Ask for it. PlusLive AI builds it.

Business Operations Run by AI

PlusLive AI connects to the accounting, CRM and operational systems you already use, so instead of chasing reports and waiting on developers, you just ask for what you need and it's built, wired in and running.

Insights Reports Agents Apps Workflows

Live in days, not months · Works cloud or on-premise · Delivered by PBT

pluslive invoice chaser scaled

What PlusLive AI does

Five things, one connected platform

All five capabilities run on the same connected-systems layer, so the same data and the same permissions apply no matter which one you're using. What it answers, it can also build, schedule and run, all wired into the accounting, CRM and operational systems you already have.

Insights

Ask your business anything in plain English. Get a sourced answer from live data in seconds, with no dashboards, no SQL and no waiting on analysts.

Reports

Ask for the report you need. It's built from live data, the narrative is written for you, and it emails itself on your cadence.

Agents

Agents that act, not just advise. Invoices matched, follow-ups sent, approvals routed, with you setting what needs sign-off.

Apps

Business-grade apps for Finance, Operations and every team, built by asking and wired into your core data, with no developers required.

Workflows

Chain triggers, AI steps and actions into workflows that run themselves between systems. Every run logged, pausing for a human when it should.

The problem

Getting your systems to act like one business

Mid-market businesses run on a stack of specialised systems, each chosen for a good reason at the time. The problem is getting them to act like one business.

1

A single view of your business is a manual job that never ends.

2

Reports, integrations and apps take months to build, and changing them is just as hard.

3

General AI assistants don't know your systems, or what "a job" means in your business. They talk about your work; they don't run it.

Connected systems

Your systems were never built to talk to each other

ERP, payroll, CRM and operations all run separately, so every report, integration and new app becomes a months-long project. PlusLive AI connects directly to what you already run and turns that stack into one platform.

Native connectors

Covering the platforms mid-market businesses actually rely on.

Sybiz Sage Intacct Business Central Ostendo Employment Hero KeyPay VisualCare

Straight to vendor AI

Where cloud vendors offer their own AI endpoints, PlusLive connects straight to them, with no extra layer in between.

Not on the list?

PlusLive can still connect to it, building the connection with the right guard rails in place.

Cloud or on-premise

Same data, same permissions, across every system you've connected, wherever those systems happen to live.

Your data stays yours

Connected data is used to answer your questions and run your workflows, nothing else. It's never used to train a public model, and you keep control of where it lives.

How it works

Plain English in. Real work out.

Your business runs on plain English instead of spreadsheets, dashboards and developer backlogs. Ask in the words you'd use with your own team. PlusLive AI reads the same systems your finance and operations people do, and answers, builds or automates from there.

Ask a question

Get a sourced answer, straight from live data, with the working shown, and every figure traceable back to the record it came from.

"Which jobs are over budget this month, and why?"

Ask for a report

It's built, scheduled and emailed on its own, on whatever cadence you choose, with the right numbers for each recipient.

"Send branch managers a WIP summary every Monday at 7am."

Ask for an app

Or an automation. Built for you and wired into the systems you already run, with permissions inherited from day one.

"Give supervisors a phone form to approve timesheet variances."

Getting started

01

Connect

Connect your systems, cloud or on-premise. Read-only to begin with, so nothing changes while you evaluate.

Week 1
02

Prove it

Run it on one real question or one team first, before anything wider gets built.

Week 2
03

Tune

Tune to your chart of accounts, fiscal periods and rules, so the answers match the numbers your board already sees.

Week 2–3
04

Go live

Go live in days, not months, adding capability as you're ready. Start with one team, widen once it's proven.

From week 3
05

Keep improving

Keep tuning as your team's usage grows, with PBT alongside you the whole way.

Ongoing

In practice

What it looks like on a Tuesday

Five capabilities, one working day. Here's what each one actually does when it's running.

INSIGHTS

Job costing, answered

Ask which jobs are running over budget and get a sourced answer straight from live job costing data, no dashboard required.

"Which jobs are over budget?" 14 jobs flagged
REPORTS

Monday morning, done for you

The week's cash flow report is built from live data, written up in plain English, and lands in the inbox before anyone asks for it.

SCHEDULED Weekly, Monday 7am Delivered to Finance
AGENTS

Invoice Chaser

Watches the ledger, drafts and sends the follow-ups, escalates the exceptions, and stops for sign-off where you've said it should.

ACTIVE Watching 142 invoices Last action 2m ago $12k recovered this week
APPS

Team apps, live in days

Screens, logic and data built by asking. Ask for a change and it happens, with no ticket and no release cycle.

Finance approvals Live Site rostering Live Care plans Draft
WORKFLOWS

No more re-keying

Work passes between systems on its own, reviewed, logged and observable end to end.

Employment Hero Sage Intacct Notify Teams

Modules

Start with the foundation. Grow into the platform.

PlusLive AI is sold as three modules, each one including everything in the last.

Module 1 Partner-delivered

Workflows & Apps

The backbone, built and delivered for you by PBT.

  • Custom system integrations, built by PBT
  • Custom web apps, built by PBT
  • Workflow automation between your systems
Module 2 Includes M1

Insights & Reports

AI over your data. Ask and get sourced answers.

  • Ask anything across your live business data
  • Automated reports and insights
  • Scheduled delivery

Plus everything in Workflows & Apps

Module 3 Includes M1 & M2

AI Workspace

The full platform, self-serve, no partner needed.

  • Build your own workflows and apps
  • Full self-serve, including custom connections
  • Everything in Modules 1 and 2

Get in touch

Contact PBT

Start your free trial today, or talk to our team. We'll show you what your business looks like when every system finally talks to each other.

1300 720 767
OfficesAdelaide · Brisbane · Sydney · Perth · Melbourne Emailsupport@pbt.net.au

FAQs

PlusLive AI quick answers

The questions every team asks before they look at PlusLive AI.

01How is this different from ChatGPT, Claude or Copilot?

Those are general-purpose assistants. PlusLive AI is built to run inside your business. It connects directly to your live accounting, CRM and operational data, so answers, reports, apps and workflows are grounded in your actual systems, not general knowledge. It acts inside your business tools too, not just in a chat window.

02Cloud, on-premise, or both?

Both. PlusLive AI connects to cloud platforms through their APIs and to on-premise systems such as Sybiz and Ostendo through a secure connector, so a mixed estate is normal, not an exception.

03Do you train on our data?

No. Your data is used to answer your questions and run your workflows, and nothing else. It is not used to train public models, and you keep control of where it is stored and how it is secured.

04How long does onboarding take?

Days, not months. We connect your systems, tune PlusLive AI to your chart of accounts, fiscal periods and business rules, and go live with a first use case, then add capability as you're ready.

05Who builds the apps and agents?

PBT does, on Modules 1 and 2. We scope, build and support them for you. On Module 3 your own team can build and change them directly, with PBT there when you want us.

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