FoundationX helps teams run billing, documents, and growth — with AI.
Train your team, automate daily office tasks, search bills & documents instantly (RAG), build invoices, and sell products/services with payments directly to your PhonePe or gateway — while keeping your data in your own Drive.
Everything a small business needs — made professional
FoundationX is a B2B platform + training program that upgrades your operations using AI: billing, documents, knowledge search, products/services, and marketing.
RAG Document Search
Find bills, insurance, PDFs, notes instantly across your Drive/storage.
Smart Billing
Create invoices/quotes/POs faster with templates and AI assistance.
Shop + Payments
Add products/services and collect payments to PhonePe or any gateway.
Training + Playbooks
We train your team to use AI daily for ops, sales, and marketing.
How it works
We set up your workflow, connect your storage, and train your team. The system then speeds up daily work and helps you look “enterprise-level”.
Connect your storage
Use Google Drive / OneDrive where your documents already live.
Train your team
Practical training for billing, search, and marketing workflows.
Automate + grow
Operate faster, sell more, and run your business like a pro.
Data ownership & security
Documents remain in your Drive/storage. Permissions stay in your control. We help you set roles for staff, admins, and auditors.
- Tenant separation (your own domain)
- Permission-aware search
- Clear workflow logs (when enabled)
Marketing made practical
Generate proposals, brochures, follow-up messages, and content drafts aligned with your brand.
FAQ
Common questions from founders and small teams.
Ready to run your business like a pro?
What you’ll get
- Tenant setup + branding
- Team training + playbooks
- RAG document search (Drive-based)
- Invoice + documents workflow
- Shop + payments support