Product
What you can do with Cardinera.
Nine things a company can do once its software, its people, and the work they do are recorded in one place, ending with the one the other eight are for.
01 / Know what you pay for
Every application, its cost, and the date a decision is still possible.
Every subscription, licence, and cloud bill with its owner and its notice deadline. Vendors grouped by who is paid. Renewals in three windows. Three warnings before a deadline passes, and a monthly digest so an idle month is not a silent one.
| Application | Owner | Monthly |
|---|---|---|
| Salesforce | Sarah | $1,200 |
| HubSpot | Priya | $560 |
| Microsoft 365 | Alex | $480 |
| QuickBooks | Jamie | $240 |
Time to review Salesforce. Give notice by 15 October, before the December renewal.
02 / Get it in without typing it all
Forward an invoice. Import the spreadsheet. Connect the books.
Forward an invoice and read what was extracted, each value quoted from the document. Import the spreadsheet you already keep. Connect QuickBooks for the bills, Microsoft 365 for the people and the seats, and Azure, AWS, and the AI providers for what they charge. A sync creates nothing on its own: a person accepts each discovery once.
- Vendor
- HubSpot Read from the document
- Amount
- $560.00 a month Read from the document
- Period
- 1 October to 31 October 2026 Read from the document
- Notice period
- Not found Not in the document
03 / Know who owns it and what it powers
People, teams, and the work each tool is used for.
People and teams with an org chart. The functions the work is done in, and the products and services you sell with it, all wired to the applications. The blueprint draws the same records nine ways, each named for its question: who owns what, what it powers, who uses what for which work.
| Work | Sales team | Customer support | Finance team |
|---|---|---|---|
| Winning new customers | SalesforceHubSpotPossible overlap | ||
| Supporting customers | SalesforceMicrosoft 365 | ||
| Invoicing | QuickBooks |
04 / See what a change would touch
Ask what could be affected, and get an answer that names its unknowns.
Record how applications connect: what sends information where, what needs what to work, what signs in with what. Then ask what could be affected by changing one, and get every application the change would reach, hop by hop, with the ones it could not see named rather than hidden.
$1,200 a month · Sales team, Customer support
Sends leads to Salesforce
Sales team · Winning new customers
ConfirmedReceives customer details from Salesforce
Finance team · Invoicing
Needs checkingUnknown, not unaffected. Microsoft 365 has no recorded connections, and one connection above still needs checking.
05 / Review what needs attention
Rate each tool on plain scales, and let the review point.
Would the company stop if it broke? Is it doing the job? Is it aging well? Review then suggests and never decides: the tools that need attention, the possible overlaps, the ones nobody has rated, and a four by four quadrant of doing the job against aging well, each corner a suggestion and not a verdict.
Circle size is yearly cost. Colour is how much would stop if it broke.
06 / Ask an advisor that knows the company
A conversation over your own records, and a project for each decision.
The advisor reads your records, proposes, and never writes without a tap. A project carries one decision from its goal through review, an analysis with options and trade offs, the decision itself, and a plan. Before it writes a word of analysis, the advisor has to ask what could be affected for every application in scope.
“Salesforce costs too much and leaves gaps. What should we do?”
✧ Proposed next step
Compare improving it with replacing it.
Confirm the missing capabilities with Sales and Support, then compare the cost and disruption of each option.
- Connected teams
- Sales · Customer support
- Connection to check
- Salesforce → QuickBooks
- Overlap to weigh
- HubSpot holds the same customers
- Still to confirm
- Data migration effort
07 / Plan the change and see it on a timeline
Tasks with an owner and a date, and the switch over visible months ahead.
Tasks with an owner and a date, and a target date for the whole project. Live from and retire by dates on every application, and what replaces what. The timeline draws eight quarters of it, projects first, so a December switch over is visible in October.
Bars run from live from to retire by. Marks are decide by dates and project tasks.
08 / Keep every other list beside it
The spreadsheets an office already keeps, on the same blueprint.
Parts, suppliers, machinery, contracts, vehicles, permits, domains, or a list you write yourself, with its own fields and links to the same people and software. Every list imports from a spreadsheet and exports to one, in your own words, with the id as the last column, so the file that comes out goes back in.
- PartsOn
Replaces the parts spreadsheet. Made from, on hand, shortfall.
- SuppliersOn
Who you buy from, linked to parts and applications.
- MachineryOff
Machines, and the maintenance they need.
- ContractsOn
Every agreement with an end date, beside the software ones.
- VehiclesOff
The fleet, its registrations, and its dates.
- PermitsOn
Permits and licences, with the date they expire.
- DomainsOn
Domain names, their registrar, and their renewal.
09 / Be ready for AI
Put the AI tools you choose on the blueprint.
The records the advisor reads are open to the assistants your company already uses, under the access you set: what each one may read, and that it writes nothing. A question asked anywhere starts from your company instead of a blank page. When the board asks what you are doing about AI, this is the answer, and modelling and managing were the way to it.
- Your company’s assistantConnected
Reads applications, people, functions, and connections. Writes nothing.
- The advisor in CardineraBuilt in
Reads the same records. Proposes, and a person confirms.
- A second assistantNot connected
Add one, choose what it may read, and take it back with one click.
Access follows the same presets people have. Nothing is written from outside.
Who sees what
Capabilities, not roles: five presets and per person overrides, so “admin except pay” is one unchecked box. Sign in with Microsoft or Google. And no surveillance: no login analytics, no browser extension, no desktop agent.
Your data stays yours
Export on every list, and everything at once with a manifest of what was written and when. Leaving is easy, and a person helps. We will never sell your data, and there is no one behind you.
What it adds up to
Know your company. Manage what it runs on.
Be ready for AI.
An answer to the AI question you can start giving this month.
Start with the software you already pay for.