AI-powered operations systems for businesses that have outgrown spreadsheets.

Everdots helps growing US businesses connect QuickBooks, Shopify, inventory, CRM, ERP, reporting, and custom workflows into intelligent systems that reduce manual work, improve visibility, and support scalable growth.

Remote-first business systems partner with experience across ERP, enterprise applications, integrations, AI automation, project delivery, and business process improvement.

Everdots connected business dashboard

We integrate with the tools you already use

QuickBooksShopifySalesforceOdooZapierHubSpot
The Problem

When your tools stop talking to each other, growth gets messy.

Many growing businesses in the US start with QuickBooks, Shopify, spreadsheets, email, and a few team-specific tools. That works for a while. Then orders increase. Inventory becomes harder to trust. Purchasing becomes reactive. Reporting takes too long. Finance spends time cleaning data. Sales follow-ups slip.

AI tools alone do not fix this. More software alone does not fix this. Everdots helps by designing connected business systems where ERP, CRM, QuickBooks, Shopify, integrations, dashboards, custom apps, and AI automation work together around your actual workflow.

QuickBooks does not match operational reality
Shopify orders and inventory are not properly connected
Inventory is managed through spreadsheets
Purchasing and fulfillment are reactive
Reporting takes too much manual work
CRM, accounting, and operations are disconnected
Teams duplicate data across multiple tools
Customer follow-ups are inconsistent
Documents and emails require too much manual processing
Owners lack visibility into margins and performance
AI Automation

AI should not be another disconnected tool. It should be built into your operations.

Most businesses do not need random AI experiments. They need AI connected to their real workflows: customer follow-ups, order processing, inventory alerts, invoice handling, reporting, document extraction, and internal knowledge.

Sales Call Summaries

AI summarizes sales calls and updates CRM notes automatically.

Follow-up Emails

AI drafts follow-up emails and customer responses based on conversation context.

Document Data Extraction

AI extracts data from invoices, bills, purchase orders, and PDFs into your systems.

Management Summaries

AI creates daily or weekly management summaries from your operational data.

Exception Alerts

AI flags inventory, margin, receivable, or fulfillment issues before they become problems.

Internal Knowledge Search

AI helps teams search SOPs, customer history, product data, and internal knowledge.

Business Q&A

AI answers plain-language business questions where technically feasible.

Partner Reporting

AI supports partner-led service delivery and client reporting workflows.

Services

We help you build a connected, AI-powered operating system for your business.

Everdots is platform agnostic. We do not force every company into the same ERP or software stack. We first understand how your business works, then design the right combination of ERP, CRM, QuickBooks integration, Shopify workflows, AI automation, reporting, and custom applications.

40%

Less manual data entry

3x

Faster reporting

10+

Hours saved per week

100%

System visibility

Our Process

We start with the business process, then choose the technology and AI layer.

1

Diagnose

We review your current tools, workflows, reporting gaps, manual tasks, AI opportunities, data quality, and business priorities.

2

Design

We create a practical solution blueprint covering systems, integrations, automations, AI use cases, data, roles, timeline, risks, and budget.

3

Implement

We configure ERP, CRM, QuickBooks workflows, Shopify operations, integrations, AI automations, dashboards, or custom applications based on the agreed roadmap.

4

Train and Launch

We support testing, training, data migration, go-live planning, user adoption, and AI workflow review.

5

Improve

We stay involved after launch to improve workflows, reports, AI automations, adoption, and system reliability.

Testimonials

Trusted by growing businesses across the US.

Everdots connected our QuickBooks, Shopify, and warehouse systems into one dashboard. We stopped losing 10 hours a week on manual data entry.

Sarah Johnson

Sarah Johnson

COO, Retail Distribution Co.

The AI Systems Audit alone saved us from buying a $60K ERP we didn't need. They found a simpler path that actually fit our workflows.

Michael Chen

Michael Chen

Founder, E-commerce Brand

We went from 3 disconnected spreadsheets to real-time inventory visibility across all channels. Our team finally trusts the numbers.

Jessica Rivera

Jessica Rivera

Operations Manager, Wholesale Co.

Before buying more software or AI tools, understand the system your business actually needs.

Our AI Systems Audit gives you a structured review of your workflows, tools, spreadsheets, manual tasks, AI opportunities, and system gaps with a practical roadmap for improvement.

AI Systems Audit report preview

Ready to clean up your operations?

Talk to Everdots about building AI-powered business systems that actually connect to how your team works.