iVee
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§ 00Volume I · The Advisor's Dossier

Stop losingrevenue torelationship drift.

iVee is a voice-first intelligence agent for professional services firms. It listens across every channel, profiles every stakeholder, and briefs you by voice fifteen minutes before every meeting — automatically.

Begin readingor see how it works
Morning Dossier
Good morning, Anand.
Ask iVee
47
Stakeholders
06
Alerts
183
Signals · 24h
Priya Sharma · cooling
23 days silent · Mehta Exports
Act →
Arun Mehta · 3:00 PM
Q4 audit · GST · director loan
— “Who is Arun meeting today?” —
Published by advisors. For advisors.
§ 01By the numbers
15min
briefing lead time
<3sec
voice round-trip
04types
memory: episodic · semantic · commitment · behavioural
'25DPDP
data-privacy compliant
Monitors
Gmail
WhatsApp
Calendar
·
CRM sync
SalesforceHubSpotZohoDynamics 365LeadSquared& ten more
§ 02The Dossier

Your entire relationship stack. In one agent.

Built specifically for professional services. Every feature maps to a real revenue or relationship-risk scenario — not a demo.

01

Voice briefings— fifteen minutes early

A calm, spoken briefing lands in your ears before you walk into the room. Context. Recent signals. Emotional flags. Hands on the wheel.

02

Stakeholder memory— that actually remembers

Episodic, semantic, behavioural, commitment — four memory types, woven continuously from every channel your client touches.

03

Drift detection— before the cooling

Silence in the inbox. Unreplied WhatsApp. Overdue commitments. iVee sees the pattern before the client makes the call you never wanted.

04

Draft rewriting— with a score attached

Every reply rewritten to match their style. Authority, urgency, and clarity measured before you press send.

05

Firm intelligence— across every RM

One dashboard. Every relationship. Which engagements are cooling, which RMs are drifting, which revenue is quietly walking out.

06

CRM native— no migration theatre

Salesforce. HubSpot. Zoho. Dynamics. LeadSquared. Freshsales. Gmail. Calendar. WhatsApp. Connected. Flowing. Already working.

07

DPDP 2025— compliant by design

Namespace-isolated by default. Personal and firm data never cross. Erasure requests processed automatically. SOC 2 Type II.

08

Multi-tier autonomy— on your terms

Observe. Suggest. Act-with-approval. Act-autonomously. Move one tier at a time. Every decision has a paper trail.

§ 03The Method

Your morning, reimagined.

iVee replaces your pre-meeting email scramble with a calm, confident spoken briefing. Here is how the hour before your meeting changes.

i.

Connect in two minutes.

Gmail, Calendar, WhatsApp, and your CRM connect instantly. iVee starts building profiles from day one — no migration, no manual entry.

ii.

iVee listens, continuously.

Every email, meeting note, and message flows in. Profiles deepen automatically. Four memory types weave themselves quietly underneath.

iii.

You get briefed. By voice.

"Priya is stressed about the merger. Her son just graduated. She responds best to reassurance before decisions." Spoken. Hands-free. Fifteen minutes early.

§ 04Integrations

Works with every tool your firm already uses.

iVee is CRM-native. Signals flow in from Salesforce, HubSpot, Zoho, Dynamics 365 — and ten more. Gmail, WhatsApp, Calendar are always connected. The ORIS Ecosystem — BillFlow, ThynkTax, ProposalPanda — talks automatically.

See the full catalogue
☁️Salesforce— Full sync
🟠HubSpot— Deal-aware
🔵LeadSquared— India-first
🔷Dynamics 365— Enterprise
🟣Zoho— Ecosystem
📧Gmail— Always on
💬WhatsApp— WABA
🐼ProposalPanda— ORIS
🧾BillFlow— ORIS
§ 05Dispatches from the field
“
We stopped three at-risk client relationships in the first month. iVee flagged the cooling before any of us noticed.
Anand Krishnamurthy
Managing Partner — AK & Associates
“
My briefings used to take twenty minutes of scrambling before a meeting. Now iVee speaks them to me on the way in.
Priya Venkatesh
Senior Advisor — Venkatesh Family Office
§ 06Subscriptions

Simple, transparent pricing.

Thirty days free. No card required.

Starter

— For individual advisors and CAs.

₹0/mo
  • §1 RM
  • §Core signal intelligence
  • §Gmail + Google Calendar signals
  • §Episodic + commitment memory
  • §TIER_1 autonomy (suggestions only)
  • §DPDP erasure on request
Start for free

Pro

Most chosen

— For CA firms and advisory practices.

₹14,999/mo
  • §Up to 10 RMs
  • §Full AI pipeline
  • §Voice briefings
  • §All integrations
  • §Full memory system (all 4 types)
  • §TIER_2 autonomous actions
  • §CRM integrations (Salesforce, HubSpot…)
  • §Priority support + onboarding
Start Pro Trial

Enterprise

— Unlimited RMs, custom autonomy, dedicated onboarding.

₹99,999/mo
  • §Unlimited RMs
  • §Custom autonomy configuration
  • §ORIS Ecosystem deep sync
  • §Dedicated onboarding + SLA
  • §On-premise deployment option
  • §24/7 support
Talk to Sales
§ viiColophon

Your clients deserve an advisor who already knows everything.

Start free. Connect Gmail in two minutes. iVee will have your first briefing ready before your next meeting.

Start the subscription or book a private demo