Software platform

How the Jade X² platform works

A shared, secure Core sits underneath everything. On top, you choose individual modules across six business categories. They share one set of information, so what you enter once is available wherever it is needed.

How Jade X² Grows With Your Business

The captions shown in the video, in order. The video also carries the note “Concept preview. Jade X² is in development, the features shown are planned.”

  1. Tools that don’t talk to each other
  2. One flexible foundation
  3. Keep the tools you already use
  4. Where something’s missing
  5. Jade fills the gaps
  6. A new customer arrives
  7. Carry detals into a quote.
  8. Accepted quote starts a project
  9. Hours flow to accounting and payroll
  10. Nothing typed,
  11. Nothing lost.
  12. One clear view of the business
  13. Swap out what costs too much
  14. Swap it for a Jade module.
  15. More affordable. Customable.
  16. Less managing. More running.
  17. Your business, connected.

Our approach

How We Build Smarter Business Solutions

We study the software you already use, decide what to keep, connect and improve, then integrate what works and build only what's missing, as Jade X² modules that can be reused for other businesses.

Stage 1 of 5

Analyze Current Software

Understand how the business really uses its software today.

  • Review the application as a user or business analyst
  • Map key workflows, features and data
  • Identify what the business actually uses
  • Note pain points, gaps and unnecessary features
  • Document integrations, reports and user roles

Key Benefits

  • Lower Costs

    Replace expensive software with focused, right-sized solutions.

  • Better Fit

    Keep what's useful, remove what's not, and improve the workflow.

  • Increased Efficiency

    Streamlined processes tailored to the business's actual needs.

  • Reusable Modules

    Turn client-specific work into standard Jade X² offerings.

  • Competitive Advantage

    The same or better functionality, with the tools you keep and our software working together.

Integrations

Explore Our Planned Integrations

Accounting, payroll, bill-pay, calendar and phone systems will connect through separate adapters, so a new connection never means reworking the Core. Keep the tools that work for your team. Each app below shows its stage: only those marked Available and verified can be connected today; the rest are being built or planned.

  • 0Available and verifiedBuilt and tested. A company can turn it on from its own App Directory.
  • 1In developmentBeing built. Nothing can be connected yet.
  • 49PlannedOn the roadmap. Nothing is built yet.

Jade X² Preferred Jade X² Preferred is our own recommendation for companies choosing a tool. It is not a partnership with or an endorsement by the vendor, and it does not mean the integration is available.

Showing the first 12 of 50 apps.

  • Gusto

    Hiring, HR and payroll

    Jade X² Preferred

    Preferred payroll, HR and benefits provider, planned in stages. You choose; Gusto is never preselected.

    Planned

  • QuickBooks Online

    Accounting and finance

    Jade X² Preferred

    Accounting software; the connection in development would remove double entry between QuickBooks and Jade X².

    In development

  • Stripe

    Payments and billing

    Jade X² Preferred

    Jade X²'s own billing provider for plans and website billing; not something customers connect.

    Planned

  • Google Workspace

    Communication and collaboration

    Jade X² Preferred

    Email, calendar and documents; planned for sign-in, calendar and mail connections for your team.

    Planned

  • monday.com

    Project management

    Jade X² Preferred

    Work management boards; planned to keep boards in step with Jade X² projects and tasks.

    Planned

  • RingCentral

    Communication and collaboration

    Jade X² Preferred

    Business phone, messaging and video; planned to log calls and messages against customers and jobs.

    Planned

  • BILL

    Accounting and finance

    Jade X² Preferred

    Bill pay and accounts payable; planned to share approved bills and payments with Jade X².

    Planned

  • Bookkeeper360

    Accounting and finance

    Bookkeeping and accounting services; planned to work alongside the books you keep in Jade X².

    Planned

  • FreshBooks

    Accounting and finance

    Accounting and invoicing software; the planned connection would remove double entry with Jade X².

    Planned

  • Sage

    Accounting and finance

    Accounting software; the planned connection would keep your Sage books and Jade X² in step.

    Planned

  • Xero

    Accounting and finance

    Accounting software; the planned connection would keep your Xero books and Jade X² in step.

    Planned

  • Brandly

    Business operations and CRM

    What this planned connection would cover is still being defined.

    Planned

Apps without a logo we can use yet show the image of their Jade X² category.

Product names, logos and trademarks belong to their owners. Listing an app is not a partnership with the vendor or an endorsement by it, and does not mean the integration works today; the stage on each card says what exists.

Need an app that isn't listed? Tell us which one. Or see how a company chooses its apps in the demo's App Directory, with fictional data.

Six AI executives

An optional executive for each category

Each AI executive pairs experienced leadership with AI-powered analysis for one part of the business, working from the data you authorize, whether it lives in Jade X² modules or in the tools you already use.

  • AI CFO

    Finance & Administration

    Financial visibility, cash-flow planning and reporting.

  • AI CSO

    Sales & Customer Management

    Sales direction, pipeline discipline and customer retention.

  • AI CMO

    Marketing & Growth

    Marketing direction, lead generation and customer growth.

  • AI COO

    Operations

    Process improvement, capacity and day-to-day operations.

  • AI CHRO

    People & HR

    People planning, hiring and the employee experience.

  • AI CTO

    Technology & Automation

    Technology strategy, vendor decisions and delivery oversight.

How they work together

The executives share one set of company information, so each one's work informs the others: a cash forecast from the CFO shapes the COO's schedule, the CSO's pipeline guides the CMO's campaigns, and the CHRO and CTO plan people and systems around both. Recommendations that cross departments are brought together for you, not sent separately.

AI is optional, and you stay in control

Every department can run on traditional, manual workflows. Department by department, you choose whether AI only suggests, assists with routine work, or handles more as you approve it, and you can step back at any time. Actions that affect customers, pricing or money keep a human approval step.

What each AI executive does

A company dashboard in the public demo: reports with revenue, accepted quotes and hours by team member, all fictional.
From the public demo, with fictional data.

Your dashboard

Personalized for each company and each person

Each company's dashboard shows only the modules it chose, with its own name and brand colour, and owners and administrators decide what comes first.

Owners, administrators, managers, team members and read-only viewers each see and change only what their role allows.

Optional professional services

People to help, when you want them

Bookkeeping, executive consulting, setup and data migration, and custom development are available alongside the modules in each category. None of it is required.

Where it stands

In active development

The shared, security-first Core is in development and nothing is available to customers yet. Modules are shown with fictional data in the public demos and marked with their current stage on the Solutions page. If a module would solve a problem for your business today, we can talk about early access or a custom build.

Interested in the platform?

Tell us which parts of your business you would like to connect and we will talk through early access, a custom build and what is planned.

Start a conversation