For operations teams

Connect your data. AI agents do the work.

IVP.ai is one platform. The IVP.ai Data Layer joins up the systems you already use. Deskless by IVP.ai agents then run your reports and routine tasks on that data.

Apply for a 48-hour pilot Book a demo

Free: your first report or agent, built on your data in 48 hours.

This morningMon 06:00–07:10

Data

Uptick
Salesforce
HubSpot
Xero

06:00Weekly site performance reportPDF per site, by emailDelivered
06:20Overdue invoice remindersDrafts to the credit control inboxDelivered
06:45Contract renewal pricing checkExceptions with their workingsFor review
07:10Leadership briefingSummary to Microsoft TeamsDelivered

Sent to

Email
Slack
Microsoft Teams

Illustrative example of scheduled Deskless runs.

Trusted by

+ many more

Two days of manual reporting a week, gone.Fast-growing UK fast food franchise chainRead the case study

How IVP.ai works · 35 sec

See how it works.

Your systems, joined up in one place. Weekly reports, record updates and invoice chasing then run by themselves. No one rebuilds a spreadsheet on a Monday morning.

01 / Results

What customers stopped doing by hand.

Fire Safety

National fire safety and security company

Renewal review: days to a single run.

More than 100 contracts priced and reported on in the first live run, with over 90 renewal invoices sent in a single dispatch. No price changes without a person.

HubSpot · Uptick

Read the case study Watch the video

Fire Safety

National UK fire safety and security company

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.

10+ hours saved a week on reporting

HubSpot · Uptick · finance spreadsheets

Read the case study Watch the video

Food & Beverage

Fast-growing UK fast food franchise chain

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.

Eliminated 2 days/week manual work

Stripe · operations and communication platforms

Read the case study Watch the video

Fintech

London fintech, about 50 staff

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.

Saved £120K+ vs building in-house

Salesforce · SQL platform database · Jira · accounting platform · Segment

Read the case study Watch the video

02 / How it works

Three steps from scattered data to finished work.

01
Connect your data
IVP.ai Data Layer
Your CRM, job management, finance systems, databases and spreadsheets brought into one private, governed source of truth, cleaned and joined once. On Pro and Max, dashboards and analytics sit on top, so leadership sees the same numbers the workflows use.
02
Choose your Deskless workflows
Deskless by IVP.ai
Pick the routine work to automate. Good places to start are weekly reports, record updates, invoice chasing and risk alerts. Any task you repeat on your data can become a workflow. We build the first one with you in the pilot; after that your team can run everything itself, or our team can help where needed.
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.

Software your team runs, with our team when you want it.

We build the first one
In the free 48-hour pilot we connect up to 3 of your systems and set your first report or agent running on your real data.
Then your team runs it
After the pilot the platform is fully self-service: your team connects more sources, builds datasets, and creates and changes Deskless agents and tasks in the app.
Or we help where needed
Want a hand? Add Professional Services and our team helps where you need it, building and managing workflows alongside you.

Works with your systems

Hundreds of systems connect natively, with no code. A few of the most common:

Field service and jobs: UptickSimproServiceMaxJoblogicBigChange+ many more
CRM: HubSpotSalesforceMicrosoft Dynamics 365PipedriveZoho CRM+ many more
Finance and payments: XeroSageQuickBooksStripe+ many more
Everyday tools: Monday.comGoogle AnalyticsExcel or Google Sheets+ many more

Not listed? These are examples, not the full list. Beyond the native connectors, we connect anything with a REST API, any SQL database, and Excel or Google Sheets files.

From pilot to live

Start
Apply and kickoff call
A 2-minute application, then a 30-minute call to agree the first report and grant read-only access.
48 hours
First report or agent running
48 hours from access to your data: sources connected, data cleaned, the report set running. We review the first output with you.
14 days
14-day free trial
Keep using it on your own data, with scheduled delivery, free for 14 days. Then choose a plan, or the account closes and your data is deleted within 14 days.
2 to 4 weeks
Live on a plan
Most teams have their first set of workflows live within 2 to 4 weeks of choosing a plan, then add more as each one proves its value.

Your time in the pilot: access to the source systems, one example of the report you use today, and about 45 minutes of the report owner's time across two calls.

Your time after the pilot: two 30-minute calls while your workflows go live.

Apply for a 48-hour pilot Book a demo

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

£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

01
Follow up overdue invoices.
Owner: Finance
02
Review the £4,000 gap to revenue target.
Owner: Sales + Operations

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

04 / Why one platform

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 Layer See 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 operations-heavy businesses.

For businesses with 10 to 500 staff that redo the same reports and admin by hand every week, in any industry.

Industry highlight

Field services

Fire and security · HVAC · Facilities management · Cleaning · Building services

Contract renewals, PPM, SLAs, job reports, compliance checks and work not yet invoiced. All joined up across Uptick, ServiceMax, Salesforce, HubSpot and Xero.

More industries we work with

“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, features and AI usage.

One subscription for the whole platform: every plan includes the IVP.ai Data Layer and Deskless by IVP.ai. After the pilot it is fully self-service, or add Professional Services and our team helps where needed.

Basic

$200/mo

billed annually

1 user

About 5 complex workflows

For one person bringing their data together and putting Deskless AI agents to work on it.

Team

$410/mo

billed annually

5 users

About 20 complex workflows

For a team of up to 5 people, with more data marts, data rooms and AI usage.

ProMost popular

$1,350/mo

billed annually

25 users

About 50 complex workflows

For teams of up to 25 who want dashboards, analytics and AI answers from their own data.

Max

$2,700/mo

billed annually

100 users

About 150 complex workflows

For organisations of up to 100 users, with embedded dashboards, data lineage and priority support.

Workflows are a guide to each plan's monthly AI usage: Basic automates about 5 complex workflows, and Team, Pro and Max have 4, 10 and 30 times that allowance. If you reach it, AI work pauses until next month or until you upgrade.

Setup: your first report or agent is built free in the 48-hour pilot, and custom connectors are included with no one-off fees. What's included and what costs extra

Compare plans

Prices exclude VAT and any other applicable sales tax.

Your first report or agent in 48 hours.

Tell us which systems feed it. We connect them, clean the data and set the report running automatically. If it isn’t useful, walk away.

Apply for a 48-hour pilot Book a demo

Connect your data. AI agents do the work.

Trusted by

See how it works.

What customers stopped doing by hand.

Renewal review: days to a single run.

One source of truth, four-plus systems.

Two days of manual reporting a week, gone.

Forecasts in minutes, not months.

Three steps from scattered data to finished work.