A platform for bringing AI into your company

Give all your employees and contractors an AI assistant, with your procedures and rules.

Each person uses it in the chat they already have, and the assistant works in email, calendar, ERP and CRM with the company's procedures. The administrator decides which systems it reaches and what it does without asking; every other write to a system waits for a person's yes, and every action is recorded. Personal data and reserved words reach the model masked, from an EU server dedicated to the company, and the model can also run on your own servers.

30 minutes on the area you want to explore, with no commitment

The company's procedures in every assistant A person answers for every action Dedicated EU server, masked data

What changes compared with a personal AI assistant.

A personal AI assistant Cerase

Who decides which systems it reaches and what it does alone

Each person decides, for their own account.

The administrator decides, system by system, for every assistant in the company.

Which procedures it follows

It follows the prompts each person writes on their own.

It follows the procedures the company distributes by role and the ones colleagues share after a security check.

Which data leave the company

Whatever the person pastes leaves, and the company does not know what.

Personal data and reserved words reach the model masked, from an EU server dedicated to the company, and the model can run on your own servers.

Who answers for an action

Nobody records who decided it.

A person confirms every write, or the administrator has authorised it for that system, and the record says who decided and when, as the AI Act requires.

Where what people learn stays

It stays with the person who found it, and leaves with them.

It stays with the company, and passes from one person to their colleagues through shared documents, procedures and skills.

Operational work grows faster than the team.

01 · Operational capacity

Senior people spend their day on operational work.

Deadlines slip and email piles up. The two usual answers do not solve it:

  • Overtime. Morale drops and deadlines slip anyway.
  • A new hire. €30-40k a year in company cost and 6-12 months before they are productive; if they leave, you start again.
02 · Shadow AI

Client data ends up in personal AI accounts.

The quickest people use an AI assistant from their own accounts, and the company cannot see what goes through it:

  • Clients, invoices and contracts leave the company without you knowing.
  • GDPR fines up to 4% of turnover and the AI Act obligations, in force since 2 August 2026.
  • The work stays manual. Everyone copies and pastes between the chat and the systems.
03 · Adoption

The AI tool bought for everyone is used by two or three people.

A team AI subscription has to be opened and steered by each person, and it does not know the company's systems:

  • One more piece of software to learn. After the training, people go back to their old habits.
  • It works only while someone steers it. Every task needs a person at the screen.

With Cerase, everyone hands their operational work to their own AI assistant.

The team uses it without learning new software

Everyone writes to it, voice notes included, in the chat they already use: Slack, Discord, Telegram, Google Chat or Microsoft Teams.

You decide which actions go ahead only with your OK

For each system you choose whether the assistant reads, drafts, asks for confirmation or acts on its own.

It knows the company and remembers how each person works

It answers from procedures, price lists and contracts, citing the document, and remembers each person's preferences.

The company distributes its procedures by role, and people share theirs with colleagues.

A department's assistants start from the same template

The role's template sets tools, permissions, procedures and skills. A new hire's assistant is created from the template and is ready to work.

Procedures, price lists and contracts are loaded once for everyone

A person or the company loads them, and whoever shares them decides which colleagues read them. Every assistant answers from those documents and cites the one the answer comes from.

A way of working becomes a skill for colleagues

What one person teaches their assistant becomes a skill colleagues install from the console, after a security check. The assistants suggest the skills the company has verified.

A meeting's work reaches the people who were in it

When you ask, the assistant sends the meeting's recap and tasks to the participants, by email or in their chat.

The administrator decides who does what and what each assistant may do.

The controls are set in the console and apply to every assistant.

Everyone has a role in the console

The role is administrator, operator or auditor. Accounts are created by the administrator, who can require a second sign-in factor from everyone.

Each assistant uses only the connectors and skills of its role

Every skill that is not Cerase's is analysed, and a risky one gets in only with the administrator's yes.

The assistant never sees passwords and keys

They stay in a separate service, every connector runs isolated, and a connector with risky code is rejected.

Personal data and reserved words reach the AI model masked.

Names, tax codes, IBANs and the words the company marks as reserved are replaced before the text leaves the company's server, in the EU. The person sees what was masked and corrects it.

Original text
«I am sending the quote for project Orione to Mario Rossi (tax code RSSMRA80A01H501U, mario.rossi@acme.it) for IBAN IT60X0542811101000000123456 by Friday.»
Your company's privacy filter
Text that leaves for the model
«I am sending the quote for project [PROJECT 1] to [FIRST LAST 1] ([TAX CODE 1], [EMAIL 1]) for IBAN [IBAN 1] by Friday.»
Masked by default: people's names · tax code · VAT number · IBAN · payment cards · phone numbers · emails · API keys
Reserved words: names of clients, projects and products, chosen by the company or the person
Rules the admin adds: your company's own formats, such as order codes or internal references
An AI model under your control

Choose which AI model processes the conversations.

  • The models Cerase chooses Default We choose and update them, and they are listed in the DPA.
  • Your model provider's key (BYOK) On the terms of the contract you already have with it.
  • A model on your own servers The conversations are processed inside your network.
Where the data are, and how they are recovered
On an EU server dedicated to the company. Data and backups are encrypted, the administrator restores a backup from the console, and documents, history and configuration can be exported whenever you want.

Every action is recorded with the person who decided it, as the AI Act requires.

Every approval records who gave it and when

The person approves from the link or by answering in the chat, and can correct the action before it goes.

The audit log collects the actions of every assistant

It is an append-only log, exported as CSV or JSON from the console.

The GDPR and AI Act documentation is ready at the start

  • DPA ready to sign, with the model providers and their jurisdiction
  • Impact assessment for the DPO, pre-filled for the most common use cases
  • Notice to workers for Italian Legislative Decree 104/2022 and the training the AI Act requires (Art. 4)

The assistant works in the systems the company already uses.

The administrator chooses which systems each assistant can reach.

Team communication

Slack Discord Telegram Google Chat Microsoft Teams WhatsApp Business

Email & calendar

Gmail Outlook Google Calendar PEC (Aruba) Calendly

Documents & Drive

Google Drive OneDrive SharePoint Dropbox Notion Airtable Docusign

CRM & sales

HubSpot Pipedrive Salesforce Zoho CRM Dynamics 365 vtenext Twenty CRM

Administration

Odoo FatturaPA Fatture in Cloud TeamSystem Zucchetti Stripe PayPal

Marketing & analytics

Meta Business Manager Google Analytics Google Search Console Google Ads Mailchimp Brevo ActiveCampaign LinkedIn

Projects & design

Todoist Asana Trello ClickUp monday.com Jira Linear Canva Figma

Customer support

HubSpot Service Zoho Desk Freshdesk Odoo Helpdesk

Meetings

Google Meet Microsoft Teams Fathom Fireflies Otter tl;dv

E-commerce & websites

Shopify WooCommerce Magento PrestaShop WordPress Webflow Wix

Automation & forms

Make n8n Tally

Custom connectors

Your ERP Internal APIs On request

A system not listed here is connected with a custom connector.

The assistant's mailbox

Every assistant has its own email address.

It writes to clients and suppliers from an address of its own, on your company's domain too, and receives the replies in its own inbox.

An email that has to come from you is left in your drafts, ready to review.

In the console you see every email it receives and sends.

You decide which processes the assistant carries out.

You create a new process by asking the assistant in chat, and the ones below are a few examples of thousands possible.

The assistant takes part in the company's meetings, transcribes them and prepares recaps and tasks.

It is natively integrated with Google Meet and Microsoft Teams, and reads the notes of the recorders you already use.

You invite it from the calendar or send it the link

Every morning it offers to join the day's calls; you can also add it to the guests or paste the link in the chat, and it tells you if nobody lets it in.

It records the audio and transcribes it in the language spoken

The audio is stored in the EU, in storage dedicated to your company, and transcribed by a provider in its EU region.

You ask in chat for the work after the meeting

In the chat you ask it for the summary, the recap to the participants or the CRM update, and weeks later it finds what was decided.

You ask for a task in chat, and the assistant completes it in your systems.

It updates CRM, ERP, documents and email with the permissions the company sets.

10:08
Lidia, assistant
Lidia Slack
Lidia, deal with the email from Beta Srl.
I found invoice 247 from Beta Srl: €4,820, due 30/06 — the supplier is already on file.
I will prepare the entry and the reply to the supplier. I need your explicit approval: cerase.ai/approval/K7QX-9M2R
Approval received. Invoice recorded, due date set to 30/06 and the reply sent to Beta Srl. Audit trail updated.
Administration Email · ERP · Payment schedule
17:38
Marco, assistant
Marco Discord
Call with Sara is over: update everything
RossiSpa deal updated: proposal stage, 60% probability, next step Thursday.
I have saved the call notes in the CRM and created a demo task for the team.
Prepare the quote.
Done, using the standard offer template. Saved in OneDrive › RossiSpa.Quote-RossiSpa.pdf
Sales CRM · Follow-up · OneDrive
8:02
Anna, assistant
Anna Telegram
Anna, prepare the CFO report
Bank, payment schedule and open orders collected. 6 unpaid items, order margin 31%.
I have generated the report for the CFO and saved the detail sheet in Drive — 3 anomalies to check.CFO-report-May.pdf
Send it to Maria, with the sheet.
Sent to Maria · CFO. Copy archived and recorded in the audit trail.
Management CFO report · Drive · Mail

Examples of typical SME workflows.

From one console you see and govern the work of every assistant.

You see pending approvals, activity and the credits spent.

acme-srl.cerase.ai
2 actions need your OK · Marco (BiancoSrl contract), Sofia (ACME email)
8
Active users
147
Actions · today
3.234
Actions · May
Credits67%
Web searches3.375
Usage this month

Actions · last 7 days

963 in total

An action is an operation on one of your systems: an email sent, a deal created, an invoice recorded.

MonTueWedThuFriSatToday

Latest actions

See everything in the Audit log →
14:32Carlo RossiSofia · ProEmail sent · ACME · invoice 247Done
14:30Giulia BianchiMarco · ProContract change · BiancoSrlAwaiting OK
14:25Carlo RossiSofia · ProPayment schedule updated · 30/05Done

Users

8 active · last access today 14:32

Who has access to Cerase, in which group, with which assistants assigned. Add, suspend, change permissions.

8 users · 5 groups (admin, sales, management, marketing, cs) Add user
NameRoleGroupsAssistantsLast access
Paolo RossiCEOmanagementCesare Protoday 09:45
Maria ContiCFOmanagementadminAnna Pro · Sofia Protoday 14:02
Carlo RossiAdministrationadminSofia Protoday 14:32
Stefano De LucaAdmin operatoradminSofia Smart · Luca Smarttoday 14:18
Giulia BianchiSales accountsalesMarco Pro · Lara Smarttoday 13:58
Roberto GrecoSales operatorsalesMarco Smartyesterday 17:32
Elena MarinMarketingmarketingLara Smarttoday 10:08
Anna VeneriCustomer servicecsLuca Smarttoday 11:20

Assistants

11 instances · 6 templates · last activity 14:32

Every assistant starts from a template and has its own memory and permissions.

11 instances from 6 templates · 412 memories Create assistant
InstanceUserSpecialisationConnectorsMemoriesLast used
Sofia ProCarlo RossiAdministration6 active47today 14:32
Sofia SmartStefano De LucaAdmin operator4 active12today 14:18
Sofia ProMaria Conti · CFOCFO/administration8 active38today 14:02
Marco ProGiulia BianchiSales · account5 active23today 13:58
Marco SmartRoberto GrecoSales · operations4 active8yesterday 17:32
Anna ProMaria Conti · CFOManagement reporting7 active19today 14:02
Luca SmartStefano De LucaBank reconciliation3 active14today 14:18
Cesare ProPaolo Rossi · CEOManagement / decisions8 active27today 09:45
+ 3 more instances (Marco · Lara · Luca)

Automations

5 active · 1 paused

The people who use the assistant create them, in chat or here: at a set time or when something happens in your systems. The admin sees them all and can pause them.

Recurring · 2 active · 1 paused · next today 18:00
TaskAssistantFrequencyNext runStatus
Daily card paymentsSofia StefanoDaily 18:00today 18:00Active
Morning management briefCesare Paolo · CEODaily 07:00tomorrow 07:00Active
Campaign performance reportLara Elena1st of the month 09:00Sun 01/06 09:00Paused
On an event · 3 active
TaskAssistantTriggerStatus
Automatic supplier replySofia CarloCertified email · new message receivedActive
New lead briefMarco GiuliaHubSpot · lead createdActive
Unpaid invoice alertAnna Maria · CFOInvoice · due +45 daysActive

Capabilities

17 connectors · 6 skills

Connectors open access to your systems, skills say how to work. For each connector you choose the approval level.

17 active · 3 to configure Install from the catalogue
Google Drive
12 agents
Last used 14:32
Active Permissions & thresholds
Gmail
7 agents
Last used 14:30
Active Permissions & thresholds
HubSpot
4 agents
Last used 13:58
Active Permissions & thresholds
Fatture in Cloud
3 agents
Last used 12:48
Active Permissions & thresholds
PEC · Aruba
5 agents
Last used 12:18
Active Permissions & thresholds
Todoist
6 agents
Last used 08:02
Active Permissions & thresholds
Meta Business Manager
2 agents
Last used 10:08
Active Permissions & thresholds
Shopify
—
—
To configure Configure

Audit log

147 events · today

Every conversation and every action, with who and when. It exports for the accountant or the lawyer.

TimeStaff memberAssistantActionConversationStatus
14:32Carlo RossiSofia · ProEmail sent · ACME · invoice 247Open threadDone
14:30Giulia BianchiMarco · ProContract change · BiancoSrlOpen threadAwaiting OK
14:25Carlo RossiSofia · ProPayment schedule updated · 30/05Open threadDone
14:18Stefano De LucaLuca · SmartBank reconciliation · 47 linesOpen threadDone
14:02Maria Conti · CFOAnna · ProMonthly payments report generatedOpen threadDone
13:58Giulia BianchiMarco · ProSales proposal · RossiSpaOpen threadDraft
10:08Elena MarinLara · SmartNew oil campaign report · DriveOpen threadDone

Knowledge base

4 bases · last indexed 4 min ago

The company's documents and personal ones, and which assistants consult them. What sits on Drive or in the ERP the assistant reads where it is.

4 bases · 3 organisation-wide, 1 personal New knowledge base
Internal procedures Native 23 sources · ✓ 14:32
visibility: organisation agents: Sofia · Marco · Anna
Sales knowledge 47 pages · ✓ 14:30
visibility: organisation agents: Marco
Compliance & GDPR Native 18 sources · ✓ yesterday 23:00
visibility: personal · Maria Conti agents: Anna
Product quality manual Native 12 sources · ✓ 13:48
visibility: organisation agents: Lara · Sofia

Analytics

Live data · updated 14:32

Which connectors you use, which assistants work most and at what hours. Filter by period, template, user and assistant.

Last 30 days
All templates
All users
All agents
Actions · last 30 days
16 Apr23307 Maytoday
Most used connectors
Google Drive
412
Gmail
349
HubSpot
241
Fatture in Cloud
170
PEC Aruba
108
Top agents by volume
Sofia · Pro
394
Marco · Pro
278
Anna · Pro
201
Luca · Smart
142
Lara · Smart
81
Peak hours · current week
8:0011:0013:0016:0019:00

Settings

Acme Srl · v2026.05.3

Organisation configuration, security, audit, notifications. All from one place, without having to write to Cerase.

Organisation
Acme Srl
Italy · Europe/Rome · Italian
Edit
Chat channel
Discord · server acme-srl · active
One channel for the whole company, set at organisation level.
Configure
Admin console access
2 admins · Maria Conti, Paolo Rossi
Three roles: admin, operator, auditor. The admin creates the account and the person receives a link to set their password.
Second sign-in factor, which the admin can turn on
Configure
Notifications & alerts
Maria (CFO) · email for pending approvals
Weekly summary · Monday 08:00
Configure
Audit & retention
Append-only log
CSV or JSON export from the console
Configure
Subscription & usage
6 Smart + 5 Pro · 11 assistants · shared pool
Credits: 545,000/month (67% used)
Web searches: 3,375 this month
Reset · 1 June
See details

Sample screens of the admin console. Users, amounts and times are sample data, not a customer's.

Assistants are switched on from the console, and we work alongside you where needed.

01

Create the role templates

Every assistant starts already configured for its role.

5-10 minutes
02

Connect systems, documents and channel

Email, drive, CRM, ERP, the company's documents and the team's chat.

a few hours spread over 1-2 weeks
03

Tailor it and go

For particular cases we work alongside you, and build custom connectors if needed.

assisted setup

You pay per assistant, and each plan includes a different number of credits a month.

Four plans with every feature: only the credits included each month change. Flex includes none and uses packs.

Monthly Annual

Flex

€ 19 /month/assistant
-33% billed annually

Every feature, for occasional use: the assistant spends only the credits of the packs you buy.

0 credits / month
Credits
  • from credit packs
  • valid for 12 months

Base

€ 49 /month/assistant
-29% billed annually

Every feature, for people who use the assistant for part of the day.

9,000 credits / month
Roughly equivalent to*
  • 2,000–3,000 activities
  • or 1,500 web searches
  • or 60 hours of meetings

Pro

€ 299 /month/assistant
-29% billed annually

Every feature, for people who hand the assistant a lot of work and do not want to count credits.

85,000 credits / month
Roughly equivalent to*
  • 18,900–28,300 activities
  • or 14,100 web searches
  • or 560 hours of meetings

* Indicative figures, with one complex task in five. Each line on its own uses the whole monthly allowance.

Included in every mode

Base catalogue of connectors and skills, dedicated EU server, full audit.

Automatic backup included

Encrypted daily copies in the EU, which the administrator restores from the console.

Fewer credits for the same work

A task repeated on the same material uses fewer credits than the first time.

SLA and Standard support included

99.5% availability, response within 4 hours, continuous monitoring. Details

Thirty minutes in a demo is enough to find the right mode for your company.

See if it's right for you

Every plan gives you 99.5% availability and a response within 4 business hours.

What the SLA guarantees

99.5% availability

Guaranteed monthly, with maintenance in the evening or on holidays.

Response within 4 hours

When the service stops or the assistants do not answer.

Backup and restore

Daily backup and restore within one business day.

Proactive notification

We tell you about incidents before they stop your work.

Support coverage on working days, Mon–Fri 9–18 CET, in every mode.

Standard support

Included in every mode
  • A support contact who knows your configuration.
  • Operational support and monitoring of the environment.
  • The same service levels (SLA) described above.

Premium support

On quotation
  • Dedicated contact who knows your company and your processes.
  • Priority channel, out of hours and for emergencies too.
  • Periodic sessions to refine the assistants and train the team.
  • Priority development of custom connectors and skills.
  • Periodic reports: hours freed, volumes handled, adoption by department.

In 30 minutes we work out whether Cerase fits your company.

Pick the area that interests you most and we look at it together, with no commitment.

Frequently asked questions.

What partners, CFOs and advisers ask before signing.

My staff are not technical. Will they really be able to use it?
Yes. They write to it, or send it a voice note, in the chat they already use, as they would a colleague. There is no new interface to learn.
We already have a company AI assistant: what changes?
Each person uses a company assistant on their own, and it does little inside the company's systems. With Cerase each person's assistant works in the ERP, CRM and email with the company's procedures, the administrator decides what it does alone, and a person answers for every action. If you already have a contract with a model provider, the assistants can use that key.
Which AI model do the assistants use, and who chooses it?
We choose it. We test models and providers on office tasks and adopt the combination that does best on every assistant, and you do not have to follow the models or their updates.
Can I build a team of AI assistants for the whole company?
Yes. Each role has its own assistant, created from a template, and the team works from a shared project board in a connected project-management tool. Through scheduled messages each assistant checks the board and hands the next step to the next role, with the approvals the admin set. In a newsroom, for example, one assistant proposes topics, others write and one edits and checks; in a technology-scouting team the assistants find, read and summarise sources and assign each other tasks on the board.
Do our data reach the model anyway?
The text the work needs reaches it, with personal data and reserved words already replaced. If no text may leave the company, the model runs on your own servers and the conversations stay inside your network.
Is my data used to train the AI?
No. Cerase uses only model providers that neither keep the text nor use it to train their models.
Can I decide what the assistant does on its own and what a person has to approve?
Yes, system by system. For example, a salesperson's follow-ups can go out on their own while contract changes wait for your yes. In Google documents its edits arrive as suggestions to accept.
How much work is it to integrate Cerase with the ERP and CRM we already use?
Little. Cerase connects to your systems as a new user would, with the permissions you give it, with no data migration. Google Workspace and Microsoft 365 connect with one click, and the other systems listed above have a ready connector; for an ERP without one, we build it during onboarding.
How long does it take to start, and who does the setup?
We set the calendar at the kickoff, and the goal is the team's first real action within the first week. You can do many configurations in the console following our guide; if you would rather have someone alongside you, we point you to an integration partner, on quote.
How is plan consumption calculated?
Credits measure the assistants' work: replies, web searches, attachments and meetings all draw on the same allowance. A sent email counts as one credit, an hour of meeting counts presence and transcription, and a task repeated on the same material uses less than the first time. Every plan does the same things, and only the number of credits included changes.
What happens if I run out of the month's credits, and how much do extra ones cost?
Unused credits flow into the company's shared pool, and you decide who may draw on it; anyone not enabled stops at the threshold and tells you. Then you can buy a pack by card from the console, valid for 12 months: 4,000 credits for €39, 16,000 for €139, 64,000 for €499, 256,000 for €1,799. 4,000 credits are about 900-1,300 tasks.
Can I use my own AI provider (BYOK) or a model on my own servers?
Yes. The assistants can use your account's key with a model provider, or a model on your own servers. Cerase keeps providing the assistants, permissions, privacy filter, connectors and audit, and the cost of the model goes through your contract. See the BYOK mode in pricing.