The goals, the way they were written
It pulls them from the goals document and shows which one it checked. If they never got written down, it says so and logs it. It doesn't improvise them.
What goals did we set for this year?
For owners
AI for business owners: know what you'll see up front
AI for business owners gets pitched on how well it writes. What keeps an owner up at night is something else. Your people are likely using AI already, each on a personal account, and you can't see who, for what, or what it adds up to. Some call that shadow AI. Flipa puts those three things in plain view, on three screens.
The example on this page is Copper Kettle Hospitality, four made-up restaurants around Sarasota, Florida, with a seven-person main office. The app is in Spanish today, so the screen names you'll read here are translations.
Who can do what
Two roles: who asks and who decides
A Flipa account has members and admins. Members ask questions and hand off work. Admins also decide what Flipa knows and who gets in.
| Member | Admin | |
|---|---|---|
| Ask, hand off work, see the sources and rate answers | Yes | Yes |
| Conversations they can see | Their own | The whole account's |
| Usage they can see | Their own | Everyone's, by person and by agent |
| Upload documents and change what Flipa knows | No | Yes |
| Create agents | Only if you allow it; it's off to start | Yes |
| Scheduled tasks and connections | No | Yes |
| Invite people, remove them and change roles | No | Yes, within your seats |
| Set credit caps | No | Yes |
| See the activity log | No | Yes |
Say this out loud before you start: an admin can read every conversation on the account. Your team needs to know.
Try it here
The three screens, with one week of data
This is how Dana, who runs Copper Kettle's account, would see them. The numbers are sample data; the screens are real. Raise or lower somebody's cap and filter the log.
Usage
Copper Kettle’s main office, November. 9,480 credits used from the account’s pool.
- Danaadmin
3,120 of 4,000 credits
- Marcuspurchasing
2,480 of 3,000 creditsNear the cap
- Priyaadmin
1,640 of 3,000 credits
- Tylerstaffing
760 of 2,000 credits
Raise or lower each person’s cap with the buttons. Caps are optional: without one, a person spends from the account’s pool with no limit of their own.
Where it goes
- No agent3,970
- Social media2,310
- Scheduled tasks1,480
- Customer support1,240
- SEO480
Activity log
Every change, with who made it and when. It doesn’t keep the content of documents or conversations, and nobody can edit or delete it.
- TeamDana invited Marcus as a member
- KnowledgeDana uploaded the document “Fall menu.pdf”
- CapsDana set a 2,000-credit cap for Tyler
- AgentsPriya created the “Review responses” agent
- TeamDana removed Jess from the account
- KnowledgePriya updated the note “Location hours”
Knowledge
How much Flipa knows about the company, measured topic by topic, and what it’s been asked that nobody has written down yet.
67%
I know you well4 of 5 must-haves · 13 of 32 topics complete · 8 partial
What would raise it most
- What can’t be said+12
- Prices and terms+1
- Decisions and meetings+1
Asked and didn’t know
- Allergens on the fall menu4 times
- Large-party reservations2 times
And it answers you, too
Four questions an owner asks after hours
Flipa answers with what the company has in writing. When nothing is in writing, that's the answer, and it's a useful one.
What got decided in that meeting
Works if the meeting notes are uploaded. Flipa doesn't sit in on meetings or work from recordings: it reads what somebody put in writing.
What did we decide about closing Mondays over the summer?
The clause in the standard contract
It searches the contract PDF and answers with what's there. A fast read for you, not legal advice.
How much notice does our vendor contract call for?
What nobody has written down
You don't even have to ask this one. Under “Knowledge” there's a tab with the unanswered topics and how many times each has come up. Not a bad agenda for your next meeting.
What do people ask that isn't written anywhere?
Fewer risks
Three scares AI tools for business owners should spare you
None of them is technical. They show up the day someone quits, the day the bill arrives and the day somebody asks where your stuff is kept.
01
Someone leaves the company
You remove them and their access ends that moment. Their conversations and the agents they built stay on the account. How the next hire gets up to speed is over in Flipa for HR.
- Access cut off right away
- What they created is kept
- The removal shows in the activity log
02
Spending gets away from you
You can put a cap on each person and another on scheduled tasks. If a single answer runs too long, it stops and asks whether to go on. Everything is counted in credits, not dollars; how plans will work is on the pricing page.
- A cap per person
- A cap for scheduled tasks
- Alerts at 80% and 100% of the pool
03
Your stuff in someone else's account
Your company's material lives in a space apart from every other company's, protected by two barriers that don't depend on each other. We check it with tests in which one company tries to read, change and delete another's. Those are our own tests; there's no outside audit. The detail is in security.
Your company
Another
Another
So nobody's fooled
What Flipa isn't
Plenty of what's sold as the best AI for business owners promises to make decisions for you, from your numbers. Flipa doesn't play that game. It answers with what your company has in writing, and it's worth knowing where that ends.
- It's not a financial dashboard. It doesn't see your books or your sales, and it doesn't forecast.
- It doesn't send reports. There's no monthly report and no email alerts. Whatever you want to know, you look up inside or you ask. You can leave a task on a schedule; its result shows up under “What's new,” inside Flipa.
- It doesn't split things by department. The whole account draws on the same knowledge. There are no owner-only documents: if the whole office shouldn't read it, don't upload it.
- It doesn't teach your team AI. If you searched for AI for executives or AI for CEOs and landed on business-school programs, this isn't one of those. We don't sell courses. To start in good order there's a guide to implementing AI in a small business, step by step.
What it does do for an owner: show you what it's being used for, what it's spending and what it still doesn't know. The same assistant, seen from a company of a handful of people, is in Flipa for small business.
Frequently asked questions
What gets asked in the office, with the door closed
What is AI good for when you own the business?
Two separate things. One is looking up what the company already has in writing without going folder by folder: goals, meeting notes, contracts. The other is knowing how the team uses the tool: who, how much and what for. Flipa doesn't try to be the AI that decides for you.
Can I see what each person on my team asks?
Yes. An admin sees everyone's conversations; each member sees only their own. Tell the team from day one. The activity log is something else: it records who did what, without keeping the content.
How do I keep a lid on what the team spends?
Under “Usage” you see what's been spent by person, by agent and day by day. You can set a cap for each person and another for scheduled tasks, and there are alerts when the account's pool reaches 80% and 100%. If it runs out, the chat won't start and tells you why; it doesn't keep going at lower quality.
What happens to someone's work when they leave the company?
It stays. Once you remove them they lose access that moment, but their conversations and the agents they built remain on the account. If they come back, you can add them again.
Will Flipa put together a monthly report on the company?
No. It doesn't produce recurring reports or email you. You can ask for a summary whenever you need one, or leave a task on a schedule; you read the result inside Flipa, under “What's new.”
My people already use ChatGPT on their own. Does this fix that?
It gives them one shared place where you can see usage and spending, which personal accounts never show you. It can't stop anyone from opening another tab. That part is a conversation with your team, not a setting.
Keep reading
What you'll have in front of you from day one
- What each person and each agent spends
- Who changed what, and when
- What it still doesn't know about your company