Load the guided demo packet for clock, payroll, scan import, reports, tax, marketing, debt, and app catalog.
Unified ecosystem
BellPath Product Suite & Service
One clean map for the whole system: customer OS, owner command center, money tools, work tools, product demos, setup, business operations, and AI agents.
Connect AI, Plaid, Supabase, Stripe, market data, sync, and restart the wizard on a new device.
Run customers, licenses, sales, support, product scoring, acquisition readiness, and AI agent queues.
Give customers a single operating system for modules, setup, support, account sync, and offline-first tools.
Core lanes
Every BellPath tool is grouped into one clear lane, with shared setup, sync, AI support, and reporting connecting the full ecosystem.
Portfolio, debt, budget, payroll, linked accounts, taxes, reports, and cash-flow readiness.
Compass, grievance builder, paycheck audit, document vault, leave/attendance, and official-source records.
Pantry, emergency mode, maintenance, family stability, benefits, and personal operating routines.
Customers, licenses, sales, support, marketing, product scoring, sync, security, and agent work queues.
Starterfirst operating lane
For a customer who needs the core BellPath OS with a focused first module.
- Clean setup and key fields
- Demo before live use
- One primary workflow
- Offline-first records
Proconnected ecosystem
For customers who want money, work, home, and business lanes working together.
- BellPath OS portal
- Reports and sync
- AI Coach support
- Module routing and support
Studioowner-grade suite
For the full local ecosystem: dashboards, investing studio, debt, reports, and owner operations.
- Everything local/lifetime lane
- AI agents on .click
- Business control layer
- Product and support workflows
AI-run business surface
The `.click` site has a dedicated AI agent console. Agents prepare owner-reviewed work queues and route actions into the right module.
| Agent | Runs | Module routes |
|---|---|---|
| Daily Operator | Today plan, open loops, setup readiness | /, /settings, /reports-center.html |
| Sales | Checkout, refunds, licenses, coupons, activation | /business-control.html, /payments |
| Marketing | Campaign drafts, offer tests, demo CTA | /marketing-action-center.html |
| Support | Issues, release notes, blocked customers | /support-center.html |
| Texas Accountant | Texas close packet, receipts, sales/use tax readiness, CPA handoff | /agents?agent=texas_accountant, /reports-center.html#tax |
| IRS Tax | Federal small-business packet, estimated-tax records, tax-pro review | /agents?agent=irs_tax, /reports-center.html#tax |
| Texas Franchise Tax | Comptroller Webfile handoff, annual report checklist, entity records | /agents?agent=texas_franchise, /reports-center.html#tax |
| Product | Module scores, next upgrade, route hygiene | /module-registry.html |
Useful routes
These are the routes customers and owners should naturally land on.
Demosafe sample data
Setup / Key fieldsAI, Plaid, Supabase, Stripe
Plaid bank linkingdashboard, API keys, Link docs
Investment platformBase44-style studio
Compassrights and guidance
Grievancecase builder
Business controlowner operations
Texas accountant agentclose packet and CPA handoff
IRS tax agentfederal prep packet
Franchise tax agentTexas Comptroller workflow
Reportstax, sales, marketing
Supportcustomer help
Service promise
Clean live mode
Live product pages start from the customer's own records. Demo/sample data lives behind the Demo route.
Device-ready setup
Restart setup wizard is available for new devices without wiping app records.
One color system
Base44-style sidebar, compact cards, readable dark panels, and unified routes across the ecosystem.
Human approval
AI agents draft and organize. The owner approves sensitive actions before they happen.
Important notes
BellPath tools are educational and organizational. They are not legal, financial, tax, medical, payroll, union-representation, insurance, or investment advice. Customers should verify with official sources and qualified professionals.