Sylas
Product Presentation · 2026

Sylas_

The AI operating system
for your company.

One private, versioned source of truth for everything your company knows — with an AI that reads it, acts on it, and keeps it in order. No dashboards, no SQL, no data team.

Confidential Product Presentation 2026
The Problem

Your company's data is
scattered and rented.

Data is scattered across docs, spreadsheets, transcripts, SOPs, and one-off tools that never talk to each other.
The people who need answers are non-technical — founders, ops, managers. They can't write SQL or wire up a dashboard.
There's no shared source of truth — every function keeps its own copy, and nobody knows which one is current.
So the business runs on stale spreadsheets, tribal knowledge, and Slack archaeology — with no system to read it, act on it, or govern it.
And they pay for all of it — a dozen overlapping subscriptions (CRM, spreadsheets, docs, project trackers, marketing tools), each renting back a slice of the company's own data.
The deeper problem

And you don't own any of it.

Every one of these tools holds a slice of your company’s data in its own proprietary system — where you can’t freely query it, export it cleanly, or walk away without losing it. You don’t own your data; you rent access to it, month after month.

CRM & Sales
HubSpotZohoZendesk
Spreadsheets & Tables
AirtableCodaGoogle SheetsNotionBaserow
Docs, Wiki & Knowledge
ConfluenceEvernoteOutlineGitBook
Projects & Tasks
AsanaClickUpJiraLinearTrelloBasecampTodoist
Marketing & Lead Data
CrunchbaseCalendly
Forms & Data Collection
TypeformGoogle FormsFormstackSurveyMonkeyFillout
File Storage & Drive
Google DriveDropboxBoxEgnyteiCloudMEGAProton Drive
HR & People
HiBobGustoPersonio
The shift

SaaS is dead.

Not all of it. The tools that do something for you — take a payment, send a message, run compute — are real infrastructure and here to stay. But the tools whose only job is to hold your data behind a login and a monthly fee are finished. When an AI can read and edit your own files directly, renting a place to store your information stops making sense.

Not dead

Tools that do the work

Real infrastructure that performs an action you can’t easily do yourself — moving money, sending mail, running servers. You’re paying for a service, not for access to your own data.

StripeTwilioAWSMailgun
Dead

Tools that just hold your data

Systems of record whose whole value was storing your information and renting it back. One local, open store with an AI over it replaces the entire category.

NotionAirtableMondayTrelloConfluenceLinearCRMs
The Solution

Own your company's data.
Local, open, and yours.

A desktop app with three layers: one private, versioned store for everything your company knows; a conversation-first AI that reads it and acts on it in plain English; and a governance layer so every change is reviewed, permissioned, and reversible.

One store

A single source of truth

Docs, spreadsheets, SOPs, and records live in one private, versioned store — not scattered across a dozen tools.

Talk, don't query

An AI that reads and acts

Ask in plain English. Sylas answers from YOUR files and tables — and can make the change back, not just read.

Governed

Every change reviewable

Change requests, permissions, comments, and a full "what changed" trail — reversible by default.

Open Formats

Open formats.
No lock-in.

Almost everything in a Sylas workspace is stored as plain, open text on your own device — no proprietary format, nothing to be locked into. You own files you can read, move, or leave with anytime. And "plain text" isn't plain .txt — it's a family of open formats, each fit for a purpose.

Markdown

How most documents are stored — notes, SOPs, docs. Previewed as beautifully rendered pages, not raw code.

CSV

Structured, tabular data — records, lists, spreadsheets — as clean, portable tables anyone can open.

JSON

For advanced, structured data and power users — precise and machine-readable, still just plain text.

HTML + CSS

For genuinely beautiful, richly-designed documents that render as polished, presentation-ready pages.

No proprietary lock-in

Open files you can read, move, or leave with anytime. No format to be trapped in — you own your data outright.

AI-native

Models read plain text natively — so answers are accurate, cheap, and fast. No binary parsing, fewer tokens.

Human-previewable

People see rendered Markdown and designed HTML — polished, readable documents, never raw code.

The Moat

Your data is portable.
Your company isn't.

Open formats invite a fair question: if the data is portable, what stops you leaving? By design, nothing stops you taking the raw files — and individual records, audit logs included, have their own exports. But each export is a piece. Everything Sylas builds around them — the context that makes them a company, not a folder — only works assembled inside Sylas, and would have to be rebuilt from scratch anywhere else.

You can take every piece with you. What you can't take is how they work together.

Context & collaboration

Comments, reviews, and threads anchored to the exact row, line, or cell — the discussion history around every change.

Meaning map & graph

The search index, the resolved glossary and entities, and the knowledge graph of how every doc, record, and person connects.

Automations & memory

Playbooks, saved skills, assistant memory, and workspace layout — the team's whole accumulated way of working.

Governance & control plane

Identity, permissions, change-request and approval history, audit logs — who can do what, and everything that already happened.

The Slack effect. Slack could always export your messages — yet no one leaves, because the channels and the way the team works became the product. Same here: we keep your data free precisely because the lock-in is the value around it, not the data itself.

One Store

Every function.
One store.

Finance, marketing, sales, people, ops — today each keeps its own spreadsheets and docs. Sylas puts them all on one canonical store, so the whole company reads and writes the same source of truth.

Finance

Spend trackers, vendor tables, budgets — queryable in plain English, versioned like code.

Marketing

Add, update & clean up leads — dedupe lists, enrich records, and keep campaigns in sync.

Sales

Pipelines, accounts, and notes in one place — ask questions, update records, draft follow-ups.

People / HR

Roster, policies, and onboarding — with permissions so the right people see the right rows.

Operations

SOPs, checklists, and process docs that the AI can read, follow, and keep current.

Leadership

Ask across all of it — one question spanning finance, sales, and ops, answered from one source.

One store, not a dozen tools

One store replaces
a dozen SaaS tools.

Your company's data and documents are scattered across a dozen subscriptions. Sylas consolidates them into one local, open store — documents as Markdown and richly-designed HTML, lists, records and spreadsheets as CSV tables. Same information, one place, formats you own.

Fewer tools to pay for, fewer places your data can rot.

Marketing

Manage, enrich, and clean your lead lists — right where the data lives.

ClayAirtableMailchimp lists

Sales

Your pipeline, deals, and contacts as records you can query in plain language.

SalesforceHubSpot CRMPipedrive

Docs & Knowledge

SOPs, notes, and wikis as Markdown and HTML — previewed as polished pages.

Google DocsNotionConfluence

Projects & Tasks

Task lists and trackers as tables — ask what's overdue, what's blocked, what's next.

TrelloAsanaMonday

Data & Spreadsheets

Every sheet becomes a clean CSV table — portable, queryable, no proprietary format.

Google SheetsExcelAirtable

People & Finance

Headcount, budgets, and trackers as tables anyone on the team can read.

HR spreadsheetsNotion trackers

Slack (and how your team talks) stays — Sylas replaces where your company's data and documents live, not where you chat.

Why Now

The unlock
just happened.

Models finally reason

LLMs are now good enough to reason over messy, real-world operational data — not just clean benchmarks.

Chat is the default

Non-technical operators now expect a chat interface for everything. The behavior is already trained.

Privacy demand is rising

Companies don't want their operational data sitting in someone else's cloud by default. Local-first is now a requirement, not a nicety.

The Product

Conversation-first,
not dashboard-first.

Vendor review + New session
You
Which vendors are we overpaying vs last quarter?
Sylas
Searched records → vendors table

Updated the spreadsheet

Three vendors rose over 15% QoQ — Northwind (+22%), Acme Freight (+18%), and Belmont Print (+16%). I flagged them in the tracker.

You
Draft a note to renegotiate Northwind.
Sylas
3 Changes All files
~vendors (table)
+flags: overpaying
+q2-vendor-review.md
~spend-tracker.xlsx
Ask anything, / for commands, @ for context…
Claude Opus 4.8
Governance

Governed so you can
trust the AI.

An AI that can change company data needs a control plane. Sylas ships one — so teams can trust the AI to act, because nothing lands without review, permission, and a trail.

Change requests

Edits land as reviewable "what changed" — approve, tweak, or roll back before anything is final.

Granular permissions

Server-enforced, down to the row and column — the right people see and change the right data.

Comments & notifications

Discuss changes in context and get notified — collaboration without leaving the source of truth.

Audit logs

Every action recorded — who did what, when, and why. Full accountability for an AI that acts.

Why Sylas Wins

Local-first, and
real underneath.

Your data stays on your device

Everything lives in one versioned store on your device. Nothing leaves unless you turn on Cloud backup — and even then, only the context for a single AI request, processed transiently, never stored. Sylas also collects usage statistics tied to your account — which features are used and how, never your content, file names, paths, or prompts — sent only to Sylas-operated servers. Turn this off anytime in Settings → Privacy.

Safer than a SaaS system of record

Every change — human or AI — is a versioned checkpoint over real Git. A bad edit is one click to undo, not a lost afternoon and a support ticket. The AI never writes a black box: you see exactly what changed before it lands.

A control plane, not a chatbot

Change requests, server-enforced permissions, and audit logs are built into the store — the governance a company needs to trust an AI that acts, which bolt-on chatbots can't retrofit.

Any model. Never locked in.

Models come and go — Sylas isn't tied to one. Switch between Claude, GPT, or open and self-hosted models anytime. When a provider ships its own app, its users have to pick a side; yours never do — your data and governance stay put while the model underneath keeps improving.

Architecture

Boring-reliable
foundations.

AI is always backend-brokered — provider keys never touch the device.
Permissions enforced server-side, before any publish, sync, or export.
The on-device store holds content only — never conversation metadata.
Layer 01 · Client

Desktop app

Tauri + native webview. Conversation-first UI, offline-capable, cross-platform.

Layer 02 · Canonical store (on device)

Local versioned store

Versioned files plus structured, spreadsheet-like tables — real Git and Dolt underneath, with your device as the source of truth.

filestablescheckpoints
Layer 03 · Optional · Sylas Cloud

Cloud control plane

Identity, permissions, sync, audit, billing — and server-side AI brokering.

backup + synccollaborationaudit
In action · Together

Collaboration
without the chaos.

Built for teams from day one — shared workspaces, live change requests, per-row comments, @mentions, notifications, and role-based permissions. Your team reviews changes in context and nothing lands until it's approved. And like Git, every member keeps a synced copy — lose a laptop, lose nothing.

Q3 vendor review
JR
Jordan mentioned you on Vendor contracts
2m ago
JR
Jordan Reyes
on row 4 · Northwind Logistics

This renewal date looks off — @Sofia can you confirm before we sync?

What changedAll files
Vendor contracts · renewal date updated
Note added · confirmed with finance
Approve Reject

One place to review changes — instead of edits scattered across Slack, email, and five other apps.

In action · Marketing

"Last month's webinar produced 300 leads and nobody's followed up."

Priya N. · Marketing Manager, Demand Gen
ReplacesClayAirtableMailchimp lists
Webinar follow-up
You
Which webinar leads haven't been contacted yet? Dedupe them and draft a follow-up email.
Sylas
Searched records · 300 leads
Cleaned up the leads list · 42 duplicates removed
111 leads still need a first touch. Here are the top few:
NameCompanyStatus
Marcus LeeBrightpath RetailNot contacted
Dana OrtizNorthwind LogisticsNot contacted
Sam WhitfieldCedar & Co.Not contacted
+108 more
Drafted follow-up · ready to review

Subject: Thanks for joining — your next step

Hi {{first_name}}, great to have you at last month's session. You asked great questions about rollout — here's the 2-page guide we promised, and a link to grab 20 minutes if it's useful…

In action · Sales

"I can't tell which of my open deals have gone quiet."

Jordan Reyes · Account Executive
ReplacesSalesforceHubSpot CRMPipedrive
My pipeline
You
Show my top 10 open deals and flag any with no contact in the last 14 days.
Sylas
Searched records · open deals
Your top open deals — 2 have gone quiet:
DealValueLast contact
Cedar & Co.$48kQuiet 18d
Aria Systems$32k3 days ago
Northwind Logistics$71kQuiet 21d
Brightpath Retail$24k5 days ago
+6 more
In action · CEO

"I need one clear picture of the company before the board call — pulled from finance, HR, and ops."

Alex Chen · Founder & CEO
ReplacesThe spreadsheet everyone emails aroundManual board decks
Board prep
You
Give me a one-page summary of this quarter: revenue trend, headcount changes, and top 3 risks.
Sylas
Searched Finance, People & Operations
Revenue trend

Recurring revenue grew steadily through the quarter, with the strongest month-over-month gain in the final month. Growth is broad-based, not driven by a single large deal.

Hiring

Headcount rose from 18 to 23 — four in engineering, one in support. One planned sales hire slipped to next quarter.

Top 3 risks
  1. Customer concentration — your two largest accounts are up for renewal in the same month.
  2. Support load — ticket volume is outpacing headcount.
  3. Runway — current burn leaves a comfortable but not indefinite cushion.
In action · Operations

"We changed our refund policy and I don't know which SOPs still reference the old one."

Sofia Marin · Operations Director
ReplacesGoogle DocsNotionConfluence
Refund policy audit
You
Find every SOP that mentions the old refund policy and flag the ones that need updating.
Sylas
Searched documents
Found 3 SOPs referencing the old policy:
Returns & Refunds SOPNeeds review
"…customers may request a refund within 30 days of purchase…"
Support Escalation PlaybookNeeds review
"…escalate any refund past 30 days to a team lead…"
Onboarding ChecklistMentions policy
"…walk new hires through the refund window rules…"

Want me to open a Change request with the updated wording?

Market

Every company
drowning in SaaS.

Company data is scattered across a dozen tools — CRMs, Trello, marketing software, drives, spreadsheets — with no single place they own.
Target: teams & companies — growing businesses up to 200 people across ops, sales, marketing, finance & people who need one governed source of truth, no data team.
Land free, expand with the team: one operator starts free, then pays only as more collaborators join the account.
The consolidation: replace that stack of SaaS apps — it all lives on your own computer, in open formats you control.
Every SMB & mid-market company
Teams scattered across a dozen SaaS tools
WedgeTeams
who ask
Business Model

Free to adopt. Pay to scale.

Free
$0
  • Owner + 3 collaborators
  • Unlimited local + cloud workspaces
  • 1 GB pooled cloud storage
  • 5,000 monthly AI credits
Simple per-user pricing Paid collaborators
$5 / user / mo
  • One seat across every owned workspace
  • 250 MB more pooled storage per seat
  • Every feature and enabled AI model included
  • Optional hard AI caps per workspace
AI top-ups
Usage-based
  • 1,000 credits per purchased dollar
  • Purchased credits never expire
  • Balance works across all owned workspaces
  • Powerful models clearly warn about credit use
Enterprise
Custom
  • Custom commercial terms
  • SSO, SCIM and procurement support
  • SOC 2 + self-hosted models
  • Volume pricing + dedicated support
Free to adopt. Pay only as the team grows. AI stays transparent and usage-based.
No feature gates and no storage add-on maze: collaborator seats expand shared storage, while account-level AI credits and workspace caps keep spend controlled.
Where We Are

Built and working today.

Cross-platform desktop app shipping with a built-in auto-updater.

Local-first on-device store implemented and running.

Conversation-first AI over real workspace data — reads and acts.

Sylas Cloud backup with a local→cloud mode transition working end-to-end.

Freemium billing wired — Pro at $9/mo via Paddle.

Permissions, audit logging & collaboration primitives in place.

The core product is real and demoable today — now raising to accelerate go-to-market and team.
The Vision

The operating system for company knowledge.

Sylas becomes the default way non-technical teams interact with everything their company knows — memory, automation, and proactive suggestions on top of a private, versioned source of truth.

Start as the operating system for company data. Become the layer every function runs on.

The Ask

Let's give every company an operating system.

Kevin Isaac — Founder, Sylas
kevin@getsylas.com
Sylas_
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