Governance · Control · Evidence · M365-Native

Your company's AI infrastructure, under your control.

Toodlebox is the operating system for your organization's AI. Governed bots, documented form flows, and enforced policy — so your teams move fast without the business losing control.

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10+
Years in Business
M365
Native Platform
Zero
Shadow AI Risk
How Toodlebox works
Control Plane — Toodlebox
Governs policy, capabilities, roles, and audit logging across your entire AI infrastructure. Nothing runs without authorization here.
Policy Enforcement Role-Based Access Capability Gating Audit Logging
Interaction Plane — Microsoft Teams
Where your teams actually work. Expert bots and governed form flows live inside Teams — familiar, fast, and fully constrained by the control plane above.
Teams Bots Governed Forms Documented Artifacts Role Expert Bots

Not just bots. A governed infrastructure.

Most organizations adopting AI end up with a fragmented mess of ungoverned tools. Toodlebox gives you a coherent, auditable, policy-enforced system.

01

Control Plane + Interaction Plane

A clear two-layer architecture separates governance from interaction — so your IT leaders own the rules, and your teams get a seamless experience in the tools they already use.

  • Toodlebox governs all policy and capabilities centrally
  • Microsoft Teams delivers the user-facing interaction layer
  • Every action in Teams is constrained and logged by the control plane
  • IT controls what agents can do — without slowing teams down
02

Forms as an Evidence Layer

Chat logs aren't evidence. Toodlebox replaces informal AI conversations with structured, documented form flows that produce real auditable artifacts your business can stand behind.

  • Web, mobile, and Teams form flows for consistent data capture
  • Every submission is a documented, timestamped artifact
  • Not just what was said — what was approved, recorded, and actioned
  • Built-in compliance evidence without any extra steps
03

Role & Connector Expert Bots

Generic AI assistants don't understand your business. Toodlebox deploys expert bots scoped by function and system — purpose-built, policy-governed, and deeply integrated.

  • Function bots: HR, Accounting, Customer Success
  • Connector bots: ConnectWise, ITGlue, QuickBooks Online, SharePoint
  • Each bot operates only within its defined scope and role permissions
  • No cross-contamination of data or capabilities between functions
04

Secure-by-Default Governance

Governance isn't a feature you bolt on — it's the foundation. Toodlebox is designed so that the secure, compliant path is always the default path.

  • Role-based access control across all bots and forms
  • Capability gating — agents do only what they're permitted to do
  • Installer-only admin bootstrap prevents unauthorized configuration
  • Full audit logging on every interaction, submission, and policy change
👥
HR Bot
Role Expert
💼
Accounting Bot
Role Expert
🤝
CSM Bot
Role Expert
🔧
ConnectWise
Connector
📘
ITGlue
Connector
📊
QuickBooks
Connector
📁
SharePoint
Connector
⚙️
Custom Bot
Your Stack

Every layer of the platform is governed from the start.

Role-Based AccessUsers see and do only what their role permits
Capability GatingAgents operate strictly within defined boundaries
Admin BootstrapInstaller-only setup prevents unauthorized config
Full Audit LoggingEvery action timestamped and evidenced

Built for businesses that can't afford to get AI wrong.

Toodlebox gives IT leaders full visibility and control, while giving teams the tools they need to work efficiently — without either side having to compromise.

Governed Bots

Deploy expert bots that operate strictly within policy. Every response is scoped to the bot's role, logged for audit, and constrained by your organization's rules — not the other way around.

Governed Forms

Structured form flows that enforce business logic and produce real documented artifacts — not chat transcripts. Every submission is timestamped, routed, and audit-ready from the moment it's submitted.

Two-Plane Architecture

A clear separation between the control plane (Toodlebox) and the interaction plane (Microsoft Teams) means governance is never an afterthought — it's structural.

Evidence & Audit Trails

Be audit-ready at any time. Every interaction, form submission, and policy decision is logged with a full evidence trail — no scrambling, no gaps, no surprises.

Microsoft 365 Native

Toodlebox is built for the M365 ecosystem. Bots and forms live inside Teams — where your people already work. No new interfaces, no adoption friction, no parallel stack to manage.

Role-Based Access Control

Define what each role can see, do, and access — across every bot, form, and connector. Capability gating ensures agents never exceed their authorized boundaries.

Control without compromise.

Most organizations face a choice: move fast with AI and lose oversight, or lock things down and fall behind. Toodlebox removes that trade-off entirely.

  • IT leaders get full visibility — no shadow AI, no ungoverned tools
  • Business owners get speed and consistency across every team function
  • Compliance teams get real evidence, not chat logs
  • Operations teams get expert bots scoped to their actual systems
  • Everyone works inside Microsoft Teams — no new tools to adopt
ACTIVE GOVERNANCE RULES
Role-Based Access — all functionsActive
Bot Capability GatingActive
Form Evidence LoggingActive
Audit Trail RetentionActive
Admin Bootstrap LockActive
All governance rules passing ● Fully compliant

Simple, transparent pricing.

Every plan includes M365 integration, governed bots and forms, policy enforcement, and full audit trails. All plans require a tenant-hosted Azure VM (±$500/month, Azure market pricing).

Starter — Land
$499/mo

For small teams getting their AI infrastructure in order. Comfortably covers doing daily AI work, with headroom for busy weeks.

  • 30,000 AI Credits/month (~15,000 bot conversations or form submissions)
  • Live credit meter in Admin Bot
  • Top-ups at $5 per 5,000 credits
  • 1 Admin Bot (installer/admin only)
  • Up to 3 Expert Bots
  • Core form workflows (Teams)
  • Basic policy templates
  • Standard audit trail
  • Email support
  • Toodlebox Operator Sessions — onboarding, monthly check-ins, weekly Roundtable & community access
  • Dynamic web or mobile forms (Toodlebox Forms)
  • BYOK supported
Enterprise — Govern at Scale
$3,500+/mo

For organizations that need AI governance at scale. Negotiated credits, custom connectors, dedicated support, and MSP-ready multi-tenant options.

  • 500,000 AI Credits/month baseline — negotiated to actual usage
  • Per-department & per-bot credit allocation and reporting
  • Optional credit rollover & pooled multi-tenant credits (MSPs)
  • Custom top-up rates & committed-use discounts
  • Unlimited/negotiated bot catalog scope
  • Advanced RBAC & governance controls
  • SIEM/reporting integrations
  • Custom retention/audit options
  • Dedicated support + SLA options
  • Toodlebox Operator Sessions — Enterprise tier with QBR, direct line to founding team
  • Dynamic web or mobile forms (Toodlebox Forms)
  • BYOK supported
Plan Credits/month Typical interactions Top-up
Starter 30,000 ~15,000 $5 / 5,000
Growth 200,000 ~100,000 $5 / 5,000
Enterprise 500,000 baseline ~250,000 Custom

"Typical interactions" means everyday bot conversations and form submissions. Allowances are sized so each plan comfortably covers its user count doing daily AI work, with headroom for busy weeks.

All plans require a tenant-hosted Azure VM (±$500/month). Contact us to discuss the right fit for your organization.

Let's talk about your AI infrastructure.

Whether you're dealing with ungoverned AI sprawl, compliance pressure, or just want to build it right from the start — we're happy to walk you through how Toodlebox fits.

Why reach out?

We work best when we understand your environment. Tell us about your M365 setup, your current AI usage, and where control is breaking down — we'll show you exactly where Toodlebox fits in.

Email
sales@toodlebox.com
Website
toodlebox.com
Response time
Within 1 business day

Custom mobile apps for the way your business actually works.

Toodlebox started here. Our custom mobile app platform has helped field teams, construction crews, MSPs, and operations-heavy businesses go paperless and work smarter for over a decade. As AI reshapes how businesses operate, we've grown that foundation into a full AI governance platform — but the mobile app isn't going anywhere. It remains a core part of what Toodlebox offers, purpose-built for teams who need simple, powerful tools in the field.

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Construction
Digital Work Orders
MSP
Non-Profit
Corporate

The app that runs your business your way.

Improve teamwork, streamline tasks, and increase efficiency with custom software designed to fit your business's unique needs.

Data ValidationEnsures precise and trustworthy data, empowering streamlined workflows and confident decision-making.
CategorizationAccurately sort and organize data, enabling faster decision-making and improved operational workflows.
Decision SupportAccurate, data-driven insights that enhance efficiency and enable smarter, faster business decisions.
SchedulingOptimize productivity by prioritizing and organizing tasks based on real-time data, deadlines, and resource availability.
AnalyticsProcess and analyze vast amounts of data to uncover trends, patterns, and insights for data-driven decisions.
Scoring & MatchingAutomate evaluation and alignment of candidates, products, or data based on predefined criteria — with minimal bias.

"Before Toodlebox, an office worker was required to go into the office every day to process work orders. With Toodlebox, our office administrator is now able to process work orders from any location with internet. We no longer need to rely on paper copies for safety meetings, vehicle inspection reports, or inspection results. Going paperless has helped us speed up our processes!"

JT
Joseph TurleyPresident

"Prior to Toodlebox, I would manually write out all the work done on site, then manually enter it into the computer. Once I started with Toodlebox, I was able to enter time tracking and material invoice information as I went. EVERYTHING is customizable — without needing to know code, I generated forms and got information together that I could process billing with. Toodlebox has increased the speed and organization of our daily operations!"

KR
Kevin RebPresident

"Toodlebox has elevated both the way our team communicates and organizes information. We had been using pen and paper forms which had to be physically handled and transported. After we started using Toodlebox, the time between communication from the field to the office has seen great improvement. Toodlebox is a great tool for our field leaders to communicate more effectively!"

DC
Demolition CompanyField Operations

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We've been building software for the way businesses actually work.

Over a decade of experience building practical, field-tested software for real businesses — and now bringing that same philosophy to AI governance.

Toodlebox was founded with a simple belief: technology should fit the way your team works, not the other way around. For over 10 years, we've been building custom mobile and workflow solutions for construction crews, MSPs, field teams, and operations-heavy businesses.

As AI started reshaping how organizations operate, we saw a gap. Teams were adopting AI fast, but businesses were losing visibility, control, and accountability. So we built Toodlebox — the AI operating layer that lets your teams move fast without the business losing its footing.

"We don't believe in technology for its own sake. We believe in technology that earns its place — by solving real problems, reducing real risk, and making people's working lives genuinely better."

By the numbers
10+
Years in business
2
Purpose-built product lines
M365
Native AI governance platform
Zero
Compromise on governance

Want to learn more?

We'd love to talk. Reach out and let's have a real conversation about your AI environment.

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