SelfOperate

One calm place to see how your business is doing.

Your dashboard says how things are going in one sentence, what needs you, and what SelfOperate did while you were busy. Here are its three main areas, with a made-up business.

These dashboard scenes use fictional businesses and sample data. Controls illustrate the interface; they do not prove live provider execution. Supported tasks depend on enabled features, permissions, budget and connected services.

Inspect the labeled request workflow

Try it

One calm place to run your business.

Switch between four sample businesses and four dashboard tabs. No dashboards full of numbers to decode: it tells you how things are going, what needs you, and what was done while you were busy.

See it for:

Sample: Harbor Cleaning Co., a home cleaning company. Operating normally; 1 thing needs the owner: review 3 logged payments, $420 in all. 38 quote requests, 21 jobs booked, 12 repeat customers and $6,840 in over 30 days. Today: how the business is going in one sentence, what needs the owner, key numbers and what the digital employees are doing.

Sample businesses. The real SelfOperate dashboard design: Today, Digital Employees, Finances and Website, shown for four kinds of business. Names, numbers and industry workflows are illustrative. This preview does not run employees or establish that every shown integration is available.

Today

How it's going, and what needs you.

One sentence at the top, with the reasons underneath. Then what needs you, your key numbers and what your digital employees are doing.

  • Green only after a real check has passed
  • Supported connections checked for access problems

Sample businessHarbor Cleaning Co. is made up, and so are its numbers.

Website

Watch your site arrive, page by page.

Every page is checked on phones and computers the moment it's written. Nothing is public until you say yes, and we guide you through connecting your web address.

  • You say yes before it goes live
  • Ask for a change in your own words

Digital Employees

Named digital employees, each with one job, on your terms.

Jordan works from payments and dates you log, and Stripe once connected (more payment apps coming). Avery researches what you ask, with sources. Alex checks your website's health and search readiness when you add a site. Maya drafts replies to people who write in within minutes, from your fact sheet, and sends them on your OK. Every email says she's a digital employee. Richard finds local businesses that match your ideal customer from open map data and drafts personal outreach you send from your own email. Every digital employee starts Off. Tasks that act on your behalf start with a practice week; you can end it early by approving that choice. Each task still follows its available Off, Recommend, Ask me or Auto mode and your limits. Custom digital employees are not available to buy yet, but you can send a request as feedback.

  • A monthly work allowance, shown as a simple percentage
  • Digital employees never charge, refund, pay, sign, file or open accounts

Interactive sample controls. No employee settings change here, and no real work is performed. Any sample allowance figures illustrate usage; they are not a task quota or the subscription price.

  • MayaCustomer Operations ManagerLive
    Reply to enquiries
  • JordanFinance & Admin ManagerLive
    Finance alerts
  • AveryResearch & Insights AnalystLive
    Research on request
  • AlexWebsite & Growth ManagerLive
    Website health check
  • RichardSales ManagerLive
    Draft outreach
  • Locked: Your custom digital employeeRequest a future custom digital employee

    Not available to buy yet

Every digital employee starts Off. Tasks that act on your behalf begin with a 7-day practice week by default. You can end a digital employee's practice early by approving it on their page. Only ready tasks follow the modes and limits you chose; work that asks for approval still asks. Refunds, charges, payouts, signing, filing, buying and opening accounts stay yours. SelfOperate never moves your money.

Already trading?

What your audit hands you: a readiness plan.

For a business that already runs, the audit ends with a plan that says what SelfOperate can take on now, what has to be fixed first, and what waits on you.

  1. SelfOperate can handle this now

    Connected, healthy, and inside the permissions you set.

    • Flagging payments you recorded in Finances when they need your review
    • Researching competitors and your local market, with sources
    • Checking supported payment or booking connections you chose to add
  2. Must be fixed first

    SelfOperate cannot work on top of a system that is missing or broken.

    • No CRM, so there is nowhere for a lead to land
    • No quote form, so intake cannot be automated
    • Scheduling not connected to a calendar
  3. Needs your approval

    A decision only the owner can make. We prepare it and wait.

    • Replacing the personal email address on invoices
    • Correcting the hours on your website and the profiles you manage
    • The spend limit each assistant operates under
  4. Needs an outside provider

    Someone outside SelfOperate has to act. We prepare and track it.

    • Commercial insurance cover quoted and bound by an insurer
    • A business bank account opened in your name
    • A licence renewal filed with the county
  5. Blocked

    Waiting on something above. Named so it does not go quiet.

    • Online deposits, until the business bank account exists
    • Automated bookkeeping, until receipts stop living in the glovebox
  6. Staying exactly as it is

    Working, owned by you, and no part of anyone's scope.

    • The domain and its four years of history
    • Existing reviews and the reputation behind them
    • Social profiles, in your own voice

SelfOperate never grants itself a permission. Everything in the first bucket still runs read-only, approval-required or permitted, exactly as you set it.

See the business audit

See your own plan, before you commit.

Describe your business in a sentence. We'll come back with a plan and a price for you to approve.

About 10 minutes of questions. No card needed to see your plan, just a free account.

Tell us your business. See your plan first.

You see the plan and the price before you pay anything.