Small businesses
Keeping the books, the inbox, and the calendar straight has become a full-time job.
of the work week goes to admin – scheduling, invoicing, logging, and data entry.
— Time etca year on administrative tasks – including triage, reporting and bookkeeping.
— Upwork, 2025lost switching between tools – copying, pasting and searching.
— Harvard Business ReviewWhat Surfboard does
Connects your tools and keeps things current.
Google
Microsoft
Slack
Zoom
QuickBooksSearch and report across your work
Keep track of what you promised clients, which invoices are unpaid, and who is working today – across your inbox and other tools.
A daily brief that preps your day
What needs a reply, what’s due, and what’s easy to miss – an unpaid bill, a follow-up, or a meeting with a client or vendor.
Common tasks, drafted for you
Client status updates, invoices, response to orders, and follow-ups – drafted from your inbox and calendar, ready to send.
Nothing slips through
Every client and project in one place – what’s waiting on you, what’s unpaid, and what’s slipping – flagged early.
SurfboardReady before you are
Up and running in minutes.
Connect your tools.
Your data stays secure, encrypted, and private to you.
Surfboard gets to work.
It reads across your tools and assembles the briefs, reports, and updates you need.
You review and send.
Nothing goes out without your approval, you control every action.
Your day, already sorted.
Connect your inbox, calendar and other tools – Surfboard is caught up from the first morning.