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.

10+
Years in Business
M365
Native Platform
Zero
Shadow AI Risk
Only 2 pilot spots remaining

Join the Pilot Program

We're opening a small number of pilot spots for organizations ready to get governed AI infrastructure live inside Microsoft Teams — with hands-on support and pricing that won't be offered once the program closes.

  • Locked-in pilot pricing — a discounted rate that disappears once the program closes and standard pricing takes over.
  • Direct access to the founding team — no ticket queues, hands-on from onboarding through go-live.
  • Influence the roadmap — your workflows and policy needs get priority in active development.
  • White-glove onboarding — we help map workflows, configure your first Expert Bots, and get your policy live.
Only 5 pilot spots total. Every organization gets real, hands-on time with our team — which only works at a small scale. Once they're filled, the program closes and pricing moves to standard rates.
Book a Pilot Call →

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.

01

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
02

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
03

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
04

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
👥
Admin Bot
Role Expert
💼
Accounting Bot
Role Expert
🤝
CSM Bot
Role Expert
🔧
ConnectWise
Connector
📘
ITGlue
Connector
📊
QuickBooks
Connector
📁
SharePoint
Connector
⚙️
Custom Bot
Your Stack

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

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.

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

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.

01

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.

02

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.

03

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.

04

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.

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

Not sure which fits?

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

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
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
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.

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.

Email
sales@toodlebox.com
Website
toodlebox.com
Response time
Within 1 business day

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
Construction
Digital Work Orders
MSP
Non-Profit
Corporate

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.

"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!"

JT
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!"

KR
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!"

DC
Demolition CompanyField Operations

Ready to see it in action?

Book an assessment.

Book an Assessment

We've been building software for the way businesses actually work.

Over a decade of experience building practical, field-tested software for real businesses — and now bringing that same philosophy to AI governance.

Toodlebox was founded with a simple belief: technology should fit the way your team works, not the other way around. For over 10 years, we've been building custom mobile and workflow solutions for construction crews, MSPs, field teams, and operations-heavy businesses.

As AI started reshaping how organizations operate, we saw a gap. Teams were adopting AI fast, but businesses were losing visibility, control, and accountability. So we built Toodlebox — the AI operating layer that lets your teams move fast without the business losing its footing.

"We don't believe in technology for its own sake. We believe in technology that earns its place — by solving real problems, reducing real risk, and making people's working lives genuinely better."

By the numbers
10+
Years in business
2
Purpose-built product lines
M365
Native AI governance platform
Zero
Compromise on governance

Want to learn more?

We'd love to talk. Reach out and let's have a real conversation about your AI environment.

Get in Touch