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OverviewSample data

Revenue this month

$0

Recorded

Open leads

0

Tasks due this week

0

Revenue and expenses

Running a business shouldn't feel like running ten apps.

Too many tabs. Too many tasks. Too much time spent keeping everything together.

Spreadsheet

ClientAmountPaid?Brightside$1,200?Copperleaf$800yesHarbor ??

Customer notes

Call Priya back about the logo?? Budget maybe 4–5k

Unanswered messages

Any update on the quote?

Following up on my email…

Expense records

Design software$54.99

Printing$212.40

receipt_final_v2 (1).jpg

Task lists

  • ☐ send invoice
  • ☐ follow up w/ Jordan
  • ☐ update website

Calendar reminders

Thu 10:00, proposal dueSnoozed 3 times

Gelaito brings the essentials into one organized workspace.

Everything important. Finally in one place.

See the bigger picture.

Keep important business activity visible with a clear overview of your leads, finances, and priorities.

This month

Sample data

Revenue

$0

Expenses

$0

Follow-ups due

0

Never lose track of an opportunity.

Keep customer information organized and know which conversations need your attention.

Pipeline

Sample data

Qualified 1

Copperleaf Dental

Priya Shah, $4,800

Follow up Thursday

Proposal sent 1

Brightside Bakery

Jordan Ellis, $3,200

Follow up today

Know where your money goes.

Track recorded revenue and expenses in a straightforward workspace.

Recorded revenue and expenses

Sample data

Expenses by category, Nov $3,200

  • Contractors$1,450
  • Software$620
  • Marketing$540
  • Office & equipment$380
  • Other$210

You record payments and expenses yourself. Gelaito doesn't connect to bank accounts.

Put AI to practical work.

Draft follow-ups, proposals and payment reminders in seconds, written from your own records and always yours to edit.

Prompt

You write emails for [your business]. A customer, [name], hasn't replied to my quote for [project] sent [days] days ago. Write a short, friendly follow-up that offers one helpful next step and makes it easy to say "not now". Under 100 words.

Sample draft Example output

Subject: Your website quote, plus one idea

Hi Jordan,

Just checking in on the website quote I sent last week. While I was sketching ideas, I realised your new location could have its own page from day one, so customers find the right address straight away.

Happy to walk through it on a 15-minute call this week. And if the timing isn't right, just say so and I'll check back in the spring.

Best,

Sam

On Solo and above, Gelaito drafts with AI inside the app. You review every draft before anything is sent. The Free plan includes prompt recipes to use with any AI assistant.

Take a look inside Gelaito.

A short tour with a fictional business. Click through the tabs; nothing here is real customer data.

PreviewNorthstar Creative Studio (fictional)

Revenue, Nov

$0

Open leads

0

Tasks due

0

Tasks this week

2 of 4 done

  • Send Brightside the revised proposal(done)
  • Invoice Copperleaf for the logo work(done)
  • Draft the October newsletter(to do)
  • Book a discovery call with Harbor & Pine(to do)
Try it with your own business

All amounts and names above are made up for this preview.

Ask your business a question.

Gelaito Intelligence answers from figures it calculates from your own records, says what's recorded and what's an estimate, and never acts on its own.

  • Gelaito Intelligence

    Example conversation

    What should I focus on this week?

    AI answer. Check it against your records.

    Three things stand out in your records:

    • Two payments are marked overdue ($1,850 recorded). Sending reminders is the quickest win.

    • Four leads have follow-up dates that have passed, including Harbor Dental.

    • Software spending this month is above your recent average. Worth a look before renewals.

    These come from the figures you've recorded, so add any missing entries for a fuller picture.

  • Included from the Solo plan, with monthly AI credits.

    Opportunity Radar.

    Radar checks your records for unpaid invoices, stalled deals, quiet customers and rising costs. Every item shows the numbers and the rule behind it. No invented returns or guarantees.

    • RiskRecorded amountGood data

      2 recorded invoices are overdue

      $1,850 is recorded as not yet collected.

    • OpportunityBased on your estimatesPartial data

      4 leads are waiting for a follow-up

      $6,200 of estimated deal value you entered is attached to these leads.

    • OpportunityNo figure estimatedGood data

      3 past customers haven't heard from you in 90+ days

      Past customers are often easier to win back. No revenue is estimated.

    Sample data Radar is included from the Growth plan; Business adds revenue-concentration and late-payer checks.

    Simple from the start.

    1. 1

      Start free

      Create an account with your email. No credit card, no trial clock.

      Free plan

      25 leads, 50 tasks, finances, 5 prompt recipes

    2. 2

      Set up your workspace

      Add your business information and choose what you want to organize first.

      Business name

      Northstar Creative Studio

      LeadsMoneyTasks
    3. 3

      Get to work

      Track leads, manage tasks and review finances. Upgrade for AI, automations and your team.

      Revenue, Nov

      $0

      Follow-ups

      0

    Built for people who run the whole business.

    • Freelancers and creatives

      Stay on top of clients, projects, and who still owes you.

    • Consultants and coaches

      Organize opportunities and never miss a follow-up.

    • Local shops and services

      See what came in and went out this month without accounting software.

    • Small teams

      Share one workspace, assign work, and let automations handle the reminders.

    Start free. Grow when you're ready.

    Prices in USD. Cancel any time from Billing; your records stay on the Free plan.

    • Free

      Trying Gelaito

      $0forever

      No card needed

      • 1 user
      • Up to 25 active leads
      • Up to 50 open tasks
      • Revenue and expense tracking
      • 3 AI prompts to copy
      • Email templates
      • CSV export and full backup
      • Install as an app
      Start Free

      No credit card needed.

    • Solo

      Freelancers and solopreneurs

      $29/ month

      or $276 a year

      • 1 user
      • 100 AI credits a month
      • 25 AI prompts
      • Hosted AI writing and email drafts
      • Gelaito Intelligence for business questions
      • Unlimited leads and tasks (fair use)
      • Full financial dashboard
      • Your workspace on every device
      Start with Solo

      Create a free account, then choose this plan.

    • Recommended for small teams

      Growth

      Small businesses and small teams

      $49/ month

      or $468 a year

      • Up to 5 users
      • 500 AI credits a month, shared by the team
      • 50 AI prompts
      • AI business analysis
      • Opportunity Radar
      • Up to 10 active automations
      • Roles and team collaboration
      • Everything in Solo
      Start with Growth

      Create a free account, then choose this plan.

    • Business

      Growing SMBs

      $129/ month

      or $1,308 a year

      • Up to 15 users
      • 2,000 AI credits a month, shared by the team
      • 100 AI prompts
      • Advanced AI insights and extended reports
      • Expanded Opportunity Radar
      • Up to 50 active automations
      • Scheduled weekly summaries
      • Everything in Growth
      Start with Business

      Create a free account, then choose this plan.

    • Enterprise

      Larger teams with specific needs

      Custom

      Annual contract

      • Seats, AI credits and automation limits set by contract
      • All prompts
      • Everything in Business
      • Contract-specific usage policies
      • Talk to us
      Request a demo

      A full walkthrough, then a contract that fits.

    AI features use a monthly allowance included with each paid plan; when it runs out, AI pauses until the next month and everything else keeps working. Plans with more people include more AI.

    Questions, answered.

    Yes. The Free plan has no time limit and needs no credit card. It includes 25 active leads, 50 open tasks, finance tracking, reports and 3 prompt recipes. AI features, automations and team members are on the paid plans.

    Less busywork. More business.

    Bring your business essentials together and spend more time on the work that matters.

    Want a guided tour? Request a demo