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IVP The Data Layer

Your agents are only as good
as the data they run on.

IVP connects all your operational data sources CRMs, databases, files, and APIs into a single governed data warehouse. It's the foundation that makes Deskless work so well: your virtual employees start with clean, structured, current data on day one, without any integration projects. And it's included as standard no extra cost, no separate setup.

Why most AI tools fail in production.

Every AI agent tool you've evaluated has the same hidden requirement: you have to connect and clean your data first. That means an integration project. A data engineering sprint. Weeks of setup before the first agent can run. And when your data changes as it always does the integrations break and someone has to fix them.

This is why AI tools that work in demos fail in production. The demo runs on clean sample data. Your business runs on ten different systems that have never talked to each other.

IVP solves this before Deskless runs its first agent.

Connect once. Run everything.

Three steps to a clean, governed data layer.

Connect

IVP connects to any data source your business uses: CRMs (Salesforce, HubSpot, Affinity), databases (Postgres, MySQL, Snowflake), files (CSV, Excel, Google Sheets), cloud apps (Xero, Chargebee, Stripe, Intercom), and custom APIs. No code required for standard connectors. Custom integrations available via the Services add-on.

Model

Raw data is messy. IVP's modelling layer uses no-code templates (or custom SQL for technical users) to clean, join, and structure your data into a format your agents can actually use customer records from HubSpot joined with revenue data from Xero joined with support tickets from Intercom, in a single, clean view.

Govern

Control who sees what. IVP's data governance layer enforces role-based access across your entire data estate. Analysts see what they need. Leadership sees the full picture. Nothing leaks.

IVP Connections 130+ integrations

Connect

130+ pre-built integrations CRMs, databases, files, and APIs connected in minutes, no code required.

IVP Pipeline builder visual data modelling

Model

Visual pipeline builder clean, join, and structure your data without writing SQL.

IVP Analytics dashboard real-time charts

Visualise

Built-in dashboards and real-time charts leadership always has the full picture.

The reason Deskless agents are smart from day one.

Most AI agent tools require you to connect your data per-agent, per-workflow, per-use-case. Every new automation starts with an integration project. Every data change breaks something.

IVP inverts this. The data layer is built once, maintained centrally, and all Deskless agents run on top of it. When your CRM data updates, your agents automatically use the latest version. When you add a new data source, every agent that needs it gets access instantly.

This is why a new Deskless agent goes live in hours, not weeks. The hard work connecting, cleaning, governing the data is already done.

Without IVP
With IVP
Integration project per tool
Connect once, use everywhere
Data cleaning per workflow
Clean data shared across all agents
Breaks when data changes
Auto-updates when sources update
Different access controls per system
Single governance layer

What IVP connects, models, and governs.

Connect

  • ›CRMs: Salesforce, HubSpot, Affinity, Pipedrive, Attio
  • ›Databases: PostgreSQL, MySQL, Snowflake, BigQuery, Redshift
  • ›Financial: Xero, QuickBooks, Stripe, Chargebee
  • ›Support & comms: Intercom, Zendesk, HelpScout, Gmail
  • ›HR & ops: Personio, Charlie HR, Google Workspace
  • ›Files: CSV, Excel, Google Sheets
  • ›Custom APIs: any REST or GraphQL endpoint

Model

  • ›No-code templates
  • ›Custom SQL for technical users
  • ›Automated data refresh
  • ›Data quality monitoring

Govern

  • ›Role-based access control
  • ›GDPR-compliant processing
  • ›Audit logs for all access
  • ›No training on your data

Visualise

  • ›Built-in dashboard and reporting suite
  • ›Real-time charts and trend views
  • ›Export to any format
  • ›Share with stakeholders without giving platform access

Built for companies that have data but not data teams.

IVP isn't an enterprise data platform that needs a team of data engineers to operate. It's built for the 5–500 person business that has customer data, financial data, and operational data sitting in separate tools and no way to see it all in one place.

If your leadership team is making decisions from dashboards built in Notion or updated manually in Google Sheets, IVP changes what's possible.

Customer stories

See what our customers have achieved.

Real businesses using IVP to replace manual work with faster, clearer decisions.

View all case studies
Automated Franchise Reporting and Reclaimed Strategic Time

Food & Beverage

Automated Franchise Reporting and Reclaimed Strategic Time

A fast-growing franchise eliminated two days of manual reporting work every week.

Read the case study
Forecasting Transformed from Months to Minutes

Fintech

Forecasting Transformed from Months to Minutes

A fintech centralised its data, automated reporting, and rebuilt forecasting around real-time insight.

Read the case study
One Source of Truth for a National Services Business

Fire Safety

One Source of Truth for a National Services Business

Fragmented systems became a unified view of revenue and operational performance.

Read the case study
Data Access for Every Team Member

Property

Data Access for Every Team Member

A growing property agency put fast, accessible answers in the hands of its whole team.

Read the case study

The data foundation your AI strategy has been waiting for.

Book a demo to see IVP connect to your data sources and model your operational data in real time. We'll show you what a clean, governed data layer looks like and what Deskless can do on top of it.