Agent 01
Payroll
Turns floor counts and hours into clean, compliant pay runs. Catches the exceptions before they reach a form.
Owns › Payroll & compliance
Systems for operators
One command.
Every unit moving.
We build field-grade software for business: a team of role-specific AI agents, wired to the tools you already run, reporting into a single command dashboard. The system executes the work. You stay in command.
The model drives · the system executes · you command
Convoy Automation
Claude
Code Anthropic's AI engine
Code Anthropic's AI engine
Built on Claude
The units on your board run on Anthropic's Claude models — the same engine the system itself is built with.
Built into the tools you already run
› QuickBooks
› ADP & Gusto
› Freight Forwarders
› AWS Bedrock
› Email & WhatsApp
› Spreadsheets
› Your Command Dashboard
The System
The Convoy Internal System
The CIS is one platform of role-specific AI agents, wired to the tools you already run, reporting into a single command dashboard, and built around your workflow rather than a template you have to bend to fit. Nothing decorative. Everything load-bearing.
What it is Load-bearing
- +A team of AI agents, each owning exactly one job on your operation.
- +Real connectors into the accounting, payroll, and logistics tools you run today.
- +One command dashboard giving you a live view, with a human always in command.
- +Built to your process, deployed in your environment, owned by you.
What it is not Off-limits
- ×Not a chatbot. It executes work. It does not just answer questions.
- ×Not off-the-shelf software you contort your operation to fit.
- ×Not middleware you still have to staff, babysit, and interpret.
- ×Not a rip-and-replace of the systems that already work for you.
Think of the CIS as a back-office crew that never sleeps, plugged directly
into the tools you already run. It does the repetitive work, flags what needs a
human, and reports plainly when the job is done.
How It Works
Your tools in. Your command dashboard out.
Every agent owns one job. The intelligence layer reasons over your data, the system executes the work, and a human approves anything that moves money or leaves the building.
Layer 01
Your Tools
Accounting, payroll, logistics, spreadsheets, email and messaging. Nothing gets ripped out.
QuickBooksADPEmail
→
Layer 02
Connectors
Secure, authenticated links that let the system read and write to your existing tools, both directions.
ReadWriteAudited
→
Layer 03 · Intelligence
Role-Specific Agents
Agents reason over your data inside your own environment. Each owns exactly one job on the operation.
Single-tenantBedrockScoped
→
Layer 04
Command Dashboard
One live view of the floor, the docs, the money, and every action awaiting your approval.
Live viewApprovalsAudit log
The model drives. The system executes. You stay in command.
Money movement & outbound sends never fire on their own
How a Build Goes
From first contact to a live system.
No mystery, no vaporware. A CIS is built in five stages, on your ground, in the open. You see each one land before the next begins.
-
01
Recon
We study how your operation actually moves, tool by tool, stage by stage, before we write a single line.
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02
Connectors
Secure, authenticated links into the tools you already run: QuickBooks, payroll, freight forwarder, email. Nothing gets ripped out.
-
03
Agents
Role-specific units get built, each owning exactly one job on your operation, wired to those connectors.
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04
Command dashboard
One board, one live view. A human approves anything that moves money or leaves the building.
-
05
You're live
The CIS runs the repetitive work, flags what needs a human, and reports plainly. You stay in command.
Step one is a recon. No cost, no obligation.
Start with a recon →
The Board
One board. Every unit reporting.
Every CIS reports into a single board. Each agent owns one job and reports its own status there, and anything that moves money or leaves the building holds for your command. Here is what sits on it, and what it carries once it is shaped to your operation.
-
01
The unit roster
Every role agent you run and the single job it owns. Each one reports its own state on the board: running, cleared, or holding for you.
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02
Your connectors
The systems the board reads and writes: accounting, payroll, dispatch, email, whatever you already run. Nothing gets ripped out to make room for it.
-
03
The command queue
Anything that moves money or leaves the building stops here for a human. Approve it or hold it. Nothing in that class fires on its own.
-
04
The record
A running log of every action taken and every decision made, and a plain morning brief: what moved, what needs you, what is at risk.
Pick the operation closest to yours.
Don't see yours? Click here →
What Convoy runs for
Textiles & Recycling
Units on the board
Wired into
Reported on the board
Same pattern, shaped to your operation. No two boards carry the same units.
A CIS is not a vertical product. It is the same board of role-specific agents, shaped to how your operation actually moves. If it has a workflow, a CIS can be built to run it.
Built for your trade
Every industry gets its own board.
The seven above are broad. Open Industries in the menu and you will find one built for your exact operation — its own agents, its own queue, its own reporting — alongside the workflows and services a CIS would run there. Thirty-one of them, from HVAC and roofing to tax firms, dental practices and freight.
Capabilities
Role-specific agents. Each owns one job.
A convoy advances as one unit because every element knows its lane. Your CIS is the same: discrete agents, each responsible for a single function, coordinated from one dashboard.
Agent 02
Documents
Enters bale and shipment data once, then fills every downstream form and export doc from a single source of truth.
Owns › Export & ops docs
Agent 03
Collections
Tracks receivables across every customer, ages them automatically, and drafts the follow-up for a human to send.
Owns › AR & collections
Agent 04
Floor View
Turns raw counts into a live picture of throughput, grade mix, and margin. No one has to tally it by hand.
Owns › Operations dashboard
Agent 05
Intake
Tracks inbound shipments and orders from first contact to arrival, so nothing sits unowned in a phone thread.
Owns › Orders & inbound
Agent 06
Daily Brief
Reports the state of the operation plainly, every morning: what moved, what needs a decision, what is at risk.
Owns › Command reporting
The waste a CIS is built to eliminate
The friction we map, then engineer out.
Every operation we have studied loses time in the same four places. A CIS is designed to remove each of them, and the recon tells you which ones are actually costing you.
01
Typing the same thing twice
One fact captured on paper, then re-keyed into the order, the invoice and every document downstream. Each retype is a chance to be wrong.
Captured once, at the source
02
Not knowing where you stand
The number that decides today's decision is assembled by hand, so it arrives a week late or not at all, and nobody trusts it when it does.
Current, without a rebuild
03
Follow-up that depends on memory
Money owed, documents outstanding, renewals due. All of it worked when somebody has a spare afternoon, which is never the afternoon it mattered.
Chased on a schedule, not a whim
04
One person holding the system
The schedule, the pricing and the exceptions live in somebody's head. The business cannot grow past them and cannot survive them leaving.
Written down and running
—
One command dashboard
Role-specific agents doing the work, reporting into a single board, with a human always making the call that matters.
How a CIS is builtPatterns, not client figures. We do not publish another company's operational numbers.
Catalog
Units you can add to a CIS.
Every CIS ships with the agents your operation needs on day one. These are the standing units you can bolt on afterwards — each one installs onto a dashboard you already run, starts working the moment it is connected, and bills monthly. Add the one that hurts most, add the next when it earns its place. Every unit below is coming soon. None of them has shipped yet, and we will not pretend otherwise.
Available now
01
The CIS Build
The foundation and command dashboard, plus the workflows your operation actually runs on. Built to your process, deployed in your environment, owned by you.
- Scoped from a recon, fixed by a signed schedule
- Runs on your hardware and your cloud
- Milestone billing, acceptance tested
Quoted per operation after the recon
Request a Recon →
Coming Soon
02
Watchdog
A standing security and uptime unit. It watches every automation in your CIS, catches a failure before it reaches your floor, and locks an account down on an owner-set threshold rather than waiting for someone to notice.
- Owner-set auto-lock threshold
- Monitoring, upkeep and bug correction
- Keeps workflows running as platforms and models change
Subscription pricing to be set
Ask about Watchdog →
Coming Soon
03
Command Staff
Executive-level agents that read across your whole CIS rather than owning one task. Ask what the numbers mean, where margin is leaking, what next month looks like, and get an answer grounded in your own data instead of a general model's guess.
- Reads every connected system, not one silo
- Answers in your operation's own terms
- A human always makes the call
Subscription pricing to be set
Join the list →
Coming Soon
04
Role Units
Single-job agents you can add to a running CIS one at a time: documents, collections, intake, scheduling, payroll, daily brief. Deploy the one that hurts most, add the next when it earns its place.
- One agent, one job, one owner
- Drops into a CIS you already run
- Priced per unit, per month
Subscription pricing to be set
Join the list →
Coming Soon
05
Comms Relay
One inbox for every channel a customer can reach you on: phone, form, email, text, marketplace and portal. Captured, classified, routed and drafted, with a human sending anything that matters.
- Every channel in one queue
- Drafted replies, human approval
- Nothing lost between systems
Subscription pricing to be set
Join the list →
Coming Soon
06
Ledger Watch
Receivables, payables and cash position tracked continuously rather than at month end. Ageing surfaced, follow-up drafted, and the number you actually run the business on kept current.
- Live ageing by customer
- Follow-up staged against terms
- Cash position without a rebuild
Subscription pricing to be set
Join the list →
Coming Soon
07
Docket
Document generation and chasing as a standing unit. Requests issued, arrivals tracked, reminders sent until the file is complete, and every downstream form built from one record instead of retyped.
- Chases until the file is complete
- One record, every form
- Retention and audit trail by default
Subscription pricing to be set
Join the list →
Coming Soon
08
Field Link
The crew-facing half of a CIS. Job details out, notes and photos back, captured at the source so the office is not re-entering what the field already wrote down.
- Capture once, at the source
- Works on the phone they already carry
- Feeds the invoice directly
Subscription pricing to be set
Join the list →
Coming Soon
09
Audit Co-Pilot
Audit and compliance prep as a standing unit. Evidence is collected against each requirement as the work happens rather than reconstructed the week before, exceptions are raised while there is still time to fix them, and the file an auditor asks for is already built when they ask for it.
- Evidence collected as the work happens
- Exceptions raised early, not at audit
- The file is built before they ask
Subscription pricing to be set
Join the list →Units need a board to run on.
Each of these installs onto a CIS. If you do not have one yet, the recon is where it starts — we map your operation, tell you which units would actually earn their place, and quote the build that carries them. If you already have a board, tell us which unit you want first and we will put you at the front of the line.
Connects to
The tools you already use.
A CIS integrates, it does not replace. We wire into the systems your operation already runs on, using credentials you hold and can revoke, read-only wherever reading is all the job needs. If a system has an API we can connect it, and if it does not, a spreadsheet or a regular export is still workable. The recon tells you which yours is.
Recon
We map the systems you actually run and where the data really lives, before anyone writes a line. Some of what you use has a clean API; some of it is a spreadsheet on a shared drive. Both are workable, and the recon says which is which.
Wire
We build the connection into your CIS and deploy it in your environment, with credentials you hold and can revoke. Read-only where reading is all the job needs.
Command
The data lands in one dashboard, agents act on it, and every action is attributable. You approve what matters and the system runs the rest.
Accounting & Finance
QuickBooks
Xero
NetSuite
Sage
Bill.com
Ramp
Brex
Expensify
Gusto
ADP
Paychex
Stripe
Square
PayPal
Braintree
Plaid
Melio
CRM & Sales
Salesforce
HubSpot
Pipedrive
Zoho CRM
Close
Copper
Follow Up Boss
kvCORE
Bullhorn
Keap
GoHighLevel
Attio
Operations & Field
ServiceTitan
Jobber
Housecall Pro
Procore
Buildertrend
AccuLynx
JobNimbus
AppFolio
Buildium
Samsara
McLeod
CompanyCam
D-Tools
Tekmetric
Commerce & Inventory
Shopify
Amazon Seller Central
WooCommerce
BigCommerce
Fishbowl
Odoo
Cin7
ShipStation
Faire
Gorgias
Communication
Gmail
Microsoft 365
Outlook
Slack
Microsoft Teams
Twilio
RingCentral
OpenPhone
Intercom
Zendesk
Front
WhatsApp Business
Documents & Signature
DocuSign
Dropbox Sign
Adobe Acrobat Sign
Google Drive
Dropbox
Box
SharePoint
NetDocuments
PandaDoc
Data & Workspace
Airtable
Notion
Google Sheets
Excel
Smartsheet
Postgres
MySQL
Snowflake
BigQuery
CSV & SFTP feeds
Scheduling & Marketing
Google Calendar
Calendly
Acuity
Meta Ads
Google Ads
Klaviyo
Mailchimp
Google Business Profile
Mixpanel
Practice & Clinical
Athenahealth
eClinicalWorks
Dentrix
Open Dental
Boulevard
Zenoti
Mindbody
Clio
MyCase
CCH Axcess
UltraTax
Karbon
Developer & Infrastructure
AWS
Azure
Google Cloud
GitHub
Jira
Linear
Zapier
Make
Webhooks
Any REST API
115 systems listed · not exhaustive · anything with a REST API or a regular export can be wired in. Ask about yours →
The Difference
We do the recon first.
Off-the-shelf software hands you a template and tells you to bend your operation to fit. We do the opposite. We study how your operation actually moves before we write a single line.
Every workflow, every hand-off, every place work gets re-typed or falls through a phone thread. We map the real thing. Then we build to it, stage by stage. This is not a template.
-
01
Recon
We walk your operation tool by tool, stage by stage, and learn how the work really moves. No assumptions.
-
02
Map
We draw the true flow of your operation and mark every point where a role-specific agent earns its place.
-
03
Build to your process
We build agents around how you already work, not around a product you have to contort your operation to fit.
-
04
You command
The system runs in your environment and reports to one dashboard. You stay in command, and you own it.
Engagement
From zero to live, built on your ground.
A disciplined march, phase by phase. You see the plan before we build, the system runs in your environment, and you own it at the end. Every deployment is bespoke to the operation. This is not a template.
01
Operations Recon
We map your real workflow, tool by tool, stage by stage. No assumptions, no boilerplate.
02
Blueprint & Approval
You see exactly what we will build and how it connects before a single line ships.
03
Deploy in Your Environment
Single-tenant, in your own cloud. Agents come online one job at a time, verified as they land.
04
Command & Handover
You run the operation from one dashboard. The system is yours to own and to grow.
Built in your environment · Owned by you · Human in command
01
Built in your environment
The CIS runs on your infrastructure and your accounts, in your control. Not our servers.
02
Owned by you
Your system, your data, your keys. Convoy sets it up. You own it, and you can remove our access.
03
Human in command
The CIS executes and flags. A person approves anything that moves money or leaves the building. It never runs the operation unsupervised.
04
Your existing stack stays
Connectors sit on top of the tools you already run. Additive, not a rip-and-replace.
Deploy
Start with a recon.
We study your real operation before writing a single line. Tell us how you move, and we will map where a CIS earns its place.
No cost. No obligation. We will tell you if a CIS does not earn its place.
Rather just email us? Click here
Brief received
Thanks, operator. Now pick your time.
Your brief is with us. Grab a 30-minute recon slot below and you will get a confirmation with the meeting link straight away.
Open the booking page → [email protected]