Your back office, on autopilot
Operiva builds AI workflows that read your email, act in your accounting and messaging tools, and finish the job end to end — with every action logged and reviewable by your team.
Runs on the tools you already use — Outlook, QuickBooks, Slack.
Live workflow
RunningOutlook
Order email arrives
“Hi — need 4 more units shipped to our Phoenix lot…”
Operiva
AI extracts the order
QuickBooks
Invoice #1042 created
3 line items · billed to your customer of record
Slack
Team notified in #orders
Invoice sent · 4 units → Phoenix, AZ ✓
From inbox to invoice in minutes — no hands on keyboard.
Plays nicely with the tools your business already runs on
How it works
From manual process to running automation
No rip-and-replace. Operiva automates the work between the systems you already trust.
Show us the busywork
We start with a workflow your team already does by hand — reading order emails, keying invoices, chasing confirmations — and map every rule and edge case.
We wire it into your tools
Operiva connects to your email, accounting, and messaging through secure OAuth — no passwords shared, no software to install, revocable any time.
It runs while you work
The AI executes the workflow end to end, around the clock. You watch every run in a live monitor, with human review, retry, and dismiss built in.
Features
Automation you can actually trust with your books
Speed is easy. Operiva is built for the harder part: being right, being safe, and being accountable.
Understands real email
Messy threads, forwards, multiple orders in one message — the AI reads email the way a person does, and only acts on what the newest message actually asks for.
Guardrails by design
The AI never invents data. Prices come from your system of record, customers stay fixed to your rules, and anything ambiguous is held for a human.
Total visibility
Every run is logged step by step. A live monitor shows what was read, what was created, and why — with retry and dismiss one click away.
Security first
OAuth-only access to your accounts with credentials encrypted at rest (AES-256-GCM). Disconnect and revoke access at any time.
Your team stays in the loop
The moment work completes, a notification lands where your team already lives — Slack today, more channels on the way.
Built around your rules
Every automation encodes your actual business logic — bundles, billing conventions, shipping quirks — not a one-size-fits-all template.
Two ways to put AI to work
Automations that run, agents that answer
Start with a workflow that pays for itself, or give your team an assistant that actually knows your business.
Workflow Automation
Always-on pipelines that move work between your systems without a human in the middle.
- Email → invoice pipelines with your pricing rules
- Order and document intake, around the clock
- Notifications and confirmations sent for you
First in production: Order emails → QuickBooks invoices → Slack
Automate a workflowInteractive AI Agents
A private assistant that knows your documents and answers your team in plain language.
- Ask questions across your files and records
- Scoped to your business — your data stays yours
- Built for professional teams with real confidentiality needs
In development with our first professional-services clients
Join early access< 0 min
from order email to sent invoice, once detected
0/7
always-on monitoring of your inbox and workflows
0
manual copy-paste steps left in an automated workflow
0%
of automated actions logged and reviewable
FAQ
Questions, answered
The things businesses ask us before handing over their busywork.
Stop doing work your software can do
Tell us about the process that eats your team's week. If we can automate it, we'll show you exactly how — before you pay a dollar.