The AI data platform

Everything you need to begin innovating with AI.

AI needs a data foundation that's complete, organized, auditable, and secured. Right now yours is the opposite: siloed, disorganized, un-auditable, unsecured. Pivotly is the one layer that closes that gap.

Salesforce
Slack

What are you building today?

Describe the outcome, Pivotly does the rest.

HubSpot
Microsoft 365
Google Workspace
Find your team

Same platform, tailored to your team.

Sales Soon Operations Soon Finance Soon

Turn bid docs into leveled, source-linked estimates.

Packages out, quotes back, leveled side by side, every line traced to the source PDF. Your estimators get to review instead of retype.

See the Preconstruction view →
Bid leveling One package, quotes leveled Every line traced to the source PDF HVAC sub 1LEVELEDHVAC sub 2SCOPE GAPHVAC sub 3LEVELED
Procore
Bluebeam
Level the HVAC package and trace every line to its source PDF.↑

See and govern every app, workflow, and AI action.

One place to see what's running, who can touch what, and a record of every AI action. Shadow AI stops being a thing you find out about later.

See the IT view →
App & AI Governance 42 apps and agents governed Every action logged and attributable Salesforce syncALLOWEDMarketing AI agentSCOPEDUnknown browser scriptFLAGGED
Microsoft 365
Okta
Microsoft Purview
Show me every AI tool touching customer data, and who approved it.↑

Every quote, PO, and vendor in one comparable view.

Stop chasing numbers across inboxes and portals. Line up what you're paying, to whom, for what, and catch the gaps before you commit.

See the Procurement view →
Vendor & PO comparison $ 6 quotes, one comparable view Same scope, lined up side by side Vendor A quoteCOMPLETEVendor B quote2 GAPSVendor C quoteCOMPLETE
Outlook
Oracle NetSuite
Compare these three sub quotes and flag the missing scope.↑
The math

Three ways to get an AI-ready data foundation.

Build it custom
A team of developers
Time to value~12+ months
What it takesA major capital project
Buy it piecemeal
Four to six apps, stitched together
Time to value~6+ months
What it takesSubscriptions that keep stacking
Pivotly
One AI data platform
For everything you need
Time to value~4 weeks
What it takesA fraction of either
Pivotly Core
Salesforce
Workflow
HubSpot
Custom app
SAP
Slack
Team
Microsoft 365
Built to compound

Everything you connect makes the next build easier.

Connect the systems your teams already run, then build the workflows and apps on top. As you add more, standing up the next one gets quick and cheap, because most of what you need is already in place.

The first build sets up the base. Each one after reuses it, so the next is a fraction of the first.

Governance & control

Built for IT to say yes.

SOC 2 compliant

Enterprise-grade security in your own cloud tenant, backed by SOC 2 controls. Your data stays yours, and it's never used to train AI models.

Governance and control

You decide exactly which data each agent can reach, and whether it can read, edit, or create. Nothing runs that you didn't approve.

Auditable by design

Every action is logged and every value links back to its exact source, so you can always prove who did what, and when.

Trusted foundation

Teams are already building on Pivotly.

Procurement

“Source-linked extraction lets us trust what lands in M-Files without checking every line by hand, and it's freed our team for the work that actually matters.”

Travis W. Ellis, VP of Technology, Skyhawk
Preconstruction
~50%
less time on initial document review
Read the KMSS case study →

Trusted by teams that can't afford to get the data wrong

Get started

See your own data become a foundation you can build on.

We'll walk through your systems and show you what one governed layer would change for your business.

Request a demo →

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