Ivan is one of the agents inside your Finance stack. Owns trust & escrow accountant (insurance proceeds + retainage) workflows top-to-bottom, with explicit guardrails and a daily activity report you can audit any time.
Two weeks into your workspace, Ivan writes like you. After 30 days, Ivan routes work the way your best human trust accountant would. After 90 days, half your team has forgotten Ivan is an agent.
Compared to a human trust accountant (typically $138.3+/month all-in), Ivan runs at $5/month with a 99.9% uptime SLA and full audit retention.





