For solo operators and small teams

Stop running your business from twelve tabs.

Torchrunner is one app for your clients, email, phone, calendar, projects, documents, marketing and books, with an AI assistant named Archie that works inside all of it and gets smarter the longer you use it.

app.torchrunner.ai/inbox
Q3 close: missing receipts
Dana Ortiz · Ortiz Dental Group
Client · Ortiz Dental
Hi, we are still missing receipts for three card charges from August. Can you tell me which ones, and do you still need the payroll report before Friday?
On this client's record
EngagementMonthly close · Q3
Open tasks3 · due Fri
BooksQuickBooks connected
Replaces
HubSpot
Pipedrive
Salesforce
Close
RingCentral
Quo
Aircall
Asana
ClickUp
Trello
Notion
Calendly
Zapier
Make
n8n
Clay
Apollo
Missive
Syncs with
Gmail
Outlook
Claude
Codex
Cursor
Perplexity
Gemini
QuickBooks
Xero
Stripe
Slack
WhatsApp
Telegram
LinkedIn
Reddit
[ 01 ] How it works

Up and running in an afternoon

Connect what you already use, let Archie learn the business, then let the routine work run while you approve what matters.

Step 1
Connect your accounts

Gmail and Outlook inboxes, your phone number, Stripe and bank feeds, your clients' QuickBooks, and the AI tools you already use.

Step 2
Bring your clients over

Import from HubSpot or a spreadsheet. Every client gets one record with their email, calls, tasks, files and invoices attached.

Step 3
Archie learns the business

Your notes, meetings and history become memory Archie works from, so it gets better the longer you use it.

Step 4
Work runs, you approve

Runners and the specialists handle the routine. Anything that leaves the building waits for your yes.

One record underneath

Everything you use now, feeding one record

QuickBooksSlackBank feedsDocumentsInvoicesClient notesVendor loginsLeadsMarketing
Torchrunner
Email
Chat
Calendar
Tasks
Runner Drive
Knowledge Base
Accounting
Marketing
CRM
Runners
One workspace · one source of truth
[ 02 ] The cost of the stack

What a solo operator pays today, before Torchrunner

Eleven subscriptions, eleven logins, and you are still the one copying data between them. Here is the monthly total, and what one place costs instead.

Your stack todayper month
$483a month, before enrichment or listening
CRM
Pipedrive Pro or HubSpot Sales Pro
$90
Shared inbox
Front or Missive
$50
Projects and tasks
ClickUp or Asana
$24
Knowledge and notes
Notion
$24
AI assistants
Claude and Codex
$40
Automation
Zapier Professional
$50
Social and content
Buffer, six channels
$45
AI agents
Lindy or Sintra
$50
Scheduling
Calendly or SavvyCal
$15
E-sign and proposals
DocuSign or PandaDoc
$45
Business phone
Quo or RingCentral
$50
Torchrunnerper month
$199a month, everything included

Founding Operator, with 1 seat and 1 engagement included.

  • CRM
  • Shared inbox
  • Projects and tasks
  • Knowledge and notes
  • AI assistants
  • Automation
  • Social and content
  • AI agents
  • Scheduling
  • E-sign and proposals
  • Business phone

Prices are typical list prices for one user. Enrichment and social listening would add more.

[ 03 ] What it replaces

What you can cancel when you switch

A solo operator usually pays for a dozen tools that never talk to each other. Here is what each one becomes inside Torchrunner.

What you use nowWhere it lives in Torchrunner
HubSpot, Pipedrive, Salesforce, CloseLeads, contacts, companies and engagements, with every email, call and file on the record
Gmail and Outlook, plus a $30 email clientOne inbox for all of them. Connect as many Gmail and Outlook accounts as you have, plus Slack, WhatsApp, Telegram, SMS and LinkedIn messages
RingCentral, Quo, AircallYour business line: calls, texts, auto-attendant and click to call, logged on the client record
Asana, ClickUp, TrelloProjects and tasks for your own work and every client's, and sync with the tools your clients already use
Notion, Google Docs, Microsoft Word and OneNoteDocuments, notes, voice notes and a knowledge base that Archie reads and learns from
QuickBooks, Xero, Ramp, an invoicing appYour own books: invoices through your Stripe account, bank feeds and time tracking, all tied to the engagement. Still syncs with your clients' QuickBooks or Xero
Calendly and a form builderBooking pages and web forms that land straight in the CRM
Clay, Apollo and a social listening toolContact enrichment and listening for LinkedIn and Reddit, feeding your pipeline
Zapier, Make, n8nRunners: automations that call APIs, webhooks, MCP servers and browser agents, with a log of every step
Claude, Codex, Cursor, Perplexity, GeminiKeep them. Plug them in through the desktop bridge or your own API key, or use Archie, which is included
Try it

See a week with Archie

A short preview on sample data. Ask Archie to run a week, then book a call to open the full app.

This is a preview

Email, calendar, drive, CRM, runners and the rest open in the full app. Ask Archie on the right to see how it works.

Book a call

A short preview with sample data, not the live app. Book a call to open the full app.

[ 04 ] Archie

Archie is the assistant that works inside your business

Archie can see your clients, email, calendar, projects and documents, and it remembers what happened last week. Ask it the way you would ask a chief of staff.

›Which clients haven't heard from us in 30 days?
›Summarize everything about this client before my 2pm.
›Draft a follow-up to everyone from Tuesday's call.
›What's overdue this week, and who owns it?
Which clients haven't heard from us in 30 days?
Archie can
Find a client and read their full history
Draft a reply in your voice
Create and assign tasks
Update a record after a call
Hand work to the right team role
[ 05 ] The Executive Team

Archie hands work to nine specialists

Each specialist owns one part of the business, from your inbox to your clients' month-end close. Pick one to watch the steps it runs.

Run your own practice
Deliver your client work
The Marketer
Turns the work you already did into published presence.
Watch it work
Pulls the work you just shipped
Drafts the post in your voice
Schedules it across your channels
Ties it back to the engagement it came from
Content published
Learns how you operate from your past content, your voice, the engagement. No generic prompt, your own data.
Runner · Invoice follow-upactive
triggerInvoice #1042 is 30 days unpaid
checkNo payment, no reply in 14 days
draftReminder email to the client
waitApproval from the owner
doneSent and logged on the record
[ 06 ] Runners

Runners handle the work that repeats

A Runner starts when something happens in the business, checks the conditions you set, then does the work: creates the tasks, drafts the email, updates the record. Every run is logged, so you can see what it did and why.

A deal changes stageAn invoice is 30 days unpaidA meeting endsA due date is closeA new client signs
[ 07 ] Control

You stay in charge of what the AI does

Drafts first

Archie and Runners prepare the work. Anything that goes outside the business, moves money or deletes something waits for your approval, unless you choose to let it run.

Every step written down

Each Runner keeps a run history: what triggered it, what it checked and what it did.

Your data stays yours

Every record is walled off to your organization. Changes to your business, money and access records, every sign-in and every export go to an append-only activity log your owners and admins can read.

[ 08 ] Bring your own AI

Use the AI you already pay for

Archie is included and runs on our model. If you live in Claude, Codex, Cursor, Perplexity or Gemini, connect it through the desktop bridge and it works on your Torchrunner records with the same approvals. The always-on agents arriving now, such as Claude Duet, Grok Bot, OpenAI Dots and Meta Muse, can work on the same records wherever they support MCP connectors. Prefer your own API key? Plug it in and your provider bills you directly.

ClaudeCodexCursorPerplexityGeminiYour own API key
Setup guide →
[ 09 ] runnerID by Torchrunner

Your agents can sign in to the tools you use

Archie, your Runners and the AI you bring log in to the websites your business uses through runnerID by Torchrunner. runnerID types the password and the six-digit code into the page itself, keeps the session so the agent stays signed in between runs, and asks you before anything risky. Your agent never sees a password. Coming next: when your agent gets stuck on a login, a code or a form, it hands that step to runnerID, which does it on your accounts, asks you before anything that sends, pays or deletes, and hands the result back.

Cross-platform agent identity: one identity that follows the operator across tools. Agents like Claude Duet, Grok Bot, OpenAI Dots and Meta Muse all reach a login sooner or later. Saved sessions and typed codes mean fewer wasted steps, fewer tokens and less waiting, and the identity stays yours instead of sitting in one maker's account.

runnerID · sign in as the agentapproved site
siteSupplier portal · allowed for this agent
passwordTyped by runnerID. The model never sees it
codeSix-digit code caught in the agent's inbox, typed
sessionSaved, so the agent stays signed in next run
waitNew payee added. Waiting for your yes
logEvery step recorded. One switch revokes it all
[ 10 ] Phone and texting

A business phone line, without a separate phone bill

Get a number for the business, take calls and texts in the app or on your phone, and set up an auto-attendant so you sound bigger than you are. Every call and text lands on the client's record, and Archie can summarize it.

  • ›Calls and texts from one number
  • ›Auto-attendant and call routing
  • ›Click to call from any record
  • ›Call notes and summaries on the record
Replaces RingCentral, Quo or Aircall
DO
Dana Ortiz
Ortiz Dental Group · incoming call
Before you answer
EngagementMonthly close · Q3
Last emailMissing receipts, Tue
Open invoiceDue in 6 days
Text backAnswer
[ 11 ] Marketing, done in an afternoon

Turn the week's work into next week's posts

Your meetings, notes and calls already hold the ideas. Torchrunner collects them during the week, and on Friday you sit down with Archie to turn the best ones into posts in your own voice.

Mon to Thu
Ideas pile up on their own

Meeting transcripts, voice notes and client questions are pulled into an ideas board.

Friday
Refine with Archie

Pick five ideas. Archie and the Marketer draft them in your voice; you edit.

Schedule
Put them on the calendar

Blog, newsletter, LinkedIn and Reddit, scheduled for the week ahead.

All week
Replies come back to you

LinkedIn DMs land in your inbox with a draft reply ready, and listening flags new conversations worth joining.

[ 12 ] Meetings

From booked to followed up, without retyping anything

Clients book from your page, Archie preps the agenda from their record, and the meeting turns itself into tasks and a follow-up email.

Before
They book a time

Your booking page shows real availability and drops the meeting on the client's record.

Morning of
Archie writes the agenda

Open items, recent emails, unpaid invoices and last meeting's notes, in one page.

During
Recorded and transcribed

Notes, decisions and screen recordings attach to the client automatically.

After
Follow-up is drafted

Tasks are created and assigned, and a recap email waits for your approval.

[ 13 ] Mobile app

The whole business in your pocket

The same records, inbox and Archie on your phone, for the hours you are not at a desk.

Approve from anywhere

Archie's drafts and Runner approvals come to your phone. One tap to send.

Calls and texts on your business line

Answer as the business, see who is calling and what they owe before you pick up.

Capture on the move

Voice notes, photos of receipts and quick tasks go straight to the right client.

Your day at a glance

Meetings with agendas, what is overdue and what is waiting on you.

Android available now. Apple coming soon.

Pricing

One price, every module

Start with one seat and one client engagement, then add only what you use. Every workspace starts with a short call, then a 14-day trial with no card on file.

Founding Operator
Starts with a call
$199/ mo

Includes 1 seat and 1 engagement. Each extra engagement is $99/mo and each extra seat is $79/mo. Viewers and client portal users are $0.

  • 1 seat and 1 engagement included
  • Extra engagements $99/mo each
  • Extra seats $79/mo each
  • Viewers and client portal users: $0
  • Every module, no tier gates
  • Archie and the Executive Team
  • Runners for accountable automation
  • CRM-linked inbox (Gmail and Microsoft)
Book a call
What is includedFounding Operator
Seats1 included, then $79 a month each
Client engagements1 included, then $99 a month each
Viewers and client portal users$0
ModulesAll of them, no tiers
Archie and the Executive TeamIncluded
RunnersIncluded
runnerID by TorchrunnerIncluded, one agent identity per engagement
How does the price grow?

The base price covers one seat and one engagement, which is your own practice. Each extra engagement is $99 a month and each extra seat is $79 a month. Viewers and client portal users are $0.

What counts as an engagement?

One client you do ongoing work for, with its own records, books connection and portal.

Can I bring my own AI?

Yes, on any plan. Connect Claude, Codex, Cursor, Perplexity or Gemini, or add your own API key.

[ 14 ] FAQ

Questions people ask before they switch

Who is Torchrunner for?

Solo operators and small teams who do client work: fractional CFOs and COOs, consultants, agencies and lean professional firms.

Do I have to leave Gmail or Outlook?

No. Torchrunner connects to your Gmail or Microsoft account and links each thread to the right client.

Does it replace QuickBooks?

For your own business, yes: invoicing, bank feeds, expenses and time live in Torchrunner. For your clients, it connects to their QuickBooks Online.

Can I move over from HubSpot?

Yes. Contacts, companies and deals import directly.

Can my clients log in?

Yes, through the client portal. Portal users are free.

What happens to my data if I leave?

Your data, and everything Archie produces from it, is yours, and you can leave whenever you like. Export your CRM records, tasks, activity and meeting notes as a ZIP at any time, or set up automatic backups to your own SharePoint, OneDrive, Google Drive or Dropbox, daily, weekly or monthly. After you leave, you can ask us to delete your data.

Is my data used to train AI models?

No. Your data is yours. We never use your content to train AI models: not your records, documents, emails, passwords or codes, and not what your agents read or type on the sites they visit. We do learn from how tasks get done, such as the steps a site's sign-in takes or where it asks for a code, with your content and personal details removed, so agents get better at the work. We never sell it or share it for anyone else to train on. Content goes to a model provider only to produce the answer or action you asked for. The Privacy Policy has the details.

See it on your own business

Every workspace starts with a short call with us, then 14 days of every module with no card on file.

Book a call

A short call with us, on your own business. After it, your workspace opens with 14 days of every module and no card on file.

See pricing

One plan, month to month, with worked examples.

Try the demo

Ask Archie to run a week on sample data. Book a call to open the full app.