Frequently Asked Questions

Sign up free at portal.sasame.online — no credit card required, no sales call needed. You get immediate access to the full platform. Connect your existing tools (accounting software, CRM, project management), and the AI builds your first dashboard automatically. Most businesses are fully set up in under 2 hours.

Most businesses complete setup in 1–2 hours. You connect your data sources, and the AI handles the rest. There's no configuration, no data mapping, and no technical knowledge required. Your first AI-generated daily business brief arrives the next morning.

No. SaSame is designed to be self-serve for non-technical business owners. If you can use Slack or Gmail, you can set up SaSame. There's no IT department required, no Salesforce-style admin needed, and no implementation consultant to hire.

Yes. SaSame has a free tier with no time limit and no credit card required. You can explore the full platform, connect your data, and see real AI insights before committing to a paid plan. The Growth plan ($99/month) and Professional plan ($299/month) both start with a free trial period.

SaSame offers three plans: Free ($0/month, up to 3 users, 5 AI calls/month), Growth ($99/month, up to 10 users, full AI features), and Professional ($299/month, unlimited users, advanced AI, priority support). Annual billing saves 2 months on paid plans. View the full pricing breakdown at sasame.ai/en/pricing.

No. Unlike Salesforce, HubSpot, or Monday.com, SaSame does not charge per user. Your subscription covers your entire team — 2 people or 15 people, same price. Growth plan includes up to 10 users. Professional plan is unlimited.

No setup fees, ever. No annual contract required — you can pay month-to-month and cancel anytime. Annual billing is available at a discount (you save the equivalent of 2 months), but it's never required.

Most clients see measurable ROI within 30 days, primarily from time savings on reporting and administration. At $99/month, you only need to recover 1–2 hours of owner time per month to break even. Typical users save 15–25 hours/week across their team — the payback period is usually under 2 weeks.

SaSame's AI automates four main areas: (1) Financial reporting — generates P&L, cash flow, and margin reports automatically every day. (2) Sales pipeline — scores deals by probability, flags at-risk opportunities, predicts quarterly revenue. (3) Client health — monitors engagement signals and alerts you when clients are at risk. (4) Operations — tracks project health, team capacity, and billable utilization. Every morning, you receive a 3-minute AI brief summarizing what needs your attention.

SaSame can work alongside your existing CRM (HubSpot, Salesforce, Pipedrive) or replace it entirely. If you don't have a CRM, SaSame's built-in pipeline management handles your deals natively. If you do have a CRM, SaSame connects to it and adds AI intelligence on top of your existing data.

Yes. SaSame automates the full AR cycle: invoice generation, payment reminders (personalized, tiered sequences), AR aging monitoring, and collection risk scoring. Most clients reduce their Days Sales Outstanding (DSO) by 30–50% within the first 90 days.

Yes. SaSame's AI financial reporting connects to your accounting software (QuickBooks, Xero, FreshBooks, Wave) and generates real-time P&L, cash flow forecasts, margin by service line, and AR aging. You get daily financial visibility without manually building reports. Think of it as having a fractional CFO available 24/7.

Every morning, SaSame's AI analyzes your entire business — deals, finances, clients, operations — and sends you a concise summary of what needs your attention that day. This includes flagged invoices, at-risk deals, client health alerts, and financial highlights. Most users read it in under 3 minutes. It replaces the manual Monday morning reporting ritual that most business owners spend 1–2 hours on.

SaSame integrates with the tools most US SMBs already use: Accounting (QuickBooks, Xero, FreshBooks, Wave), CRM (HubSpot, Salesforce, Pipedrive), Project management (Asana, Monday.com, ClickUp, Jira, Trello), Communication (Slack, Google Workspace, Microsoft 365), Payments (Stripe, Square), and invoicing systems. New integrations are added regularly.

No. SaSame is designed as an AI intelligence layer that connects to your existing tools — it doesn't replace them. You keep using QuickBooks for accounting, HubSpot for your CRM, and Asana for projects. SaSame connects everything and gives you a unified view with AI on top.

Yes. QuickBooks is one of our most-used integrations. SaSame connects to QuickBooks Online to pull your P&L, balance sheet, AR aging, and cash flow data. Once connected, SaSame generates AI-powered financial reports automatically — no more exporting spreadsheets every Monday.

Yes. SaSame uses bank-grade AES-256 encryption for all data at rest and TLS 1.3 in transit. We follow SOC 2-aligned security practices, conduct regular third-party security audits, and never sell or share your business data with third parties. All data is stored in US-based, GDPR-compliant infrastructure.

No. Your business data is never used to train AI models. SaSame uses AI models to analyze and act on your data, but your information stays yours — it is never used to improve models for other customers or shared in any way.

You can export all your data at any time. Upon cancellation, your data is retained for 90 days (so you can reactivate or export), then permanently deleted. You are never locked in.

Salesforce is an enterprise CRM requiring a dedicated admin, extensive customization, and typically $1,500–$3,000/month for a 10-person team with proper configuration. SaSame is $99–$299/month, self-onboards in 2 hours, requires no admin, and covers your full business — not just CRM. See our full comparison: /en/blog/sasame-vs-salesforce-small-business-2026

HubSpot's marketing and CRM tools are excellent for lead generation and inbound marketing — but they don't cover financial reporting, operations management, or AI business intelligence. SaSame complements HubSpot (we integrate with it) or replaces it for businesses that need the full operational layer, not just marketing automation.

Monday.com is a project management tool. SaSame is an AI business management platform. They serve different needs. Monday.com manages tasks; SaSame manages your entire business — finances, clients, sales, and operations — with AI intelligence on top. Many SaSame users also use Monday.com for task management and connect both via our integration.

Free plan: community support and documentation. Growth plan ($99/month): email support with responses within 1 business day. Professional plan ($299/month): priority support with same-day responses and access to a dedicated onboarding specialist.

Yes. You can book a free 30-minute demo where we walk through your specific situation — team size, current tools, biggest pain points — and show you exactly what SaSame can do for your business. Book at portal.sasame.online/demo.