How Ceven uses your stack
An autonomous workforce of AI agents that runs back-office operations on top of the SaaS your team already uses. The integration story has three layers, and most questions about how the platform fits get answered by knowing which layer a given tool lives in.
Systems Ceven runs
Data the platform owns end to end, including the HR system of record (when the customer adopts Ceven HR), vendor records and contracts, the savings ledger, the audit log, every workflow template, and every voice call transcript. The dashboard route under each entry is the working surface, and the route module is the backend behind it.
Apps, dashboards & tools you've built
Every app, dashboard, calculator, form, and internal tool you've had Ceven build lives in the platform, versioned and editable, hosted and ready to share with your team.
Connected integrations
Every SaaS account you connect through OAuth, with the agents able to read and act across them, and the permission scope plus an audit trail behind every call.
Agent runs & work history
Every task the agents have run, with the inputs, the steps taken, the artifacts produced, and the result, so you can see what happened and pick up where it left off.
Documents & data
Every document and dataset you upload or point the agents at, indexed and queryable, with the source and the as-of date attached to every answer.
Workflows & automations
Pre-built workflows ship working day one. Custom workflows and automations are templated, parameterized, and shared across the organization without anyone authoring an if-this-then-that diagram.
Vendor, contract & spend records
When you use Ceven for vendor and contract work, the vendors, contracts, renewal dates, COIs and W-9s live in one place, with the contract analyzer extracting obligations, the renewal radar surfacing the right deals, and realized savings rolled up without anyone tabulating spreadsheets.
Audit log & event chain
Every action writes one row, hash-chained, exportable, available for replay on demand so the audit evidence pack assembles itself.
Voice calls & transcripts
Every outbound call records, transcribes, and extracts structured data into the dashboard so the next step in the workflow operates on the same facts.
Systems Ceven acts on
The SaaS your team already uses, where Ceven drives lifecycle events, posts drafted artifacts, runs reconciliations, and ships workflows. The pattern is consistent across every category: read from the source of truth, prepare the action, write back through the standard authorization model, and capture one audit log row per change.
Identity & Workspace
Okta
SCIM provisioning on hire, role sync during tenure, global token revocation on exit.
Google Workspace
Mailbox plus Drive on hire, group sync during tenure, ownership transfer plus suspend on exit.
Microsoft 365
Entra ID account plus Exchange mailbox on hire, Teams plus SharePoint membership during tenure, sign-in disable plus mailbox handoff on exit.
Communication & Productivity
Slack
Account plus channel set on hire, lifecycle notifications during tenure, deactivation on Enterprise Grid on exit.
Notion
Workspace member on hire, teamspace sync during tenure, page ownership transfer on exit.
Engineering
GitHub
Org seat plus team membership on hire, PAT and SSH key revocation plus deploy key rotation on exit.
Linear
Workspace seat on hire, team membership sync during tenure, open issue reassignment on exit.
AWS IAM
Scoped IAM user on hire, periodic access key rotation, console disable plus key deactivation plus MFA detach on exit.
Figma
Editor seat on hire, team sync during tenure, license reclaim on exit.
Security
1Password
SCIM Bridge user on hire, vault access sync during tenure, terminal user delete on exit so every shared vault locks down.
Bitwarden
Enterprise user on hire, collection access sync during tenure, removal from cloud or self-hosted on exit.
ERP & Finance
NetSuite
Reads the GL plus AP plus AR, drafts month-end reconciliations, posts agent-suggested journal entries through SuiteScript.
SAP
Reads S/4HANA plus Business One through OData, writes back agent-prepared POs and invoice exceptions on the standard authorization model.
Oracle ERP Cloud
Pulls the close cycle, AP, and procurement signals, posts drafted journal entries on the standard import templates.
Microsoft Dynamics 365
Connects through Dataverse, reads Finance plus Supply Chain plus Business Central, writes back through standard import.
Sage Intacct
Reads the multi-dimensional GL, drafts reconciliations, posts AP records back through the API.
QuickBooks Online
SMB books of record, three-way invoice match, drafted bills and journal entries on the customer's chart of accounts.
Xero
SMB books of record outside the US, drafted bills and JEs through the standard Xero API.
Ramp
Card transaction plus bill plus reimbursement sync, policy-based GL coding, ERP journal entry export.
CRM, Sales & Customer Success
Salesforce
Continuous CRM hygiene, stage-change artifact watch, rep-coach surface drawing on Gong plus pipeline activity.
HubSpot
MQL-to-SQL audit, cross-channel attribution memo, campaign QA before publish.
Outreach
Sequence engagement plus reply-rate mirror, drafted snippet and sequence adjustments.
Apollo
Enrichment write-back on rep confirmation, never silent overwrites.
Gong
Call transcripts plus engagement scores feeding the rep-coach surface and account brief drafting.
ZoomInfo
Periodic enrichment refresh on ICP accounts and contacts.
Gainsight
Health scores plus success plans feeding QBR auto-pack and renewal-risk warnings.
ChurnZero
Usage signals plus journeys feeding the renewal-risk composite plus drafted save outreach.
ITSM & Helpdesk
ServiceNow
Tier-one ticket triage, runbook resolution attempt, context-rich escalation only when needed.
Jira Service Management
Queue state mirror, runbook triage on inbound, drafted ticket updates.
Zendesk
Ticket plus conversation mirror, customer-voice theme rollup, drafted reply plus macro suggestions.
Procurement & Spend
Coupa
Intake-to-procure orchestration, supplier onboarding packet (W-9, banking, COI, security), drafted PO plus order form.
Vendr
Negotiation pipeline join, drafted negotiation memo, renewal-window alerts on usage data.
Tropic
SaaS contract inventory, seat utilization mirror, drafted cancel and downgrade emails to vendor CSMs.
Contracts & Legal
Ironclad
Contract classification, playbook-based redline drafting, approver chain routing.
DocuSign CLM
Obligation extraction post-signature, scheduled task creation, calendar reminder sync.
LinkSquares
Contract metadata plus clause mirror, drafted diligence packages and disclosure schedules.
Embedded Payroll
Gusto Embedded
White-label payroll runs inside the Ceven dashboard with tax filing handled by Gusto.
Check.hq
Alternative embedded payroll engine, webhooks plus tax-form upsert plus exception resolution.
Industry Systems
Procore
RFI plus change order plus submittal sync, drafted change-order packets, subcontractor compliance chase.
Vertafore AMS360
Insurance agency policy plus account plus renewal sync, certificate of insurance generation.
Applied Epic
Same agency operations surface for the Applied stack, renewal marketing plus certificate response.
ezyVet
Veterinary patient plus visit sync, multi-site KPI roll-up across mixed PIMS, pre-authorization automation.
Karbon
CPA practice client plus job plus task sync, source-doc chase, 1099 plus W-9 vendor roll-up at year-end.
AppFolio
Property management property plus tenant plus lease sync, maintenance triage and dispatch, compliant rent-increase notices.
McLeod LoadMaster
Trucking carrier plus load plus shipment sync, FMCSA plus insurance vetting, detention recovery claim filing.
Tyler Technologies
Local government permit plus parcel plus records request sync, zoning and setback automation, FOIA response generation.
PowerSchool SIS
K-12 student plus enrollment plus IEP sync, compliance deadline tracking, lottery and waitlist operations.
Systems Ceven reads from
Systems Ceven does not own and does not drive, but reads from to keep the record honest. Bank verification, equity, comp benchmarks, the enterprise HCM, the benefits broker, call intelligence, and product analytics all live somewhere else, and Ceven mirrors what they say into the workflow that needs it.
Plaid
Verifies bank ownership through micro-deposits on direct-deposit setup so the next pay run lands without a bounced ACH.
Carta
Reads equity grants and the cap table so option exercise windows on termination and refresh grants at promotion stay correct without manual entry.
Payscale
Reads comp benchmarks against role and geography so the band library is anchored to market data rather than tribal knowledge.
Workday HCM
When the customer keeps Workday as the HCM source of truth, Ceven reads the supervisory org plus comp bands plus employee record without writing back.
BambooHR
Same read-only sync for the SMB HCM source of truth, including time-off balances and reporting hierarchy.
Sequoia
Reads the broker-managed benefits roster so plan elections and dependents stay aligned without re-keying the carrier portal into Ceven.
Mixpanel & Amplitude
Reads product usage signals for the renewal-risk composite plus the customer-voice digest, never written back.
Stripe Billing
Reads invoice payment latency for the customer-success risk score and the AR aging digest.
See it run on your stack.
Connect the first integration, watch the workflow fan out, and read the audit log row by row.