What you lose without it
You check five apps before breakfast and still miss the thing that mattered. Reports get written on Sunday night or not at all. The accountant asks for the same pack every month and it takes a day.
What it holds
The brief: ACT, SOON, PLAN, OK, each line with a link. Weekly: cash, jobs, pipeline, people, compliance in one page. Monthly: the pack for your accountant, bank or partner, drafted for your check. Nothing is sent to anyone outside the business without a person.
What it reads from
The Board, which reads everything else. It runs on a Claude seat in your own Google Workspace or Microsoft 365 account.
What it says
"4 things need you today. Concreter's workers comp expired yesterday. Excavator rego due in 18 days. 3 quotes over $5k with no reply after 10 days. Paid overnight: 2 invoices, $8.4k."
Where it stops
It shows and flags. Anything that leaves the business is a draft for you.
What is an operating board · See the demo boards
Starts at: From the Board. Levels → · Get a price →
All modules: Compliance and registers · Quotes and price book · Jobs, bookings and schedule · Money view · Clients and pipeline · Knowledge base and procedures · Staff onboarding and training · Inbox and admin · Suppliers, stock and purchasing · Marketing, reviews and content · Handover and owner-away
Written by Christian Stewart, Stewart Systems, Wollongong. Published 2026-09-29. Records and flags, not legal, WHS or insurance advice; rules change, check the regulator for the current one.