Solutions

Solutions for every part of your business

Each of the six business categories brings together the software modules you can choose and the optional professional services our team offers alongside them. Every module is shown with a screen from the public demo or a labelled preview, both with fictional data, or a clearly marked placeholder, and with its current stage.

Modular architecture

A shared Core connects six business categories

Jade X² is built on a shared, secure Core that unifies your data, automation and AI across the business. Choose the individual modules you need from six categories, and add more as your business grows. Select a category to see its modules and services.

Build or Integrate

Use Jade X² modules on their own, combine them across categories, or integrate with the software you already use. What you enter once is shared with every module you choose.

  • Select only the modules you need
  • No required bundles
  • Shared capabilities work across categories

Finance & Administration

Optional AI CFO

Professional services

Optional help from our team, chosen separately from any module. Ask about a service.

  • CFO & Bookkeeping Advisory

    Financial operations guidance that turns your books into information you can use to run the business.

    • Bookkeeping process design and clean-up planning
    • Management reporting and cash-flow visibility
    • Budgeting and forecasting support
    • Integration planning for your accounting tools
  • Payroll & Business Systems Integration

    Connect payroll, accounting, bill-pay and operations tools so information is entered once and flows where it is needed.

    • Payroll and timekeeping connections
    • Accounting and bill-pay integrations
    • Removing duplicate data entry
    • Monitoring and error handling for critical syncs

Sales & Customer Management

Optional AI CSO

Professional services

Optional help from our team, chosen separately from any module. Ask about a service.

  • ERP & CRM Systems

    Help choosing, configuring, integrating or building the systems that run your customers, orders and operations.

    • Requirements and process mapping
    • System selection and configuration
    • Data migration planning
    • Custom modules where off-the-shelf falls short

Marketing & Growth

Optional AI CMO

Preview of the planned Lead Generation & SEO module, with fictional data: website visits, new leads, visit-to-lead conversion, monthly traffic and top search terms.

Preview with fictional data, not available yet · Video coming soon

Lead Generation & SEO

Planned

Website lead capture and search visibility tools that feed straight into the CRM.

  • Lead capture forms
  • Lead qualification
  • Search visibility reports
  • CRM hand-off
Preview of the planned Website & Hosting module, with fictional data: website status, uptime, pages published, response time and recent pages and drafts.

Preview with fictional data, not available yet · Video coming soon

Website & Hosting

Planned

Managed website hosting and content updates on infrastructure you can take with you.

  • Managed hosting
  • Content updates
  • Uptime monitoring
  • Domain guidance

Professional services

Optional help from our team, chosen separately from any module. Ask about a service.

  • Digital Marketing & Lead Generation

    Websites, search visibility and lead capture that feed directly into your sales process.

    • Website design and development
    • Search engine optimisation foundations
    • Lead capture and qualification
    • CRM-connected follow-up

Operations

Optional AI COO

The demo's Messages page with fictional project conversations.

Demo screen with fictional data · Video coming soon

Messaging

Planned

Keep team and customer conversations attached to projects instead of scattered inboxes.

  • Project threads
  • Mentions
  • Customer-visible conversations
  • Notifications

Professional services

Optional help from our team, chosen separately from any module. Ask about a service.

  • Project Management Software

    Tools that keep jobs, schedules, tasks and teams visible from first quote to final invoice.

    • Job and task tracking
    • Scheduling and workload visibility
    • Quoting and time tracking workflows
    • Connections to your accounting and CRM tools
  • Technology & Process Improvement

    A practical review of the software and processes you use today, followed by phased improvements that keep what already works.

    • Review of current tools, costs and workflows
    • Finding duplicate systems, manual steps and gaps
    • A phased plan that limits disruption to your team
    • Keeping the tools your team relies on where they work well
  • Quoting & Workflow Automation

    Faster, more consistent quotes, and automated hand-offs from quote to job to invoice.

    • Quote templates for materials, labour and operations
    • Pricing rules and approval steps
    • Turning accepted quotes into jobs and tasks
    • Automated reminders, routing and status updates
  • Research & Development Management

    Structured management of new product, process and technology work, from first idea to a documented decision.

    • Feasibility studies and technical research
    • Prototypes and proofs of concept
    • R&D project planning, milestones and budgets
    • Documentation of findings and next steps

People & HR

Optional AI CHRO

Planned No People & HR module can be chosen on its own yet. Planned modules: Employee management, Recruiting & hiring, Onboarding & offboarding, Time & attendance, Benefits & time-off coordination, Performance management, Learning & development.

Payroll stays with the provider you choose, such as Gusto; Jade X² connects to it and does not run payroll itself.

Professional services

Optional help from our team, chosen separately from any module. Ask about a service.

  • HR, Payroll & People Systems

    Help setting up the records, onboarding and connected payroll tools your team depends on, so People and Finance work from the same information.

    • Employee records and HR administration shared with Finance
    • Onboarding and offboarding checklists
    • Connected payroll providers; Jade X² does not process payroll
    • Recruiting, performance and learning tools when you are ready

Technology & Automation

Optional AI CTO

Placeholder · Video coming soon

Workflow Automation

Planned

Automate reminders, hand-offs and follow-ups between modules, with approval steps.

  • Trigger-based workflows
  • Reminders and follow-ups
  • Approval gates
  • Run history

Professional services

Optional help from our team, chosen separately from any module. Ask about a service.

  • CTO & Executive Technology Consulting

    Senior technology leadership for businesses that need clear direction without a full-time executive hire.

    • Technology strategy and practical roadmaps
    • Vendor, platform and build-or-buy evaluation
    • Budget, risk and security reviews
    • Guidance for owners and leadership teams
  • Custom Software Development

    Web applications, internal tools and integrations designed around the way your business actually works.

    • Internal tools and customer portals
    • Workflow and operations applications
    • APIs and system integrations
    • Reporting and dashboards
    Learn more about Custom Software Development
  • AI Integration & Business Automation

    Put AI and automation to work on repetitive tasks, with people kept in control of the decisions that matter.

    • Document intake and data entry
    • Drafting, summarising and internal search
    • Routing, reminders and follow-ups
    • Approval steps for sensitive actions
    Learn more about AI Integration & Business Automation

Need a feature that is not on the list?

Tell us how your business works. We can prioritise it on the platform or build it for you as custom software.

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