Your work arrives in email and documents.
Your business runs in your systems.
Contextuar closes the gap: AI-powered apps that move work from where it arrives to where it belongs, with your team reviewing every step.
From "it came in" to "it's done" in three steps.
Open the app.
From the Chrome extension, right next to the email, document, or file in front of you. No new tab, no portal, no forwarding.
Follow the steps.
The app reads the input, pulls out the data, and walks you through review: options, summaries, forms. Same steps, same result, every time.
Submit.
The work lands in the right system: your CRM, your accounting, your project tool. Nothing is written without your confirmation.
Working in Gmail or Outlook? Open the extension and Contextuar reads the email in front of you and suggests the matching app. A lot of work starts in the inbox. It just doesn't have to end there.
Add to Quickbooks
Select an email to use this agent
Open a thread in Gmail to activate this agent.
orChoose a file or drag it here.
PDF or image of an intake form
Extracted invoice details:
- Vendor: Northwind Supply Co.
- Amount: $100.00
- Invoice #: EDUYWXXS-0010
- Date: May 22, 2026
Which expense account should this bill be posted to? My best guess is Dues & Subscriptions.
Here's the bill ready for review. Submit to post it to QuickBooks.
Your software has AI now. So why is the work still manual?
There are four places a task can be automated. Most vendors will only tell you about theirs. Here's the honest map.
Your software's built-in AI.
Your accounting, CRM, and case tools are all adding AI. When their tool does the job, use it. It's already in your subscription.
Stops short when: the task needs your rules, your steps, or a second system.
Chat assistants.
Claude, ChatGPT, Copilot. The right tool for work that's different every time: drafting, research, analysis. A person drives.
Stops short when: the task is the same every week and the result shouldn't depend on who's prompting.
Simple connectors.
Zapier and native integrations. The cheapest right answer when system A just needs to tell system B something happened.
Stops short when: there's data to extract, a document to read, or a person who should check before it's written.
Contextuar.
For the repeatable tasks the other three can't hold: documents and data to extract, your rules to apply, a person reviewing, and results written into one system or several. The structure of an app, the power of AI, shaped to how your business actually runs.
Not built for: one-off tasks, or jobs your software already covers.
If the first three cover it, use them. Contextuar is built for the work they can't reach.
The work your team does over and over.
Finance and accounting.
Invoices, receipts, and bills: read, checked, and entered.
CRM.
Leads, contact updates, and meeting notes: structured and logged.
Projects and cases.
Client requests and intake: turned into records, tasks, and files in the right place.
Operations and ERP.
Orders, forms, and vendor documents: into your system of record.
If your business runs on it, Contextuar can connect to it.
Why teams use it
Meets you where you work.
The workflow opens next to the work. No portal to log into, no documents to forward, no new destination to check.
An app, powered by AI.
Your team doesn't prompt, chat, or learn a new skill. They open the app, follow the steps, and hit submit. The AI does the heavy lifting; the result doesn't depend on who ran it.
AI suggests. Your team approves. The apps learn.
Confirm a pattern once and the app carries it forward: sharper suggestions, faster review, fewer clicks. A person still approves every submit.
Agents
add Create Agent| Name | Tools | Users | |
|---|---|---|---|
| General Assistant AI assistant for general chat assistants v1.2.0 | — | 15 | chevron_right |
| Sales Assistant AI agent for lead qualification and discovery v1.8.2 | — | 8 | chevron_right |
| CRM Agent AI agent for lead qualification and discovery v1.2.0 | HubSpot MCP | 8 | chevron_right |
| Work Management Agent AI agent for managing projects and tasks v1.0.3 | Monday.com MCP | 6 | chevron_right |
| AP Agent AI agent for managing AP automation with QuickBooks v2.1.0 | Quickbooks MCP | 3 | chevron_right |
Why managers use it
Deploy and manage AI apps in one place.
The systems connected, the apps created, and who can see and run each one: managed from a single admin console.
A consistent experience means repeatable results.
Chat assistants depend on who's prompting them. An app runs the same steps and produces the same shape of output no matter who's behind the keyboard. That's how you roll AI out to a whole team, not just the enthusiasts.
Know what's deployed and who's running it.
Every app, every user, every connected system, visible in one place.
Built for your process, kept running for you
Every app runs on the Contextuar platform and is shaped to how you work: your fields, your rules, your review steps. Because the platform does the heavy lifting, a new app goes live in days, not a software project.
And when the systems it connects to change (they will), keeping it running is our job, not yours.
Built on security you can trust
SOC 2 Type II audited
SSO + Multi-factor
Granular permissions
Encrypted everywhere
Zero data retention available
Let's talk
If your team runs the same document-heavy tasks week after week, and the tools you have don't fit the way you work, we should talk.


