Convey
by Convey
Digital teammates that own back-office operations, trained by screen-share not code
Convey is an enterprise platform for building AI digital teammates — autonomous workers that take ownership of recurring back-office processes such as invoice processing, reconciliation and campaign reporting. Non-technical operations staff train them by sharing their screen and walking through the workflow, with no engineering involvement, and each teammate runs inside the company's existing identity, permission and audit boundaries.
Convey is an enterprise automation platform that lets non-technical operators build and run what the company calls digital teammates: AI workers that take ownership of a whole category of back-office work rather than a single task. Onboarding deliberately mirrors hiring — an operator shares their screen or walks through a process, answers clarifying questions, and the teammate learns the workflow, typically across a roughly three-hour guided session per teammate. The technical differentiator is that Convey does not re-run a fresh prompt loop on every execution. According to lead investor Andreessen Horowitz, the platform compiles the learned pattern into versioned, testable programs that then run deterministically across hundreds of thousands of production runs, escalating to a human only when something genuinely unexpected appears rather than improvising an answer. Teammates operate inside existing enterprise identity and security boundaries: each has its own identity, alias and role-based permissions configured with IT, and the platform connects to more than fifteen business systems including Salesforce, NetSuite, Workday, Outlook, Teams and Campaign Manager, as well as legacy tools that expose no API at all. Typical workloads are invoice processing, financial reconciliation, campaign reporting, advertising asset ingestion and email triage. Convey says it has executed over one million hours of production work since Q3 2025 for customers including NBCUniversal, Samsara, Unity, Faire, ChargePoint, TelevisaUnivision and Savoya. It raised a $38 million Series A led by Andreessen Horowitz in June 2026 with Khosla Ventures and Pear VC participating, and is SOC 2 Type II certified and HIPAA compliant, with zero data retention at its underlying model providers.
The VP of business operations or shared services at a large enterprise whose best people spend hours a day on invoice processing, reconciliation and reporting, and who cannot get engineering time to automate any of it.
Operations staff automate whole processes themselves by demonstrating them once, and the result runs as a governed, versioned program rather than an unpredictable prompt loop.
At a Glance
- Category
- AI Agents & Orchestration
- Pricing
- Contact for pricing, Usage-based
- Target Market
- VPs of Operations, CFOs, CIOs, Shared Services Leaders, Finance Operations Managers
- Deployment
- Cloud-only
- Customers
- Named customers include NBCUniversal, Samsara, Unity, Faire, ChargePoint, TelevisaUnivision, Savoya, Ewing Outdoor Supply and Northwest Meat Company; 1M+ hours of production work executed since Q3 2025
Key Features
- ✓Screen-share onboarding
Operators teach a teammate by walking through the process on screen, so no engineering ticket is required to automate a workflow.
- ✓Compiled, versioned workflows
Learned patterns compile into versioned, testable programs instead of a fresh prompt loop, making repeat runs predictable and auditable.
- ✓Per-agent identity and RBAC
Every teammate gets its own identity, alias and role-based permissions configured with IT, so access is governed like a real hire.
- ✓Human escalation on the unexpected
Teammates escalate to a named person when input falls outside what they learned, instead of improvising and silently failing.
- ✓15+ enterprise system connectors
Native connections to Salesforce, NetSuite, Workday, Outlook and Teams, plus legacy applications that expose no API.
- ✓Zero data retention with model providers
Prompts and data are not retained by the underlying model vendors, which removes a common blocker in enterprise security review.
Capabilities
Use Cases
- •Invoice processing
A teammate ingests supplier invoices, matches them against records and posts them, replacing hundreds of manual hours at Faire.
- •Financial reconciliation
Reconciling transactions across NetSuite and banking systems nightly so finance staff review exceptions rather than rekeying every line.
- •Campaign and ad-asset operations
One streaming customer freed over 23,000 hours a year of reporting and advertising asset ingestion work.
- •Email triage and summarisation
Shared operations inboxes are triaged, summarised and routed automatically so requests stop queueing behind one coordinator.
- •Back-office margin recovery
Savoya reported a 40% year-over-year EBITDA increase after moving repetitive operational workflows onto Convey teammates.
Ideal For
Best For
- ✓Enterprise operations teams automating high-volume back-office processes without engineering headcount
- ✓Finance teams buried in invoice processing, reconciliation and exception handling
- ✓Media and advertising operations with repetitive reporting and asset-ingestion workloads
- ✓Companies that need automation to run inside existing SSO, RBAC and audit boundaries rather than around them
- ✓Organisations with legacy systems that expose no API and resist conventional integration
Not Ideal For
- ✗Individuals, founders and small operations teams — Convey is sales-led, enterprise-priced and has no self-serve sign-up at all
- ✗Buyers who need to compare list pricing before a sales call, since nothing is published
- ✗Teams wanting a personal inbox and calendar assistant rather than ownership of back-office processes
- ✗Anyone needing value in days: each teammate takes roughly three hours of guided onboarding, with broad automation quoted at around day 30
Deployment
Market & Ratings
Named customers include NBCUniversal, Samsara, Unity, Faire, ChargePoint, TelevisaUnivision, Savoya, Ewing Outdoor Supply and Northwest Meat Company; 1M+ hours of production work executed since Q3 2025
Market Analysis
Pros
- ✓Compiled, versioned execution is far more predictable than re-prompting a model on every run, and is testable before it ships
- ✓Named blue-chip references (NBCUniversal, Samsara, Unity, Faire, ChargePoint, TelevisaUnivision) with published hour savings
- ✓SOC 2 Type II, HIPAA, SSO, per-agent identity and zero model-provider retention arrive as defaults rather than enterprise upsells
- ✓Non-technical operators can build automations that previously needed an engineering team, which removes the usual queue for engineering time
- ✓Connects to legacy systems with no API, which is where most back-office automation projects actually stall
Cons
- ✗No public pricing and no self-serve trial, so every evaluation goes through enterprise sales and procurement
- ✗Roughly three hours of guided onboarding per teammate, plus a rollout the vendor itself quotes at around 30 days before automation is broad
- ✗Effectively no independent review base: the company is only a year or two old with no G2, Capterra or TrustRadius ratings and no Hacker News discussion
- ✗Explicitly built for large enterprises and a poor fit for SMBs, individuals or small operations teams
- ✗The headline ROI figures (23,000 hours, 40% EBITDA increase, 1M+ hours) all come from the vendor or its lead investor, not from independent measurement
- ✗Founding year is reported inconsistently across sources (2024 in some, 2025 in others), which is a small but real sign of how thin the independent record still is
Pricing
Enterprise
Contact for pricing
- ✓Custom usage-based contract
- ✓Guided onboarding per teammate
- ✓15+ system integrations
- ✓Role-based access control and agent identities
- ✓SOC 2 Type II and HIPAA
No public pricing and no self-serve sign-up: Convey is sales-led with custom usage-based enterprise contracts, and onboarding runs roughly three hours of guided setup per teammate, with the vendor's own timeline putting broad departmental automation at around day 30.
Security & Compliance
Sources
This page was written from 5 sources, 4 on domains other than convey.dev.
Stay Ahead of the Curve
Weekly enterprise AI insights for technology leaders. No spam, no vendor pitches—unsubscribe anytime.
SubscribeRelated Products
Dify
Open-source platform for building production agentic workflows, RAG pipelines and LLM apps on cloud, VPC or self-hosted infrastructure
Mistral Vibe
Mistral's unified enterprise agent platform for work and code, deployable on-premises with EU data residency
Boomi Agent Control Plane
Governance, connectivity and cost control for every AI agent in the enterprise
Ema
Universal AI Employees that finish HR, IT and finance work end to end