3 workflow automations purpose-built on top of Ivy — no data leaves your system, no parallel tool for your team to learn.
AI captures bills from every channel, classifies them per entity in Studio Designer, schedules payments, and produces a real-time cash dashboard per family — bill pay errors drop to near-zero. Purpose-built for teams running Ivy — uses the native API or agent integration so nothing leaves the system of record.
AI generates K-1s from Studio Designer partnership data, validates against prior year, distributes to beneficiaries with explanatory notes, and tracks acknowledgement — K-1 season compresses from months to weeks. Purpose-built for teams running Ivy — uses the native API or agent integration so nothing leaves the system of record.
AI assembles bid packages from Studio Designer scope, sends to subs, normalizes responses for comparison, and runs sub onboarding (insurance, W-9s, MSA) — start-to-construction time drops measurably. Purpose-built for teams running Ivy — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Ivy for any repetitive process. Tell us what you'd automate.
