Metric
The dashboard shows the gap to plan, with the formula and when it was last updated
Business process automation with an AI agent
One smart dashboard that helps your business grow
An AI agent pulls data from your systems and shows where your business is losing money and time, with no manual entry.
Free process review, about 30 minutes
Connects to the tools you already use
amoCRM
Bitrix24
1C
MoySklad
Google Sheets
Excel
Telegram
YouGile
To keep growing, you need a second you. Or Moriz
Below are tasks every company has, and how long they take with Moriz.
- Check which of 104 clients sent their documentsMoriz built the list: 7 haven’t sent them, three are due this weekby hand, 3 h2 minutes
- Remember the invoice stuck for 24 daysInvoice on the “stalled” list, task assigned to the managerforgottenright away
- Put together a quote for a new requestA draft quote from the template awaits your reviewhalf a day15 minutes
- Check the specs in a tender bidSpecs checked against the requirements, 2 mismatches flaggedone error — rejectedbefore submission
- See which accountants are overloadedWorkload and revenue for each on one screenin your headalways visible
3 days of 5
of a manager’s week go to requests and quotes. One is left for calls and closing
Denis, sales- One in three invoices gets no follow-up
- One specialist covers three tender areas
- Tax deadlines live in the manager’s head
15 minutes
for a draft quote. The manager just reviews it and spends the rest of the time on clients
Moriz does the routine, people decide- Every stalled invoice is on a list with an owner
- Bid checked against the requirements before submission
- All client deadlines on one calendar
Tasks and numbers come from interviews with heads of accounting, tender and sales teams, September 2026
How Moriz works
Finds commitments in messages and deals: who promised a client what, and by when. Reminds you ahead of time, with no tasks to set up by hand.
Ask: “Why is revenue below plan?” The answer comes with links to the deals and documents behind it.
Quotes, reconciliations, client reminders: prices from your price list, terms from the contract. You review and send.
Does someone remind clients about documents every week? After about a month, Moriz will notice and suggest a rule, no builder or developer needed.
MORIZ NOTICEDNo one is chasing 14 invoices worth $96K
Assign tasksOne in three invoices has been stuck for over 7 days. The largest is $32K
MORIZ NOTICED5 companies have outgrown their plan
Show clientsTheir workload grew 40–70% in six months, but the plan hasn’t changed since 2025
MORIZ NOTICEDThe airport spec looks tailor-made
Show matchesIt matches only one product in the GISP registry. High risk of rejection
Why is September revenue below plan?
Morizagent reply
Morizagent reply
Same number of requests, fewer payments: conversion to payment fell from 24% to 19%. The main reason is 11 quotes clients never answered
11 deals in amoCRMSeptember planSnapshot today 09:12
Assign tasks to managersShow deals
Ask about clients, deadlines and money
DRAFT QUOTE, VERSION 2
Quote for Sever-Opt: metering panels
Items and prices from the September 1 price list, 7% discount under the client’s contract
Delivery in 14 days, as in Sever-Opt’s previous order
Total: $12,400 incl. VAT
Open draftEdit in chat
Prices and terms come only from your documents
MORIZ NOTICEDEvery Monday you remind clients about documents by hand
Review and turn onCreate a rule? The reminder will go out on its own every Monday at 10:00
Plan summary
Every Friday at 17:00
Every Friday at 17:00
To the manager in chat
Missing documents
5 days before filing
5 days before filing
List goes to the assigned accountant
A rule turns on only after you review it and works within your permissions
Pick what hurts. We’ll start there
See who hasn’t sent documents 5 days before the deadline
- Filings and tax office requests for every client, with advance reminders
- Workload and net revenue for each accountant
- See which clients have outgrown their plan and when to review pricing
- 1C data via export
Mismatches with the tender specs show up before you submit
- Specs checked against the tender requirements before submission
- All tender deadlines on one screen
- See where your review is needed
A quote in 15 minutes, so managers can focus on clients
- See where money is stuck, from quote to payment
- Stalled invoices on a list, each with an owner
- Draft quotes from your price list
A sample for your process, in a half-hour review
- Tell us what repeats every week
- We’ll build a sample from your data export
Banquets and eventsLogistics and deliveryTrade and warehousingManufacturingClubs and servicesAgencies
Don’t see your industry? The smart dashboard is built from the same parts: metrics with your formulas, deadlines, alerts and an assistant in chat
Review my processesWhat business leaders say
I really like that I can see where I stand on money and tasks without bothering anyone on the team
We built a sample dashboard for Anna
Some tenders just slip past: it’s over, and we never took part. The main place I’d use automation is tenders
We built a tender dashboard for Irina
Recording negotiations and logging them straight into the database is a great thing, we definitely need it
We built a sales dashboard for Denis
Interview quotes, translated from Russian and shortened without changing the meaning. Published with permission
Four steps. Moriz does three
Cause
Moriz shows which deals moved the number, with a link to each
Assignment
Prepares tasks for the team and drafts emails
Check
You look it over and say yes. Only then do the tasks go to the team
A CRM remembers what was entered. Moriz remembers what was forgotten
Moriz works on top of the spreadsheets, messages and CRM you already have, and builds the full picture from them on its own.
| Criterion | Spreadsheets and messengers | AI chat like ChatGPT | CRM | Moriz |
|---|---|---|---|---|
| Who enters the data | Your team | You | Managers | Moriz, on its own |
| Does the work for you | ||||
| Remembers agreements from chats | ✗ | ✗ | ✗ | ✓ |
| Summary without you asking | ✗ | ✗ | ✗ | ✓ |
| Visible to the whole team | ✓ | ✗ | ✓ | ✓ |
| Price | Team hours | Subscription + your time | Licenses and custom work | One subscription |
| Best when | You have few clients and deals | You need something written or calculated | You have time to keep records | You have no time for any of this |
Nothing changes without your yes
Your company sets the rules, access is role-based, and every action is logged.
Works without a VPN
Opens in a browser and on your phone
Data on Moriz servers
Daily backups
Role-based access
Everyone sees only what their role allows
Passwords hidden
Moriz doesn’t see or use logins and passwords in files and messages
AWAITING YOUR DECISION
3 tasks for managers
Follow up on EnergoMontazh and StroySet invoices, due Friday. The tasks won’t appear without your approval
DeclineApprove
Logeverything asked, suggested and done
- Elena asked why revenue is below plan
- Moriz showed 11 deals and suggested 3 tasks
- Elena approved the tasks
- Tasks created and assigned to managers
One call, and we handle the setup
Find half an hour for a call. We take care of connecting and setting everything up.
Review, half an hour
We find out where your numbers come from and where time gets lost
Dashboard on your data
We build it from your data export, before connecting any systems
Setup
We connect your systems and agree on formulas and access rights
Team at work
Your team works in one window. From then on, everything changes through chat
A subscription that already has it all
No extra fees for modules or extra licenses.
Subscription
From $99 per month$119
From $1,188 per year, paid upfront
- Smart dashboard and AI agent
- Connecting your systems is free
- We handle the setup for your process
- No extra fees for modules
- All features on every plan
Prices exclude VAT. Your price is locked for the whole paid period
A dashboard on your data export
We’ll build it from your system exports and show it to you before you pay.
- Step 1Process reviewFree, about 30 minutes
- Step 2Dashboard on your dataBuilt from your export
- Step 3Decision to buyOnce you’ve seen the result
Diana
Head of Sales
Phone+7 708 826-88-73
Emailsales@moriz.ai
TelegramMessage on Telegram
Feel free to send a process description or documents right away. We’ll come back with questions and a first proposal
Common questions
Didn’t find your answer? Ask us at the review, it takes about 30 minutes
Which business processes can I automate?+
The ones that repeat every week: handling requests, drafting quotes and documents, tracking deadlines and paperwork, summaries for management. In a free review, we’ll help you choose where to start.
How do I choose a business process automation system?+
Start with the process, not a feature list. Check four things: where the system gets its data, what it does on its own, where a person decides, and how you’ll measure the result. In the review, we’ll check this against your process.
How is Moriz different from ChatGPT or regular automation software?+
With ChatGPT, you have to copy your data in by hand every time, and automation software only does what it was set up to do in advance. Moriz sees the data from your systems on its own: for example, it notices unpaid invoices, explains why and prepares a task for the manager. And if your team keeps repeating the same work, it suggests automating it.
What if my team doesn’t keep the CRM up to date?+
Moriz collects data from email, messages and spreadsheets, so the picture doesn’t depend on what was entered by hand.
Do I need to replace my CRM or 1C?+
No. Moriz works on top of the systems your company already uses. 1C connects via data exports.
Which systems can I connect?+
amoCRM, Bitrix24, MoySklad, Google Sheets, Excel, Telegram and services with an open API. 1C connects via data exports. New integrations are scoped separately.
Can I try it before buying?+
Yes. We’ll build a dashboard from your data export and show it to you before you pay.
Which countries does Moriz work in?+
We work with companies based in the CIS. Message us to check the terms for your country.
Is it safe to give access to messages and documents?+
Data is stored on Moriz servers, with daily backups. Employees see only what their role allows, and every action is logged. Moriz doesn’t see or use logins and passwords in files and messages. We explain which data we need and where it’s processed before you connect anything.
Can Moriz change data or send a message on its own?+
Only with your consent. Moriz prepares the action, then changes data or messages a client after you approve it or under a rule you’ve approved.