
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.


What are you building today?
Describe the outcome, Pivotly does the rest.
Nice. Where should we send it?
You're in.
Thanks. We'll reach out shortly to set up your working session.



Which one is your week?
Your best information is stuck in PDFs, inboxes, and the heads of people who could leave next quarter. Nobody can get to it, so nobody can build on it.
Your systems don't talk, and when they do they don't agree, so every answer means checking three places and hoping they match.
The thing your business runs on is a spreadsheet or an app one person built by hand. It works right up until they're out or it breaks.
There's AI running in your business right now that you can't see, secure, or prove anything about. You own that risk whether you approved it or not.
Same platform, tailored to your team.
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 →


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 →



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 →


Compare these three sub quotes and flag the missing scope.↑Three ways to get an AI-ready data foundation.





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














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 →
