One AI business OS
to run your whole stack.
Sage Business OS bundles 11 tools into one dashboard: WhatsApp auto-replies, Invoice+ simplified billing, App Studio, Accounting+ IFRS books, EDM+, PowerPoint+, Lead Finder, WebDNA Fetch, Creative Studio, Company Brain AI, and TeamHub. One subscription, one Sage Credits wallet, one team — from customer message to invoice, ledger, and marketing, end to end.
tools in one Sage Business OS subscription
WhatsApp auto-reply customer support
From signup to first AI reply
Native Cantonese + Traditional Chinese
Pick your business, see exactly how SBO wins you more business.
Each playbook walks the full loop — find leads, reply instantly, nurture, close, invoice and reconcile — step by step.
Insurance Agents
The problem todayLong trust cycles, leads that go cold between meetings, and hours lost writing follow-ups instead of advising clients.
- 1
Build a prospect list
Harvest SME owners, clinics, restaurants and logistics firms in your district — 100+ contacts with phone, email and WhatsApp in one task.
Lead Finder - 2
Teach the AI your products
Upload policy brochures and FAQ PDFs so the bot quotes real waiting periods, exclusions and premium ranges — never generic guesses.
Company BrainQA Generator - 3
Qualify 24/7, book the meeting
The bot asks: life, medical or business cover? Age band? Existing policies? Then books a 15-minute call straight into your calendar.
WhatsApp Bot - 4
Educate every week
Weekly auto-drafted newsletters ("3 questions before buying critical illness cover") keep you top-of-mind; dual approval keeps the tone compliant.
EDM+ - 5
Walk in with the deck
One prompt builds a protection-gap or product-comparison deck in your brand colours before every client meeting.
PowerPoint+ - 6
Bill and track commissions
Consultation fees invoiced over WhatsApp; commission income and marketing spend land in IFRS books automatically.
Invoice+Accounting+
A pipeline that fills, nurtures and books itself — you only show up for the advice and the close.
Stop juggling a dozen SaaS bills. Run Sage Business OS instead.
Every module shares the same Sage Credit wallet, the same team roles, and the same private knowledge base.
WhatsApp Bot — instant replies when your team cannot
Connect your WhatsApp Business number, give the AI a persona ("Ava, Customer Care at your brand"), and wire your product catalogue. It greets, qualifies, quotes, and follows up in zh-HK / EN around the clock. Debouncing merges rapid-fire messages into one thoughtful reply; active-hours settings prevent midnight pings — so enquiries stay warm and orders flow into Invoice+ without someone glued to their phone.
- ✓Persona + product catalogue (RAG)
- ✓Debounce + active-hours + per-contact cooldown
- ✓Auto hands off to Invoice+ when an order is placed
Why it mattersMost SMEs lose 60–80% of WhatsApp leads because nobody replies within an hour. Ava keeps every conversation moving — and hands orders to Invoice+ automatically.
Invoice+ — WhatsApp order to professional invoice in seconds
When a customer messages "send me 2 × Premium Plan, due 30 Aug," Invoice+ runs an automated pipeline: AI extracts the order, matches the customer in your CRM, fills your branded template (logo, bank details, colour theme, currency), renders the PDF, and saves to Sage Drive + Google Drive — then WhatsApps the invoice back. Every step is timed and auditable, so your billing stays consistent even on your busiest days.
- ✓Visual invoice template designer (logo, colour, bank info)
- ✓Built-in CRM with .xlsx import / export
- ✓Auto-archive PDF to Sage Drive + Google Drive
Why it mattersStop copying details into Word, exporting PDFs, and chasing email attachments. Issue dozens of invoices a day — from the same WhatsApp thread your customer already uses.
App Studio — describe it, and ship a working app in minutes
Type what you need — "a CRM with search, filters and an add-customer dialog" — and App Studio plans the structure, writes real React + Tailwind + shadcn code, and streams every step live (just like Cursor or Base44). A working app renders in the live preview as it builds, you refine it in plain language, and publish to a shareable link with one click. No engineers, no setup, no boilerplate.
- ✓Plain-language prompt → production React/Tailwind/shadcn app
- ✓Live preview + streamed build steps you can watch and refine
- ✓One-click publish to a shareable link · paste a screenshot to match a design
Why it mattersDescribe what you need and ship a working internal tool before lunch — without a three-week dev queue.
Creative Studio — image, video & copy in one place
Generate hero images, product photos with reference, short-form video (Hedra-powered), and on-brand copy without bouncing between Midjourney + RunwayML + ChatGPT. Drag finished posts onto a Buffer-style calendar and auto-publish to Facebook, Instagram and Threads. Every render charges Sage Credits transparently.
- ✓Multi-model image gen with reference photo
- ✓Short-form video + voice clone
- ✓Calendar + auto-publish to FB / IG / Threads
Why it mattersKeep your brand visible across social channels — without juggling five separate creative subscriptions.
Accounting+ — IFRS books that reconcile themselves
Drop in any Excel — receipts, expense slips, sales logs, monthly bank statements — and Accounting+ auto-classifies every line to an IFRS-aligned chart of accounts, posts double-entry journals, and reconciles bank rows against your invoices. Every invoice issued in Invoice+ flows into the ledger in real time. Monthly P&L, Balance Sheet, and an AI-narrative report (with risk warnings + suggestions) land in your Sage Drive — audit-ready.
- ✓Universal Excel paperwork import (no column mapping)
- ✓AI bank reconciliation + duplicate / missing-entry detection
- ✓Auto-synced from Invoice+ · multi-currency · IFRS chart of accounts
Why it mattersClose your books with confidence — routine entries and bank reconciliation handled, so audit season is not a scramble.
WebDNA Fetch — turn any site into structured data in minutes
Paste a URL. Sage Business OS crawls every page (Cloudflare-aware, with multi-strategy fallback), organizes products + articles with AI, downloads every image, and exports clean PDF / TXT / XLSX / ZIP. Pipe the result straight into a workspace, your WhatsApp bot, or QA Generator — your competitor research, supplier catalogue and own legacy site all become AI-usable in one click.
- ✓AI organize + analyze + categorise
- ✓Products XLSX export with price + descriptions
- ✓Cloudflare-aware multi-strategy fetcher
Why it mattersBuild a 1,000-product knowledge base for your bot in minutes — work that used to take a team all week.
EDM+ — weekly newsletters that draft, approve, and send themselves
Drop a URL — your menu page, blog, or product catalogue — and EDM+ runs a weekly cron that fetches the latest content, polishes a responsive Gmail/Outlook-safe HTML, merges {{Name}} / {{Title}} / {{Salutation}} / unsubscribe links, then routes the draft through your team for approval and an exec sign-off in TeamHub. Hit Send and it throttles delivery across your SMTP pool with double-opt-out compliance — no Mailchimp, no SendGrid seat fees, no copy-paste.
- ✓WebDNA → AI polish → multilingual responsive HTML
- ✓Two-step approval (team → exec in TeamHub) + version history
- ✓Per-tenant SMTP pool · throttle · auto unsubscribe / signed links
Why it mattersYour weekly newsletter drafts, routes for approval, and sends — without the Monday copy-paste routine or another SaaS bill.
PowerPoint+ — one prompt to a 12-slide investor deck, on-brand
Type a prompt like "12-slide Q3 strategy deck for our café chain — stats, wholesale traction, new pricing, timeline" and PowerPoint+ builds it with 12 ready-made layouts (cover, stats, quote, split, comparison, timeline, team, pricing, closing…). Brand DNA — your logo, palette, and fonts — is pulled from your website automatically, so every deck looks like a designer wrote it. Edit any field in the side panel, watch the 1280×720 live preview update, then export as .pptx or save straight to Sage Drive.
- ✓12 layout templates · rich per-slide fields
- ✓Brand DNA auto-extract (logo + colours + typography)
- ✓.pptx export · Save to Sage Drive · Google Drive sync
Why it mattersWalk into investor meetings with a deck that looks designer-made — built in minutes, not pulled together overnight.
QA Generator — turn your knowledge into an AI brain
Paste a URL, upload a PDF, or drop in raw text. Sage Business OS chunks the content, generates labeled question / answer pairs in zh-HK / zh-CN / EN / Japanese, lets you review and approve, then ships them straight into your Company Brain AI or a fine-tuning pipeline. Build a domain-trained AI on your company's real playbook in under an hour.
- ✓URL / PDF / text input · auto-chunked
- ✓Multilingual QA pairs · review & approve flow
- ✓One-click ship to Company Brain AI or fine-tune
Why it mattersTurn your company playbook into an AI that answers like a trained teammate — in one focused afternoon.
Company Brain AI — your handbook, searchable in seconds
Upload PDFs, DOCX, spreadsheets, and meeting notes. Sage Business OS chunks, embeds, and serves them through a chat that cites sources — your data never trains public models. The same Company Brain powers your WhatsApp Bot, QA Generator, and Creative Studio, so every team member gets consistent answers without pinging the founder.
- ✓Department-level access
- ✓Source-cited answers
- ✓Private by default · powers every other module
Why it mattersNew hires stop asking the same questions on day one — policies, pricing, and SOPs are one query away.
TeamHub — coordinate ops without another Slack bill
Channels, DMs, and AI-summarized threads in one place. Loop in @sage to draft client replies, summarize meetings, or pull data from Invoice+, Accounting+, or Company Brain — so your three-person startup runs like a ten-person team.
- ✓Channels + threads
- ✓@sage AI assistant
- ✓Pulls from Invoice+ / Accounting+ / Company Brain AI
Why it mattersDraft a client reply, approve an invoice, and check the ledger — all in the same channel your team already uses.
From signup to first AI reply in 3 steps.
Doable over a lunch break — no IT team required.
Sign up · pick Startup
7-day free trial. 2,000 Sage Credits land in your wallet on day 1.
Feed Business OS your knowledge
Upload PDFs, run WebDNA Fetch on your site, or wire a workspace.
Scan the WhatsApp QR
Your bot answers customers 24/7 in zh-HK / EN — 1 SC per reply.
One price. Every Sage Business OS module unlocked.
From $19/mo for solo founders, scaling with your team.
WhatsApp Bot
AI auto-replies on one number — without the full Business OS.
Save 19.8/yr with annual
- 1 WhatsApp Business number
- 1,800 WhatsApp AI messages / mo (no Sage charge)
- Invoice+ — 30 invoices / mo
- 100 Sage Credits / mo for other AI
- +1,000 replies pack for $8.90
- Lite workspace + knowledge for your bot
- 7-day free trial · cancel anytime
Startup
Solo founders shipping their first AI workflow.
Save 38/yr with annual
- 1 private RAG workspace
- WhatsApp Bot (1 number)
- WebDNA Fetch — 5 sites/mo
- Creative Studio: image + copy
- TeamHub up to 3 seats
- 7-day free trial
Growth
Early teams turning AI into repeatable revenue.
Save 198/yr with annual
- 2 private RAG workspaces
- WhatsApp Bot — unlimited contacts
- WebDNA Fetch — unlimited sites
- Creative Studio: image + video + copy
- TeamHub up to 10 seats
- Priority Cantonese / English support
Business
Scale across departments without losing control.
Save 798/yr with annual
- 10 private RAG workspaces
- Multi-bot WhatsApp routing
- WebDNA Fetch + AI organize
- Brand voice + persona library
- Role-based access control
- Slack-style TeamHub channels
* Each AI image generation uses ~30 SC, each WhatsApp Bot reply uses 1 SC, WebDNA Fetch costs ~100+ SC depending on site size. Sage Credits do not carry over — your wallet refills monthly to your plan allowance.
Side-by-side comparison
See exactly what you get at every tier.
WhatsApp Bot $9.90/mo | Startup $19/mo | Growth $99/mo | Business $399/mo | |
|---|---|---|---|---|
| Sage Credits / month | 100 | 2,000 | 10,000 | 40,000 |
| Company Brain AI workspaces | 1 | 1 | 2 | 10 |
| Team seats | 2 | 3 | 10 | 30 |
| Drive storage | 2 GB | 2 GB | 10 GB | 50 GB |
| WhatsApp Bot | 1 # · 1,800 msgs/mo incl. | 1 number | Unlimited contacts | Multi-bot routing |
| Invoice+ (auto-billing) | 30 invoices / mo | 50 invoices / mo | Unlimited | Unlimited + custom templates |
| Accounting+ (IFRS books) | — | View only | Full bookkeeping | + AI bank reconciliation |
| EDM+ (email volume / mo) | — | 2,000 | 10,000 | 50,000 |
| EDM+ infrastructure | — | Shared SMTP | Shared SMTP + A/B | Dedicated IP pool |
| PowerPoint+ AI decks | — | 5 decks / mo | 30 decks / mo | Unlimited + brand kit |
| QA Generator | — | Trial credits | 5,000 QA pairs / mo | 20,000 QA / mo |
| WebDNA Fetch | — | 5 sites/mo | Unlimited | Unlimited + AI organize |
| Creative Studio | 100 SC / mo | Image + copy | Image + video + copy | + Brand voice library |
| TeamHub channels | — | Basic | Standard | Role-based |
| 7-day free trial | ✓ | ✓ | ✓ | ✓ |
| Cancel anytime | ✓ | ✓ | ✓ | ✓ |
Frequently asked
Still have questions? admin@sageailab.com
What exactly is included in Sage Business OS?
How does the 7-day free trial work?
What are Sage Credits?
Can I upgrade or downgrade later?
Is my data private?
Do you support Cantonese / Traditional Chinese?
Spin up Sage Business OS today. Reply to your first customer within 7 days.
From $19/mo · 7-day free trial · cancel anytime, zero questions.