Industries
Industries we work with.
Factories, law offices, farms, trucking companies, clinics, schools, retailers, research teams, and more. Each industry page explains what makes that work different and how our products and services fit.
Professional & financialFinancial Services, Legal, Professional Services, Real Estate & Property, Tax & Accounting
Industrial & fieldAgriculture, Contractors, Energy & Utilities, Manufacturing, Raw Materials & Natural Resources, Trucking & Logistics
People & communityAssociations, Education, Healthcare Practices, Hospitality, Nonprofits, Retail & E-commerce
Technology & researchCommunications & Media, Data & Analytics, Research & Development
Professional & financial
- Financial ServicesAdvisory firms, lenders, insurance agencies, and finance teams · 4 solutions
- LegalLaw firms, legal departments, and legal service providers · 4 solutions
- Professional ServicesConsultancies, agencies, engineering and design firms · 4 solutions
- Real Estate & PropertyBrokerages, property managers, and real estate investors · 4 solutions
- Tax & AccountingTax practices, accounting firms, and tax-heavy businesses · 8 solutions
Industrial & field
- AgricultureFarms, ranches, producers, and agribusinesses · 7 solutions
- ContractorsGeneral contractors, subcontractors, and trade businesses · 7 solutions
- Energy & UtilitiesEnergy services, utilities, and infrastructure operators · 4 solutions
- ManufacturingFactories, fabricators, and production businesses · 4 solutions
- Raw Materials & Natural ResourcesQuarries, mining, timber, and materials suppliers · 4 solutions
- Trucking & LogisticsCarriers, freight brokers, and logistics providers · 4 solutions
People & community
- AssociationsMember associations, trade groups, and professional societies · 7 solutions
- EducationSchools, training providers, and education organizations · 4 solutions
- Healthcare PracticesClinics, specialty practices, and healthcare service providers · 4 solutions
- HospitalityHotels, restaurants, venues, and tourism businesses · 4 solutions
- NonprofitsCharities, foundations, and mission-driven organizations · 4 solutions
- Retail & E-commerceStores, online sellers, and multichannel retailers · 4 solutions
Technology & research
Every industry solution
93 pages, each explaining how a specific product or service fits the way an industry works.
Professional & financial
Financial Services
- Cybersecurity for financial services firmsImplement the safeguards financial firms need, including MFA, encryption, access reviews, monitoring, incident response, and wire fraud controls.
- Client and account data for financial firmsConsolidate client, account, and transaction records into a validated model with reports that reconcile to source systems for financial firms.
- IVOKER for financial services firmsUse IVOKER to gather client documents, prepare review packets, and draft follow-ups for advisory and lending teams, with approval before anything is sent.
- PursuitBid for finance teams and advisersGive finance teams and business advisers a structured workspace for budgets, rolling forecasts, 13-week cash, scenarios, and traceable reports.
Legal
- AI automation for legal intake and documentsAutomate new-matter intake, document classification, and data extraction for law firms, with attorneys and staff confirming every result.
- Cybersecurity for law firmsProtect client confidentiality with MFA, encrypted devices, secure file sharing, tested backups, and defenses against the email fraud that targets firms.
- IVOKER for law firmsUse IVOKER to gather matter documents, draft routine correspondence, and organize files, with attorneys approving everything before it leaves the firm.
- Websites for law firmsClear, credible law firm websites with practice area pages, attorney profiles, and intake forms that capture the right details without inviting confidential information.
Professional Services
- AI automation for professional servicesAutomate inquiry intake, document preparation, and recurring reporting in consultancies, agencies, and engineering firms, with staff reviewing results.
- Websites for professional services firmsGoverned websites that present expertise, case studies, and people, with inquiry routing and analytics for consultancies, agencies, and design firms.
- IVOKER for professional services firmsUse IVOKER to assemble proposal material, prepare client follow-ups, organize project files, and draft reports, with approval before anything is sent.
- PursuitBid for professional services firmsPlan headcount, revenue, and cash for consultancies and agencies, and test hiring ahead of demand or a large project in scenarios before committing.
Real Estate & Property
- Websites for brokerages and property companiesFast, governed real estate websites with listings, agent profiles, neighborhood content, and inquiry routing for brokerages and property companies.
- Wire fraud protection for real estateStop closing-fund wire fraud with MFA, mailbox hardening, verified wiring procedures, and client education for brokerages and title partners.
- IVOKER for brokerages and property managersUse IVOKER to assemble transaction documents, prepare owner reports, and draft routine correspondence, with agents and managers approving every send.
- PursuitBid for real estate businessesPlan budgets, forecasts, and cash timing for brokerages and property companies, and test decisions such as new hires or acquisitions in scenarios.
Tax & Accounting
- AI automation for tax and accounting workflowsFocused automations for document intake, data extraction, classification, and re-keying in tax and accounting firms, with staff confirming every value.
- Cybersecurity for tax professionalsPractical safeguards for tax practices, including MFA, access reviews, encryption, backups, phishing defense, and the controls behind a written information security plan.
- Data cleanup and migration for accounting firmsConsolidate client lists, engagement history, and spreadsheets into clean, validated records with reconciled migrations and reliable reporting for firms.
- IVOKER for accounting and tax firmsHow firms use IVOKER, a private AI operator, to sort mail, find documents, draft client follow-ups, and prepare files, with staff approving anything that goes out.
- Managed IT and operations for tax practicesOngoing monitoring, updates, device support, backups, and help desk for tax practices, with extra readiness before and during filing season.
- PursuitBid for accounting firms and their clientsUse PursuitBid to deliver budgets, rolling forecasts, 13-week cash outlooks, and scenario analysis as an advisory service built on clients' own records.
- Websites for tax and accounting practicesFast, credible practice websites with clear services, secure intake paths, appointment booking, and local search foundations for tax and accounting firms.
- Zacello for tax practicesHow Zacello organizes a tax practice's season, from organizers and document requests to source-linked preparation, independent review, and controlled release.
Industrial & field
Agriculture
- AI automation for agricultural operationsAutomate scale tickets, invoices, field and herd records, and recurring reports for farms and agribusinesses, with a person confirming every result.
- Direct-to-customer storefronts for producersOnline storefronts for farms and producers with seasonal availability, pickup and delivery options, subscriptions, and payments.
- Cybersecurity for agricultural businessesPractical protection for farms and agribusinesses, including MFA, account hygiene, segmented networks for equipment, tested backups, and phishing defense.
- Farm data cleanup and reportingConsolidate field, herd, input, and sales records from spreadsheets and apps into clean data with reliable reports for management and lenders.
- IVOKER for agricultural businessesUse IVOKER to sort mail, assemble lender and program paperwork, draft buyer and vendor correspondence, and update spreadsheets, with your approval on every send.
- Networks and connectivity for farms and ranchesReliable Wi-Fi across shops, barns, and offices, segmented networks for equipment and cameras, and secure remote access for farm operations.
- PursuitBid for farms and agribusinessesPlan around the farm cash cycle with an adopted budget, a rolling forecast, a 13-week cash outlook, and scenarios for prices, yields, and sale timing.
Contractors
- AI automation for contractorsAutomate estimate requests, invoice entry, document filing, and recurring reports for contractors and trade businesses, with people confirming the results.
- Business continuity for contractorsKeep bids, billing, and payroll running through a lost laptop, failed server, or ransomware attack with a tested recovery plan built around your deadlines.
- Cybersecurity for contractorsProtect contractors from payment fraud, compromised email, and ransomware with MFA, account cleanup, verified payment changes, and tested backups.
- IVOKER for contractor paperworkUse IVOKER to find invoices, draft lien waivers and pay application cover letters, organize submittals, and prepare follow-ups, with approval before anything is sent.
- Networks for contractor offices, yards, and job trailersReliable connectivity and secure remote access for offices, yards, and temporary job sites, with separation between office, equipment, and guest devices.
- PursuitBid for contractorsSee cash gaps between draws before they arrive. Plan payroll, materials, retainage, and collections with a 13-week outlook and scenarios for slipping jobs.
- Websites for contractors and trade businessesContractor websites that win local work, with clear services, service areas, project galleries, reviews, fast quote requests, and lead routing.
Energy & Utilities
- Recovery planning for energy and utilitiesIdentify critical systems, set recovery priorities, and rehearse restores so energy and utility operations recover quickly from outages and attacks.
- Cybersecurity for energy and utility operatorsAssess exposure, harden identities and remote access, and separate operational systems from business networks for energy and utility operators.
- Operational data for energy and utilitiesBring meter, sensor, maintenance, and financial data together into validated models and reports that support maintenance and investment decisions.
- Field site networks for energy and utilitiesConnect substations, pump stations, and field sites with resilient links, segmented operational networks, and controlled remote access.
Manufacturing
- AI automation for manufacturersAutomate purchase orders, supplier documents, quality records, and shipping paperwork in manufacturing, with staff confirming every extracted value.
- Production data foundations for manufacturersBring machine, production, inventory, and sales data together into a validated model so manufacturers can trust unit costs, capacity, and reports.
- Plant-floor networks for manufacturersSegment production equipment from office systems, secure vendor remote access, and plan reliable coverage across the plant floor.
- PursuitBid for manufacturersPlan cash around materials, inventory, and customer terms, and test big orders, price changes, and hires in scenarios before committing.
Raw Materials & Natural Resources
- Cybersecurity for raw materials businessesProtect materials businesses from payment fraud, compromised email, and ransomware with MFA, segmented networks, tested backups, and payment verification.
- Scale ticket and production data for materials businessesTurn scale tickets, haul records, and production logs into clean, reconciled data with reliable reports on volume, margin, and customer activity.
- Remote site networks for raw materials operationsConnect pits, quarries, scale houses, and field offices with reliable links, segmented networks, and secure remote access far from town.
- PursuitBid for raw materials businessesPlan cash and test scenarios around commodity prices, seasonal shipments, and large equipment purchases for quarries, mining, and materials suppliers.
Trucking & Logistics
- AI automation for trucking paperworkRead rate confirmations, bills of lading, and proofs of delivery automatically, match them to loads, and flag what is missing before invoicing.
- Lane and cost data for trucking companiesCombine dispatch, fuel, maintenance, and accounting data into a clean model that shows cost per mile, lane profitability, and customer margins.
- IVOKER for trucking and logistics officesUse IVOKER to assemble invoice packets, draft broker and shipper follow-ups, and update spreadsheets and portals, with approval before anything is sent.
- PursuitBid for trucking and logisticsSee cash gaps from fuel, payroll, and slow-paying customers ahead of time, and test adding trucks or drivers before committing.
People & community
Associations
- AI automation for associationsAutomate membership inquiries triage, application review prep, event registration follow-up, and recurring reports, so a small staff serves more members.
- Dues, events, and sponsorship payments for associationsOnline dues, renewals, event registration, member pricing, and sponsorship payments for associations, with receipts and records your staff can reconcile.
- Websites for associationsAssociation websites with member and public content, event listings, directories, governed publishing, and clear paths to join, renew, and register.
- Member data cleanup for associationsConsolidate member records from forms, spreadsheets, and old systems, resolve duplicates, and build reliable reports on renewals, engagement, and events.
- IVOKER for association staffHelp a small association staff keep up with member email, committee updates, event follow-ups, and reports, with every outgoing message approved by staff.
- PursuitBid for association budgetsManage the board-adopted budget, track performance against it, and plan cash around renewal and event seasons with traceable reports for the board.
- Member portals for associationsMember portals built on our SaaS foundation, with organizations, roles, renewals, self-service profile updates, resources, and audit logs.
Education
- Administrative automation for educationAutomate inquiry routing, application preparation, and recurring reports for schools and training providers, with staff reviewing every decision.
- Websites for schools and training providersAccessible, governed websites for schools and training organizations, with department publishing, program pages, events, and clear paths to enroll.
- Cybersecurity for education organizationsProtect student and staff data with strong sign-in, role-based access, patched devices, tested backups, and phishing defenses for schools and training providers.
- Student and learner portalsPortals for registration, course access, records, and payments built on our SaaS foundation, with roles, audit logs, and strong sign-in.
Healthcare Practices
- Administrative automation for healthcare practicesReduce repetitive administrative work such as routing inquiries and preparing forms, scoped carefully so patient information stays in approved systems.
- Cybersecurity for healthcare practicesProtect patient data and keep the practice running with MFA, access reviews, encrypted devices, tested backups, and ransomware readiness.
- Managed IT for healthcare practicesOngoing monitoring, updates, backups, device support, and help desk for healthcare practices, so technology problems do not interrupt patient care.
- Websites for healthcare practicesAccessible, fast practice websites with clear services, provider profiles, locations, and appointment requests that keep patient details off public forms.
Hospitality
- Direct booking and sales for hospitalityDirect booking, packages, gift cards, events, and deposits for hotels, restaurants, and venues, with payments and confirmations built in.
- Guest and staff networks for hospitalityReliable guest Wi-Fi in every room and space, segmented from staff, point-of-sale, and building systems, for hotels, restaurants, and venues.
- PursuitBid for hospitality businessesPlan budgets, seasonal forecasts, staffing, and cash timing for hotels, restaurants, and venues, and test slow seasons and new hires in scenarios.
- Websites for hotels, restaurants, and venuesAtmospheric, fast websites that tell the property's story and make booking, reservations, menus, and events easy to find on any device.
Nonprofits
- Donations and event payments for nonprofitsRecurring donations, campaign pages, event registration, and receipts for nonprofits, connected to donor records so staff can reconcile easily.
- Websites for nonprofitsMission-driven nonprofit websites with storytelling, programs, events, volunteer sign-ups, and donation paths that make giving simple.
- Donor data cleanup for nonprofitsConsolidate donor records from giving tools, events, and spreadsheets, resolve duplicates, and build reliable reports on giving and retention.
- PursuitBid for nonprofit budgetsKeep the board-adopted budget fixed, forecast grants and campaigns, and plan cash around uneven funding with traceable reports for the board.
Retail & E-commerce
- Online stores for retailersConversion-focused storefronts with the right catalog, variants, checkout, taxes, shipping, and promotions for retailers selling online and in store.
- Retail integrations that stay in syncKeep payments, inventory, email, and support tools in sync for retailers, with webhooks, retries, and idempotency so orders are never duplicated or lost.
- PursuitBid for retailersPlan inventory buys, seasonal peaks, and cash timing with budgets, rolling forecasts, a 13-week cash outlook, and scenarios for retailers.
- Retail analytics and telemetryMeasure what sells, which campaigns convert, and where shoppers drop off with event tracking, funnels, and attribution built for retailers.
Technology & research
Communications & Media
- AI-assisted content workflows for media teamsUse governed AI agents for research, first drafts, tagging, summarizing, and repurposing content, with editors reviewing everything before it is published.
- Publishing platforms for media and communicationsGoverned publishing platforms with roles, approvals, change history, and fast delivery for publishers, agencies, and communications teams.
- Reliable hosting for media sitesCDN delivery, autoscaling, monitoring, and recovery for media and communications sites that cannot go down when traffic spikes.
- Audience and campaign analytics for mediaConsistent event tracking, funnels, and attribution so publishers and agencies can see which content and campaigns actually drive results.
Data & Analytics
- AI on top of trusted dataQuestion answering, report drafting, and anomaly monitoring with governed AI agents built on validated data, with evaluations proving accuracy.
- Data pipelines and warehousesReliable pipelines, documented models, and validation and reconciliation checks that make analytics trustworthy for data teams and analytics firms.
- Fractional data leadershipSenior direction for data strategy, platform decisions, team structure, and vendor choices for companies building or rescuing analytics.
- Product and customer event dataDesign and implement event tracking that produces clean, consistent behavioral data for analysis, experiments, and AI.
Research & Development
- AI search over research and literatureRetrieval-augmented AI that answers questions from internal reports, notebooks, and literature with citations, within each researcher's access.
- Systems architecture for R&D teamsPlan research platforms, data flows, security boundaries, and compute before building, so R&D infrastructure scales without rework.
- Research data foundationsOrganize experimental data, results, and metadata into documented, validated models so R&D teams can find, reproduce, and reuse their work.
- Research computing infrastructureCloud environments for analysis and models, defined as code, with access controls, cost visibility, and reproducible setups for R&D teams.
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