What does Tidy do?
It understands your email, keeps track of the work and does what it can for you. All in one assistant.
Redwood Apparel disputes invoice #2291 and wants a corrected copy by Friday. Tone is tense.
Jessica already replied to their last two emails — hand it off to her?
Every email, already understood
Tidy reads all your email for you. A summary, the priority, dates, amounts and the next step — ready before you even open it.
- Newsletters, notifications and receipts are set aside
- What matters stands out, with the reason why
- Emails waiting for a reply are never forgotten
Good morning, Michael.
- Aurora arrives 2 days late — 4 customers affected — update emails are drafted.
- “We've changed banks” — The new account doesn't match this vendor's past invoices. Verify by phone first.
- 2 freight quotes need you — Lone Pine Marine is cheapest; payment terms are 15 days shorter.
A morning briefing that talks like a colleague
Every morning at the time you choose: what's waiting for you, what's coming up and what's at risk. There's a short wrap-up in the evening and a “while you were away” summary when you're off.
- At the time you choose, in plain language
- End-of-day and “while you were away” summaries
- Holiday, out-of-hours and focus modes
What do we owe this week?
6 invoices, $62,400 total. The largest is Lone Pine Marine — $27,800, due Thursday. Want me to send the list to accounting?
Just ask. Tidy gets it done.
It knows your emails, customers, invoices and calendar. Ask in plain language, in the chat panel or with ⌘J. It finds the answer and shows where it came from.
- “Which invoices are overdue?”
- “What happened while I was away?”
- “Summarize everything we've done with one customer.”
Hi Dana, thanks for the quick reply. Wednesday at 2:00 PM works for us — I've sent the invite. Looking forward to it.
Replies in your voice
Friendly, formal or short: it drafts in the tone you'd use. Nothing is sent until you approve it.
- Three tones, one tap to switch
- Warns about sensitive data before sending
- Hand over more as you come to trust it
Invoices and documents, read for you
Tax number, amount, VAT, due date and bank details are read from PDFs and images. Duplicates and dangerous files are flagged.
- Documents sort themselves by type and company
- Expiring documents are reminded in time
- Search them, preview them, route them to the right person
Tasks, reminders and meetings
Turn any email into a task. Tidy finds the right time, writes the invite and puts it in your calendar. It picks up dates from your email on its own.
- Hand tasks over to a colleague
- Recurring tasks
- A short prep note before meetings
What did we last agree with Redwood Apparel?
On October 3, Jessica confirmed 5% off orders over $10,000 through year-end. They're now disputing invoice #2291 — want a summary of the thread?
One memory for the whole company
Customers, suppliers, documents and decisions in one place. Tidy shows what it has learned on the Memory page and you correct anything that's wrong. Company knowledge (handbooks, price lists) only answers people who are allowed to see it.
- People and companies build themselves
- Every correction makes Tidy fit your company better
- What it learns never leaves your company
“Send every bank notice to Finance.”
Rules and routines in plain language
“Send every bank notification to Finance.” Before a rule runs, Tidy shows what it would have caught in the last 30 days. Routing and hand-over rules work the same way.
- Rules are previewed before they apply
- Routing and hand-over rules are set the same way
- When someone leaves, their work is handed to someone else
For your team
Customers, suppliers, documents and decisions in one place. Everyone sees only what they should.
Shared inboxes
Assign, take over and leave internal notes. No more “who's answering this?”
Team chat
Channels, direct messages and threads — with Tidy summarizing and turning messages into tasks.
Company knowledge
Handbooks, price lists and procedures Tidy uses to answer — only to those allowed to see them.
CEO dashboard
The company's pulse, approvals and critical events on one screen.
Modules for every department
Department modules and industry packs come with the Business plan — tuned for 40 industries, from CPAs and law firms to logistics, e-commerce and clinics. Working on your own? One seat is enough.
Next: wherever the work happens
You'll soon be able to use Tidy in WhatsApp, Instagram and on your phone.