Every client. One collaborative platform.

Gotavi is the all-in-one platform to manage multiple client businesses with less complexity. Centralize operations, automate compliance, and deliver exceptional service to your clients.

Start Managing Smarter
Centralized Dashboard
Manage all clients from one place
Automated Workflows
Reduce manual data entry
Reduced Admin Time
Focus on high-value work
Unified Client View
See everything at a glance
New Revenue Streams
Offer more services
The Problem

Managing multiple businesses creates complexity

Spreadsheets, scattered logins, missed deadlines, and repetitive tasks create risk for you and your clients

  • Disjointed tools and data silos
  • Hard to track compliance across entries
  • Time-consuming manual work
  • Inconsistent client experience
  • Limited visibility and reporting
Gotavi
The Solution

One platform to run every business—yours and theirs.

Gotavi gives you the centralized control, automation, and visibility you need to deliver exceptional service at scale

  • All-in-one platform for every business
  • Standardized processes and templates
  • Automated reminders and compliance tracking
  • Real-time visibility and reporting
  • Scale your services and revenue

Everything you need to manage more businesses

Tools to help you manage, grow, and better support your clients' businesses.

Client and business management
Organize all your clients and businesses in one centralized workspace
Entity setup at scale
Launch and manage multiple businesses faster with guided workflows and tempaltes
Compliance automation
Track filings, deadlines, and requirements across all entities automatically.
Insurance Oversight
Compare, manage, and renew policies for all your clients in one place
Payments and billing
Manage payments, fees, and billing for your clients with ease

A smarter way to manage more

Streamlined steps to help you deliver more value in less time

See it in action

  1. Set up your workspace

    Customize your workspace, team, and templates to fit your process

  2. Add your clients and businesses

    Invite clients and onboard businesses using guided workflows

  3. Manage, automate, and scale

    Track everything, automate tasks, and deliver exceptional results at scale

Recommended package for your business

Simple transparent pricing that grows with you.

Guided Package

Step-by-step guidance

  • Business Compliance Monitoring
  • Payments & Invoicing Tools
  • Visibility & Business Discovery Tools
  • Multi-Service Business Management
  • Client Intake & Workflow Support
  • Team Collaboration Features
  • Insurance & Protection Resources
  • Growth Insights Dashboard
  • Priority Support
Scale Your Business

Scale Fast Package

Everything you need to move quick

  • Quick Client Onboarding
  • Bulk Tools & Actions
  • Automation & Smart Workflows
  • Centralized Client Dashboard
  • Real-time Alerts & Notifications
  • Advanced Integrations
  • Reports & Insights
  • Payments & Invoicing tools
  • Priority Support
Scale With Speed