CorpusIQ

CorpusIQ is a powerful platform designed to bridge the gap between your everyday business tools and your AI assistants. Think of it as a private, secure layer that lets you ask questions and get answers drawn from across your entire software stack. Instead of jumping between QuickBooks, Shopify, HubSpot, Gmail, Google Drive, Slack, and dozens of other apps, you can simply ask your AI assistant one question, and CorpusIQ does the heavy lifting. It connects to over 43 different business tools and offers more than 200 individual actions, or tools, to interact with your data. What truly sets CorpusIQ apart is its knowledge layer. Most AI integrations just return raw data from a single source. CorpusIQ, however, runs pre-built skills that synthesize information across multiple sources. For example, you can ask a single question like "run cash recovery for the week," and the platform will pull data from QuickBooks for accounts receivable, Gmail for follow-up emails, Google Drive for contracts, and Shopify for recent activity. It then delivers a prioritized action plan with key leverage points highlighted. This platform is built for business owners, accountants, marketers, and anyone who wants to save time and get smarter insights without needing to be a technical expert. It is certified with DEKRA CASA Tier 2 security and has Google Cloud OAuth verification, ensuring your data remains safe and private. Every action is permissioned, logged, and can be revoked instantly. CorpusIQ is your private AI acceleration layer, turning one question into a comprehensive, cited answer from your entire business.

Extensive Connector Library

CorpusIQ comes with over 43 pre-built connectors and more than 200 tools to link your AI assistants directly to the business applications you already use. This includes major platforms like QuickBooks, Shopify, HubSpot, Gmail, Google Drive, Slack, Google Analytics 4, and Facebook Ads. Instead of manually exporting data or building complex integrations, you simply connect your accounts through secure OAuth. This feature ensures that your AI, whether it is ChatGPT, Claude, or Perplexity, has permissioned, read-only access to the data it needs. You can instantly query inventory levels, customer details, email threads, or ad performance without ever leaving your AI chat interface.

Intelligent Skills and Knowledge Layer

The most powerful feature of CorpusIQ is its knowledge layer, which goes far beyond simple data retrieval. The platform includes over 250 pre-built skills that can synthesize information from multiple sources at once. For instance, a skill like "weekly-business-pulse" can pull sales data from Shopify, customer support tickets from HubSpot, and ad spend from Facebook Ads to generate a single, comprehensive business health report. These skills are designed to answer complex questions that require cross-referencing data, such as "What is our cash position this week?" or "Which ad campaigns are underperforming?" This saves you from the tedious work of manually checking each tool and piecing together the story yourself.

Enterprise-Grade Security and Compliance

Security is a core pillar of the CorpusIQ platform. It holds a DEKRA CASA Tier 2 security certification and has passed Google Cloud OAuth verification. This means every connection your AI makes is secure and permissioned. All tool calls are authenticated using JWT (JSON Web Tokens) and every single action is audit-logged for complete transparency. The platform uses read-only OAuth, meaning your AI can view data but cannot make changes or delete anything. Crucially, CorpusIQ stores zero data from your business tools; it only facilitates the connection. If you ever need to, you can instantly revoke access, giving you total control over your sensitive business information.

Pre-Built Skills for Common Business Tasks

CorpusIQ simplifies complex business workflows with a library of over 250 pre-built skills. These are not just simple queries; they are sophisticated processes that combine multiple steps and data sources. For example, the "cash-recovery-engine" skill automatically identifies overdue invoices, finds related email threads in Gmail, checks for signed contracts in Google Drive, and creates a prioritized follow-up list. Other skills include "ad-spend-truth-report" to analyze marketing ROI and "exec" for executive summaries. These skills are designed to be beginner-friendly, allowing you to run powerful analyses with a single question, without needing to understand the underlying technical integrations.

Streamlining Cash Recovery for Accountants

Imagine you are an accountant trying to improve your firm's cash flow. Instead of logging into QuickBooks, checking Gmail for payment reminders, and searching Google Drive for customer contracts, you can ask your AI assistant one question: "Run cash recovery for the week." CorpusIQ's cash-recovery-engine skill automatically pulls all overdue invoices from QuickBooks. It then cross-references those accounts with your Gmail to find any recent follow-up emails sent. Finally, it checks your Google Drive for signed contracts related to those invoices. The result is a single, prioritized action plan that tells you exactly which clients to contact, what has already been said, and the leverage points you have, saving you hours of manual work every week.

Generating a Weekly Business Pulse Report

A business owner wants a quick, high-level overview of how the company is performing without spending hours in dashboards. They can ask their AI assistant, "Give me my weekly business pulse." CorpusIQ's weekly-business-pulse skill instantly connects to multiple tools. It pulls sales revenue and order volume from Shopify, new leads and customer tickets from HubSpot, and website traffic data from Google Analytics 4. The skill then synthesizes this information into a single, easy-to-read report. The report highlights key trends, such as a spike in customer support tickets related to a new product, or a drop in website traffic from a specific ad campaign. This gives the owner actionable insights without needing to master each individual tool.

Auditing Ad Spend Across Platforms

A marketing manager needs to understand if their Facebook Ads are actually driving profitable sales. Instead of manually comparing data from Facebook Ads Manager and Shopify, they can ask, "Run an ad-spend-truth-report." CorpusIQ's pre-built skill pulls cost and performance data from Facebook Ads and matches it with conversion and revenue data from Shopify. The skill then calculates the true return on ad spend (ROAS) for each campaign. It highlights which campaigns are profitable and which are losing money, providing a clear, cited answer. This allows the manager to quickly reallocate budget to the best-performing ads, improving marketing efficiency without manual data crunching.

Connecting QuickBooks to ChatGPT for Instant Financial Queries

A small business owner wants to know their current cash balance or a list of unpaid invoices without logging into QuickBooks. With CorpusIQ, they can simply ask their ChatGPT assistant, "What are my top 5 overdue invoices?" The platform, connected via secure, read-only OAuth, sends the query to QuickBooks and returns the exact data. Because CorpusIQ uses JWT permissioning and audit logging, the owner knows this request was secure and can be reviewed later. This use case shows how CorpusIQ turns any AI assistant into a direct, safe, and powerful interface for your financial data, making it easy to get answers on the go without compromising security.

How does CorpusIQ keep my business data safe?

CorpusIQ is built with security as its top priority. It holds a DEKRA CASA Tier 2 certification and has passed Google Cloud OAuth verification. All connections use read-only OAuth, meaning the AI can only view your data and cannot make changes or delete anything. Every single tool call is authenticated with a JWT token and is recorded in an audit log for complete transparency. Most importantly, CorpusIQ stores zero data from your business tools; it only facilitates the real-time connection. You can also instantly revoke access to any tool at any time, giving you full control.

Do I need to be a developer or have coding skills to use CorpusIQ?

Not at all. CorpusIQ is designed to be beginner-friendly. You do not need to write any code or understand complex APIs. The platform provides over 250 pre-built skills that you can activate with a simple question to your AI assistant. Connecting your business tools like QuickBooks or Shopify is done through a secure, step-by-step OAuth process, similar to logging into a website with your Google account. The goal is to let you focus on getting answers and insights, not on technical setup.

Which AI assistants and business tools does CorpusIQ work with?

CorpusIQ is designed to work with the most popular AI assistants, including ChatGPT, Claude, and Perplexity. On the business tool side, it offers over 43 connectors, giving you access to more than 200 tools. This includes major platforms like QuickBooks, Shopify, HubSpot, Gmail, Google Drive, Slack, Google Analytics 4, and Facebook Ads. The platform is constantly expanding its library of connectors to support more of your business stack.

What is the difference between a connector and a skill in CorpusIQ?

A connector is the secure link between CorpusIQ and one of your business tools, like QuickBooks or Gmail. It allows the platform to read data from that specific source. A skill, on the other hand, is a pre-built process that uses one or more connectors to answer a complex question. For example, the "cash-recovery-engine" skill uses the QuickBooks, Gmail, and Google Drive connectors together to create a single action plan. Skills are what make CorpusIQ powerful, as they synthesize data from multiple sources to give you a complete answer, rather than just raw data.