Documentation
An autonomous workforce of AI agents that runs back-office operations on top of the SaaS your team already uses, mapped department by department and vertical by vertical so you can see exactly which agent owns which workflow.
Getting Started
Ceven is an autonomous AI workforce for the back office. It connects to the SaaS your team already runs (NetSuite, Salesforce, ServiceNow, Coupa, Workday, Slack, Workspace, and the rest) and ships pre-built agents that own specific workflows on top of those systems, rather than asking you to rip and replace any of them.
A new admin lands on the dashboard, connects the first integration, picks a workflow from the catalog (autonomous month-end close, vendor sourcing, joiner-mover-leaver, contract renewal radar, payroll anomaly review), and within the first hour the agent is doing the work.
The rest of this page is a tour by department and by industry, with the actual route module behind each track so you can see what is shipping today rather than what is on a roadmap.
Platform Shape
The platform has three layers. The system of record holds the data Ceven owns end to end, including employees, payroll runs, comp bands, PTO balances, benefits enrollments, vendor records, contracts, savings ledger, and the audit log of every action across the platform.
The orchestrator runs over fifty integration adapters: ERP (NetSuite, SAP, Oracle, Dynamics 365, Sage Intacct, QuickBooks, Xero), CRM (Salesforce, HubSpot, Outreach, Gong, ZoomInfo), helpdesk (ServiceNow, Jira Service Management, Zendesk), procurement (Coupa, Vendr, Tropic), legal (Ironclad, DocuSign CLM), payroll (Gusto, Rippling, ADP, Paychex, Workday, plus embedded payroll through Gusto Embedded and Check.hq), identity (Okta, Workspace, Microsoft 365), and vertical systems-of-record like Procore, Vertafore AMS360, ezyVet, Karbon, AppFolio, McLeod LoadMaster, Tyler Munis, and PowerSchool.
The voice-AI layer sits next to the workflows so any agent can pick up a phone (Vonage plus Vapi backbone) and dial a vendor, candidate, or customer with a configured persona, full recording, transcript, and structured data extraction on the back end.
Each track below owns one slice of that surface, and each one cites the route module that backs it.
Finance & Accounting
Mid-sized companies still take eight to ten business days to close the books while the top quartile is at four point eight, and the gap is manual reconciliation that a finance agent can do every night against the GL the controller already uses.
Autonomous month-end close
Pull bank, payroll, AP, and revenue subledgers into a draft reconciliation pack with variance explanations and journal-entry suggestions, posted into NetSuite, Sage Intacct, QuickBooks, or Xero on approval.
Three-way invoice match
Match every PO, receipt, and bill, with vendor-side email or voice agent follow-up on every exception so the AP queue does not sit until somebody has time to chase a missing receipt.
Cash-flow narrative + board memo
Generate the cash-flow narrative plus board KPI memo from the GL and CRM pipeline, written in the CFO's voice, ready for review before the meeting.
IT & Identity
Identity requests are the highest-volume IT ticket category, and documented cases show onboarding falling from twelve days to four once provisioning is orchestrated across systems instead of handled sequentially by humans.
Joiner, mover, leaver across every system
One trigger from the HRIS fans out to Workspace, Slack, GitHub, Okta, Microsoft 365, AWS IAM, 1Password, Bitwarden, Notion, Linear, and Figma, including license recovery, MFA enrollment, and the hardware shipping ticket.
Continuous access review
Scan every connected app monthly for orphan accounts, stale admins, and over-provisioned licenses, then file the recovery ticket directly in ServiceNow or Jira Service Management.
Tier-one ticket triage
Classify, attempt a runbook resolution (password reset, app request, SSO failure), and escalate only with full context, all from inside the customer's existing service catalog.
Revenue Operations
Gartner pegs the cost of poor data quality at twelve point nine million dollars per year per organization on average. The CRM stops being the source of truth, which breaks every downstream forecast and comp plan.
Continuous CRM hygiene
Enrich, dedup, and standardize fields across Salesforce or HubSpot with a rep-side prompt to confirm the change rather than silent overwrites that erode trust in the data.
Stage-change artifact watch
When an opp jumps stages without the required artifact (mutual action plan, security review, signed order form), draft the missing doc and ping the AE before the next pipeline review.
Rep ramp coach
Pull the last fourteen days of Gong calls plus CRM activity per new AE and surface the deals likely to slip with concrete next steps the manager can review in their 1:1.
Customer Success
CSMs spend roughly two-thirds of their time on lower-value admin and one to four hours preparing each QBR. For a thirty-account book, that compounds to about sixty hours per QBR cycle. The data lives in product analytics, CRM, support, and billing all at once.
QBR auto-pack
Assemble usage trend, support history, NPS movement, expansion signals, and drafted talking points from Gainsight or ChurnZero plus Zendesk plus the CRM, ready for the CSM to review before the call.
Renewal-risk early warning
Composite score from product usage drop plus ticket sentiment plus invoice payment latency, delivered as a Slack DM to the CSM with a draft save email and the talking points for the call.
Customer-voice digest
Auto-rollup of support tickets by theme into a weekly customer-voice digest delivered to product and CS leadership so the right feedback gets to the right team without a quarterly review cycle.
Procurement & Spend
Intake-to-procure is still mostly a queue of tickets bouncing between requester, finance, IT security, legal, and the buyer. Even after a vendor is approved, it does not auto-sync to the customer's ERP without a manual step. That hand-off gap is the workflow surface, plus the live voice-AI vendor calling that gets quotes inside a single afternoon.
New-vendor intake to ERP
Collect W-9, banking, COI, security questionnaire, run sanctions check, draft the order form, route to legal review, and post the approved vendor record into NetSuite or SAP through the standard import.
Contract renewal radar
Ninety, sixty, and thirty day alerts with usage data, savings benchmarks, and a drafted negotiation memo per vendor, sourced from Coupa or Tropic or Vendr plus the customer's SSO usage signal.
Voice-AI vendor sourcing
The Calling Agent dials vendors on the customer's behalf, asks for quotes on the exact scope, and surfaces the best three options in the dashboard with full transcripts, typically inside thirty minutes from request to ranked quotes.
SaaS license rightsizing
Pull seat utilization from SSO and finance, then fire the cancellation or downgrade workflow with a prepared email to the vendor's CSM so the savings show up in the next quarter's budget.
Legal Operations
In-house legal, not outside counsel. The opening here is the contract intake and renewal queue. Customers on a CLM report up to forty percent faster cycle time, but most teams still operate from a shared inbox and a Drive folder.
Contract triage from a shared inbox
Classify inbound contracts (NDA, MSA, DPA, order form), redline against the playbook, and route to the right approver inside Ironclad, DocuSign CLM, or LinkSquares.
Obligation extraction post-signature
Auto-create renewal, MFN, audit-right, and SLA tickets in the CLM with calendar reminders, so commitments do not die in a PDF nobody re-reads.
Diligence room assembly
For fundraises and M&A, pull every signed agreement of class X, check for change-of-control clauses, and prepare the disclosure schedule on demand.
Marketing Operations
Practitioners describe pulling cross-channel reports as a twenty-plus-hour weekly job before automation. Marketo and HubSpot both produce data, but no single tool sees Google Ads spend, LinkedIn cost-per-MQL, CRM-confirmed pipeline, and product activation in one view without manual reconciliation.
Cross-channel attribution memo
Generate a weekly attribution and spend rebalancing memo with concrete reallocation suggestions, joined across Google Ads, LinkedIn Ads, Meta, the marketing automation tool, and the CRM.
MQL-to-SQL audit
Watch the leads marketing claims pipeline credit for and reconcile them against the closed-won record, so attribution stops being a religion and starts being a number.
Campaign QA before publish
Check every email send and landing page against brand guidelines, broken links, and UTM hygiene before the campaign goes live.
People Operations (HR)
The toil sits between Rippling, Workday, or Gusto and the twenty downstream apps that need to know somebody got hired, promoted, or left. Ceven's HR build closes that loop end to end with a system of record plus an embedded payroll engine plus the orchestrator that drives every connected system on a single trigger.
Day-zero onboarding orchestrator
From accepted offer to ready-for-day-one inside thirty minutes, including W-4 with state-form lookup, direct deposit through Plaid micro-deposits, equipment shipping through EasyPost, and identity provisioning fan-out across Workspace, Slack, GitHub, Okta, and the rest.
Sixty-second termination revoke
One terminate call fans out to fourteen connected systems through the Celery-locked queue, with per-adapter risk summaries gating suspicious activity, SSE progress to the dashboard, and one audit log row per action.
Payroll close + anomaly review
Calculate pulls hours from the time tracker plus leave from PTO plus comp changes from the band library, anomaly detection compares against rolling history, and approve generates the bank file (or hands off to Check.hq for embedded customers).
Compliance + benefits + comp
I-9, E-Verify, COBRA, ACA, equity grants, comp band drift, performance cycles, and PTO balances all live in the system of record, with the HR-specific routes (24 modules) backing each surface.
Industry Workflows
Ten verticals beyond the tech-startup default where the system-of-record vendor is fixed and the customer is not going to rip it out, so the opportunity is the operations layer between that record and everything else they do in a day. Each vertical ships with a starter workflow set tuned to the actual stack.
Construction
Cross-system change-order packets from RFI plus schedule slip plus cost impact, posted to Procore. Subcontractor compliance chase for COIs, W-9s, and lien waivers across Sage 300 and Buildertrend.
Insurance Agencies
Renewal marketing automation across AMS360 or Applied Epic, certificate-of-insurance request handling, and exposure-update conversations with the insured.
Veterinary Practice Groups
Multi-site KPI roll-up across mixed PIMS (ezyVet, Cornerstone, AVImark, Digitail, Vetspire) covering charge capture, inventory shrink, and doctor productivity.
CPA & Bookkeeping Firms
Client document chase across Karbon, Canopy, and TaxDome with source-doc checklists per service line. 1099 + W-9 vendor management at year-end across the entire bookkeeping book.
Specialty Wholesale Distribution
Inbound PO normalization across email, EDI, and portal sources into SAP Business One, Acumatica, or NetSuite, with exception triage to a human only when needed.
Property Management
Maintenance triage and dispatch across AppFolio or Buildium, with state-specific lease renewal and rent-increase notice generation.
Trucking & Freight
Carrier vetting across FMCSA plus insurance verification plus IFTA cleanliness inside McLeod LoadMaster or TMW. Detention and accessorial recovery agent that monitors stop-times and files claims automatically.
Local Government
Permit intake classification, zoning and setback checks, and FOIA response handling inside Tyler Munis or EnerGov for the long tail of cities and counties too small for enterprise sales.
Specialty Trade Contractors
Bid prep agent that parses GC bid invitations and drawings, plus lien-rights tracking covering twenty-day notice, intent, and lien deadlines per project per state.
Charter Schools & Independent Schools
IEP and 504 compliance tracker pulling deadlines from PowerSchool or Infinite Campus, plus enrollment + lottery operations covering application intake and waitlist management.
Voice AI & Calls
Voice agents that dial vendors, candidates, and customers on the customer's behalf using Vonage and Vapi infrastructure, with a configurable persona, recording, transcript, and the structured data extracted from the call landing in the dashboard.
Outbound vendor calling
The Calling Agent dials vendors on the procurement team's behalf, asks for quotes on the exact scope, asks the right follow-up questions, and surfaces transcripts plus extracted prices in the dashboard.
Sales follow-up + qualification
Outbound calls to inbound leads with persona, script skeleton, and CRM write-back so the rep gets a qualified call with full context instead of an empty queue.
Customer success calls
QBR scheduling and renewal-risk save calls with the same agent infrastructure, all recorded and posted back to the CRM.
See it run on your stack.
Connect the first integration and Ceven walks the workflow end to end against your real tools, no slide deck.
Open dashboard