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Frequently asked questions

Do I need to sign in to try SMAIVIZ?

You can browse the public pages — overview, documentation, FAQs, security, terms, privacy and the blog — without an account. To use the app (chat, projects, automations and your own AI assistants), you sign in so your work stays private to you.

Do I need to know how to code?

No. You describe what you want in plain English and SMAIVIZ helps build it — whether that's an automation, an AI assistant, or a report.

What can I do with SMAIVIZ?

Run your business from one place: manage customers and deals, organise your team of people and AI agents, plan and track work, automate the busywork, and build AI assistants that do real tasks for you.

Which AI models can I use?

You can choose the AI model that best fits each task, and bring your own model key if you prefer — so you stay in control of model choice, data, and cost.

Can AI act on its own, or do I stay in control?

You stay in control. Anything sensitive waits for your approval before it happens, and you decide exactly what each AI agent is allowed to do.

Can I work as a team?

Yes. Invite your teammates and choose what each person can see and do — from view-only access up to full control.

Is my data private and secure?

Yes. Your data and any keys you add are kept private to your account and encrypted, and only you and the people you invite can see your workspace. You can also keep your data in the region you choose.

Can I export or delete my data?

Anytime. Export everything we hold about you in one file from your settings, and delete your account whenever you like — with a short grace window in case you change your mind.

How much does it cost?

You can start for free and upgrade when you're ready, so you only pay as your needs grow.

Payment & subscription terms

Version: 2026-06-14 · Last updated: 14 June 2026.

These Payment & Subscription Terms (the “Payment Terms”) govern your purchase and use of paid plans on SMAIVIZ, operated by Smaiviz Pvt. Ltd. (“SMAIVIZ”, “we”, “us”). They supplement, and are in addition to, our Terms of Service and Privacy Policy, which you also accept. By selecting a plan and clicking I agree, you accept these Payment Terms.

1. Plans, seats & billing cycle

Paid plans are billed per seat, per billing cycle (monthly unless stated otherwise) in advance. The price shown at checkout for your region applies. We may change plan pricing or features on a prospective basis with notice; changes do not affect the cycle you have already paid for.

2. Free trial

Paid plans may start with a free trial of the length shown at checkout (e.g. 7 days). A valid payment method is required to start the trial. Unless you cancel before the trial ends, the plan automatically converts to a paid subscription and we charge your payment method the then-current fee for your selected plan and seats. You can cancel at any time during the trial from Billing settings to avoid being charged.

3. Automatic renewal & cancellation

Subscriptions renew automatically at the end of each billing cycle until you cancel. You authorise us (and our payment processors) to store your payment method and charge it for each renewal. You may cancel renewal at any time from Billing settings; cancellation takes effect at the end of the current paid cycle, and you retain access until then. We do not provide pro-rated refunds for partial cycles except where required by law (see §6).

4. Payment processing

Payments are processed by third-party providers — Stripe (for customers billed in USD) and Razorpay (for customers billed in INR). Your card and payment details are handled by these processors under their terms and privacy policies; we do not store full card numbers. You are responsible for keeping a valid payment method on file.

5. Taxes (incl. GST)

Fees are exclusive of taxes unless stated. You are responsible for any applicable sales tax, VAT, or GST. For Indian customers, 18% GST applies; provide your GSTIN at checkout to receive a tax invoice. Where we are required to collect tax, it is added at checkout.

6. Refunds

Except where required by applicable law or expressly stated, fees are non-refundable and there are no refunds or credits for partial periods, unused seats, or features not used. If you believe you were charged in error, contact billing support and we will review in good faith.

7. Failed payments & suspension

If a charge fails, we may retry and notify you. If payment remains unpaid, we may downgrade, suspend, or restrict access to paid features until the balance is settled. We are not liable for loss of access arising from a failed payment.

8. Plan changes

You can upgrade, downgrade, or change seat counts from Billing settings. Upgrades may be charged immediately (prorated by the processor where supported); downgrades take effect at the next cycle. Enterprise plans are governed by a separate order form or agreement.

9. Changes to these terms

We may update these Payment Terms. Material changes are versioned; when the version changes we will ask you to review and accept the updated terms before continuing to use paid features.

10. Governing law & contact

These Payment Terms are governed by the laws stated in our Terms of Service. For billing questions, contact billing@smaiviz.com.

Why SMAIVIZ

Three habits keep a business alive. Most software helps with none of them.

Strip any business down — a workshop, a clinic, a distributor, a software team — and the same three habits decide whether it thrives: you can see the whole picture, you never drop the ball, and the thing that worked once happens again reliably. Every business already does all three. Usually by hand. Usually at the cost of somebody's evening.

Talk to our team

15-day free trial · No credit card required

The first R — Reports

See the whole business in one place. Live, not last quarter.

Dashboards in every area

Build the view you need — pick the measure, the grouping and the filter — save it, share it, and pin any one of them as the screen you land on each morning.

The numbers that decide things

Pipeline and forecast, profit & loss, balance sheet, cash flow and multi-currency treasury, stock value, delivery performance and margin — read from the records, not from a monthly submission.

People, projects and marketing too

Headcount, capacity and cost; project health and risk; campaign attribution that reaches the invoice rather than stopping at the click.

One source of truth

Every board reads the same operational data under the same access rules — so two teams cannot arrive at a meeting with two versions of the same number.

The second R — Reminders

Never drop the ball. The system tells the right person — or the right assistant — what needs them now.

Work that chases itself

Due dates, recurring tasks, sales cadences and escalations that run on their own timers instead of depending on who had a quiet afternoon.

Nudges before problems

Period-close reminders, reorder suggestions, expiring batches, calibration due, certificates lapsing — raised while there is still something to do about them.

Joiners, movers and leavers

The workflows that quietly go wrong in every growing company, run as workflows: tasks raised across teams, and a record that each was done.

A human gate on anything sensitive

Approvals sit where money moves and where messages leave the building. Nothing sends unseen, and every step is routed, timed and logged.

The third R — Reproduce

Turn the process that worked once into a routine that runs itself.

A real automation engine

Multi-step workflows with retries, resumption and parallel branches — not a single trigger firing a single action and hoping.

AI assistants on a schedule

Assistants that plan a goal, execute each step with the tools and know-how you gave them, and hand the result back for approval.

Reusable templates

Project blueprints, phase and checklist templates, risk registers and dashboard templates — so the tenth time starts where the ninth ended.

Connectors and an event bus

One thing happening makes the next thing happen, across the whole business, without a nightly sync or a person in the middle.

Why they only work together

SeparatelyA reporting tool shows you a number it was handed. If the handoff was late or wrong, so is the number.

TogetherThe report reads the record that the work created, so it is right by construction and current by default.

SeparatelyA reminder tool nags about a task it can't see the state of.

TogetherThe reminder knows the invoice is unpaid, the stock is short and the job is at risk — because those are the same system.

SeparatelyAn automation tool moves data between products and breaks when one of them changes.

TogetherThere is nothing to move. The modules share the data and react to each other's events.

What actually makes this different

One platform, not a suite of separate products

Finance, sales, stock, warehouse, production, projects, people, service and marketing on one record set. A deal closing moves the order, the stock and the ledger without anyone re-typing it.

AI with a hand on the brake

Assistants take the repetitive half of the work. Anything sensitive or outbound stops for a human, and the safety rules an assistant runs under are set by the server — never by whatever text arrives with a request.

Bring your own AI provider

Use your own key. It is stored encrypted and scoped to your account rather than pooled with anyone else's.

Strict data isolation

Every record belongs to an organisation, and access is checked against membership on every request. Someone outside it doesn't get "denied" — they get "not found", because existence itself shouldn't leak.

An audit trail you didn't configure

Who, when, which record, and what the value was before — kept as a matter of course, for people and assistants alike.

Switch on what you need

Start with one or two areas and grow into the rest. The capabilities most businesses reach for later are already here, switched off.

See it, don't drop it, do it again.

Start free with your own workspace. Bring one week of real work across and judge it on that.

Talk to our team
The platform

One platform. Everything connected.

Most companies don't have a software problem. They have a seams problem — a tool for sales, another for the books, a third for stock, and a person whose real job is carrying information between them. One action should flow across the whole business on its own. Here it does, because there is nothing to carry it between.

Talk to our team

15-day free trial · No credit card required · Everything below is included

One action, all the way through

No exports, no nightly sync, no integration bill — each step is an event the next step reacts to.

  1. 1

    A deal is won

    Closed in the pipeline by the person who closed it. Nobody emails operations a spreadsheet.

  2. 2

    The order runs

    Captured, priced from the customer's own price book, credit-checked, and allocated against stock that actually exists.

  3. 3

    Goods move

    Picked, packed and shipped. The stock ledger moves once, from a single writer, so quantity and valuation never disagree.

  4. 4

    Finance posts

    The invoice drafts from what actually shipped, at the accounts and tax treatment the item resolves to — not from what someone remembered.

  5. 5

    Leaders see it

    Revenue, margin, receivables and cash update while the day is still happening, and every figure drills to the record behind it.

Full coverage — the back office, the front office and the shop floor

Turn on what you need today; the rest is already here, switched off.

Finance & accounting

Double-entry ledger, receivables and payables, invoicing and bills, payments, tax handling, multi-country treasury, subscriptions and recurring billing, and multi-company consolidation.

Supply chain & inventory

The stock ledger of record, warehouse execution, procurement, order management, product information, and a supplier network with portals and scorecards.

Manufacturing

Work orders and routing, light material planning, bill-of-materials costing with change control, finite-capacity scheduling, shop-floor execution and an effectiveness cockpit.

Quality

Inspection plans, non-conformance and corrective actions, statistical process control, certificates, calibration registers and audits.

Assets & field service

Asset register, preventive and corrective maintenance, tool custody, service tickets, dispatch and response-target tracking.

Sales, CRM & commerce

Accounts and contacts, configurable pipelines, deals and quotes, territories and forecasting, retail point of sale, an online storefront and a customer data platform.

People

Directory and org chart, hiring and onboarding, leave and attendance, payroll and expenses, performance and learning, health & safety and people analytics.

Projects, work & content

Portfolios, projects, tasks and sprints, risks and issues, schedules and specifications, plus files, a knowledge base and forms.

Marketing, analytics & automation

Campaigns across content, social, email and advertising; an executive cockpit and self-service dashboards; workflow automation and threshold alerts.

What holds it together

One record, many views

A customer is one record whether you are quoting them, shipping to them, invoicing them or answering their ticket. So is an item, a person and a job.

An internal event bus

Modules publish what happened and others react. That is why a goods receipt posts to the ledger and a confirmed order reaches the warehouse without an integration.

Analytics on the live data

Dashboards read the operational records directly, under the same access rules and field masking — no second copy of everything, no lag, no numbers that don't match the source.

Open at the edges

An open API, webhooks and connectors, so the systems you are keeping participate instead of being ripped out.

Configurable, not custom

Your chart of accounts, your pipeline stages, your record fields, your numbering and your wording — including renaming modules so the navigation speaks your language.

A migration path, not a big bang

One staged pipeline: field mapping, a dry run with per-row errors, re-runs that update rather than duplicate, and a reconciliation against your old system's control totals as the sign-off gate.

Governed by default

Nothing crosses an organisation boundary

Every row is scoped, and every request is checked against membership. It is enforced in the layer all traffic passes through, not left to a setting someone can misconfigure.

Roles, and finer than roles

Viewer, editor and admin, plus access grants, field-level policies and a permission matrix — with single sign-on, automated provisioning and scheduled access reviews.

AI that acts inside the rules

Assistants work through defined capabilities with policy attached, sensitive and outbound actions pause for a human, and everything they do is logged the way a person's actions are.

Fewer seams. Fewer surprises.

Start free, put one connected flow on it — a deal through to its invoice — and see how much of your day was really just carrying information.

Talk to our team
Pricing

One platform, one bill, priced by the people who use it.

No per-module product to buy, no integration line item, and no separate contract for the capability you need next quarter. You pay per person, per month — and where you land depends on what you actually switch on.

$12 – $120 per user / month, billed annually

Get an exact quote

15-day free trial · No credit card required · All capabilities available during the trial

What moves you inside that range

A five-column tier table answers "what will this cost us?" with homework. Here is the honest short version.

Which capabilities you switch on

A team running sales and finance sits near the bottom of the range. A business running manufacturing, warehouse execution, quality and multi-company consolidation sits nearer the top.

How much configuration you need

Standard setup is included and self-serve. Deep configuration, bespoke workflows and a guided rollout are where a conversation is worth having.

Your data and AI usage

Storage and AI consumption scale with how hard you use them. You can also bring your own AI provider key, in which case that usage is billed by your provider, not by us.

How many people

Volume matters. If you are rolling out across a larger team, talk to us before you buy — that is exactly the case the range's lower end is designed to reach.

The details worth knowing up front

Monthly costs more than annual

Paying monthly instead runs $20 – $200 per user / month. Annual billing is the cheaper commitment, and you can start monthly and move.

A minimum of three licences

Every team organisation holds at least three. Below that, the personal workspace is the right home.

Your personal workspace is free for life

With limited access, and no card. Licences apply to team organisations, where the shared data and the governance actually matter.

Seats you can move

A licence is a seat someone holds, not a person you are stuck with. When someone leaves the organisation their seat is released and the next joiner claims it.

Taxes and limits

Local taxes are charged in addition to the prices shown, and limits apply to file storage and other resources.

Notice before a change

Based on total licences and volume, pricing may increase or decrease — with at least 30 days' notice, never a surprise on an invoice.

What's included at every price

The governance, not just the features

Role-based access, field-level policies, approval gates on sensitive and outbound actions, and an audit trail — not an enterprise add-on.

Your data, portable

Scoped to your organisation and exportable. Bring your own AI provider key if you prefer; it stays encrypted and scoped to your account.

A migration you can rehearse

A staged pipeline with a dry run, per-row errors and a reconciliation against your old system's control totals — run it as many times as you need before you commit.

Questions before you buy

Why a range and not a price list?

Because the honest answer depends on what you switch on. Quoting one number would mean either overcharging a small team or underselling what a larger rollout needs. Tell us what you run and we will give you the exact figure.

Do we pay more to add a capability later?

You move within the range rather than buying a new product. Nothing has to be re-implemented and no data has to be migrated — it was already there, switched off.

What happens at the end of the trial?

Nothing is charged automatically without a card. Your data stays yours, and you choose whether to license the organisation or move to a personal workspace.

Which currency will we be billed in?

The one shown on this page — rupees in India, dollars elsewhere. It is resolved the same way at checkout, so you are never quoted in one currency and charged in another.

Can we get help with the rollout?

Yes. Volume pricing and guided onboarding are exactly what the sales conversation is for — sales@smaiviz.com.

Try it before you talk to anyone.

Fifteen days, no card, every capability available. Bring one real week of work across and judge it on that.

Talk to our team