Kavlo
For Operations

Operations that run on your contracts.

Your team re-keys vendor terms into the ERP, the tracker, and a renewal spreadsheet by hand. Kavlo reads every contract and turns its obligations into the workflows, alerts, and records your operation runs on.

The problem

The terms that govern your operation are the ones no one is reading.

Finance sees the spend, procurement sees the supplier, and the obligations that tie them together stay buried in the contract.

Renewals slip past their notice window, SLAs go unenforced, and spend creeps because the governing terms sit unread in a file share.

What you get

From the contract to the workflow, with the obligation in between.

EXTRACT

Read every vendor agreement into structured data.

Connect your document sources once. Kavlo ingests contracts, SOWs, and service agreements in any format, classifies each one, and pulls payment terms, SLAs, notice periods, and renewal dates into structured fields. Every field carries a confidence score and three metadata layers so your team knows what it is, what it means, and why it was extracted.

  • Ingests PDF, Word, Excel, scanned images, and email attachments
  • Each field scored for confidence, with the source clause linked
  • Infers values such as an end date from a stated term length
app.kavlo.com/contracts
N
Customer
Search anything
A
ContractsContract Details

Managed IT Services Agreement

Active
OverviewDocumentsInvoicesStakeholders

Northbridge Technology Partners

MASTER SERVICES AGREEMENT

MSA-OPS-NBT-2026 · Status: EXECUTED

Agreement NumberMSA-OPS-NBT-2026
Effective Date1 February 2026
Initial Term12 months

Extracted Terms

48/54 fields extracted
Basic Information
8/12

Effective Date

Feb 1, 2026

p.198%

Context: Stated in the term summary on the cover page.

Execution Date

Jan 27, 2026

p.197%

Initial Term

12 months

p.295%

Auto-Renewal

Yes · 60-day notice

p.392%

Context: Renews automatically unless cancelled in the notice window.

Total Contract Value

$420,000

p.589%
OPERATE

Turn obligations into no-code workflows.

Build the operational processes your team runs every week from pre-built templates: vendor onboarding, assessment, offboarding, QBR, and compliance. Every node runs as a manual step, an AI-agent step, or an approval gate, so you decide how much autonomy to grant. Every action lands in a full audit trail.

  • Templates for onboarding, assessment, offboarding, QBR, and compliance
  • Manual, AI-agent, and approval-gated nodes in one pipeline
  • Full audit trail on every step taken
app.kavlo.com/workflows
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Customer
Search anything
A

Workflows

Templates route through Business, Legal, Compliance, and Finance

Vendor onboarding

Northbridge MSA · template routes 4 departments

Awaiting approval

Active workflows

New
WorkflowCurrent stageStatus

Northbridge onboarding

Vendor onboarding

ComplianceActive

Sterling Facilities QBR

Quarterly review

BusinessActive

Apex Staffing offboarding

Vendor offboarding

Finance approvalCompleted
TRACK

Never let a renewal pass without a decision.

Every renewal date, notice date, and auto-renewal clause mapped to one view across all your vendors. Kavlo tracks both the Notice Date and the End Date, so the window to act surfaces before it closes. See what is coming as a list, a calendar, or a Gantt timeline.

  • 30/60/90-day renewal windows with notice and end dates tracked separately
  • Auto-renewal clauses flagged before the notice window closes
  • List, calendar, and timeline views of everything upcoming
app.kavlo.com/renewals
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Customer
Search anything
A

Upcoming Renewals

Monitor contracts approaching renewal dates

Expiring30 DAYS

$0.74M

2 contracts

Expiring60 DAYS

$1.32M

3 contracts

Expiring90 DAYS

$2.18M

5 contracts

Total active

$9.40M

34 contracts

30 days60 days90 days
Nov 2026
End Date
NovDecJan

Managed IT Services

$0.42MAuto-renew
Notice: Oct 1, 2026

Facilities Management

$0.31MManual

Staffing Services

$0.59MManual
MANAGE

See actual spend against contracted terms.

Vendor 360 puts contracted rates next to actual spend, so overruns and rate drift surface as they happen. Kavlo computes prepaid assets and accrued liabilities directly from contract terms, the calculation ERPs do not run on their own, and links each contract to its POs and invoices.

  • Actual spend compared against contracted rates per vendor
  • Prepaid assets and accrued liabilities computed from contract terms
  • Contracts linked to their POs, invoices, and vendor record
app.kavlo.com/vendors
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Customer
Search anything
A
VendorsNorthbridge Technology Partners

Northbridge Technology Partners

northbridgetech.com
Risk 21 · LowActive
OverviewContractsSpendCompliance
Contracts

3

all active

Annual spend

$0.42M

across 3 agreements

Next renewal

28d

Managed IT Services

Compliance

OK

SOC 2 · DPA

Active Contracts

Auto-updated · 2h ago

Managed IT Services Agreement

Signed·Annual
$0.42MNov 30, 2026

Data Processing Addendum

Signed·Annual
$0Nov 30, 2026

Support & SLA Schedule

Signed·Annual
$84KMar 31, 2027
Kavlo contract-driven operations across vendors, renewals, and spend

In practice

How a Head of Operations at a professional services firm uses Kavlo.

The firm manages dozens of active vendor relationships across IT, facilities, staffing, and professional services. Every new agreement means someone on the ops team reads it, types the payment terms into the ERP, the SLAs into a tracker, and the renewal dates into a spreadsheet. The work is slow, it varies by whoever does it, and the governing terms are effectively invisible the moment they are filed.

They connect SharePoint and Google Drive to Kavlo, and the vendor contracts are read and structured in place. Extraction surfaces the same service bought from two vendors at rates that vary noticeably, several auto-renewals landing inside the same quarter, and notice windows that were about to lapse unnoticed. Vendor 360 shows actual spend running ahead of contracted rates on more than one agreement.

Those findings become live operations. Renewal windows now alert on both notice and end dates, onboarding runs from a workflow template the whole team shares, and the team stops maintaining the master spreadsheet because the record maintains itself. The ops team moves from re-keying terms to negotiating them.

app.kavlo.com/contracts
N
Customer
Search anything
A
ContractsContract Details

Managed IT Services Agreement

Active
OverviewDocumentsInvoicesStakeholders

Northbridge Technology Partners

MASTER SERVICES AGREEMENT

MSA-OPS-NBT-2026 · Status: EXECUTED

Agreement NumberMSA-OPS-NBT-2026
Effective Date1 February 2026
Initial Term12 months

Extracted Terms

48/54 fields extracted
Basic Information
8/12

Effective Date

Feb 1, 2026

p.198%

Context: Stated in the term summary on the cover page.

Execution Date

Jan 27, 2026

p.197%

Initial Term

12 months

p.295%

Auto-Renewal

Yes · 60-day notice

p.392%

Context: Renews automatically unless cancelled in the notice window.

Total Contract Value

$420,000

p.589%

This is a representative scenario based on Kavlo's capabilities.

Before / after

What changes in the operations function.

Contract data entry

Ops re-keys every term into the ERP, vendor tracker, and spreadsheet
Terms extracted on upload, linked to the vendor and contract record

Renewal management

Notice windows tracked by memory and a shared sheet, often found too late
30/60/90-day windows with notice and end dates tracked separately

Vendor onboarding

A manual checklist that takes days and varies by who runs it
A repeatable workflow that fires from the signed agreement

SLA and obligation tracking

Obligations sit unread in the contract until something breaks
Performance terms extracted and surfaced as trackable obligations

Spend visibility

Finance sees invoices, no one checks them against contracted rates
Actual spend compared to contracted terms in Vendor 360

Status and reporting

Weekly roll-ups stitched together from email threads and trackers
Live contract, vendor, and renewal data on demand

Integrations

Connects to the systems your operation already runs on.

SharePointSharePoint
Google DriveGoogle Drive
BoxBox
GmailGmail
OutlookOutlook
OktaOkta
SAPSAP
Oracle NetSuiteOracle NetSuite
QuickBooksQuickBooks
SlackSlack
Microsoft TeamsMicrosoft Teams
ClaudeClaude

Security

Enterprise-grade security. Your data stays yours.

Built for organizations that take data governance seriously. Your contracts never leave your control.

Private Cloud Deployment

Enterprise-grade infrastructure. Your data never touches shared environments.

Data Sovereignty

Your contracts, your data, your terms. No model training on your documents.

SOC 2 Compliance

SOC 2 Type II certification in progress. Security and availability controls at every layer.

Full Audit Trail

Every extraction, every workflow action, every approval tracked and exportable.

Frequently asked questions.

Most teams are live within weeks. You connect your document sources, Kavlo ingests and extracts your contracts, and you build workflows from pre-built templates for onboarding, QBR, compliance, and renewals. There is no migration project: your documents stay where they live and Kavlo reads them in place.

Kavlo returns high-confidence extraction with a confidence score on every field and the source clause linked, so your team knows exactly what to verify. Each field also carries three metadata layers: what it is, a plain-language summary, and why it was extracted. Low-confidence fields are easy to spot and correct.

Yes. Every workflow node is configured as a manual step, an AI-agent step, or an approval gate, so critical decisions surface for human review before anything executes. Every action is recorded in a full audit trail. You decide how much autonomy to grant at each step.

Kavlo connects to 25+ systems, including SharePoint, Google Drive, Box, Gmail, Outlook, SAP, Oracle NetSuite, QuickBooks, Okta, Slack, Microsoft Teams, and Claude. It is MCP-native, so your team can ask Kavlo questions from Slack, Teams, or Claude and get structured answers without a new dashboard to learn.

Your data runs in a private cloud with full multi-tenant data isolation, and your documents are never used to train any model. SOC 2 Type II certification is in progress. Document connections use standard OAuth or API key authentication, so there are no agents to install or on-prem infrastructure to stand up.

Run Kavlo on your own vendor base.

Connect a document source you already use and see the renewals, rate drift, and obligations Kavlo surfaces from your live contracts.