Deploy AI agents that run your business 24/7
More than a chatbot -- a full agent framework with 40+ tool integrations, custom AI agents, scheduled automation, and streaming execution. Build a Sales agent that qualifies leads overnight, a Support agent that resolves tickets from your KB, or an Ops agent that generates reports on a cron. Every agent scopes to the apps and autonomy level you choose.
AI Business Assistant is available completely free on Deelo — no credit card required, no time limit, no feature restrictions. Includes all 50+ business apps.
Every feature of AI Assistant is available on the Free plan — no feature gating, no upgrade walls. Purpose-built for financial advisory firms.
Create purpose-built agents with configurable roles, system prompts, and autonomy levels -- from fully assisted to fully autonomous.
Launch in seconds with ready-made Sales, Marketing, Support, Developer, Finance, HR, and Operations agents.
Agents read and write data across CRM, Invoicing, Projects, Helpdesk, and every installed app with scoped CRUD tools.
Run agents on a cron schedule -- daily pipeline reviews, weekly reports, overnight lead qualification -- with full execution history.
Agents open apps, navigate to specific records, and manage windows so you jump straight to the data that matters.
Watch agents think in real-time with streaming output and live tool-call visualization as they query, create, and update records.
Lock each agent to specific apps and integration keys. Destructive actions require confirmation; autonomous agents execute freely within guardrails.
Agents connect to Gmail, Outlook, Google Calendar, and Slack to send emails, create events, and post messages on your behalf.
Need more? Upgrade anytime to Starter ($19/mo) for unlimited seats, more storage, and no branding. Your data carries over seamlessly.
Automate overnight lead qualification and pipeline reviews
Resolve 40% of support tickets without human intervention
Generate weekly reports on a schedule -- zero manual effort
Operate across every Deelo app from a single conversation
Deploy specialized agents in seconds with pre-built templates
Start free today. Upgrade when you need more seats, storage, or AI credits.
| Feature | CURRENT Free $0 | Starter $19/mo/user | Business $39/mo/user | Enterprise $69/mo/user |
|---|---|---|---|---|
| Users | 1 user | Unlimited | Unlimited | Unlimited |
| Storage | 1 GB | 10 GB/user | 100 GB/user | Unlimited |
| AI Credits | 50/mo | 200/mo/user | 1500/mo/user | 10,000/mo/user |
| Branding | Deelo branding | No branding | No branding | No branding |
| Support | Community | Priority email | Dedicated | |
| Apps | All 40+ | All 40+ | All 40+ | All 40+ |
Deelo includes 40+ apps — all free. Here are the most popular for financial advisory firms.
Everything you need to know about free ai business assistant for financial advisory firms.
Get AI Assistant for financial advisory firms — plus every other Deelo app — completely free. No credit card, no time limit.
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