IVP.ai for fintech and financial services operations

Board packs, forecasts and MI from one set of numbers.

Finance, sales and operations each keep their own figures. IVP.ai joins your platform database, CRM and accounts, so every report starts from the same data.

Payments Treasury and FX Lending Wealth Insurance

Apply for a 48-hour pilot Book a demo

IVP.ai / Deskless

October 2026

Monthly board pack

Ahead of plan. One item overdue.

Revenue beat plan on higher volume. One complaint is close to its deadline.

Revenue: £1.42m; +6.0% vs plan
Volume: £218m; +4.3% vs September
Open breaks: 3; reconciliation, £12.4k
Complaints: 14; 1 near deadline

Revenue against plan, by product

FX payments£868k vs £810k · 107%
Cards£352k vs £330k · 107%
Accounts£200k vs £200k · 100%

Revenue by product

Product	Volume	Revenue	Margin
FX payments	£142m	£868k	41.2%
Cards	£51m	£352k	33.5%
Accounts	£25m	£200k	22.8%

Accounts margin is 3.1 points below plan, driven by higher bank fees.

The month in words

Volume up, one margin down.

Revenue was £1.42m, 6% ahead of plan, on £218m of volume. Accounts revenue was on plan, but its margin fell 3.1 points.

Complaint near its deadline

One of 14 open complaints is close to its response deadline. It is flagged to the complaints lead.

Before the board meets

01
Respond to the complaint near its deadline.
Owner: Complaints
02
Clear the three open reconciliation breaks, £12,400.
Owner: Finance operations

Illustrative report, fictional data. Not customer results or a live product screenshot.

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

01 / The problem

Your best people spend month end copying numbers between systems.

Transactions are in the platform database. Clients and deals are in the CRM. Revenue and costs are in the accounts. Each team pulls its own export and builds its own sheet.So the board pack takes days, the forecast takes longer, and the numbers in each one do not quite agree.

Every team has its own version of the truth

Finance, sales and operations each pull their own export. Board meetings start with a debate about which number is right.

Forecasts are slow to build and quick to date

A forecast built by hand in Excel takes weeks of senior time. By the time it is done, the business has moved on.

Data requests queue up behind a few people

Staff go through senior or technical colleagues to get numbers. Those people become the bottleneck for everyone else.

02 / The solution

One governed data layer under every report.

The IVP.ai Data Layer joins your platform data, CRM, accounts and other tools in one governed warehouse. Each metric is defined once, so revenue means the same thing in the board pack and the forecast.

Deskless by IVP.ai then runs the reports on a schedule. It flags breaks and overdue items, and drafts the summary for a person to review.

Instead of building it in-house

Your engineers could build a data platform. But it competes with the product roadmap, and someone has to keep it running. IVP.ai gives you the warehouse, the reports and the agents without taking engineers off the product.

03 / What it automates

Reports and MI your team rebuilds every month.

Monthly board pack

Revenue, volume, margin, cash and key risks in the same layout every month, built from the governed data. Ready for review, not for building.

Cash flow forecast

A rolling forecast built from current pipeline, billing and costs, and refreshed on a schedule as new data lands.

Reconciliation exceptions

Platform transactions matched to bank and ledger records. Only the breaks are listed, with their age and value, for someone to clear.

Conduct and complaints MI

Complaint volumes, ages and outcomes, and the customer measures your board asks for, from the same data each month.

Revenue by product

Volume, revenue and margin for each product, with costs allocated the same way each month, so trends are real and not a change of method.

Onboarding funnel

Applications through each onboarding step, with drop-off and time taken. Cases stuck too long are flagged for the team.

04 / How it works

How it works for your team.

01
IVP.ai connects to your platform database, CRM, accounts and other tools. Anything with an API, a SQL database or a spreadsheet can be joined in.
02
We agree how each metric is defined, once. Every report then uses the same definitions.
03
We build your first report or agent with you in the free 48-hour pilot, on read-only access to your data. After that it runs on a schedule, and your team can change it.
04
Deskless flags what needs a person and drafts the summary. It only takes action, like sending a message, if you set it up to.

Case studies

Financial services results.

A London fintech moved more than five tools onto one platform. Its forecasts now take minutes, not months.

Fintech

Forecasting Transformed from Months to Minutes

A fintech centralised its data, automated reporting, and rebuilt forecasting around current data.

Saved £120K+ vs building in-house

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

Read the case study Watch the video

View all case studies

Your board pack, running on your own data 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