AI AGENTS · WORKFLOW AUTOMATION

The back office
runs itself.

Integralink puts AI agents to work on the jobs that eat your week: answering leads, sending proposals, collecting payment and keeping the books. They hand off to you only when judgment beats speed.

Book a discovery call Try the pipeline

RUNS: —
MEDIAN REPLY: —
BOOKED: —
PAID: —
TO YOU: —

WORKFLOW · LIVE RUN SIMULATED · SAMPLE DATA

CLICK A TRIGGER TO FIRE A RUN RUN #—

AGENTS

Three agents, one record of your business.

Intake answers the enquiry, Closer turns it into a signed, paid job, Ledger keeps the money straight. They share the same client record, so nothing gets typed twice and nothing waits on you to chase it.

INBOX · SMS + EMAIL · EXAMPLE● LIVE

DANA R. · 9:14 PMHi, do you have Saturday Oct 18 open for about 60 people? What would it cost?

INTAKE AGENT · 9:14 PMHi Dana, Oct 18 is open. For 60 guests the evening rate starts at $2,400. Want to see the space first? I can hold a tour this week.

DANA R. · 9:16 PMThursday after 5?

REPLIED IN 42 STOUR BOOKED · THU 5:30ADDED TO CRM

IL-1 INTAKE

Forms, calls, texts and emails land in one place. Intake replies in under a minute, asks the questions you would ask, and books the qualified ones straight onto your calendar.

CHANNELS	FORM · CALL · SMS · EMAIL
FIRST REPLY	UNDER 1 MIN
QUALIFIES	YOUR QUESTIONS, YOUR TONE
HANDOFF	BOOKED CALL ON YOUR CALENDAR

PROPOSAL · #1042 · EXAMPLE● SIGNED

Website + booking automation

BOOKING PLATFORM$1,800
EMAIL AUTOMATION$650
SMS AUTOMATION$500

Dana ReyesSIGNED 10:02 AM · ON IPHONE

DEPOSIT 50%$1,225.00 PAID

BALANCEINVOICED · DUE ON DELIVERY

IL-2 CLOSER

Sends a proposal the client can read and sign on their phone, takes the deposit at signature, and invoices the balance on its own schedule. Receipts and the signed contract file themselves.

SIGNATURE	E-SIGN ON ANY PHONE
PAYMENT	STRIPE · CARD OR INVOICE
BALANCE	INVOICED AT SIGNING
HANDOFFS BY A PERSON	NONE

LEDGER · 4 SOURCES · EXAMPLE● RECONCILED

ASKWhat did we spend on software in Q3?

$1,284.16 across 11 subscriptions, up $212 on Q2. Largest: design tools, $540.

SEP 28	STRIPE PAYOUT	+2,450.00
SEP 27	SOFTWARE · RECEIPT ✓	−49.00
SEP 26	CARD · MATCHED	−312.40

IL-3 LEDGER

Pulls bank feeds, statements, Stripe payouts and emailed receipts into one ledger, reconciles it, and answers questions in plain English: what did we spend on software this quarter?

SOURCES	BANK · STATEMENTS · STRIPE · RECEIPTS
RECONCILED	TO THE PENNY
QUESTIONS	PLAIN ENGLISH
IN USE SINCE	OUR OWN BOOKS, 7,600+ TXNS

RUN TRACE

Enquiry to paid in five moves.

This is the loop the agents above run for every new client. Every run is traced step by step, so you can see where each job is and what, if anything, is waiting on you. It's the same pipeline Integralink uses for its own clients.

ENQUIRYPAID + FILED

Intake

Enquiry lands from your site, phone or inbox. Logged, no re-keying.

< 1 S

Reply & qualify

The agent answers and asks what you would ask: date, budget, scope.

42 S

Propose

Drafted from the conversation and your rate card. Waits for your OK.

YOUR OK

Sign & pay

Client signs on their phone and pays the deposit in the same sitting.

ONE SITTING

File

Receipt, contract and invoice filed. The ledger updates itself.

AUTO

RUNS ON ITS OWN NEEDS YOU

TRY IT YOURSELF

Run the pipeline on yourself.

This is the same proposal, e-signature and payment flow our clients go through, running in test mode. Pick a sample package and your agreement lands in your inbox in seconds. Sign it, pay the deposit with the test card, and watch the receipts arrive.

TEST CARD4242 4242 4242 4242 · any future date · any CVC
CHARGESnone. Stripe test mode, no real money moves
YOUR EMAILused only to send you the agreement

HOW WE WORK

Fits your business, not the other way around.

No new software to learn and no rip-and-replace. We build on the tools you already pay for and the way you already work.

WORKS WITH	Gmail, Outlook, Google Workspace, Stripe, Twilio, your calendar and CRM
AI MODELS	Claude and GPT through their business APIs, chosen per task
PRICING	A fixed price agreed before any building starts
OWNERSHIP	Your accounts, your logins, your data. Nothing locked to us
SAFETY	Nothing goes to a client without the checks you set. Exceptions come to a person
CLIENT REVIEW	"Will tailor everything to the way you want and customize it to your liking." Eli A., verified on Upwork, Jul 2026

GET STARTED

Put agents on your back office.

Tell us where the week goes. You'll hear back within one business day, from Shlomo, with a straight answer on whether automation will fix it. Or skip the form and book a 20-minute call.

Book a discovery call

SHLOMOA@INTEGRALINK.AI · (516) 990-4549

The back officeruns itself.