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Meet{Tazk’s Agentic AI}
Hire an Entire Leadership Team.Powered by Agentic AI.
Powered by Agentic AI.
Meet your team of 14 AI roles — from an AI CEO that briefs you each morning to an AI CFO that chases receivables. They read your Tazk data, connect to your own bank feed and inboxes, and draft the work. Nothing happens without your approval.
- Reads your existing Tazk data
- Human-approved, always
- No new login
- 14 roles, 1 platform
0
AI roles, one team
0
Business data sources
0%
Actions human-approved
0×7
Watching, so you don't have to
How it works
Three steps. You’re always step three.
Tazk works as AI business automation software that keeps you in the loop at every stage. Here’s the whole loop.
STEP 01
Connect your Tazk data
Your AI roles plug into the sales, billing, payroll, inventory, projects and asset data already flowing through Tazk. Thanks to native ERP AI integration, there's no new software to learn and no migration.
STEP 02
They watch and draft
Each role monitors its territory around the clock — overdue invoices, stock-outs, slipping projects — and drafts the response: a reminder, a purchase order, a report. This is workflow automation that thinks before it acts.
STEP 03
You approve, they act
Every draft lands in your approval queue. One tap to approve, edit or reject. Nothing leaves the building — no message, no order, no payment — without you. That's AI oversight built into every step.
The basics
What is Tazk Agentic AI?
Agentic AI for small business means AI agents that don’t just answer questions — they take initiative, do the groundwork, and prepare decisions for you. Tazk Agentic AI is a team of 14 AI roles — including an AI CEO, AI CFO, AI Sales Manager and AI Inventory Manager — that work inside the business management software with AI you already use. Think of them less like features and more like people you hire: each one watches its corner of your business around the clock, drafts the work that needs doing, and hands it to you for approval. Nothing is sent, ordered or paid without your say-so.
Unlike a dashboard that only shows you numbers, this AI workforce reads your sales, billing, payroll, inventory and projects — and, where you have it, connects to your own bank feed, inbox and other data too. Working together as a coordinated multi-agent AI system, these AI employees turn scattered information into drafted actions and clear recommendations, so you spend your day deciding rather than digging. It’s built on one simple principle: the AI does the watching and the drafting; you stay in charge of every decision.
- Put 14 specialised AI agents to work across sales, finance, operations, people and projects — switch on only the ones you need.
- Every action stays human-approved — this AI copilot for business drafts and recommends; you approve, edit or reject from a single approval workflow.
- Works with your existing Tazk data and your own connected sources — no migration, nothing new for your team to learn.
The roster
14 AI roles. Hire the ones your business needs.
Think of them the way you’d think of people you hire — each with a different temperament, a different way of working, and one thing in common: they answer to you. Click any card to meet them.
Executive Suite
Operations Team
Beyond Tazk
They start with your Tazk data. They don’t stop there.
Your business doesn’t live entirely inside one tool, and neither do these AI agents. They read everything flowing through Tazk by default — and where you have data elsewhere, you can connect it. The AI CFO reconciles against your actual bank feed. The AI Support Agent works from your real inbox. The AI CMO pulls your live ad spend.
The more you connect, the sharper this AI workforce gets — because it’s reasoning over your whole business, not a slice of it. And every connection stays read-only unless you approve an action.
Always on — your Tazk data
Sales & leads
POS billing & inventory
Payroll, projects & assets
Feeds into your AI roles
Connect if you have it — your own data
Bank feed & accounting
Email & WhatsApp inbox
Ad accounts, CRM & sheets
Why this exists
The problems every growing business knows too well.
Most small and mid-sized businesses don’t fail on strategy — they leak time and money through the gaps between tools. Before you can decide anything, someone has to gather the numbers, and that someone is usually you. This is exactly the gap agentic AI for small business is built to close.
- 1
You are the operating system
Every follow-up, reorder and approval waits for you. The business runs on your memory and your phone — which means when you're busy, things quietly stop moving.
- 2
Data everywhere, answers nowhere
Sales in one screen, stock in another, payroll in a third, the bank in a fourth. The numbers exist, but nobody has time to sit and connect them into a decision. Real business intelligence stays out of reach.
- 3
Money leaks in the follow-ups
The invoice that aged past 45 days. The best-seller that stocked out on a weekend. The vendor whose rate quietly crept up. None of these are big failures — they're small misses that compound into lakhs.
- 4
Good managers are expensive — and rare
A sharp finance head, a diligent stock manager, an attentive HR person: hiring even one is a real cost, and finding people who care about your business like you do is harder still.
- 5
AI so far has felt risky or complicated
Most AI tools either act without asking — a risk no owner can accept — or need a specialist to set up and babysit. Neither works for a business where you're accountable for every rupee.
Your data, your rules
Built to be trusted with the whole business.
Handing an AI the keys to your sales, cash and people data is a big ask. So these roles are built on strong AI governance and data privacy principles: they can read to help you, but they can’t act, share or learn from your data on their own. This is autonomous AI agents done responsibly — with you in control of all of it.
- Encrypted in transit & at rest
- Least-privilege access
- Full activity logs
- Revoke any connection anytime
It reads, it doesn't act.
The roles can look at everything and change nothing on their own. Every action that touches the real world — a message, an order, a payment — waits in your approval queue first. That's what read-only AI with real AI oversight looks like.
Nothing happens in the dark.
Every recommendation and every approval is logged — what the AI suggested, who cleared it, and when. Your data stays encrypted in transit and at rest, with access on a least-privilege basis.
Your data isn't the product.
Your business data is used to help your business — never to train shared AI models. What's yours stays yours, and any source you connect can be revoked in one click, any time.
The difference
A Tuesday, before and after.
Same business, same data, same problems waiting to happen. The difference is whether anyone caught them in time.
Without your AI team
You find out too late
- Three invoices quietly cross 45 days; you notice at month-end.
- Your best-seller stocks out on a Saturday and you lose the weekend's sales.
- A support email sits two days; the customer leaves a one-star review.
- You spend the evening building a report nobody enjoyed.
With your AI team
You handle it at 8 AM
- The AI CFO drafted all three reminders overnight; you approve them with one tap.
- The AI Inventory Manager warned you Wednesday and had a reorder ready.
- The AI Support Agent drafted a reply within minutes; you sent it before lunch.
- The AI Project Manager wrote the report; you edited two lines and hit send.
What happens next
From request to first briefing in days, not months.
No migration, no lengthy setup project, nothing new for your team to learn. Here’s the whole path.
1
Request access
Join the early access list. We'll reach out when your batch opens.
Today2
Switch on your first roles
Pick one or two roles that fit your business. They read your existing Tazk data straightaway.
Day one3
Connect your own data
Optionally link your bank feed, inbox or ad accounts so the roles reason over your whole business.
When you're ready4
Get your first briefing
The roles start watching and drafting. Your approval queue fills; you stay in control from the first morning.
Within daysHuman-in-the-loop
AI that asks before it acts.
Most AI tools want to replace your judgement. Tazk Agentic AI is built the opposite way: every role drafts, recommends and prepares — then stops and waits for you. This isn’t a limitation; it’s the design, and it’s what separates a trustworthy AI copilot for business from a black box.
- One approval queue — every drafted action from all 14 roles in a single inbox you clear in minutes.
- Full audit trail — who approved what, when, and what the AI recommended. Nothing invisible.
- Your rules, enforced — set thresholds per role in a flexible approval workflow: what needs your sign-off, and what a manager you trust can clear.
AI CFO · 3 payment reminders drafted
Awaiting youAI Inventory · Reorder 240 units, Item #204
Awaiting youAI Payroll · June run pre-checked
Approved 9:14 AMAI Support · Reply drafted, ticket #1187
Approved 9:16 AMAI Projects · Weekly status report ready
Awaiting youWhere your day goes
Spend the morning deciding, not digging.
The point of an AI team isn’t fancy dashboards — it’s your time back. Here’s roughly how a morning shifts when the watching and drafting is already done before you sit down.
Digging through data
~0min→~0min
Reviewing one briefing instead of opening six screens.
Chasing follow-ups
~0min→~0min
Approving drafted reminders instead of writing them.
Writing reports
~0min→~0min
Editing a drafted report instead of building it.
A typical morning, before and after
Time spent on routine admin before decisions can even start.
Without your AI team
~195 min
With your AI team
~20 min
Illustrative, based on the tasks these roles take on — not a measured average. Your mileage will vary with how many roles you switch on.
Who it’s for
Find your business. Meet your first hires.
Built as AI for SMB India — for the way real small and mid-sized businesses actually run.
Retail & shops
Counters, stock and walk-in customers to keep flowing.
Start with Inventory • CEO • Purchase
Distribution & B2B
Field reps, credit sales and receivables to chase.
Start with CFO • Sales • Collections
Services & agencies
Projects to deliver, teams to balance, clients to update.
Start with Projects • CEO • Support
Manufacturing
Assets, purchase, payroll and operations to run tight.
Start with Assets • Purchase • Payroll
Your data, your rules
Handing an AI the keys to your sales, cash and people data is a big ask. So the roles are built to earn that trust every day: they can read to help you, but they can’t act, share or learn from your data on their own. You stay in control of all of it.
It reads, it doesn't act
The roles can look at everything and change nothing on their own. Every action that touches the real world — a message, an order, a payment — waits in your approval queue first.
Nothing happens in the dark
Every recommendation and every approval is logged — what the AI suggested, who cleared it, and when. Your data stays encrypted in transit and at rest, with least-privilege access.
Your data isn't the product
Your business data is used to help your business — never to train shared AI models. What's yours stays yours, and any source you connect can be revoked in one click, any time.
Encrypted in transit & at rest
Least-privilege access
Full activity logs
Revoke any connection anytime
Your AI workforce is hiring its first bosses.
Agentic AI for small business is rolling out to Tazk customers in batches. Join the early access list and be among the first to get your morning briefing.
Frequently asked questions
01
What is agentic AI for small business?
02
Is agentic AI right for a small business, or only large companies?
03
Do the AI roles take any action without my permission?
04
What does the AI CFO actually do?
05
How is this different from normal business management software?
06
Do the AI roles only use my Tazk data?