IVP.ai Data Layer
All your operational data. One governed source of truth.
The IVP.ai Data Layer connects your CRM, job management, finance systems, databases, files and APIs into one private, governed copy of your business data. Reporting stays consistent, and automation has something reliable to run on.
Guided setup: we connect your systems with you.
| HubSpot | CRM | Synced |
|---|---|---|
| Xero | Finance | Synced |
| Uptick | Jobs | Synced |
| Postgres | Database | Synced |
| Google Sheets | Files | Synced |
01 / The problem
Ten systems. Ten versions of the truth.
Customer records sit in the CRM, jobs in a field-service tool, revenue in the accounting system and everything else in spreadsheets. Every report means someone pulling exports and reconciling them by hand. The same problem is why automation stalls: a workflow is only as good as the data it reads.
| Without IVP.ai | With the Data Layer |
|---|---|
| Weekly reports rebuilt by hand from exports | Reports built from one connected, current source |
| A different number in every system | One agreed definition, used everywhere |
| Integrations per tool, broken when data changes | Connect once; every report and workflow uses it |
| Access controlled separately in each system | One governance layer across all your data |
02 / How it works
Connect once. Use it everywhere.
Three things the Data Layer does, so your reports and workflows don't each have to.
01
Connect
IVP.ai connects to the systems your business already runs on: CRMs such as HubSpot and Salesforce, databases such as Postgres and Snowflake, accounting tools such as Xero and QuickBooks, files and spreadsheets, and custom APIs. Standard connectors need no code; we build custom ones with you.
- CRMHubSpot, Salesforce, Pipedrive
- FinanceXero, QuickBooks, Stripe
- JobsUptick, Simpro, ServiceMax
- DataPostgres, Snowflake, BigQuery
- FilesGoogle Sheets, Excel, CSV
02
Model
Raw data is messy. The modelling layer cleans, joins and structures it with no-code templates (or SQL, if your team prefers) into views your business recognises: customer records joined with revenue and job data, in one place.
| Column | From |
|---|---|
| customer_id | HubSpot |
| name | HubSpot |
| sites | Uptick |
| open_contracts | Uptick |
| balance_due | Xero |
| last_payment | Xero |
03
Govern
Role-based access applies across every connected source. Each team sees what it needs, leadership sees the full picture, and every access is logged.
- 06:00Deskless: site reportRead revenue_by_siteAllowed
- 08:42Site manager, LeedsViewed jobs (own site)Allowed
- 09:15FinanceExported invoicesAllowed
- 09:31Site manager, YorkAsked for revenue, all sitesRefused
03 / Lineage
See where every number comes from.
The Data Layer keeps track of what feeds what. When a field changes in one system, you can see every table, report and workflow it touches, and every figure in a report can be traced back to its source.
04 / Governance and privacy
Private by design. Governed from the start.
Your data lives in your own governed environment, not a shared pool. Access is controlled by role across every connected source, so each team sees what it needs and leadership sees the whole picture. Deskless workflows run inside the same governed environment, exclusively on your own data. Nothing leaks out, and nothing gets mixed in.
Role-based access
One set of permissions across every source.
Audit logs
A record of every access to your data.
GDPR-compliant processing
Personal data processed in line with GDPR.
No training on your data
Your data is never used to train models.
| Role | Revenue | Jobs | Contracts | Contacts |
|---|---|---|---|---|
| Leadership | All | All | All | All |
| Operations | Summary | All | All | All |
| Site managers | Own site | Own site | Own site | None |
| Deskless workflows | As granted | As granted | As granted | None |
05 / Capabilities
What the Data Layer connects, models and governs.
Connect
- CRMs
- Salesforce, HubSpot, Affinity, Pipedrive, Attio
- Databases
- PostgreSQL, MySQL, Snowflake, BigQuery, Redshift
- Finance
- Xero, QuickBooks, Stripe, Chargebee
- Support and comms
- Intercom, Zendesk, HelpScout, Gmail
- HR and 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
Report
- Built-in dashboards and reporting
- Real-time charts and trend views
- Export to any format
- Share with stakeholders without giving platform access
Case studies
Built on the IVP.ai Data Layer.
Each of these started with the same step: bringing scattered operational data into one governed place.
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 studyFintech
Forecasting Transformed from Months to Minutes
A fintech centralised its data, automated reporting, and rebuilt forecasting around current data.
Read the case studyFood & Beverage
Automated Franchise Reporting and Reclaimed Strategic Time
A fast-growing franchise eliminated two days of manual reporting work every week.
Read the case studyProperty
Data Access for Every Team Member
A growing property agency put fast, accessible answers in the hands of its whole team.
Read the case studyWhat runs on it
Deskless by IVP.ai: the routine work, running on your data.
Once your data is in one place, Deskless runs scheduled workflows on it: weekly reports, record enrichment, invoice chasing and risk alerts. Because every workflow reads from the Data Layer, a new source or a changed field is fixed once, not in every automation.
06 / Who it's for
Built for businesses that have plenty of data but no data team.
IVP.ai is for UK multi-site and operations-heavy businesses with 10–500+ staff: franchises, field services, property and financial services operations. If your leadership team works from reports rebuilt by hand in spreadsheets, the Data Layer is where to start.
See your own systems in one place.
Book a demo. Tell us which systems you run on, and we'll show you how they would come together in the IVP.ai Data Layer and what Deskless could run on top.