Boxsy
Last Updated on: Sep 19, 2025
Boxsy
0
0Reviews
5Views
0Visits
AI Productivity Tools
AI Workflow Management
AI Project Management
AI Task Management
AI Reporting
AI Analytics Assistant
AI Assistant
AI Consulting Assistant
AI Knowledge Management
AI Accounting Assistant
What is Boxsy?
Boxsy is an AI-powered operations platform built for startup founders & investors that streamlines fundraising, investor relations, and day-to-day operations. It acts like an AI COO, helping startups escape the hassle of manual tasks by providing tools for managing fundraising pipelines, tracking metrics & performance, automating reports, and keeping stakeholders in sync. For investors, it offers visibility into portfolios, founder readiness, and live metrics—all without constant status check-ins. Boxsy combines expert guidance, vetted tools, and integrations with existing systems (like accounting, CRM, etc.) to reduce operational overload and free up founders to focus on building.
Who can use Boxsy & how?
  • Startup Founders: Founders who want help organizing, scaling, and raising funding more efficiently.
  • Early-Stage Companies: Teams that need structure, operational clarity, and consistency.
  • Investors & Venture Funds: Investors wanting to monitor portfolio health, track deal flow, and get performance dashboards.
  • Investor Relations Managers: People responsible for reporting, engagement, and communication with stakeholders.
  • VC-Backed Startups: Companies with external stakeholders needing transparency and accountability.
  • Operational Leads / COO Roles: Individuals focused on operations, workflows, and efficient execution.

How to Use It?
  • Set Up / Sign Up: Join the platform and integrate your key tools (CRM, accounting, bank data).
  • Define Fundraising & Operational Goals: Use Boxsy’s readiness framework to identify what needs to be built or optimized.
  • Monitor Metrics & Dashboards: Track performance, cash flow, KPIs, runway, and other health metrics in real time.
  • Automate Reporting: Generate reports or investor updates automatically instead of manually compiling data.
  • Engage Experts & Tools: Use the vetted expert network and discounted software tools when needed.
  • Collaborate with Stakeholders: Share updates, reports, and strategic asks with investors, advisors, or internal team.
What's so unique or special about Boxsy?
  • Step-by-Step Operational Readiness Framework: Helps startups know exactly what to focus on at each growth stage.
  • AI + Expert-Driven Support: Combines automated insights with access to vetted experts & resources.
  • Real-Time Dashboards & Investor Relations Tools: Keep all stakeholders informed with up-to-date data.
  • Pre-Negotiated Software Discounts & Tools: Helps reduce cost overhead by offering discounted access to tools startups need.
  • Built-in Ecosystem & Integrations: Syncs with accounting, CRM, bank tools etc., to reduce manual data entry.
  • Designed for Fundraising & Scale: Features specifically aimed at simplifying fundraising pipelines, due diligence, and investor communication.
Things We Like
  • Saves founders significant time with automated reporting and fundraising workflows
  • Helps maintain clarity and alignment between founders and investors
  • Reduces the operational friction common in early stage startups
  • Provides a structured path for scale with readiness checklists and operational frameworks
  • Offers cost savings through software discounts and expert recommendations
Things We Don't Like
  • Some features may still be in early access / waitlist, limiting immediate availability
  • Might not cover extremely niche use-cases or highly specialized industries out of the box
  • Dependency on integrated tools; limited integration might reduce usefulness initially
  • Costs may grow as more users, partners, or external collaborators are added
Photos & Videos
Screenshot 1
Screenshot 2
Pricing
Paid

Custom

Custom Pricing.

ATB Embeds
Reviews

Proud of the love you're getting? Show off your AI Toolbook reviews—then invite more fans to share the love and build your credibility.

Product Promotion

Add an AI Toolbook badge to your site—an easy way to drive followers, showcase updates, and collect reviews. It's like a mini 24/7 billboard for your AI.

Reviews

0 out of 5

Rating Distribution

5 star
0
4 star
0
3 star
0
2 star
0
1 star
0

Average score

Ease of use
0.0
Value for money
0.0
Functionality
0.0
Performance
0.0
Innovation
0.0

Popular Mention

FAQs


Yes, it provides tools to simplify the fundraising process—pipeline tracking, readiness scoring, investor updates.

Yes, investors can receive automated updates and dashboards to stay informed.

Yes, Boxsy includes a network of vetted experts to help with strategy, operations, or specific startup challenges.

Yes, it offers integrations with tools like CRM systems, bank or financial data, and accounting platforms.

Yes, the platform is designed to reduce complexity and make operational excellence accessible even without strong technical backgrounds.

Similar AI Tools

Sintra AI
logo

Sintra AI

0
0
3
0

Sintra.ai is your all-in-one AI-powered team of “helpers” designed to automate the day-to-day hustle and scale your business growth—like having co-workers that never clock out. With roles like Social Media Manager, Data Analyst, SEO Specialist, Email Marketer, and more, Sintra adapts to your unique brand via uploaded files, instructions, and integrations. It learns, remembers, and improves, making every task—from reply drafting and content creation to strategy ideation—feel intuitive and bespoke. Built for entrepreneurs and small teams, it blends automation, AI smarts, and integration into one playful, productivity-boosting toolkit.

Sintra AI
logo

Sintra AI

0
0
3
0

Sintra.ai is your all-in-one AI-powered team of “helpers” designed to automate the day-to-day hustle and scale your business growth—like having co-workers that never clock out. With roles like Social Media Manager, Data Analyst, SEO Specialist, Email Marketer, and more, Sintra adapts to your unique brand via uploaded files, instructions, and integrations. It learns, remembers, and improves, making every task—from reply drafting and content creation to strategy ideation—feel intuitive and bespoke. Built for entrepreneurs and small teams, it blends automation, AI smarts, and integration into one playful, productivity-boosting toolkit.

Sintra AI
logo

Sintra AI

0
0
3
0

Sintra.ai is your all-in-one AI-powered team of “helpers” designed to automate the day-to-day hustle and scale your business growth—like having co-workers that never clock out. With roles like Social Media Manager, Data Analyst, SEO Specialist, Email Marketer, and more, Sintra adapts to your unique brand via uploaded files, instructions, and integrations. It learns, remembers, and improves, making every task—from reply drafting and content creation to strategy ideation—feel intuitive and bespoke. Built for entrepreneurs and small teams, it blends automation, AI smarts, and integration into one playful, productivity-boosting toolkit.

Reaidy IO
logo

Reaidy IO

0
0
2
0

Reaidy is an AI-powered hiring and interview platform that serves both job seekers and employers. For job seekers, it offers regular, customizable practice interviews—typically twice a month—to help build confidence, sharpen skills, and reduce anxiety. Employers benefit from tools to parse resumes, filter candidates using AI-generated scorecards, conduct custom interviews, and analyze performance via structured analytics. Whether you're preparing for an interview or managing hiring workflows, Reaidy facilitates a seamless, data-driven process to increase hiring efficiency and candidate success.

Reaidy IO
logo

Reaidy IO

0
0
2
0

Reaidy is an AI-powered hiring and interview platform that serves both job seekers and employers. For job seekers, it offers regular, customizable practice interviews—typically twice a month—to help build confidence, sharpen skills, and reduce anxiety. Employers benefit from tools to parse resumes, filter candidates using AI-generated scorecards, conduct custom interviews, and analyze performance via structured analytics. Whether you're preparing for an interview or managing hiring workflows, Reaidy facilitates a seamless, data-driven process to increase hiring efficiency and candidate success.

Reaidy IO
logo

Reaidy IO

0
0
2
0

Reaidy is an AI-powered hiring and interview platform that serves both job seekers and employers. For job seekers, it offers regular, customizable practice interviews—typically twice a month—to help build confidence, sharpen skills, and reduce anxiety. Employers benefit from tools to parse resumes, filter candidates using AI-generated scorecards, conduct custom interviews, and analyze performance via structured analytics. Whether you're preparing for an interview or managing hiring workflows, Reaidy facilitates a seamless, data-driven process to increase hiring efficiency and candidate success.

Masonry
logo

Masonry

0
0
5
0

Masonry is a robust AI automation platform designed to help businesses build, deploy, and manage resilient automations that adapt and recover instantly when workflows break. Its core promise is reliability—users can trust that Masonry’s AI agents will keep running, maintain accuracy, and repair errors without manual intervention. The platform offers ready-made solutions for various operational tasks, including sales qualification, lead enrichment, support ticket summarization, CRM hygiene, recruitment automation, and daily financial reporting. By streamlining repetitive work through intelligent automation, Masonry empowers teams to focus on growth instead of troubleshooting, ensuring business processes are always running smoothly.

Masonry
logo

Masonry

0
0
5
0

Masonry is a robust AI automation platform designed to help businesses build, deploy, and manage resilient automations that adapt and recover instantly when workflows break. Its core promise is reliability—users can trust that Masonry’s AI agents will keep running, maintain accuracy, and repair errors without manual intervention. The platform offers ready-made solutions for various operational tasks, including sales qualification, lead enrichment, support ticket summarization, CRM hygiene, recruitment automation, and daily financial reporting. By streamlining repetitive work through intelligent automation, Masonry empowers teams to focus on growth instead of troubleshooting, ensuring business processes are always running smoothly.

Masonry
logo

Masonry

0
0
5
0

Masonry is a robust AI automation platform designed to help businesses build, deploy, and manage resilient automations that adapt and recover instantly when workflows break. Its core promise is reliability—users can trust that Masonry’s AI agents will keep running, maintain accuracy, and repair errors without manual intervention. The platform offers ready-made solutions for various operational tasks, including sales qualification, lead enrichment, support ticket summarization, CRM hygiene, recruitment automation, and daily financial reporting. By streamlining repetitive work through intelligent automation, Masonry empowers teams to focus on growth instead of troubleshooting, ensuring business processes are always running smoothly.

Evalyze
logo

Evalyze

0
0
2
0

Evalyze AI is an AI-powered fundraising agent for startups that streamlines and automates the end-to-end capital raising process. You upload your pitch deck once and Evalyze delivers investor readiness scoring across critical dimensions like market opportunity, business model clarity, team strength, traction, and visual appeal; then it gives actionable feedback to refine your answers, narrative, and deck flow. Next it matches you with “best fit” investors by analyzing 50+ data points (stage, sector, geography, check size) to build a curated list of investors who are likely to fund your startup. The matching is dynamic so as your startup evolves—new traction, features, or metrics—the investor list updates.

Evalyze
logo

Evalyze

0
0
2
0

Evalyze AI is an AI-powered fundraising agent for startups that streamlines and automates the end-to-end capital raising process. You upload your pitch deck once and Evalyze delivers investor readiness scoring across critical dimensions like market opportunity, business model clarity, team strength, traction, and visual appeal; then it gives actionable feedback to refine your answers, narrative, and deck flow. Next it matches you with “best fit” investors by analyzing 50+ data points (stage, sector, geography, check size) to build a curated list of investors who are likely to fund your startup. The matching is dynamic so as your startup evolves—new traction, features, or metrics—the investor list updates.

Evalyze
logo

Evalyze

0
0
2
0

Evalyze AI is an AI-powered fundraising agent for startups that streamlines and automates the end-to-end capital raising process. You upload your pitch deck once and Evalyze delivers investor readiness scoring across critical dimensions like market opportunity, business model clarity, team strength, traction, and visual appeal; then it gives actionable feedback to refine your answers, narrative, and deck flow. Next it matches you with “best fit” investors by analyzing 50+ data points (stage, sector, geography, check size) to build a curated list of investors who are likely to fund your startup. The matching is dynamic so as your startup evolves—new traction, features, or metrics—the investor list updates.

Synchronymax
logo

Synchronymax

0
0
7
1

Synchrony Max is an AI-driven platform designed to enhance workforce productivity by integrating specialized AI agents into various business processes. It aims to address skill shortages and improve operational efficiency across industries such as healthcare, finance, and technology. Augment your knowledge workforce with AI agents – Experience new levels of efficiency, performance, and growth.

Synchronymax
logo

Synchronymax

0
0
7
1

Synchrony Max is an AI-driven platform designed to enhance workforce productivity by integrating specialized AI agents into various business processes. It aims to address skill shortages and improve operational efficiency across industries such as healthcare, finance, and technology. Augment your knowledge workforce with AI agents – Experience new levels of efficiency, performance, and growth.

Synchronymax
logo

Synchronymax

0
0
7
1

Synchrony Max is an AI-driven platform designed to enhance workforce productivity by integrating specialized AI agents into various business processes. It aims to address skill shortages and improve operational efficiency across industries such as healthcare, finance, and technology. Augment your knowledge workforce with AI agents – Experience new levels of efficiency, performance, and growth.

Skywork
logo

Skywork

0
0
14
3

SkyWork.ai is an AI-powered platform designed to streamline and automate various aspects of business operations. It offers tools for project management, team collaboration, and task automation, enabling businesses to increase efficiency and productivity. SkyWork.ai integrates various AI functionalities to simplify workflows and improve decision-making.

Skywork
logo

Skywork

0
0
14
3

SkyWork.ai is an AI-powered platform designed to streamline and automate various aspects of business operations. It offers tools for project management, team collaboration, and task automation, enabling businesses to increase efficiency and productivity. SkyWork.ai integrates various AI functionalities to simplify workflows and improve decision-making.

Skywork
logo

Skywork

0
0
14
3

SkyWork.ai is an AI-powered platform designed to streamline and automate various aspects of business operations. It offers tools for project management, team collaboration, and task automation, enabling businesses to increase efficiency and productivity. SkyWork.ai integrates various AI functionalities to simplify workflows and improve decision-making.

StatStream AI
logo

StatStream AI

0
0
6
0

StatStream.ai is an AI-powered platform that combines IoT, Computerized Maintenance Management System (CMMS), and Energy Management System (EMS) functionalities to help industries monitor assets, streamline maintenance, and optimize energy usage. Designed for sectors like manufacturing, hospitality, healthcare, and education, StatStream.ai enhances operational efficiency through real-time data, predictive analytics, and automation.

StatStream AI
logo

StatStream AI

0
0
6
0

StatStream.ai is an AI-powered platform that combines IoT, Computerized Maintenance Management System (CMMS), and Energy Management System (EMS) functionalities to help industries monitor assets, streamline maintenance, and optimize energy usage. Designed for sectors like manufacturing, hospitality, healthcare, and education, StatStream.ai enhances operational efficiency through real-time data, predictive analytics, and automation.

StatStream AI
logo

StatStream AI

0
0
6
0

StatStream.ai is an AI-powered platform that combines IoT, Computerized Maintenance Management System (CMMS), and Energy Management System (EMS) functionalities to help industries monitor assets, streamline maintenance, and optimize energy usage. Designed for sectors like manufacturing, hospitality, healthcare, and education, StatStream.ai enhances operational efficiency through real-time data, predictive analytics, and automation.

HeronAI
logo

HeronAI

0
0
8
0

HeronAI is an AI-powered analytics platform designed to simplify financial reporting and transform raw data into actionable insights. It enables businesses to generate real-time dashboards and reports in minutes, eliminating the need for manual data analysis and empowering teams to make informed decisions swiftly.

HeronAI
logo

HeronAI

0
0
8
0

HeronAI is an AI-powered analytics platform designed to simplify financial reporting and transform raw data into actionable insights. It enables businesses to generate real-time dashboards and reports in minutes, eliminating the need for manual data analysis and empowering teams to make informed decisions swiftly.

HeronAI
logo

HeronAI

0
0
8
0

HeronAI is an AI-powered analytics platform designed to simplify financial reporting and transform raw data into actionable insights. It enables businesses to generate real-time dashboards and reports in minutes, eliminating the need for manual data analysis and empowering teams to make informed decisions swiftly.

AI Pro Management
logo

AI Pro Management

0
0
4
0

AI Pro Management is a project management platform that blends traditional task- and workflow-management features with AI-enhanced assistants. The platform offers core project tracking, scheduling, and collaboration tools, but adds extra automation to help speed up routine project tasks. It aims to reduce manual overhead in managing projects by applying AI for things like task suggestions, progress monitoring, and possibly predictive insights. The goal is to let teams spend more time doing creative or high-impact work while the system helps keep things organized, on schedule, and transparent.

AI Pro Management
logo

AI Pro Management

0
0
4
0

AI Pro Management is a project management platform that blends traditional task- and workflow-management features with AI-enhanced assistants. The platform offers core project tracking, scheduling, and collaboration tools, but adds extra automation to help speed up routine project tasks. It aims to reduce manual overhead in managing projects by applying AI for things like task suggestions, progress monitoring, and possibly predictive insights. The goal is to let teams spend more time doing creative or high-impact work while the system helps keep things organized, on schedule, and transparent.

AI Pro Management
logo

AI Pro Management

0
0
4
0

AI Pro Management is a project management platform that blends traditional task- and workflow-management features with AI-enhanced assistants. The platform offers core project tracking, scheduling, and collaboration tools, but adds extra automation to help speed up routine project tasks. It aims to reduce manual overhead in managing projects by applying AI for things like task suggestions, progress monitoring, and possibly predictive insights. The goal is to let teams spend more time doing creative or high-impact work while the system helps keep things organized, on schedule, and transparent.

sales sage

sales sage

0
0
5
0

SalesSage AI is an AI-powered sales enablement platform designed specifically for technical founders, startup teams, and growing businesses. It streamlines the entire sales process by providing actionable insights, dynamic role-playing scenarios, and real-time feedback to help sales teams close deals faster and more efficiently. The platform covers every stage of sales: prospecting, preparation, practice, and performance evaluation. With AI-driven analytics, SalesSage helps users identify the best leads, craft personalized messaging, and improve the overall effectiveness of their sales strategy. For startups and technical founders who may lack formal sales experience, SalesSage offers guided assistance, automated suggestions, and training modules that reduce learning curves and accelerate results.

sales sage

sales sage

0
0
5
0

SalesSage AI is an AI-powered sales enablement platform designed specifically for technical founders, startup teams, and growing businesses. It streamlines the entire sales process by providing actionable insights, dynamic role-playing scenarios, and real-time feedback to help sales teams close deals faster and more efficiently. The platform covers every stage of sales: prospecting, preparation, practice, and performance evaluation. With AI-driven analytics, SalesSage helps users identify the best leads, craft personalized messaging, and improve the overall effectiveness of their sales strategy. For startups and technical founders who may lack formal sales experience, SalesSage offers guided assistance, automated suggestions, and training modules that reduce learning curves and accelerate results.

sales sage

sales sage

0
0
5
0

SalesSage AI is an AI-powered sales enablement platform designed specifically for technical founders, startup teams, and growing businesses. It streamlines the entire sales process by providing actionable insights, dynamic role-playing scenarios, and real-time feedback to help sales teams close deals faster and more efficiently. The platform covers every stage of sales: prospecting, preparation, practice, and performance evaluation. With AI-driven analytics, SalesSage helps users identify the best leads, craft personalized messaging, and improve the overall effectiveness of their sales strategy. For startups and technical founders who may lack formal sales experience, SalesSage offers guided assistance, automated suggestions, and training modules that reduce learning curves and accelerate results.

Would AI Pick You?

Would AI Pick You?

0
0
1
0

WouldAI-PickYou is an AI-powered product evaluation platform that helps founders, marketers, and business owners understand how compelling their landing pages and product offerings are. Instead of relying solely on human feedback or guesswork, the tool leverages multiple AI agents to act as evaluators, simulating how potential customers might perceive the product, its positioning, and its messaging. By submitting a landing page, users receive structured insights into what elements are working well, what areas may need improvement, and how their product compares against competitive standards.

Would AI Pick You?

Would AI Pick You?

0
0
1
0

WouldAI-PickYou is an AI-powered product evaluation platform that helps founders, marketers, and business owners understand how compelling their landing pages and product offerings are. Instead of relying solely on human feedback or guesswork, the tool leverages multiple AI agents to act as evaluators, simulating how potential customers might perceive the product, its positioning, and its messaging. By submitting a landing page, users receive structured insights into what elements are working well, what areas may need improvement, and how their product compares against competitive standards.

Would AI Pick You?

Would AI Pick You?

0
0
1
0

WouldAI-PickYou is an AI-powered product evaluation platform that helps founders, marketers, and business owners understand how compelling their landing pages and product offerings are. Instead of relying solely on human feedback or guesswork, the tool leverages multiple AI agents to act as evaluators, simulating how potential customers might perceive the product, its positioning, and its messaging. By submitting a landing page, users receive structured insights into what elements are working well, what areas may need improvement, and how their product compares against competitive standards.

Genloop AI
logo

Genloop AI

0
0
0
0

Genloop is a platform that empowers enterprises to build, deploy, and manage custom, private large language models (LLMs) tailored to their business data and requirements — all with minimal development effort. It turns enterprise data into intelligent, conversational insights, allowing users to ask business questions in natural language and receive actionable analysis instantly. The platform enables organizations to confidently manage their data-driven decision-making by offering advanced fine-tuning, automation, and deployment tools. Businesses can transform their existing datasets into private AI assistants that deliver accurate insights, while maintaining complete security and compliance. Genloop’s focus is on bridging the gap between AI and enterprise data operations, providing a scalable, trustworthy, and adaptive solution for teams that want to leverage AI without extensive coding or infrastructure complexity.

Genloop AI
logo

Genloop AI

0
0
0
0

Genloop is a platform that empowers enterprises to build, deploy, and manage custom, private large language models (LLMs) tailored to their business data and requirements — all with minimal development effort. It turns enterprise data into intelligent, conversational insights, allowing users to ask business questions in natural language and receive actionable analysis instantly. The platform enables organizations to confidently manage their data-driven decision-making by offering advanced fine-tuning, automation, and deployment tools. Businesses can transform their existing datasets into private AI assistants that deliver accurate insights, while maintaining complete security and compliance. Genloop’s focus is on bridging the gap between AI and enterprise data operations, providing a scalable, trustworthy, and adaptive solution for teams that want to leverage AI without extensive coding or infrastructure complexity.

Genloop AI
logo

Genloop AI

0
0
0
0

Genloop is a platform that empowers enterprises to build, deploy, and manage custom, private large language models (LLMs) tailored to their business data and requirements — all with minimal development effort. It turns enterprise data into intelligent, conversational insights, allowing users to ask business questions in natural language and receive actionable analysis instantly. The platform enables organizations to confidently manage their data-driven decision-making by offering advanced fine-tuning, automation, and deployment tools. Businesses can transform their existing datasets into private AI assistants that deliver accurate insights, while maintaining complete security and compliance. Genloop’s focus is on bridging the gap between AI and enterprise data operations, providing a scalable, trustworthy, and adaptive solution for teams that want to leverage AI without extensive coding or infrastructure complexity.

Editorial Note

This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.

If you have any suggestions or questions, email us at hello@aitoolbook.ai