Email, approvals, invoices, tasks, shipments, vendors, customers — everything your team touches, unified into one screen. Built for operators who manage multiple companies and are done switching between a dozen tools.
Everything in one place
Your CRM, shared inbox, invoice tracker, task manager, and forwarding rules — scattered across five subscriptions. Levi's Desk brings them together, linked to the things your business actually cares about: vendors, customers, purchase orders, payments, shipments, and people.
Every email account your business uses — in one view. Smart classification sorts what needs you, what's informational, and what's a payment due.
Invoices, purchase orders, forwards — route to the right person, track status, see the full history. No more email chains for sign-offs.
See what's owed, what's overdue, and who sent it — across every entity. Extracted automatically from your email and linked to the right vendor.
Team email accounts with assignment, internal notes, and collision detection. See who's handling what. No more duplicate replies.
Action items pulled from conversations. Promises you made to customers and vendors, tracked with deadlines and linked back to the source.
"Did we pay that invoice?" "What did we promise the customer?" Ask in plain language, get an answer with a link to the source.
Replaces your stack
Levi's Desk replaces the scattered software you're paying for and gives you something none of them can: everything linked together. Your accounting software stays — this is the operating layer that connects it all.
Shared inbox tool
Assignment, notes, collision detection
CRM
Customer history, contacts, pipeline
Invoice approval tool
Three-way match, routing, audit trail
Task manager
Pulled from conversations, linked to entities
“Your accounting software stays. This is the operating layer that connects everything around it.”
How it works
Levi's Desk plugs into the software you already use — your email, your accounting, your bank. It pulls everything into one place, structures it, links it together, and makes it searchable.
Link your email accounts, accounting software, and bank in minutes. Secure authentication — no passwords stored. Add more sources over time.
Emails are classified. Invoices, PO numbers, tracking info, and commitments are extracted. Vendors and customers are recognized and linked.
One tap to fix a misclassification or a wrong vendor match. The system remembers and gets better with every correction your team makes.
Open it in the morning and know exactly what needs your attention — across every company, every account, every channel. No more switching between tools.
Built for
If you manage multiple entities — separate books, separate email accounts, separate vendors — and you're tired of scattered tools that don't talk to each other, this is built for you.
What a typical day looks like:
Levi's Desk is currently in early access for select businesses. If this sounds like what you've been looking for, we'd love to hear from you.