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For UK operations teams

Your reporting, done before the day starts.

All your operational data in one governed platform, with the routine work running on it automatically. Reports, record updates, invoice chasing and risk alerts, finished before your team logs on.

Book a demo See a case study

Guided setup: we connect your systems with you.

This morningMon 06:00–07:10
  1. 06:00Weekly site performance reportPDF per site, to Google DriveDelivered
  2. 06:20Overdue invoice remindersDrafts to the credit control inboxDelivered
  3. 06:45Contract renewal pricing checkExceptions with their workingsFor review
  4. 07:10Leadership briefingGoogle Doc and emailDelivered
Illustrative example of scheduled Deskless runs.

Trusted by

Pepe's Piri PiriCenttripChris Lewis GroupHouse of Willow Alexander+ many more

01 / Results

What customers stopped doing by hand.

Food & Beverage

Two days of manual reporting a week, gone.

Weekly financial reports across the franchise network used to take two people a full day each. Now they build themselves, and franchisees get live dashboards.

Read the case study

Fintech

Forecasts in minutes, not months.

Annual forecasting used to take months of the CFO's and CEO's time in Excel. With five-plus tools brought into one platform, forecasts now run in minutes.

Read the case study

Fire Safety

One source of truth, four-plus systems.

HubSpot, Uptick and finance spreadsheets brought into one governed view, so leadership sees performance by service line, region and team without manual collation.

Read the case study

02 / How it works

Three steps from scattered data to finished work.

  1. 01

    Connect your data

    IVP.ai Data Layer, analytics and reporting

    Your CRM, job management, finance systems, databases and spreadsheets brought into one private, governed source of truth, cleaned and joined once. Built-in analytics and reporting sit on top, so leadership has dashboards and reports from the same numbers.

  2. 02

    Choose your Deskless workflows

    Deskless by IVP.ai

    Pick the routine work to automate. Weekly reports, record enrichment, invoice chasing and risk alerts are common starting points, but any repeatable process that runs on your data can become a workflow. Start from a template, or have us build it around your process.

  3. 03

    Get finished work in your existing tools

    Delivered

    Workflows run on a schedule and deliver Google Docs, CSVs and PDFs, or write straight into the tools your team already uses.

Setup is guided: we connect your systems with you, agree the first workflows, and check the output against what your team produces today before anything runs on its own.

From systems to finished workIllustrative

Your systems

  • HubSpotCRM
  • XeroFinance
  • UptickJobs
  • Google SheetsFiles
  • PostgresDatabase

IVP.ai Data Layer

  • Customersjoined
  • Sitesjoined
  • Jobscleaned
  • Contractscleaned
  • Invoicesgoverned

Deskless workflows

  • Site performance reportMon 06:00
  • Invoice remindersDaily
  • Renewal pricing checkDaily
  • Risk alertsHourly
  • Leadership briefingMon 07:10

Where it lands

  • Google DrivePDF
  • Credit control inboxDrafts
  • Review queueExceptions
  • SlackAlerts
  • Leadership emailDoc
Example of how sources, the Data Layer and Deskless workflows fit together.

03 / The output

Finished work, not another dashboard to check.

A weekly business overview with the numbers, what changed and what needs attention, together in one report. Ready to read or forward.

IVP.ai / Deskless

12–18 October 2026 · Week 42

Weekly business overview

A stronger week.
One thing to watch.

Revenue and margin improved. Cash collection is the priority for next week.

Revenue
£96,000
+7.9% vs last week
Gross margin
34.0%
+1.5 pp vs last week
New orders
128
+6.7% vs last week
Overdue invoices
£18,400
−£3,200 vs last week

Revenue over six weeks

Revenue£100k target
Illustrative weekly revenue trendWeekly revenue: £72,000, £78,000, £75,000, £84,000, £89,000 and £96,000. The weekly target is £100,000.£0£50k£100k7 Sep14 Sep21 Sep28 Sep5 Oct12 Oct£96k

£4,000 below target; £7,000 ahead of last week.

Where revenue came from

  • Retainers£43,200 / 45%
  • Projects£33,600 / 35%
  • Support£19,200 / 20%

The week in words

More revenue. Better margin.

Revenue reached £96,000, up 7.9% on last week. Retainers contributed 45% of the total. Gross margin rose to 34%, an improvement of 1.5 percentage points.

Keep an eye on cash collection

Overdue invoices fell by £3,200, but £18,400 is still outstanding. Follow up on these balances before taking on more work.

Next week’s priorities

  1. 01

    Follow up overdue invoices.

    Owner: Finance

  2. 02

    Review the £4,000 gap to revenue target.

    Owner: Sales + Operations

Example inputs: CRM + finance + operations

Illustrative data

Illustrative report with fictional business data, not customer results or a live product screenshot.

04 / Why IVP.ai + Deskless

The automation works because the data underneath it does.

Most automation tools bolt onto each app separately, then break the first time a field changes. Deskless by IVP.ai runs on the IVP.ai Data Layer: one governed copy of your operational data, cleaned and joined once, that every report and workflow reads from.

One governed source of truth

Every workflow reads the same cleaned, joined data your reports do, so the numbers in an automated email match the numbers on the dashboard.

Private by default

Your data stays in your own governed environment, with role-based access and audit logs. It is never used to train models.

People keep the decisions

Workflows can hand back anything they can't fully check, with the figures that flagged it, so your team signs off what matters.

Work lands where you already work

No new tool to log into every morning. Outputs arrive as documents, files or updates in the systems you already use.

About the IVP.ai Data LayerSee Deskless workflows

Free assessment

How ready is your operation for automation?

Answer a few questions about your data, tools and team. You'll get a readiness score and the areas to fix first, in about two minutes.

Take the assessment

05 / Who it's for

Built for UK operations-heavy businesses with 10–500+ staff.

Businesses with many sites, many jobs or many contracts, where the same reporting and admin gets rebuilt by hand every week.

“It's not just the time we've saved. It's that the hours we used to dread, the repetitive research, the admin, the reporting, just don't exist anymore.”
Partner, UK venture capital firm

06 / Pricing

Priced by team size and workflow complexity.

Not by data volume or AI usage. The IVP.ai Data Layer is included with every plan.

Basic

$207/mo

billed annually

One or two automated workflows for a small team getting started.

Team

$416/mo

billed annually

Multiple workflows for a growing operations team of up to 10 people.

ProMost popular

$1,083/mo

billed annually

Full operations automation across every department, with unlimited workflows.

Max

$2,083/mo

billed annually

Enterprise-scale automation with unlimited users and priority support.

Compare plans

See it on a workflow like yours.

Book a 30-minute demo. Bring the report your team rebuilds every week, and we'll show you how it would run on IVP.ai.

Book a demo