you the brief in the morning.
A personal assistant reads a surface somebody else built, your phone, your inbox, a browser window, and runs the errand you send it. It does not know your business, because it has never read your business. Liaison is the digital version of you inside your business. It holds your customers, your books, your schedule and your inbox in one memory, it writes in your voice from the emails you have already sent, and it works on your own accounts all night, not one errand at a time.
Any business that runs on software. It is in use in home services, field sales, professional services, real estate, ecommerce and member networks, and none of those is what it was built for. It was built for the person running the business.
Gmail and Outlook, Google and Outlook calendars, QuickBooks, Stripe, your CRM, Slack, WhatsApp, Telegram, Drive, Docs, Notion, and the systems specific to how you run, whether that is field service, sales, accounting or a member platform. Anything with a login it can operate the way a person does, in its own secured browser, and we plug in middleware when a stack calls for it. There is no fixed catalog.
Wherever you are. It is a number in your phone for text, WhatsApp and Telegram, a name in Slack, a helper in your Gmail or Outlook, and an app on your phone or desktop. It is the same Liaison with the same memory in every one of them.
Connecting a tool takes about as long as signing into it. Liaison reads the history overnight, and the first brief is waiting the next morning.
No. You connect a tool with its normal sign-in and Liaison starts reading it. Nothing to configure, no integrations to build.
No. Your tools keep working exactly as they do now. Liaison works inside them. It does not replace your CRM or your accounting software, and you do not buy new software to use it.
Anything you would normally dig through three apps to find. Can we make payroll Friday. Who is on the schedule Thursday. Which customer went quiet. Whether the deposit landed. The answer comes back from your own records, and every number traces back to the transaction or the record behind it.
At first it asks about everything: every draft, every reminder and every reschedule sits in Actions until you approve it. Once you have approved the same kind of thing enough times, you can let it run that on its own, and it files a receipt each time. Anything that moves money still asks. You can move the line back at any time.
Yes. Start at app.useliaison.com/trial, connect your first tool tonight, and read the brief in the morning. Start the free trial.
Yes. Run it on our site in about two minutes, with no signup and no card. It shows where your tools are disconnected and what Liaison would take off your plate first. Run the free business report.
Pricing is by plan, based on how much of your business you put on it. The plans are on the pricing page, and we walk through them on a demo. See pricing.
Ask the people using it. One owner cut a month-end close from four days to four hours. One broker could forecast for the first time in his career. Book a demo, bring the thing that eats your evenings, and watch it get handled from your own inbox, calendar and books. Book a demo.
Only if you choose one. Starter, Professional and Team are all sold month to month at their monthly price, and you can cancel any time; the plan ends with the month you have paid for. Professional and Team also come on a 12-month term at a lower monthly price, and that term is a commitment for all twelve months. Both prices are on the pricing page. See pricing.
Data is encrypted in transit with TLS 1.3 and at rest with AES-256. Each customer's data is isolated with row-level security, and connection credentials are held in envelope-encrypted vaults. We never sell your data.
Your account information, the data from the tools you connect, and usage analytics. Connections are authorized through each tool's own sign-in, so we never hold your passwords. We use the data to do the work, to answer your questions, and to improve the product.
Liaison, acting for you, through the permissions you granted at sign-in. Inside a company, each person sees the company's shared business data and their own connected tools. One person's inbox or messages are never visible to another seat. You can revoke a connection at any time.
Your connected data stays accessible for 90 days after cancellation so you can export it. After that it is permanently deleted from our systems. The Terms of Service have the full detail. Terms of Service.
Liaison was founded and is led by Cade Cunningham. He spent thirteen years in finance, started a consumer auto-loan company in 2016, and built Liaison to run his own businesses before anyone else's. Liaison Intelligence, LLC is a United States company.
Book a demo. It is thirty minutes with us, on your business, not a slide deck. Or email support@useliaison.com. Book a demo.
Thirty minutes with us, on your business. Bring the thing that eats your evenings.
The long version is on the About page.