Finance Portal CRM

Manage every client engagement behind one secure login.

Telvra keeps each company’s workspaces siloed, automates document workflows, and plugs into the tools your team already trusts.

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  • Retainer renewal Acme Manufacturing
    $8,750
  • 1099 filing pack Northwind Logistics
    $1,980
  • Payroll audit Greenbriar Foods
    $3,540

Connected with the tools your finance teams rely on

Pipedrive Dropbox Google Workspace Stripe DocuSign

Why Telvra

Purpose-built for finance operations

Tenant isolation

Each company’s data stays inside its own encrypted workspace, enforced end-to-end with Firebase Auth + Firestore rules.

15-day free trial

Spin up a workspace in seconds, invite collaborators, and connect integrations before moving to a paid plan.

Pipedrive + Dropbox

Admins can plug in their own API keys to sync deals, files, and approvals without sharing credentials across tenants.

Secure document portal

Collect uploads, generate PDFs, and surface audit logs for every action—fully auditable for finance teams.

Workflow automations

Trigger reminders, payment notifications, and data syncs using the FastAPI automation engine.

AI assistance

Layer Telvra’s internal tooling with AI-assisted summaries and chatbots powered by the same auth controls.

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Start in under three minutes

No credit card required · 15-day trial · Cancel anytime