AI for your business
AI your team can use on client data, without the risk.
Phasma is the AI assistant I built for businesses and nonprofits that handle sensitive information. It’s as easy as ChatGPT, but your data stays walled off, every use is tied to a person, and it answers from your own numbers instead of guessing.
Or email me: jer@jerchapman.com
The problem
Your team is already using AI. You just can’t see it.
Chances are someone on your team is pasting client emails, donor lists or financial figures into a personal ChatGPT account right now. That leaves you with four problems:
- You can’t see it. You don’t know who’s using AI, how much, or for what.
- You can’t cost it. The spend is scattered across personal accounts, with no budget and no record.
- You can’t vouch for it. Client information is going into tools you don’t control. In Quebec, Law 25 makes that your responsibility.
- It doesn’t know you. It’s a smart stranger that knows nothing about your clients, your numbers or how you work.
The solution
What changes with Phasma
Your data stays yours. Everything runs through one private system. Your information is encrypted and walled off from every other organization, and that wall is built into the system itself, not left to the AI behaving well.
You see what it costs, by person. Usage comes from a prepaid balance, and every bit of it is traced to a person and a task. You set the limits, so there are no surprise bills.
It knows your business. It connects to tools you already use, like Stripe, HubSpot, Google Analytics and your own documents, and answers from your real figures. It only treats something as fact once a person on your team has confirmed it.
It finishes the job. It doesn’t stop at an answer. It writes the document and hands you the PDF, makes the image, proposes changes to your website (nothing publishes without your approval), and runs longer jobs after you’ve closed the window.
It meets you where you are. Use it in a browser, by text message, by email, on Telegram, or as a chat assistant on your own website. English or French.
Phasma gives you technical safeguards and a clear record of how AI is used. It isn’t legal advice; your lawyer or privacy officer still has the final word.
Your numbers
What it can do with your numbers
Because Phasma reads the systems you already run, the same assistant can be your reporting tool:
- A morning briefing. A short written summary by email: what changed, what looks unusual, and what needs a decision.
- Plain-English questions. Ask “how did sales do this month compared to last?” and get an answer from your live numbers.
- An owner’s view. Revenue, refunds, failed payments, recurring revenue, traffic and conversions in one place.
- Your books kept moving. Routine bookkeeping in QuickBooks prepared for you to approve, with a tidy handoff for your accountant.
If your system can export its numbers, we can usually start there.
Proof
What I’ve built with it
A daily revenue briefing. Every morning, Phasma writes and emails a revenue summary drawn from payments, website traffic and sales data. The owner gets the numbers without logging into anything, and can ask for an update by text message.
A dashboard you can ask questions. For a six-year e-commerce client, I built an owner’s dashboard that answers plain-English questions about revenue, refunds, failed payments, churn, traffic and conversions, straight from live data.
A shared customer text inbox with AI reply suggestions. For the same client, staff answer customer text messages from one inbox that syncs with their CRM. The AI suggests replies, and every suggestion is checked against firm rules before anyone sees it.
An AI bookkeeping assistant. It works alongside QuickBooks Online: it sorts the bank feed using agreed rules, sends a short check-in twice a week and a Friday progress note, and keeps a clean handoff ready for the accountant. A person approves every change.
I also run a personal market dashboard on the same ideas: live prices, a written brief before the markets open, and a ranked shortlist of what’s worth a look.
Getting started
How we start
1. A short conversation. Send me a note first, then we talk for 30 minutes. You tell me how your team uses AI today and what information it touches. I tell you honestly whether Phasma is a fit.
2. A private pilot. We set Phasma up for a small group on your real tools, so you’re judging something that works with your data, not a demo.
3. Rollout. Once it’s earning its keep, we add the rest of the team, set limits by person, and I make sure it keeps running.
After that. Some clients keep me on as the technical person in the room when AI and technology decisions get made.
Phasma
The technical details live at Phasma
How the data walls work, which AI models it uses, and the full list of what it can do are all at phasma.cloud and on the capabilities page.
Let’s talk about your team
Tell me what your team is using AI for today, and what you’d want it to handle. A short note is fine. I read every message and reply personally, and if it’s a fit we’ll set up a call.
Or email me: jer@jerchapman.com
English or French.