Know your clients. Grow your revenue.
ProVanta brings AI intelligence to every corner of your revenue operation — from client profiles and spending capacity analysis to campaign planning, contract tracking, and invoicing. Built for for-profit teams that need to close more deals and retain more clients with the team they have.
Capture every client, prospect, and company. Run AI enrichment to fill in employment history, affiliations, spending capacity signals, and contact details automatically.
Log transactions, payment plans, and subscriptions across any number of campaigns. AI recommends upsell opportunities, segments your audience, and drafts outreach.
Track invoices and payment confirmations on every transaction, export clean records to QuickBooks or Xero, and let AI analyze your retention cohort, campaign ROI, and contract portfolio health — then tell you exactly what to do next.
Full 360° client profiles with employment history, affiliations, social profiles, contact validation, and AI-powered spending capacity analysis. Individual and company clients.
AI-powered spending capacity profiling draws from company revenue estimates, employee count, purchasing authority, industry benchmarks, and public business data.
Log every sale, project payment, retainer, and milestone payment. Attach to clients, campaigns, and contracts. Generate invoices and track payment confirmation.
Structured multi-installment payment plans with automatic balance tracking, overdue detection, and installment-level transaction linking. Monthly, quarterly, or milestone-based.
Manage recurring revenue with full subscription lifecycle tracking — active, paused, at-risk, cancelled. Renewal dates, failed charge tracking, and notification automation.
Run Growth Drive, Market Expansion, Key Account, and Subscription Renewal campaigns. Track ROI, build AI-powered segments, and run A/B tests across your outreach.
Manage high-value opportunities through a structured pipeline — Identification → Qualification → Engagement → Proposal → Negotiation → Closed. AI-scored probability and value estimates.
Client retention analysis replaces the LYBUNT/SYBUNT model — track who bought last year, who is at risk of churn, and AI predictions on which clients to prioritize for renewal outreach.
Template-based email system with send history, AI-generated subject lines, optimal send time prediction, unsubscribe management, and Mailchimp integration.
Export transactions to QuickBooks Online, Xero, Sage Intacct, or Generic CSV — with configurable GL account mapping and a full export history log.
Bearer-token authenticated REST API with a published OpenAPI spec for reading and writing client, transaction, and contract data, plus signed webhook event delivery — connect ProVanta to your own tools, scripts, and automations.
B2B contract lifecycle from prospect to completion — track contract value, milestones, renewals, and deliverables. AI drafts contract proposals and generates progress reports.
Automatic duplicate client detection with AI-generated merge recommendations — one click reassigns notes, transactions, and payment plans to the authority record and archives the rest.
Add the fields that matter to your business across clients, transactions, campaigns, and contracts. Bring existing data in with a guided CSV upload, preview, and validation step.
ProVanta doesn't bolt AI onto the side — it runs AI through every major workflow so your team always has the insight they need before they need to ask for it.
Every client detail page includes an AI Insights tab that loads churn risk scores, revenue trend analysis, upsell recommendations (min/recommended/max), next best action suggestions, and key strategic insights. Run a full profile enrichment pass to populate structured intelligence tables from public business data and AI research.
AI analyzes your campaign portfolio in real time — predicting completion likelihood, identifying at-risk outreach, suggesting segmentation strategies, and generating multiple subject line variants for each message. A natural language report query lets your team ask any question about revenue data and get a plain-language answer backed by live results.
AI drafts contract proposal sections using your actual scope of work, milestones, and client context. Contract risk analysis flags renewal deadlines and generates a health assessment for your entire active contract portfolio — surfacing which deals are at risk before they become problems.
Subscribe to the Luton Labs platform to activate ProVanta for your business.