Kiptra is the AI-powered operations layer that sits on top of your existing tech stack. Keep QuickBooks, your CRM, your calendar — we connect them all, pull the data in, and give you one place to run your entire business. Then add Kiptra Envoy: AI agents that replace and supercharge your team.
Kiptra replaces the 10-tool stack you're duct-taping together. One platform, every function, fully connected.
Don't cancel anything. Kiptra plugs into your existing tools — QuickBooks, your CRM, calendar, email, and more — and pulls all the data into one unified ops layer.
Every department operates from Kiptra. Goals are set, SOPs are stored, pipelines are tracked, and your numbers update in real time — no spreadsheets, no silos.
Activate Kiptra Envoy — your custom suite of AI agents. They plug into the platform and start handling the work: bookkeeping, follow-ups, reporting, scheduling, and more.
Kiptra doesn't replace your stack — it connects it. One intelligence layer on top of every tool you already use, so your data flows to one place and your team operates from one screen.
Real-time P&L, job costing, cash flow forecasting, AR/AP, and QuickBooks sync. Know your numbers at every moment.
Full client and prospect management. Pipeline stages, contact history, deal tracking, and follow-up sequences — all in one view.
Team calendars, job scheduling, capacity management, and crew assignments. Everyone knows where to be and when.
Integrated email, internal messaging, and announcement channels. Your team communicates and your clients are managed from the same platform.
Build, store, and deploy standard operating procedures. Create automations without code and trigger them from any event in the platform.
Set company and team goals, track KPIs in real time, and build custom dashboards. Every metric that matters, always visible.
Kiptra Envoy layers on top of the platform. Role-based AI agents that do real work — 24/7, no overtime, no turnover.
Reconciles transactions, codes expenses, and delivers a clean P&L every week. Replaces your part-time bookkeeper at a fraction of the cost.
Runs your entire post-estimate and post-completion sequences. Day 2, 5, and 10 DA follow-ups. Referral asks at 2 and 6 weeks. Never drops a lead.
Auto-generates weekly job cost reports, monthly P&L summaries, and pipeline snapshots. Delivered to your inbox every Monday at 7am.
Pulls historical job cost data to price new work accurately. Flags scope creep in real time and alerts you the moment a job trends below target margin.
Monitors AR aging daily. Sends staged payment reminders, escalates overdue invoices, and keeps your cash flow clean without you chasing anyone.
Manages crew calendars, flags capacity conflicts, and optimizes job sequencing based on crew profitability and location. Your ops lead, automated.
Before Kiptra, I had no idea which jobs were actually making money. I was busy as hell and somehow broke. Now I know my margin on every single job before we even start. It changed everything about how I run my company.
Most business owners are drowning in disconnected software. Kiptra replaces the chaos with one intelligent platform that sees everything, runs automatically, and hands you back your time.
A flat base plus per-seat pricing, with a pooled amount of AI usage included on every plan. Heavier use is billed pay-as-you-go at fair, cost-based rates — no surprise lock-outs.
We'll map your business, assign your agents, and deploy your Kiptra Envoy in days. Limited onboarding slots available.