Run your business.
Let the busywork run itself.
Your plan, sales, projects, money and team in one place — with agents that do the chores and check with you before anything important.
Running the day at
One place
Everything your business runs on.
Eight parts that already know about each other — so a signed proposal becomes a project, an invoice and a line on your dashboard without anyone retyping it.
Pulse
Your morning at a glance — numbers, what needs you, and what the team did.
Messages
Team chat, client threads, calls and Google Meet in one inbox.
Plan
Goals, decisions and how you work, written down where everyone can find them.
Sell
Leads, pipeline, proposals and invoices — a CRM your team will use.
Execute
Projects and tasks with clear status and approvals that route themselves.
Score
The numbers that matter, tracked against the goals you set.
Phone
Calls, texts and voicemail — with Cyrus screening the ones you miss.
Client portal
One link where clients review, sign, pay and send files.
Matrix + MCP
Run your business from the AI you already use.
Matrix speaks MCP, the open standard AI assistants use to work inside your apps. Connect it once to Claude or any MCP agent and ask in plain words — what needs me today, send the proposal, log this receipt, answer the client. It answers with something you can act on, under the same approvals as the app.
https://bos.matrixbos.com/mcp
Tasks, deals, proposals, invoices, messages, budgets and SOPs — your AI can do what your team does in Matrix.
Claude, ChatGPT, Gemini or your own agents. Matrix isn’t tied to one model.
Anything sent to a client asks first. Payments and signatures are never one tap. Everything else can be undone.
Coding agents, Cyrus and outside tools work from the same tasks, notes and handoffs as your people.
Pulse
Start every day knowing what needs you.
One screen with today’s numbers, the decisions waiting on you, and what the team and agents did overnight — in plain words.
- What needs you comes first
- Sales, margin and tasks side by side
- A short summary every morning, written for you
Sell
A CRM your sales team will actually use.
Every rep sees their day, their goals and what’s likely to close. Owners see the whole team, the money, and what’s coming next month.
- Do next — leads and deals in the right order
- Freshness dots show what’s going cold
- Forecasts that link back to the deals behind them
Proposals
Proposals ready to send in minutes.
Start from a template, adjust the scope, and the builder shows exactly what’s left. Once it’s out, you’ll know when it’s opened, read and signed.
- Templates bring scope, price and terms
- A live preview of what the client sees
- Approval only when the amount calls for it
Client portal
Clients review, sign and pay — from their phone.
Every client gets one clean link with your logo: proposals, approvals, files, invoices and messages, all in one place.
- Sign with a verified email
- Pay the deposit right there
- Ask for files, access or approvals — and see what’s still missing
Messages
Team chat that sits next to the work.
Channels, direct messages and client threads — each project gets its own conversation. Threads you can find, polls, Google Meet, and reactions in color.
- Client threads stand apart in their own color
- Start a Meet from any conversation
- Swipe to pin or mark read on your phone
Execute
One click to finish. One tap to change.
Projects and tasks with six clear statuses. Anything that needs sign-off goes to review on its own, and every change can be undone.
- Swipe right to finish on your phone
- Stuck and sent-back tasks always say why
- Undo instead of “are you sure?”
Agents
Agents do the chores.
You approve what matters.
Cyrus drafts follow-ups, reconciles transactions, screens calls and writes the morning standup. Anything that spends money or speaks for you waits for your OK.
You stay in charge
Decisions queue up in orange. Agents never approve, send or pay on their own.
You can see every chore
Agent work shows in teal with who did it and when — in plain words.
Everything can be undone
Undo instead of “are you sure?”, and a record of every signature and change.
Phone
Your whole business in your pocket.
Swipe to finish a task, pin a chat, call a lead back. The same Matrix, sized for one hand.
Works with
Plugs into what you already use.
Pricing
One plan. Everything included.
One price per company, with your first five people included. No modules to unlock and no setup fee.
5 people included · billed monthly
Book a demoSign-up is by invite while we onboard companies one at a time.
What’s included
- Every part of Matrix: Pulse, Messages, Plan, Sell, Execute, Score, Phone and the client portal
- Matrix in Claude and any MCP agent
- Cyrus, the built-in agent, on its own free seat
- Your own email domain, phone number and branded portal
- Help setting it up: we can run your first 30 days with you
Each extra person after the first five
Each partner who sells for you, with access to only their own clients
Cyrus, the agent’s seat
Every month includes
Use beyond that is billed line by line, and the Usage card shows the month so far. No surprises.
Come in to the busywork already done.
See it with your own business in a 30-minute walkthrough. No setup needed on your end.