For RIAs, broker-dealers, family offices, RE GPs, healthcare admin, law firms, finance opsYou’re the human integration layer between your tools.
You’re the human integration layer between your tools.
We build the layer that absorbs it.
Your tools stay where they are. We build the operating layer that runs on top.
Where you are now
Your stack today.
Your tools
CRM
Wealthbox · Salesforce FSC · HubSpot
System of record
Orion · Addepar · Juniper Square · Tebra · Clio
Accounting / ERP
NetSuite · Sage Intacct · QuickBooks
Procurement / billing
Coupa · Waystar
Today's integration layer
Your team
Re-keying. Reconciling. Chasing. Routing.
Spreadsheets
The reports the platform won't generate
Hours per week
20 to 40, every week, every quarter
What partners actually want
Real reports
Not the vendor's templates
Live dashboards
Not the Tuesday-night Excel rebuild
Clean close
Not the heroics week
What we build
The operating layer, on top.
Your stack (unchanged)
System of record
Stays where it is
CRM
Stays where it is
Accounting / ERP
Stays where it is
Procurement / billing
Stays where it is
Inevi operating layer
Scoped connectors
Per-tool, per-entity. Read-only by default.
Reconciliation engine
Cross-system rounding, rates, exceptions
Agentic workflows
AI employees running your SOPs
Custom report builder
Your firm's templates, not a vendor's
Audit log
Append-only. Every read, every write.
Outputs
Live dashboards
Utilization, realization, AUM, denials
Clean close
Exception queue, sign-off, audit trail
Reports on demand
Conversational ask, deterministic pull
Partner deck
Auto-generated, ready before the meeting
No vendor replacementNo data migrationRuns on your existing stack
Sample workflow
One reconciliation, end to end.
Time entry to invoice. Rounding mismatch caught before billing close.
Daily reconciliation flow
Time entry logged in PSA
Half-hour rounding
01
Pulled by reconciliation engine
02
Cross-referenced to engagement letter rate card
03
Compared to accounting system rounding
Quarter-hour. Delta detected.
04
Exception queue, partner sign-off
Reconciled before billing close
05
Scope
Fixed price. 4 to 16 weeks. Then we run it.
Timeline
4 to 16 weeks
From kickoff to layer running on top of your stack.
Pricing
Fixed price
Scoped to your stack. No AUM-based fees, ever.
After launch
Fully managed
Hosting, integrations, AI-employee retraining. We run it.
The next engagement asks
who builds it. Have an answer.
Thirty minutes. No deck. No pitch. A real conversation about the engagement you're running, the gap you're feeling, and whether we can close it. If we can't, we'll say so.
team@inevisolutions.com