AI integrations for small businesses, built around your data.
Most AI tools are generic. They don't know your customers, your invoices, your project history, or your SOPs. Mainsail builds custom integrations that connect your existing business data to Claude — so you and your staff can ask questions, draft work, and automate workflows in plain English, against your actual operating data. Usage-based monthly retainer. No long-term contracts.
Custom AI, not another SaaS subscription.
The AI tool market splits into three buckets. Generic assistants like ChatGPT and Claude are powerful but blind to your business — every conversation starts with you pasting context. Off-the-shelf vertical AI tools are templated for the average customer in your category, which means they don't quite fit anyone. Custom integrations — Mainsail's offering — connect your actual data sources (CRM, accounting, documents, email) to a private AI workspace that knows your business by name, your workflow by step, and your customers by history.
The difference shows up immediately. A generic AI can answer "what's a good project kickoff email?" in the abstract. A Mainsail integration can answer "draft the kickoff email for the Carter project, in our standard tone, with the actual scope and timeline from the SOW we signed last week." Same model underneath. Different result, because the data is connected.
Six categories of data sources. Most businesses have all six.
HubSpot, Salesforce, Pipedrive, Follow Up Boss, kvCORE, Karbon, TaxDome, Buildium, AppFolio — any CRM or operational system with an API or scheduled export.
QuickBooks (Online + Desktop), Xero, Wave, Square + Stripe + Toast payment data, spreadsheet ledgers — anywhere the money flows are tracked.
Procore, Buildertrend, Asana, Trello, Monday, ServiceTitan, Jobber, Housecall Pro — the systems that track work, jobs, and crews.
PDFs, Word docs, Google Drive folders, Notion workspaces, internal SOPs, contracts, spec books, training materials. Searchable in plain English.
Email inboxes (Gmail, Outlook), SMS (Twilio), Slack, Teams. AI drafts responses in your voice; you approve and send.
Drake / Lacerte / UltraTax (accounting), MLS feeds (real estate), Toast / Square POS (restaurants), Procore / Buildertrend (construction), Buildium / AppFolio (property mgmt). The tools your industry already runs on.
Five industries with the strongest AI-integration ROI.
Each vertical landing page covers the specific pain points, integrations, and data sources that map to that industry's day-to-day work. Pick the one closest to your business — or skip ahead to a discovery call if your industry isn't listed.
Independent CPA firms, small accounting practices, and bookkeeping shops — typically 1–15 staff serving small-business clients across local industries.
General contractors, mechanical contractors, electrical, plumbing, and specialty trades — typically 5–50 employees running multiple active job sites with crews, subs, and a constant flow of bids, change orders, and invoices.
Independent restaurants, small chains (2–8 locations), and food-service operators — typically running on Toast or Square POS with limited back-office staff and zero appetite for software they have to manage themselves.
Solo agents, small teams (2–10 agents), and boutique brokerages — typically running on a CRM (Follow Up Boss, kvCORE, Wise Agent), MLS access, and a constant flow of leads, listings, and transactions across multiple stages.
Independent property management companies serving 50–500 units of residential or small commercial — typically running on Buildium, AppFolio, or Propertyware with a tenant base, an owner base, and a maintenance crew.
Build fee + monthly retainer. Both transparent.
Discovery, scoping, integration build, deployment, training. Most first projects land at $2,000–$4,000. We quote the exact number on a 30-minute discovery call after we see the data sources you want connected.
Covers AI usage costs (Anthropic / OpenAI API billing, passed through at cost), ongoing maintenance, new use cases as they come up, and assistant infrastructure. Month-to-month after the first month — no long-term lock-in.
We don't mark up API usage. The retainer covers our work — building, maintaining, and expanding the integration — not arbitrage on Anthropic's bill. You see the actual usage numbers in your monthly summary.
Discovery → scope → build → live in the team's hands.
- 1
Discovery call (30 min)
We walk through your business, your team, the workflows that hurt the most, and the data sources you want connected. By the end, you'll have a written scoping note with a fixed price and a launch date. No obligation if it's not a fit.
- 2
Data audit (week 1)
Read-only access to the systems we're integrating, sample data review, confirmation of the data flows, security + privacy doc. You sign off before anything goes live.
- 3
Build (weeks 2–4)
Integration built on Cloudflare Workers + Anthropic API (Claude). Custom workflows, connected data sources, AI assistant living behind your login. Built for the way your team actually works, not a templated dashboard.
- 4
Launch + training (week 4-5)
We deliver the working integration, run a training session with your team, and stick around for the first two weeks of real-world use to refine prompts and workflows.
- 5
Ongoing (monthly retainer)
New use cases, additional data sources, prompt refinement, AI usage cost management, plus a monthly check-in to surface workflows the team has discovered but isn't using yet.
Questions every owner asks first.
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What does 'AI integration' actually mean for my business?
It means hooking your existing business data (CRM, accounting, scheduling, documents, email) into a private AI assistant — usually Claude — so you and your staff can ask questions, draft messages, run analysis, and automate routine workflows in plain English. The data stays yours; the AI only sees what you connect; the assistant lives behind your login. It's the opposite of dropping ChatGPT into the office and hoping it figures things out — Mainsail builds the connections so the AI actually knows your business.
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How is this different from ChatGPT Enterprise or off-the-shelf AI tools?
ChatGPT Enterprise is a generic AI assistant with security guarantees. It still doesn't know your customers, your invoices, your project history, your inventory, or your SOPs unless you paste them in every time. Off-the-shelf vertical AI tools (Vertex, Salesforce Einstein, etc.) are templated — they do what their vendors prebuilt, not what your specific workflow needs. Mainsail's integrations are custom: connected to *your* data, designed around *your* workflow, owned by *you*. Most projects ship in 2–6 weeks.
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How is the pricing structured?
Two-part: a one-time integration build fee (typically $1,500–$8,000 depending on data sources and use cases) plus a monthly retainer (typically $800–$5,000/mo) that covers AI usage costs (we pass through Anthropic / OpenAI billing at cost), ongoing maintenance, new use cases as they come up, and the assistant infrastructure. No long-term contracts; month-to-month after the first month. We quote the exact number on a 30-minute discovery call.
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Is my data safe? What stops the AI from being trained on it?
Anthropic's API (which powers Claude integrations) doesn't train on data submitted via their business tier — it's contractually excluded. Same with OpenAI's API enterprise tier. Mainsail builds integrations that route through these enterprise APIs only. Your data is never used to train the underlying model, never shared between accounts, and lives in your authorized integration only. We document the data flow in plain English in the engagement brief so you know exactly what's accessed and what isn't.
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What if I just want to try it on one workflow first?
That's how most projects start. We pick the single highest-friction workflow in your business — the thing that costs your team the most hours per week — and build the integration just for that. Usually a 2–3 week build, $1,500–$3,000 one-time, and then $400–$1,200/mo. If it earns its keep, we expand. If it doesn't, you can stop after the first month with no further commitment.
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Can you integrate with [my specific software]?
If it has an API or a webhook (which essentially every modern business software does — QuickBooks, Salesforce, HubSpot, Procore, Toast, AppFolio, Gmail, Slack, every major CRM and PMS), yes. If it's older software without an API but has data exports (CSV, PDF, scheduled reports), yes — we just build a slightly different ingestion layer. The only hard 'no' is software that explicitly forbids automated access in its terms of service. Bring the list of tools you want connected to the discovery call and we'll tell you what's possible.
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Why hire Mainsail vs. a national AI consultancy?
Three reasons. (1) Pricing — national AI consultancies start around $25K for a discovery phase before any code is written. Mainsail builds the actual integration for less than that. (2) Tooling — Mainsail's stack (Cloudflare Workers, Anthropic API, Astro frontends) is the same one we use to ship websites in two weeks; the AI work moves at the same pace. (3) You can pick up the phone and Max answers. The integration is owned by a person, not routed through a project-manager layer.
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How fast does the first integration ship?
Discovery call → scoping doc → 2–3 weeks of build → live in your hands. Most clients start seeing time savings within the first month. Compounding wins (the team finds new ways to use the assistant, you add more data sources, the workflow expands) typically show up in months 2–4.