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.
Guided setup: we connect your systems with you.
- 06:00Weekly site performance reportPDF per site, to Google DriveDelivered
- 06:20Overdue invoice remindersDrafts to the credit control inboxDelivered
- 06:45Contract renewal pricing checkExceptions with their workingsFor review
- 07:10Leadership briefingGoogle Doc and emailDelivered
Trusted by
+ many more01 / 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 studyFintech
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 studyFire 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 study02 / How it works
Three steps from scattered data to finished work.
- 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.
- 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.
- 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.
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
03 / The output
Finished work, not another dashboard to check.
A Deskless weekly report, written from the data it ran on: the headline, what moved, and why. Ready to read or forward, with a PDF export.
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.
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.
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.
Field services
Contract renewals, job reporting and compliance checks for businesses with engineers on the road.
Field servicesMulti-site and franchise
The same weekly performance report for every site, built automatically and consistent across the network.
Franchise case studyProperty
CRM, marketing and project data in one place, with answers the whole team can get without waiting on an analyst.
Property case studyFinancial services operations
Consolidated reporting for finance, sales and investors, with forecasting that accounts for seasonality.
Fintech case study
“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.”
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.
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.