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Seven groups: your day, your AI, your plans, your documents, your knowledge, your people and your money. This is not a sales diagram. It is the product’s real sidebar, in order.
01The sidebar
Seven groups, fifty-two screens, one login.
Every group is on from the first morning. Turn any of it off for a team whenever you like.
- 01
Workspace
Home, My Tasks, Checklists, Calendar, Meeting notes, Files, Messages and Mail.
Your day - 02
Intelligence
Conversation, Roundtable, Agents, Data Room, MCP Conversation and History.
Your AI - 03
Plan
Projects, Tasks and Roadmap.
Your plans - 04
ActiveSpace
Write, Tables, Present, Board and Notes.
Your documents - 05
Knowledge
AI Knowledge, Org Drive, Wiki, Playbooks, Templates and Training.
Your knowledge - 06
Team
People, Hiring, Onboarding, Reviews, Time Off, Org Chart, Engagement, Culture, Policies, Concerns and Productivity.
Your people - 07
Finance
Overview, Budgets, Expenses, Invoicing, Quotes, Clients, Ledger, Payroll, Vendors, Approvals and Reports.
Your money
02Workspace
Your whole day, ready before nine.
Open Actaa and everything that needs you is already there. No jumping between tabs to piece your morning together.
- 01
Messages and mail together
Channels, direct messages and real email on @yourcompany.com, side by side.
- 02
Meetings that write themselves up
Transcribed into notes, action items and tasks. The audio is never stored.
- 03
Checklists for repeat work
The weekly close, the launch runbook: tracked, not remembered.
03Intelligence
A whole floor for your private AI.
Conversation is where you ask, using your company’s data, limited to what you may see. The rest of the floor is what changes how you work.
- 01
Roundtable
Ask a panel of models one question and see their answers side by side.
- 02
Data Room
Bring in a spreadsheet and ask it questions. Answers are calculated, not guessed, and the raw data deletes itself after 72 hours.
- 03
Agents and MCP
Hand defined work to agents, and use Actaa’s intelligence from your AI desktop app or your code editor, on your company’s terms.
04Plan and ActiveSpace
From “we should” to shipped, and the work made here.
Projects with boards and milestones, tasks with owners and dependencies, a roadmap built from real work, and documents with the AI inside each one.
- 01
Tasks where the work is
Each task links to the document, the client or the budget line it belongs to.
- 02
An honest roadmap
Drawn from real task status, and open to everyone who needs it, not a slide updated before board meetings.
- 03
No blank page
Start from what the business already knows. The AI in every document already knows your company.
- 04
Board updates from real numbers
Write drafts the update, Tables builds the model, and Present turns it into the deck.
- 05
Proof of what is yours
Documents you create in Actaa and files you upload to Files are sealed in the IP ledger when they are created.
- 06
Five ways to make
Real-time documents, tables, decks, whiteboards and notes.
05Knowledge
A company that remembers everything.
The wiki, playbooks, templates and company drive, and you choose exactly what the AI may read.
- 01
AI memory is opt-in
You pick which files become part of the AI’s memory, and you can take them out again.
- 02
Training built in
Courses, quizzes and certificates, so onboarding and compliance need no extra tool.
- 03
Playbooks and templates
How your company does things, written down once and used again and again.
06Team and Finance
Your people and your money, next to the work.
The whole employee journey, from the first job post to the hard conversations, and money from quote to payroll, linked to the clients and projects it belongs to.
- 01
Hiring
A full applicant tracking system, a public jobs board and Actaa Network talent, with no per-listing fees.
- 02
Culture
Values, kudos and celebrations woven into the day, not just a poster.
- 03
Policies and concerns
A safe, recorded channel for the conversations that protect people.
- 04
Quote to paid
Quote, invoice, paid: one thread per client, with approvals where you want them.
- 05
Budgets with alerts
See the spending before it becomes a surprise, per team and per project.
- 06
Expenses and the ledger
Multi-step expense approvals, plus a ledger and reports your accountant will like.
Separate tools store your work. One system builds on it.
The meeting note becomes a task. The task links the document. The document uses the numbers. The AI has read all of it.