Where It All Begins
One foundation, poured under the whole business.
Most companies don't have an AI problem — they have a data problem. Their information is scattered across a PSA, legacy apps, SharePoint, and finance systems that don't talk to each other. SMARTvault ingests all of it into a single data lakehouse, so intelligence has something solid to stand on before you plug anything in.
What Plugs in
Once the foundation's poured, capabilities plug in.
You own the foundation, so you choose what runs on top of it. These aren’t separate products to stitch together — they’re rooms in the same house.
01 Start Here
Bring Your Own LLM
Your Models, Your Data
You own the foundation, so you choose the engine — Claude, GPT, Copilot — pointed at your proprietary data instead of the open internet. The foundation is yours; the choice stays yours.
02
Secure Chat
Access With A Seatbelt
Real LLM horsepower with guardrails. Give your team sanctioned AI access instead of shadow-AI on the open web — nothing leaks, and everyone still gets to move fast.
03
Agentic AI
Action, Not Just Answers
Autonomous agents that execute tasks against your data — triaging, routing, forecasting, and acting on the work instead of just describing it.
04
Prompt-Driven Metrics
Ask, Don't Dig
Stop reading dashboards; start asking questions. Query your business data in plain language and get the answer — no report builder, no waiting on someone to pull it.
Running your own shop on ConnectWise?
These same capabilities plug into the platform you already run on. Our consulting practice helps MSPs turn ConnectWise into an intelligence foundation of its own — assessment, strategy, and hands-on execution.
what it does
Stop reading dashboards. Start asking questions.
Once every system lives on one foundation, your data stops being something you dig through and becomes something you talk to. Pick a team and watch a real question get answered.
Customer Service "Pull everything we know about this client before I call them back."
Every open ticket, invoice, and project note for that client, pulled into one snapshot across support, billing, and delivery.
Instant context across every system — faster, more accurate responses.
Finance "How's cash flow trending versus last quarter?"
Cash flow, collections, and overdue balances compared period-over-period — no exports, no spreadsheets.
Budgeting, forecasting, and monthly reviews with far less manual effort.
Leadership "Where are we most exposed heading into next year?"
Client concentration, revenue risk, and operational gaps surfaced from your own data — ranked by severity.
Leadership decides on reliable intelligence, not gut feel.
HR "What's our PTO carryover policy for salaried staff?"
The exact policy, limits, and deadlines answered from your employee handbook — no digging through PDFs.
Fewer repeat questions, more time for strategic work.
Sales & Marketing "Which accounts look most like our best customers?"
Accounts that match the traits of your top-performing customers — by contract size, industry, and profile.
Sharper targeting and more relevant campaigns.
Onboarding "Walk our new hire through how we handle escalations."
The current process, owners, and steps pulled straight from your operations runbook — always the latest version.
Faster new-hire readiness, less reliance on tribal knowledge.
What Leaders Are Seeing
Data they couldn't reach, now answering back.
Every foundation
starts with a conversation.
Before you build, it's worth an honest look at three things — where your data actually lives, how ready your people are to use AI, and where sensitive data might be leaking today. That's the conversation. Grab time with our team and we'll walk you through it.
For Businesses
If your data's scattered across disconnected systems and your team's using AI without a safety net, let's talk through what it takes to pour one unified foundation under your business.
For MSPs & MSSPs
Running on ConnectWise? You've got a deeper path. Our CATAPULT practice takes MSPs from current-state assessment through strategic plan to full execution on the platform.