SBDC.AI
AI built for advisors

The advisor stays human.
The work around them gets smarter.

Walk in briefed, research with current sources, and leave with review-ready notes—without changing the relationship at the center of the work.

Advising at a center? Your seat may already be waiting.

Purpose-built for advisor workflowsSources shown for researchAdvisor review stays in the loop
SBDC.AITorres Tacos · Context connected
Hola Aaron.
SBDC.AI · DRAFTING
Prep Maria's 2 pmDraft a follow-up emailCounty market snapshot
ASK ANYTHING
VOICE · LISTENING

From scattered signals to a prepared advisor

Client history, last-session notes, public data, and lender context become one advisor-ready brief.

INTERACTIVE — DRAG TO COMPARE
BEFORE
CLIENT HISTORY

Torres Tacos — 14 sessions, expansion goal noted twice

LAST SESSION

Open questions on equipment cost and lease terms

PUBLIC DATA

Market signals: county food-service growth up

LENDER NOTES

Readiness list: returns, statements, DUNS

WITH SBDC.AI
SESSION BRIEF · TODAY, 2:00 PM
Torres Tacos

Expansion and loan-readiness review

ADVISOR LENS

Maria is preparing a second location and needs a clear use-of-funds plan before approaching lenders.

FOCUS TODAY
Confirm equipment estimateTest owner-injection rangeSequence licensing steps
WATCH
Seasonal cash dipLease contingency
Client recordSBA guidanceCensusReady for advisor review
VOICE MODE · LIVE

Less work around the work. More room for judgment.

SBDC.AI is shaped around the moments advisors already move through—not a separate AI process to learn.

Walk in briefed

Turn client history, milestones, and open questions into a focused starting point.

EN · ES

Stay present

Research a question or talk it through while keeping the human conversation in the foreground.

REVIEW

Close the loop

Draft the counseling record and next steps, then review the work before it moves forward.

And between sessionsSessionsPrepResearchLive TranslateNotebookYour skills

Wired into the tools you already use

ElevenLabszoomOpenAIClaudeGeminiperplexityFREDU.S. CENSUSNeoSerraElevenLabszoomOpenAIClaudeGeminiperplexityFREDU.S. CENSUSNeoSerra
CONTEXT

The client’s story travels with the work—no re-explaining, no cold starts.

EVIDENCE

Research arrives with its sources attached, ready to verify and share.

PRESENCE

Voice and translation keep the advisor’s attention on the person, not the screen.

Bring AI alongside your advising.

Start free as one advisor—or equip the whole team with a shared workspace.

AI built for small business advising.
Terms
SBDC.AI

How it works

One loop, three moments—shaped around the session, not a separate AI process.

Walk in briefedClient history, milestones, and open questions become a focused starting point.
Stay presentResearch a question or talk it through without leaving the conversation.
Close the loopThe counseling record drafts itself; you review before anything moves forward.

Capabilities

One workbench, six rooms.

SessionsLive notes, translation, and a drafted record as you go.
PrepA focused brief from history, milestones, and open questions.
ResearchCurrent sources, organized into answers you can verify.
Live TranslateReal-time interpretation—both speakers stay present.
NotebookEvery draft and record, organized by client.
Your skillsTeach it your center’s programs, lenders, and language.

Trust

Context, keptThe client’s story travels with the work—no re-explaining, no cold starts.
Evidence, attachedResearch arrives with its sources, ready to verify and share.
Review, alwaysNothing files to the record without an advisor’s sign-off.

For networks

Equip a whole team with a shared workspace—while judgment, relationships, and local knowledge stay with your advisors.