B2B SAAS

Let your team build, keep governance central

Your team is already building internal tools with Claude Code and Cursor. Engineers, ops, CS, RevOps. Without infrastructure, every tool becomes shadow IT: no SSO, no permissions, no audit trail. RootCX gives them the autonomy to build exactly what they need, the way they need it, on a platform that keeps governance structural. You own the code, not a SaaS subscription

The shift

AI made building easy, governance makes it safe

Your team can generate internal tools in hours. The question is no longer "can we build it?" but "where does it live?" RootCX is the answer: a shared platform where every AI-coded tool inherits SSO, role-based permissions, and an immutable audit trail automatically

Full autonomy

Anyone on the team builds the tools they need with their favorite AI tool. No tickets, no backlog, no waiting.

Central governance

Every tool plugs into one platform. SSO, RBAC, and audit logs are inherited, not bolted on. IT stays in control without blocking anyone.

No more shadow IT

Tools stop being orphans on random servers. They share one database, one security layer, one audit trail. Visible, governed, maintainable.

What your team can build

Any internal tool, shaped to your exact needs

No more adapting your team to rigid SaaS tools. Build the exact software you need, governed from day one

01

Admin Panels

Customer lookup, account management, feature flags. Scoped by role so support sees what they need, not your entire database.

02

Billing & RevOps

Refunds, credits, plan changes, invoice generation. Approval workflows ensure only authorized staff execute financial actions. Full audit trail.

03

Customer Success

Health scores, onboarding trackers, renewal dashboards. AI agents flag at-risk accounts and draft outreach under governed access.

04

Internal Ops

Onboarding workflows, data migrations, incident response tools. Every team builds what they need. Every tool inherits the same governance.

AI agents

Agents governed by the same rules as your team

Deploy AI agents for customer success, billing ops, and internal knowledge. Same role-based permissions as human users, every action captured in the same audit trail

CUSTOMER SUCCESS

Account Health Monitor

Spot churn risk before it escalatesMonitors usage patterns and flags at-risk accounts. Drafts outreach for your CS team. Same permissions as your CSMs. Every alert logged.

BILLING

Revenue Operations

Governed billing actionsProcesses refunds, applies credits, and adjusts plans under strict approval thresholds. Every financial action logged with full attribution.

INTELLIGENCE

Internal Knowledge

Instant answers from your internal docsTeams query runbooks, SOPs, and decision logs via Slack. The agent cites sources and respects role-based access to sensitive information.

Platform

One platform, every internal tool

Autonomy for builders, visibility for leadership, security for everyone

Works with Claude Code, Cursor, or RootCX Studio. Plug any AI model. Every tool your team builds shares the same infrastructure

SSO & Role-Based Permissions

Connect Okta, Microsoft Entra ID, or any OIDC provider. Support, engineering, CS, and AI agents each see only what their role allows. One login, scoped access.

Immutable Audit Trail

Every action by humans and AI agents is logged with full attribution. Know who issued that refund, changed that plan, or accessed that customer record.

Open Source, Self-Hostable

Source-available (FSL-1.1-ALv2, converts to Apache 2.0 after 2 years). Run on RootCX Cloud or self-host. Your data, your code, no lock-in.

Build what you need, own what you build

Give your team the infrastructure to build internal tools safely

Every AI-coded tool ships with SSO, role-based permissions, and immutable audit logs. Free to start, no credit card required