The Complete Onboarding Journey
See exactly what happens when you start with zeros. From connecting your systems to querying your business in plain English — step by step, with the screens you'll actually see.
Before we start: What questions do you wish you could answer today but can't?
The ontology exists to answer your specific questions — not as abstract data modeling. Your use cases drive what we build first.
Connect Your Systems
You provide read-only API credentials for each system. We store them in Infisical (enterprise secrets management) — never in code, never in plain text. Your data stays where it is.
Salesforce
✓ ConnectedQuickBooks
✓ ConnectedSharePoint
Waiting for credentialsNetSuite ERP
+ Add connectionNote: If you need a connector we haven't built yet, that's custom development work quoted separately. Each new connector we build serves all future clients — you're investing in the platform, not just your setup.
Automatic Schema Discovery
zeros connects to each system and introspects the schema — tables, fields, relationships, row counts. No LLM needed for this step, just database introspection and API calls. You wake up to a complete map of your data.
Confirm Cross-System Mappings
zeros proposes how your systems relate to each other. "Salesforce Account = QuickBooks Customer" — you confirm, correct, or add context. This is collaborative domain modeling: your subject matter experts shape the ontology with their business knowledge.
Define PII & Sensitivity
zeros flags fields that look like PII (SSN patterns, emails, addresses). You confirm what should be masked, what's safe to analyze, and what requires special handling. This shapes how we process and store your data.
Full Embedding & Analysis
zeros reads every note, description, and document you've approved for analysis. It generates embeddings (semantic fingerprints), clusters similar content, and builds the knowledge graph. This runs in the background — you don't need to do anything.
Discovered themes:
Confirm Meaning & Context
zeros discovered 89 clusters of related content. Now you add business context: "We call these 'whale accounts'" or "This cluster is about our deprecated product line — ignore it." Your knowledge becomes part of the ontology.
Start Querying
Ask questions in plain English. zeros searches across all your systems, synthesizes the answer, and shows its sources. Every query teaches the system what matters to you.
Acme Corp represents $340K ARR across 3 contracts:
- $180K Enterprise (renews March 2025)
- $120K Professional Services (ongoing)
- $40K Support Premium
Risk signal: Support tickets up 3x in last 30 days. Last CSM touch was 47 days ago.
Continuous Evolution
zeros keeps learning. New data syncs automatically. Queries teach what matters. You control how aggressively it analyzes — more aggressive means faster insights, higher LLM costs. The ontology evolves with your business, maintaining versioning and audit trails.
Passive
Learns from your queries. New data synced, no proactive analysis.
Active
Nightly analysis of new data. Proactive pattern detection. Recommended.
Aggressive
Real-time analysis. Continuous relationship discovery. For power users.
What It Costs
Setup (One-Time)
Ongoing (Monthly)
Infrastructure
This isn't waterfall
You don't wait until step 8 to get value. Most clients start querying by week 3-4, while embeddings are still running. The ontology builds incrementally — start with core entities from your highest-priority data sources, expand as you see results.
The Bottom Line
$25K platform fee (fractional CAIO + zeros) plus $500-1,000 in pass-through costs (LLM inference, infrastructure). Custom connector development quoted separately if needed.
Ready to see your business clearly?
15 minutes. We'll look at your systems together and tell you exactly what it would take.