Customer-Facing Financial Copilot
Aimee
AI Agent for Franchise Networks

Your franchisees are waiting days for answers your systems already have.

Your support team fields the same financial questions on repeat, pulling reports manually and saying "let me get back to you." Aimee connects to your financial systems and gives franchisees accurate answers instantly, so your team stops being a bottleneck and starts being a strategic resource.

The problem is not your team. It is the workflow.

Every franchisee question triggers the same manual cycle: pull a report, check a system, translate the data, write a response. Multiply that across 40+ locations and your support team is buried before lunch.

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Repetitive questions consume your best people

Your accounting team is answering the same questions about categorizations, balance differences, and report timing across dozens of locations every week. That time should go toward advisory work, not inbox management.

Slow response times erode trust

Franchisees asking "why does my P&L look different this month?" should not wait 48 hours for someone to pull a GL summary manually. Every delayed answer signals that corporate is not paying attention.

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Escalations arrive without context

When a question finally reaches the right person, they have to reconstruct the entire conversation from forwarded emails. No history, no data, no context on what was already tried.

How Aimee works

Aimee sits between your financial systems and your franchisees. She reads the data, understands the question, and delivers the answer.

1

Connects to your systems

Aimee integrates with your GL, ERP, and accounting platforms. No data migration. No manual setup. She reads from the systems your team already uses.

2

Understands the question

When a franchisee asks "why did my food cost jump this month?", Aimee interprets the intent, locates the relevant data, and constructs a clear explanation with the actual numbers.

3

Delivers or escalates

Straightforward questions get instant answers. Complex ones get routed to the right person on your team with the full conversation history and relevant data already attached.

What changes when Aimee is active

These are real scenarios franchise networks face every week. Here is how they play out with and without Aimee.

Without Aimee

"Where do I access the onboarding training modules for new hires?"

The franchisee emails their regional contact. That person forwards it to the training department. Someone replies 24 hours later with a link to the portal and a PDF of login instructions. The new hire's first day has already passed.

With Aimee

Training portal, login process, and completion timeline in seconds.

Aimee pulls the correct training portal link, login process, and required completion timeline from the operations manual. The franchisee has everything they need instantly, not days later.

Without Aimee

"What expenses qualify for the marketing fund reimbursement?"

The franchisee digs through their franchise agreement looking for the co-op advertising clause. They email corporate to confirm. Someone on the marketing team responds three days later with a partial answer and a spreadsheet from last year that may or may not be current.

With Aimee

Current policy, qualifying expenses, and deadlines in one answer.

Aimee surfaces the current reimbursement policy, lists qualifying expense categories, and provides the submission deadline and required documentation. No digging, no waiting, no outdated attachments.

Without Aimee

"What signage specifications are required for my storefront?"

The franchisee contacts their field rep asking for the brand standards guide. The rep sends a 200-page PDF. The franchisee scrolls through it trying to find the section on exterior signage dimensions, approved colors, and vendor requirements.

With Aimee

Exact specs for their location type, pulled instantly.

Aimee pulls the exact signage specs for their location type, including dimensions, color codes, approved fabricators, and the approval process for installation. One question, one answer.

Aimee connects to 8,500+ systems your network already uses

Accounting platforms, CRMs, communication tools, project management, marketing, ecommerce, and more. No data migration. No IT project. Aimee reads directly from the systems your team and your franchisees work in every day.

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Accounting & Finance

QuickBooks Online, Xero, Sage Intacct, NetSuite, Stripe

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CRM & Sales

Salesforce, HubSpot, Pipedrive, LeadConnector, Facebook Lead Ads

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Ecommerce & Web

Shopify, Webflow, Squarespace, Google Ads, Facebook Pages

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Marketing & Email

Mailchimp, ActiveCampaign, Brevo, Flodesk, MailerLite, Kit

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Operations & Project Management

Asana, monday.com, ClickUp, Trello, Notion

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Forms & Data

Typeform, Jotform, Gravity Forms, Airtable, Google Sheets

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Communication

Slack, Gmail, Microsoft Outlook, Discord, Zoom

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Productivity & Docs

Google Sheets, Google Docs, Google Drive, Notion, Microsoft Excel, Google Calendar, Google Tasks


And 8,500+ more. If your network uses it, Aimee can connect to it.

Frequently asked questions

Most networks are live within 1 day. Aimee connects to your existing financial systems through secure API integrations. There is no data migration, no IT project, and no disruption to your current workflows. Your team continues working normally.

Aimee escalates to the right person on your team automatically. A ticket is created in your favorite CRM system. The key difference: she includes the full conversation history, the data she already pulled, and the specific question that needs human judgment. Your team picks up where Aimee left off instead of starting from scratch. Once answered this question + answer is taught to Aimee. So you will never need to answer the same question again.

Yes. Aimee enforces entity-level data isolation. A franchisee can only see their own data. They cannot access another location's GL, reports, or documents. All data is encrypted in transit and at rest, and Aimee operates under SOC 2 compliance standards.

No. Aimee handles the repetitive, data-retrieval questions that consume your team's time. GL lookups, balance explanations, document requests, categorization questions. Your team focuses on the work that actually requires expertise: advisory, analysis, and strategic decisions.

Yes. Aimee can be white-labeled with your brand, tone, and terminology. You control which questions she handles directly, which she escalates, and how she communicates with your franchisees. The experience feels like your team, not a third-party tool.

See how Aimee works with your financial data

Book a 15-minute network assessment. We will show you exactly how Aimee would handle the questions your franchisees are asking today.

Book your Assessment

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