Ask in Slack or Teams. Sofia does the work.
Sofia is an AI teammate connected to your CRM, accounting, bank and documents. She answers with real numbers, prepares the files, updates the records, and asks before anything changes. AramLabs sets her up around your processes and runs her for you.
- Maria Lopez: Here’s this week’s bank statement
- Sofia is working: Reading the statement; Matching deposits to open invoices; Skipping duplicates already on file; Converting the euro transfer at today’s rate. Done in 18s.
- Sofia: Done. 46 transactions are in the finance records and 2 duplicates were skipped. Three deposits I couldn’t match to a client: #, Date, Amount, Bank description. 1, Sep 29, $4,250.00, ACH NRTHSD DIST 0929. 2, Sep 30, $1,180.00, WIRE REF INV-2291. 3, Oct 1, $2,812.80, INTL TRF LUMEN GMBH (€2,400.00) Who are they from? Reply in the thread and I’ll take it from there.
- Maria Lopez: 1 is Northside Distributors. 2 is Bayview Dental. 3 is Lumen, our Berlin client.
- Sofia: All three assigned. INV-2287, INV-2291 and INV-2302 are marked paid, and this week’s statement is fully reconciled. (Updated: finance records, 3 invoices)
How Sofia works
Same Sofia. Slack or Teams.
Your team keeps the chat app it already pays for. Sofia brings the same permissions, approvals and memory to both, and to WhatsApp groups for crews in the field.
- Sofia: Weekly finance check. 16 checks passed. One needs a decision: Bayview Dental paid INV-2291 twice, $1,180.00 on Sep 30 and again on Oct 1. Options: Apply as credit, Refund it, Show me both.
- Maria Lopez: Apply it as credit, they reorder every month.
- Sofia: Done. A $1,180.00 credit is on Bayview Dental’s account and will apply to their next invoice. Alert closed. (Updated: finance records, client account)
- Threads and replies
- Buttons to decide
- Files in and out
- Alerts you resolve in the thread
Your team doesn’t need another app. They need the busywork gone.
Built-in chat AI reads your messages. Sofia works your systems.
The AI included in Slack, Teams or Google Workspace works mostly with the messages and documents inside its own suite. Sofia goes further.
| What you get | Built-in AI | Sofia |
|---|---|---|
| Summarizes messages and files in your workspace | Yes | Yes |
| Connects to your CRM, accounting, bank statements and WhatsApp bots | Limited | Yes |
| Carries out your processes, with the approval steps you define | Not out of the box | Yes |
| Runs scheduled checks and reports without being asked | Not out of the box | Yes |
| Learns your company’s rules from your team’s corrections | Not out of the box | Yes |
| A team that sets it up, runs it and adapts it to how you work | Not included | Yes |
You decide who uses her, what she can touch, and what needs a yes.
Try it. You’re the admin here.
Change Order 03 for Harbor Logistics is ready: 38 support hours from September. Send it to their finance contact?
- Waiting for a decision…
Approved users only
If someone isn’t on the list, Sofia won’t work for them.
Profiles per person
Admin, editor and viewer, each with its own tools and systems.
A yes before every change
Publishing or changing live systems needs an explicit request. The most sensitive actions need an admin.
Least access by default
Each profile reaches only the systems and actions it needs.
Credentials kept out of the chat
Stored separately and never shown in a conversation.
No accidental repeats
If a task is interrupted, Sofia never re-runs a step that changes live data on her own.
Time limits
Every request has a maximum run time. If it stalls, she stops and reports how far she got.
Full activity log
Who asked, which tools she used, how long it took. Exportable for audits.
Can she make mistakes? Yes.
That’s why every action with real impact needs a person’s approval, why she tells you when she couldn’t verify a number, and why every correction is saved as a rule so the same mistake doesn’t happen twice. The AI services behind her are contracted under terms that don’t allow your data to be used to train models.
She keeps working when nobody’s asking.
Checks and reports run on a schedule. When something needs a human decision, she posts it in the channel. You answer in the thread, and she finishes the job.
Looks for duplicates, gaps and mismatches across your records before they turn into problems.
Start with the team that has the most busywork.
Each area switches on as a module. Pick a team to see Sofia at work there.
One pilot team first. Everyone else when it works.
Pilot live in weeks, not quarters
Three plans. Add teams as you grow.
Every plan includes the full core platform. Pricing depends on your teams and systems, so we quote it after a 20-minute call, in writing.
Add when you need them
- Team chat setup
- Extra assistant
- Custom integration (ERP, in-house database)
- End-to-end process automation
- Team training workshops
- Customer-facing WhatsApp bot
Works with the tools you already pay for.
Sofia connects through each system’s official access. If a tool has an API or a database we can reach, we can add it.
- Slack (Team chat)
- Microsoft Teams (Team chat)
- WhatsApp groups (Team chat)
- Email (Team chat)
- Google Chat (Team chat)
- HubSpot (CRM and sales)
- Salesforce (CRM and sales)
- Zoho CRM (CRM and sales)
- Kommo (CRM and sales)
- Shopify (CRM and sales)
- QuickBooks (Finance)
- Stripe (Finance)
- Mercury (Finance)
- Wise (Finance)
- Bank statements (Finance)
- Google Workspace (Productivity)
- Notion (Productivity)
- Asana (Productivity)
- Clockify (Productivity)
- WhatsApp Business (Customer messaging)
- Botmaker (Customer messaging)
- Blip (Customer messaging)
- AWS (Data and cloud)
- Google Cloud (Data and cloud)
- BigQuery (Data and cloud)
- Your databases, read-only (Data and cloud)
Questions owners ask us
Does Sofia replace anyone on my team?
No. She takes the copy-paste, chase-the-number, update-the-spreadsheet work off your team’s plate so they can spend that time on clients and decisions. The judgment calls stay with your people.
Which chat apps does she work in?
Slack and Microsoft Teams, with the same features in both: threads, files, buttons to decide, alerts and scheduled reports. She also works in WhatsApp groups and by email, and Google Chat is available on request. If you don’t have a team chat yet, we set one up.
What do we need to get started?
A team chat, access to the systems you want to connect, and one point person per team for the pilot. That’s it.
Do we need our own tech team?
No. AramLabs sets Sofia up, connects your systems, runs her and maintains her. Your company sets the priorities and approves the sensitive actions.
Who decides what each person can do?
You do. We define the profiles together: which systems each person can reach and which actions need approval, including actions only an admin can approve.
What happens to our company’s information?
Sofia only reaches the systems you enable, with the permissions you set. Credentials are stored apart from conversations and never shown in the chat, and the AI services behind her are contracted under terms that don’t allow your data to be used for model training.
Which AI does she use?
Current top-tier models, mainly Claude by Anthropic. We pick the model for the job, not the other way around.
Does she work after hours?
Yes. Checks, reports and alerts run around the clock, and she answers whenever someone writes to her.
Can we start with one team and grow later?
That’s how we recommend it. Start with a pilot team, prove it on real work, then add teams and modules as usage settles in.
Pick the task your team dreads on Monday morning. We’ll show you Sofia doing it.
Twenty minutes, no slides. Tell us where the hours go, and we’ll tell you honestly whether Sofia is the right fix.