Governance · Control · Evidence · M365-Native

Your company's AI infrastructure, under your control.

Toodlebox is the operating system for your organization's AI. Governed bots, documented form flows, and enforced policy — so your teams move fast without the business losing control.

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Not sure where to start? Try the AI Tools Assessment — $299

10+

Years in Business

M365

Native Platform

Zero

Shadow AI Risk

Free Download

The AI Readiness Guide

The 5 things every business should do before rolling out AI — laid out clearly, so you know exactly where to start.

Sneak Peek

toodlebox

5 Things to Prepare Your Business for AI

Five ideas worth working through before your next AI decision — grounded in what we've actually seen go right, and wrong, inside businesses like yours.

01Map where AI already lives in your business

02Decide what AI should never touch

03Make AI-assisted decisions provable

04Favor narrow, well-scoped tools

05Treat access control as day-one work

5 clear action items — no fluff, no jargon, just what to actually do.
Built for business owners — not developers or IT teams.
A quick read — get through it in one sitting.

Get the Free Guide →

How it works

Four phases. Total clarity.

Every assessment follows the same proven process — so you always know where you are and what comes next.

Discovery Call

45 min · recorded

Before we can recommend anything, we need to understand how your business actually operates day-to-day. This call goes deep on where time disappears, what keeps landing back on your plate, and which processes have quietly become your biggest bottlenecks. It's recorded and transcribed — that transcript drives everything in phases two and three.

What we dig into

Which parts of your week feel productive, and which feel like running in place?
What work only you can do — and what just ends up with you anyway?
Where do things slow down or stall waiting on your input?
What have you already tried to fix, and why didn't it stick?
If one thing ran on autopilot tomorrow, what would it change?

Expert Analysis

fast turnaround

Our consultants go through your transcript in detail — identifying where time is leaking, which bottlenecks are self-inflicted, and where the highest-leverage opportunities sit. We use AI as part of that process to make sure nothing gets missed across a full conversation, but every finding is reviewed, validated, and written up by a real person. Anything we can't confidently stand behind gets cut before it reaches you.

How we structure the analysis

Review the full interview transcript and identify the 5–7 highest-leverage
opportunities to reduce manual work using existing AI tools.

For each opportunity, document:
→ The specific tool or combination of tools that addresses it
→ Realistic weekly time reclaimed once implemented
→ What the workflow looks like before and after the change

Only include tools in active production use — no beta products.
Rank by impact, highest first.

Report & Review Call

30 min · shared live

We present the report together on a live call — walking through every recommendation, the reasoning behind it, and what it means for your business specifically. Every question gets answered. The priority matrix tells you what to tackle first so there's no ambiguity about where to start. You leave the call with a clear picture and a confirmed first move.

01Executive summary

02Priority matrix

03Tool recommendations

04Financial impact breakdown

05Recommended next steps

Implementation Plan

2 weeks · step by step

The assessment closes with an implementation plan so the report doesn't sit in a folder. Each week has specific actions — what to set up, what to test, and what to hand off. By the end of week one, at least one workflow is running differently than it was before the call. You don't need to be technical to follow it.

Week 1

Set up your highest-priority tool and configure it for your workflow

Week 1 Cont.

Connect it to your existing processes and test with real work

Week 2

Review what's working, move to the next recommendation

Agentic System Strategy

Not just bots. A governed infrastructure.

Most organizations adopting AI end up with a fragmented mess of ungoverned tools. Toodlebox gives you a coherent, auditable, policy-enforced system.

Control Plane + Interaction Plane

A clear two-layer architecture separates governance from interaction — so your IT leaders own the rules, and your teams get a seamless experience in the tools they already use.

Toodlebox governs all policy and capabilities centrally
Microsoft Teams delivers the user-facing interaction layer
Every action in Teams is constrained and logged by the control plane
IT controls what agents can do — without slowing teams down

Forms as an Evidence Layer

Chat logs aren't evidence. Toodlebox replaces informal AI conversations with structured, documented form flows that produce real auditable artifacts your business can stand behind.

Web, mobile, and Teams form flows for consistent data capture
Every submission is a documented, timestamped artifact
Not just what was said — what was approved, recorded, and actioned
Built-in compliance evidence without any extra steps

Role & Connector Expert Bots

Generic AI assistants don't understand your business. Toodlebox deploys expert bots scoped by function and system — purpose-built, policy-governed, and deeply integrated.

Function bots: Carry out specific workflows.
Connector bots: Integrate to commonly used services.
Each bot operates only within its defined scope and role permissions
No cross-contamination of data or capabilities between functions

Secure-by-Default Governance

Governance isn't a feature you bolt on — it's the foundation. Toodlebox is designed so that the secure, compliant path is always the default path.

Role-based access control across all bots and forms
Capability gating — agents do only what they're permitted to do
Installer-only admin bootstrap prevents unauthorized configuration
Full audit logging on every interaction, submission, and policy change

Our most popular integrations

🔧

ConnectWise

Connector

📘

ITGlue

Connector

📊

QuickBooks

Connector

📁

SharePoint

Connector

Don't see your tool? Contact us to inquire about custom integrations →

Secure by default

Every layer of the platform is governed from the start.

Role-Based AccessUsers see and do only what their role permits

Capability GatingAgents operate strictly within defined boundaries

Admin BootstrapInstaller-only setup prevents unauthorized config

Full Audit LoggingEvery action timestamped and evidenced

Services

Everything Toodlebox offers, in one place.

From the mobile platform that started it all, to hands-on AI governance consulting, to a free guide if you're just getting oriented — here's where to go next.

📘

AI Guide

Not sure where to even start with AI? Grab our free guide covering the 5 things every business should do to get AI-ready — a quick read, built for business owners.

Get the Guide →

📱

Mobile App

Custom mobile apps built for field teams, construction crews, MSPs, and operations-heavy businesses. The platform Toodlebox started with — and still a core part of what we offer today.

See the Mobile App →

🧭

Consulting

Not sure what your AI governance strategy should look like? Our consulting engagements help you assess where you stand and map out the right next step — with our team available to help you get there.

Explore Consulting →

Platform Capabilities

Built for businesses that can't afford to get AI wrong.

Toodlebox gives IT leaders full visibility and control, while giving teams the tools they need to work efficiently — without either side having to compromise.

Governed Bots

Deploy expert bots that operate strictly within policy. Every response is scoped to the bot's role, logged for audit, and constrained by your organization's rules — not the other way around.

Governed Forms

Structured form flows that enforce business logic and produce real documented artifacts — not chat transcripts. Every submission is timestamped, routed, and audit-ready from the moment it's submitted.

Two-Plane Architecture

A clear separation between the control plane (Toodlebox) and the interaction plane (Microsoft Teams) means governance is never an afterthought — it's structural.

Evidence & Audit Trails

Be audit-ready at any time. Every interaction, form submission, and policy decision is logged with a full evidence trail — no scrambling, no gaps, no surprises.

Microsoft 365 Native

Toodlebox is built for the M365 ecosystem. Bots and forms live inside Teams — where your people already work. No new interfaces, no adoption friction, no parallel stack to manage.

Role-Based Access Control

Define what each role can see, do, and access — across every bot, form, and connector. Capability gating ensures agents never exceed their authorized boundaries.

Why it matters

Control without compromise.

Most organizations face a choice: move fast with AI and lose oversight, or lock things down and fall behind. Toodlebox removes that trade-off entirely.

IT leaders get full visibility — no shadow AI, no ungoverned tools
Business owners get speed and consistency across every team function
Compliance teams get real evidence, not chat logs
Operations teams get expert bots scoped to their actual systems
Everyone works inside Microsoft Teams — no new tools to adopt

ACTIVE GOVERNANCE RULES

Role-Based Access — all functionsActive

Bot Capability GatingActive

Form Evidence LoggingActive

Audit Trail RetentionActive

Admin Bootstrap LockActive

All governance rules passing ● Fully compliant

Consulting

Not sure what your AI strategy should look like? Let's figure it out together.

Not every organization walks in knowing exactly what their AI governance strategy should look like. Our consulting engagements help you figure that out — assessing where you stand, mapping out what "governed AI" should mean for your organization, and pointing you toward the right next step, with our team available to help you get there.

Governance Strategy & Policy Design

We help you define what "governed AI" should look like for your organization — access policy, audit requirements, and control frameworks tailored to your industry and risk tolerance.

AI Readiness & Roadmapping

We assess where your organization stands today — governance maturity, existing tools, risk exposure — and build a phased roadmap for how to move forward, with clear milestones instead of guesswork.

Vendor & Tool Evaluation

Already narrowing down AI tools or vendors? We help you evaluate them against your actual requirements — security, compliance, cost, fit — so you choose with confidence instead of a sales pitch.

Audit & Compliance Readiness

We assess your current AI usage and controls, then help you understand the gaps — so you know exactly what needs attention before an internal review or external audit.

How engagements work

Every consulting engagement starts with a conversation about where you're at and what you're trying to figure out — then we recommend the structure that fits, whether that's a focused project or an ongoing advisory relationship. Pricing is scoped per engagement based on your organization's size and needs.

Fixed-Bid Projects

Best for a defined question with a clear start and finish — a strategy roadmap, a policy framework, or an audit-readiness assessment.

Clear scope and deliverables defined upfront
Fixed timeline with milestone check-ins
Predictable engagement from kickoff to delivery
Ideal for a one-time strategy or assessment need

Hourly Engagements

Best for ongoing advisory support as things evolve — a standing resource to think through decisions with, on your timeline, not a fixed scope.

Flexible support as priorities shift
No need to define full scope upfront
Scale engagement up or down month to month
Ideal for continued guidance and check-ins

Not sure which fits?

Tell us what you're trying to accomplish, and we'll recommend the right structure for your engagement.

Pricing

Simple, transparent pricing.

Every plan includes M365 integration, governed bots and forms, policy enforcement, and full audit trails. All plans require a tenant-hosted Azure VM (±$500/month, Azure market pricing).

Starter — Land

$699/mo

For small teams getting their AI infrastructure in order. Comfortably covers doing daily AI work, with headroom for busy weeks.

30,000 AI Credits/month (~15,000 bot conversations or form submissions)
Live credit meter in Admin Bot
Top-ups at $5 per 5,000 credits
1 Admin Bot (installer/admin only)
Up to 3 Expert Bots
Core form workflows (Teams)
Basic policy templates
Standard audit trail
Email support
Toodlebox Operator Sessions — onboarding, monthly check-ins, weekly Roundtable & community access
Dynamic web or mobile forms (Toodlebox Forms)
BYOK supported

Growth — Expand

$1,499/mo

For growing teams across multiple departments. Built for higher-volume workgroups with full connector bots, dynamic forms, and advanced reporting.

200,000 AI Credits/month (~100,000 bot conversations or form submissions)
Live credit meter + per-bot usage breakdown
Top-ups at $5 per 5,000 credits; volume blocks available
1 Admin Bot + up to 15 Expert Bots
Connector bot packs (base set)
Advanced policy templates & workflow approvals
Enhanced reporting/export
Priority support
Toodlebox Operator Sessions — onboarding, monthly check-ins, weekly Roundtable & community access
Dynamic web or mobile forms (Toodlebox Forms)
BYOK supported

Enterprise — Govern at Scale

$3,500+/mo

For organizations that need AI governance at scale. Negotiated credits, custom connectors, dedicated support, and MSP-ready multi-tenant options.

500,000 AI Credits/month baseline — negotiated to actual usage
Per-department & per-bot credit allocation and reporting
Optional credit rollover & pooled multi-tenant credits (MSPs)
Custom top-up rates & committed-use discounts
Unlimited/negotiated bot catalog scope
Advanced RBAC & governance controls
SIEM/reporting integrations
Custom retention/audit options
Dedicated support + SLA options
Toodlebox Operator Sessions — Enterprise tier with QBR, direct line to founding team
Dynamic web or mobile forms (Toodlebox Forms)
BYOK supported

Included Credits at a Glance

Plan	Credits/month	Typical interactions	Top-up
Starter	30,000	~15,000	$5 / 5,000
Growth	200,000	~100,000	$5 / 5,000
Enterprise	500,000 baseline	~250,000	Custom

"Typical interactions" means everyday bot conversations and form submissions. Allowances are sized so each plan comfortably covers its user count doing daily AI work, with headroom for busy weeks.

All plans require a tenant-hosted Azure VM (±$500/month). Contact us to discuss the right fit for your organization.

Get In Touch

Let's talk about your AI infrastructure.

Whether you're dealing with ungoverned AI sprawl, compliance pressure, or just want to build it right from the start — we're happy to walk you through how Toodlebox fits.

Why reach out?

We work best when we understand your environment. Tell us about your M365 setup, your current AI usage, and where control is breaking down — we'll show you exactly where Toodlebox fits in.

sales@toodlebox.com

Phone

630-468-9308

Website

toodlebox.com

Response time

We'll get back to you right away

Mobile App

Custom mobile apps for the way your business actually works.

Toodlebox started here. Our custom mobile app platform has helped field teams, construction crews, MSPs, and operations-heavy businesses go paperless and work smarter for over a decade. As AI reshapes how businesses operate, we've grown that foundation into a full AI governance platform — but the mobile app isn't going anywhere. It remains a core part of what Toodlebox offers, purpose-built for teams who need simple, powerful tools in the field.

Book an Assessment

Industries We Serve

Construction

Digital Work Orders

MSP

Non-Profit

Corporate

Custom Mobile App

The app that runs your business your way.

Improve teamwork, streamline tasks, and increase efficiency with custom software designed to fit your business's unique needs.

Custom FormsBuild forms tailored to exactly the data your business needs to capture — no generic templates to work around.

Custom WorkflowsDefine multi-step workflows that route data, trigger tasks, and move your business processes forward automatically.

Centralized Data StorageEvery form submission and workflow lives in one structured place — instead of scattered across emails and spreadsheets.

Automatic Audit TrailEvery submission and workflow step is timestamped and logged, creating a compliance-ready record with no extra work.

Bot-Aware WorkflowsYour Expert Bots read from and act on this data directly — so they understand your business and can carry out real workflows, not just answer questions.

Mobile AccessSubmit forms, review data, and check on workflows from anywhere — not just from a desk.

What Our Customers Say

"Before Toodlebox, an office worker was required to go into the office every day to process work orders. With Toodlebox, our office administrator is now able to process work orders from any location with internet. We no longer need to rely on paper copies for safety meetings, vehicle inspection reports, or inspection results. Going paperless has helped us speed up our processes!"

Joseph TurleyPresident

"Prior to Toodlebox, I would manually write out all the work done on site, then manually enter it into the computer. Once I started with Toodlebox, I was able to enter time tracking and material invoice information as I went. EVERYTHING is customizable — without needing to know code, I generated forms and got information together that I could process billing with. Toodlebox has increased the speed and organization of our daily operations!"

Kevin RebPresident

"Toodlebox has elevated both the way our team communicates and organizes information. We had been using pen and paper forms which had to be physically handled and transported. After we started using Toodlebox, the time between communication from the field to the office has seen great improvement. Toodlebox is a great tool for our field leaders to communicate more effectively!"

Demolition CompanyField Operations