Financial clarity
See your whole financial position without opening a spreadsheet.
Live dashboards, monthly reports, and narrated video walkthroughs of your numbers. You get real-time oversight of your cash, so decisions run on data instead of gut.
Palvo
Financial clarity + AI automation
Financial clarity and AI automation for businesses that want control.
Not more dashboards you'll never open. We give you real oversight of your numbers, then automate the work behind them.
Financial clarity · Real automations in production · Built for SMBs
Services
We build the systems. The systems run the business. Your people run the systems.
AI opportunity audit
Find out where AI actually pays off in your business.
We map your workflows, audit your software, and catalog the repetitive work. You get a prioritized plan, highest-ROI automation first.
Operations & admin
Stop paying people to do what software should.
We automate the repetitive internal processes your team does by hand and connect the parts of your business that don't talk to each other. That's hours back every week, and fewer errors.
Growth
A pipeline that fills itself.
Lead sourcing, social campaigns on a schedule, competitor analysis: steady outreach and content that compounds while you run the business.
In practice
If your team does it every week, it's a candidate.
- Monthly reporting
- Invoice chasing
- Crew & field report review
- Lead follow-up
- Quote & estimate drafts
- Data entry between systems
- Email triage
- Receipt & expense sorting
- Competitor monitoring
- Scheduling & dispatch
- Document processing
- Social posting on schedule
Some of these take an afternoon to automate. Others take a build. The Diagnostic tells you which is which.
Proof
What we did for our most recent client.
An SMB with an office team and a crew in the field:
- Monthly reporting went from hours → minutes. Month-end used to be an afternoon of spreadsheet archaeology — now it runs itself.
- The owner watches a short narrated video of the numbers instead of decoding a spreadsheet.
- Daily field reports are read and graded automatically before the office opens — no more skimming crew updates one by one.
- Office and field run in one system, so nothing falls between a spreadsheet and a text message.
Hours → minutes
Monthly reporting, before → after
Before
Month-end meant an afternoon in spreadsheets. Crew reports piled up in a feed nobody had time to read. The office knew where the money went weeks after it mattered.
The build
A live dashboard over the company's existing systems, a narrated monthly video of the numbers, and an automated reader that grades every field report overnight. Built in stages — each one approved before the next started.
After
The owner opens one screen instead of five spreadsheets. Reporting that took hours runs in minutes. Field reports are reviewed before the office opens.
Systems delivered
- Live cash & job dashboard
- Narrated monthly video report
- Automated field-report grading
- Office and field in one system
Every system was tested end to end and handed over documented. The owner runs it — not us.
Your data
Straight answers about where your data goes.
Local by default
Financial records and source files are processed on infrastructure you approve. Photos and documents don't leave your systems unless you say so.
AI, disclosed in writing
When a workflow needs an AI model, text runs through Anthropic's Claude — a provider that doesn't train on your data. Before anything is built, you get in writing exactly which data touches a model and which never does.
Read-only until you say otherwise
We connect to your tools with the minimum access the job needs — read-only by default. Handled in line with Canadian privacy law (PIPEDA).
The fine print, in plain language: our privacy policy.
The Business Diagnostic
One meeting. A prioritized map of where AI pays off in your business.
- We review your business end to end
- Map your workflows and bottlenecks
- Audit the software you already pay for
- Catalog every repetitive task
- You leave with a ranked plan, highest-ROI automation first
What you leave with
A ranked map of where automation pays off.
Not a slide deck — a working document. Every repetitive task we found, what it costs you in hours, and the order we'd automate them in. Yours to keep, whoever builds it.
Process
Pinpoint the weakness. Engineer the system. Own the outcome.
01Diagnostic
02Proposal
03Build
The Diagnostic — $175 CAD.
We find where automation pays off in your business.
The proposal.
A scoped plan with a set price: exactly what we'd build, what it does for you, and what it costs. Nothing starts until you sign off.
The build.
We build exactly what you approved, test it end to end, and hand it over documented.
About
About Palvo.
Palvo is founder-run: one finance-trained builder, no handoffs. Most AI consultants can automate a workflow. Almost none can also read your financials. Palvo exists for owners who want both: real oversight of the numbers, and systems that do the repetitive work behind them.
FAQ
Questions owners actually ask.
What does a build cost?
Every build is priced in the proposal: a set price for an exactly-scoped system, agreed before work starts. No hourly billing, no open-ended retainers. The $175 Diagnostic is the only thing you pay for before knowing the full number.
How long does a build take?
Every proposal includes a timeline. Most first builds ship within 2–4 weeks of sign-off — built in stages, so you see working pieces early instead of waiting for a big reveal.
What happens to our data?
It's processed on infrastructure you approve, with the minimum access the job needs — read-only by default. Before anything is built, you get in writing exactly which data touches an AI model and which never does. The Your Data section above has the details.
What if the Diagnostic finds nothing worth automating?
Then we tell you that, and you keep the full report. We only propose a build where the return is obvious — a proposal you don't sign costs us more than honesty does.
Do we have to replace our existing software?
No. We build around the tools you already pay for and connect the ones that don't talk to each other. Replacing software is a last resort, not a default.
What happens after handoff?
Every system is tested end to end and handed over documented: what it does, how it runs, and what to check if something looks off. You own it — you're not renting an automation from us.
We're a small team. Is this for us?
That's exactly who it's for. Automation used to pay off only at enterprise scale — that changed. If repetitive admin eats hours of your week, the Diagnostic will find where the return is.
What if I need to cancel a Diagnostic?
Full refund with 24 hours' notice, and one free reschedule if the day gets away from you. A no-show without notice forfeits the fee.
Find out what your business shouldn't be doing by hand.
Not ready? Email us today at hello@palvo.ai.