For owner-led firms

Run your business from one workspace.

Stop checking email, your calendar, accounting software, and your CRM just to figure out what needs your attention.

OwnerOS brings everything together into one morning brief. It shows you what's behind, what's at risk, and what needs your attention today. It prepares the next step for you to approve. Nothing goes out without you.

Book a demo

Built by Vinh Truong, CISSP. 20+ years leading enterprise IT and automation.

OwnerOSGood morning, VinhTuesday, July 14

Today's priorities

3 invoices never went out
$8,400 unbilled across 2 clients
Draft ready
Lead going cold: Riverside CPA
No reply in 9 days
Follow-up drafted
Month-end close on track
11 of 14 clients reconciled
Cash
$42k
Overdue
$11k
Unbilled
$6k
Approve allReview
Running it all yourself

Running the business shouldn't be your second job.

You already have software.

What you don't have is one place that tells you what needs your attention today.

That's what OwnerOS does.

How it works

01

Connect your tools

Connect the tools you already use.
Nothing changes.
Nothing gets replaced.

02

Reviews your business overnight

Every night OwnerOS reviews your business and finds what needs your attention before your day begins.

03

Your morning brief

Start your day with one clear list.
Review the drafts.
Approve what should go out.
Move on with your day.

Every morning

One morning brief.
Everything that needs your attention.

Before you open your inbox, you'll know what's behind, what's at risk, and what needs your attention.

One place.
One list.
A better way to start your day.

Today's priorities

!
3 invoices never went out
$8,400 unbilled · draft ready
~
Lead going cold: Riverside CPA
no reply in 9 days · follow-up drafted
✓
Month-end close on track
11 of 14 clients reconciled
Ready to send

It drafts the next action.

Whether it's a follow-up, reminder, customer update, or meeting note, OwnerOS prepares the draft for you.

You review it.
You approve it.
You stay in control.

To: Riverside CPA · Re: Q3 proposal
Hi Dana, circling back on the Q3 proposal from last week. Happy to walk through it this Thursday or Friday if that is easier. Want me to hold a time?
Approve & sendEdit

What's included

The intelligence

✓Daily owner brief
✓Stalled lead & unbilled work alerts
✓Drafted follow-ups, ready for your approval
✓Goal tracking against what matters this quarter

CRM included

✓Capture leads and manage pipelines
✓Book appointments online
✓Nurture prospects and plan social content
✓Unlimited contacts and users
What you can count on

Built to be trusted with your business

CISSP
security-first by design
Human
approval before anything sends
Your tools
nothing gets replaced
Day 1
useful from your first brief

Security first, by default

OwnerOS never sends on its own. A human approves before anything leaves your business. Your data stays yours, and access is scoped to what the work needs. Built by a CISSP who has run security for enterprise systems.

Questions

Is my data secure?+

Yes. Access is scoped to what the work needs, nothing sends without your approval, and it is built by a CISSP. We do not train on your data.

Does it replace the tools I use?+

No. OwnerOS reads across your existing CRM, books, inbox, and calendar. It sits on top; nothing is ripped out.

What does it cost?+

Pricing depends on your team size and the tools you connect. Book a demo and we'll walk through it.

How do I get started?+

Book a demo. We look at how you run today, connect your tools, and set up your first daily brief with you.

See your whole business in one place.

If you run an owner-led firm, let's talk. A 30-minute demo, no pitch deck.

Book a demo