Gen opens anywhere in your ERP, sees the record in front of you and answers from your own data, citing every source. The call leaves from your server, the history stays in your database, and the model is your choice.
Opened from a task, it knows the task, the client and the engagement. You do not have to explain them.
Not generalities: your projects, timesheets, emails and meeting records. Every answer says where it came from.
A useful exchange goes to the client's chatter in one click, visible to the team. The rest stays your own private conversation.
That is the question to ask before signing with any assistant, ours included. Here is the answer, without hedging.
An assistant needs a model, and the text of a question goes to it while it is being answered. There is no magic there. What changes is that the call leaves from your server, not a vendor's cloud, and you can see it go.
Two setups among our clients: a commercial provider whose terms exclude training on your data, or, for more sensitive settings, a local model running on your own hardware.
Conversations live in your database, under your backups and your access rules. Not in a vendor's dashboard, and not in an account you do not control.
Gen reaches only the tools on a named list, set at deployment and reviewed with you. In our own setup it can prepare work, open a task, leave a draft, record a decision. Accounting entries and deleting client records are closed to it. The heavier the consequence, the more the action stays human.
Like any AI assistant. Its answers cite your data, which makes checking possible rather than theoretical, but the judgment stays your work. We say it at every deployment, and we say it here rather than let you find out.
Files dropped into a conversation are not analysed. That is a known limit rather than an oversight: storing conversation attachments is still open work.
The honest comparison is with Microsoft 365 Copilot (Business), at $28.50 per user per month. That is the published Canadian price, verified on 2026-08-12. For a team of ten, that is $3,420 a year.
Gen adds nothing to your bill: it is part of the suite, at the per-user price you already pay. What is added is the usage of the model you picked, from the provider you hold the agreement with, and which you can read yourself. The estimator puts the two side by side.
We show you Gen on a demonstration instance, wired to fictional data, and answer your technical team's questions in the same hour.
What gets added, what we learn deploying it, and nothing else. You leave whenever you want.
One confirmation email, and nothing before you follow its link. No tracker, no resale.