Work falls between tools
A deal closes in the CRM, but the invoice, the provisioning, and the comp change live in three other systems. Every handoff is a human copying state — and every copy is a place work quietly dies.
Stop Stitching Apps. Interlock Your Business.
Your whole company, on one OS.
Interlock unifies CRM, finance, people, and equity on a single AI-native system — staffed by a virtual executive team of AI agents that does the work, not a dozen tools that make it.
The Problem
A mid-market company doesn’t have a software problem. It has a stitching problem.
Every tool in the stack has its own login, its own data model, its own half-trained AI, its own bill, and its own contract. The work of running the company becomes the work of running the seams between them.
CRM
Accounting
Payroll
Cap table
Marketing
Sequencer
Notetaker
Dashboards
“The cost isn’t the subscriptions. It’s the seams.”
Where the Value Leaks
Intelligence dies at the boundary between products.
Every vendor’s AI is half-blind
Your CRM’s AI can’t see your books. Your finance AI can’t see the pipeline. Each one reasons over a fragment of the company, so each one gives you a fragment of an answer.
The stack fights your growth
Every new hire means five new seats. Every new entity means another integration project. The stitched stack turns growth — the thing you want — into the thing that hurts.
Three leaks. One root cause: your data lives in eight different places.
The Answer
Every product runs on
Every product runs on
ONE
COMMON DATA CORE.
Underneath all eight products sits a single governed data layer — one schema, one event bus, tenancy enforced at the row level. The seams don’t exist because there is nothing to stitch.
One record of truth
A customer, an invoice, an employee, a share — each exists exactly once, and every product reads the same record. No connectors, no sync jobs, no month-end reconciliation between tools.
Agents see the whole company
The virtual executive team works because it reads the Core: pipeline next to cash, headcount next to comp, equity next to payroll. Whole-company answers instead of tool-shaped fragments.
Products snap on, not bolt on
Add Ledger or Workforce and it reads your existing records on day one. Growth stops meaning another integration project — the Core is already there.
The Differentiator
A company that runs itself.
Interlock ships with a virtual executive team — AI agents with real scope and finished work as their output. Their context is the Common Data Core, so every answer is a whole-company answer.
Orchestrates the whole company
Reads every domain, sets the cadence, routes outcomes to the right executive agent — and answers for the whole system in one conversation.
Runs the revenue engine
Pipeline, partners, and outbound — worked end to end.
Keeps the books and the cap table
Close, forecast, consolidate, and keep ownership straight.
Runs HR, payroll, and growth
Onboarding to performance, with people data that stays true.
Builds demand you can measure
Attribution, content, and brand — tied to closed revenue.
“Outcomes in. Finished work out. The agents run every step in between.”
The Product Surface
Eight products. One OS.
ElevateCRM — the revenue system of record
Pipeline, accounts, and guided selling on the company’s one schema.
EngagePartner portal on the same spine
Deal registration and co-selling without a second system.
EngineGTM agents — 29 workflows
Outbound, voice, and real-time coaching, priced in tokens not seats.
EffectsMarketing measurement + content
Twelve attribution models, MMM, and brand-voice content agents.
CaptureNotetaker that feeds the OSMeetings filed to the right records — included with Elevate and Engine tiers.
LedgerAccounting — books to consolidation
Bank feeds, FP&A, and multi-entity close on the shared schema.
WorkforceHR, payroll, and benefits
Time-off to performance and LMS, priced per employee.
SharesEquity — cap table to 409A
Employee portal and international grants, wired to payroll and the books.
Pillars
Why Interlock is the Company OS.
One Common Data Core
One schema and one event bus under every product. A customer, an invoice, an employee, a share — each exists exactly once, and every product reads the same record.
A virtual executive team
Five C-suite agents with real scope — not a chat box bolted to a database. You hand them outcomes; they hand back finished work with the reasoning attached.
AI-native, not bolted on
The agents were not added to Interlock; Interlock was built around them. Every workflow, record, and permission was designed to be operated by AI with humans in command.
Enterprise trust, mid-market reach
Coded to SOC 2 Type II, HITRUST CSF r2, and the FedRAMP High baseline — audit-ready, with tenancy enforced at the row level. Priced for companies that aren’t Fortune 500 yet.
0products on one schema
0virtual C-suite agents
READYSOC 2 II · HITRUST r2 · FedRAMP High
$10–500Mrevenue sweet spot
Stop stitching apps.
Interlock your business.
One OS to run your entire company — revenue, money, people, and ownership.
See the Company OS