Entravia

What Entravia does

Entravia is a B2B software platform that automates the intake and quote-preparation phase of Professional Employer Organization (PEO) sales workflows. The company's core product ingests the typical PEO submission bundle — payroll exports, employee census files, workers' compensation loss runs, benefits summaries, and experience modification worksheets — and applies AI to parse, normalize, and package these into a single structured, quote-ready submission that can be sent in parallel to multiple PEOs. The platform is delivered as a white-label secure client portal (HIPAA- and SOC 2-oriented architecture, AES-256 encryption, role-based access, audit logging) and targets three buyer types: PEO providers (deploying the portal under their own brand to their sales floors and partner brokers), benefits brokers (accessing the system free of charge via a PEO General Agency model), and referral partners such as accountants, fractional CFOs, payroll resellers, HR consultants, and VC/PE platform teams. Underlying technology includes ML models trained on thousands of PEO-specific documents and human-in-the-loop verification, with disclosed accuracy and throughput claims of 99% data accuracy, 80% time saved on data entry, and 10x faster document processing.

The company monetizes through three parallel streams: (1) white-label SaaS subscriptions or per-placement fees paid by PEOs deploying the platform under their own brand, (2) PEO General Agency compensation earned on broker-submitted business that is placed with a PEO (with revenue share passed back to the producing broker), and (3) monthly revenue share paid to referral partners for the lifetime of placed accounts. Brokers and referral partners use the platform with no setup, platform, or per-submission fees. Entravia was founded in 2025–2026 by Kasey Devine (former PEO salesperson) and John Taylor (Engineering Lead), is incorporated in Delaware as Entravia, Inc., and is headquartered in Edina, Minnesota, with stated coverage across all 50 U.S. states.

As of the available data, Entravia has raised approximately $3.15M in venture funding — a $550K pre-seed round in February 2026 led by M25 with participation from Cambrian Ventures, followed by a ~$2.6M round recorded on June 8, 2026. The company has 1–10 employees, holds the registered Entravia® trademark, is an associate member of NAPEO, PACE PEO, and the PEO Brokers Collective, and was recognized as the Best PEO Shopping Platform in the U.S. at the Evergreen Awards 2026 and as a Minnesota Cup 2026 Semifinalist.

Name

Entravia

Legal name

Entravia, Inc.

Website

https://entravia.co

Company type

Private

Founded year

2026

Operating status

Operating

Headcount range

1–10 employees

Short description

Entravia is an AI-powered sales workflow platform that automates document intake and quote-ready submission generation for Professional Employer Organizations, benefits brokers, and small-to-mid-sized employers across all 50 U.S. states.

Ownership category

akta.pro rank

Product category

PEO Sales Workflow Software

NAICS

Professional Employer Organizations (561330)

SIC

Services-Employment Agencies (7361)

akta.pro primary industry

Professional Employer Organization (PEO) / Co-Employment Services (BPACAHAB)

akta.pro secondary industries

Agent of Record (AOR) for Staffing & Payrolling (BPACAHAF), Onboarding, Offboarding & Employee Lifecycle Administration (BPACAHAL)

Keywords

• PEO sales workflow
• Broker intake automation
• AI document processing
• White-label HR SaaS
• PEO general agency

Headquarters

HQ city

Edina

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. PEO General Agency Revenue Share: Entravia operates as a PEO General Agency. The company is compensated by PEOs on placed business. Brokers use the platform free of charge and retain their standard PEO commission plus GA revenue share on placed business. Referral partners earn revenue share paid monthly for the life of the account. No platform fees, no per-submission fees, no setup fees for brokers or referral partners.
2. White-Label SaaS for PEOs: PEOs deploy Entravia as white-label intake software under their own brand — used by their sales reps and any partner brokers they extend it to. Revenue appears to flow from PEO subscriptions or per-placement fees, with Entravia handling the underwriting-ready handoff.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Entravia operates a white-label SaaS platform and PEO General Agency that automates document collection, AI-powered data structuring, and parallel quote distribution for PEO (Professional Employer Organization) sales workflows. The platform enables PEOs and brokers to collect employer data once through an encrypted intake, normalize it into quote-ready submissions, and distribute to multiple PEOs simultaneously. Entravia also runs a free broker General Agency and a revenue-share referral partner program covering accountants, fractional CFOs, HR consultants, and VC/PE platform teams.

Product overview

Entravia is a unified PEO sales workflow platform serving PEO providers, brokers, and employers. The core platform consists of a white-label Secure Client Portal for branded intake, an AI Data Structuring engine for document parsing and normalization, and a Quote-Ready Submissions module for complete underwriting packages. For brokers, Entravia operates as a PEO General Agency providing free platform access with revenue share on placed business. For referral partners (accountants, fractional CFOs, HR consultants, VC/PE teams), a separate Referral Partner Program offers monthly revenue share. The platform supports industry-specific PEO services across Healthcare, Construction, Professional Services, Technology, Manufacturing, Restaurant, Retail, and Non-Profit verticals. Mobile apps for iOS and Android extend access to mobile users.

Differentiator

Problem solved

Functional benefit

Products and services

• PEO Sales Workflow Platform The central Entravia platform serving as the operating layer for PEO GTM — handles document collection, AI-assisted data structuring, normalized submission generation, and parallel quote distribution to PEOs and brokers. Designed for PEO providers, benefits brokers, and referral partners serving U.S. small and mid-sized employers.
• Secure Client Portal White-labeled, encrypted document intake portal for prospects to securely submit census, payroll, benefits, and workers' comp data. Features role-based access control, audit trails, AES-256 encryption, and is built to HIPAA and SOC 2 standards. Designed for PEOs, brokers, and referral partners serving U.S. employers.
• AI Data Structuring AI-powered document parsing engine that transforms unstructured PDFs and spreadsheets into normalized, validated records. Supports employee census files, workers' comp loss runs, health insurance renewals, 401(k) documents, tax forms (940/941), and experience mod worksheets. Used by PEOs and brokers to convert messy prospect documents into structured, quote-ready data.
• Quote-Ready Submissions Automated submission preparation delivering complete, validated underwriting packages containing validated census, structured loss run history, benefits summary, company information, workers' comp class codes, and experience modification worksheets. Distributes the same submission to multiple PEOs in parallel. Used by PEO sales teams and brokers to reduce weeks of follow-up into same-day quote turnaround.
• Broker Portal Platform interface for brokers to submit one structured application to multiple PEOs simultaneously and compare side-by-side quotes on pricing, benefits, insurance, and service. Free to use under the PEO General Agency model. Designed for benefits brokers and PEO brokers in the United States.
• PEO Intake Queue

Quantifiable outcome

• 99% data accuracy in AI document extraction
• +6 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature5 records

Partnerships

Three partnerships are on record, tiered core and supporting.

• NAPEOcoreOthers · 1 January 2026Entravia is an Associate Member of the National Association of Professional Employer Organizations (NAPEO). This is the primary industry association for PEOs in the US, providing credibility and network access within the PEO ecosystem.
• PACE PEOsupportingOthers · 1 January 2026Entravia is a PACE PEO member — part of the Professional Employer Organization Coalition, an industry network for PEO brokers and consultants.
• PEO Brokers CollectivesupportingOthers · 1 January 2026Entravia is a member of the PEO Brokers Collective — the professional network for PEO brokers and consultants.

Scale indicators4 records

Recent moves6 records

Expansion highlights7 records

Emerging players

• Zenefits: Zenefits is an SMB-focused HR, benefits, and compliance platform with a broker-channel motion — adjacent to Entravia's PEO-broker workflow and a potential partner or competitor depending on how Zenefits expands its PEO and broker capabilities.
• Gusto: Gusto is a leading HR, payroll, and benefits platform for small businesses — adjacent rather than directly competitive with Entravia's PEO infrastructure, but competing for the same SMB HR-tech wallet and increasingly bundling PEO-adjacent services.
• Rippling: Rippling is a fast-growing unified HR, IT, and finance platform for SMB and mid-market — adjacent to Entravia's workflow layer, with the engineering depth and capital base to either integrate PEO intake natively or compete for the same broker-routed SMB business.

Broad incumbents

• Insperity: Insperity is a publicly traded, large-scale PEO offering HR, payroll, benefits, and workforce solutions — a broad incumbent in the same PEO category whose broker and sales-floor workflows Entravia's intake platform is designed to serve.
• Paychex: Paychex is a large, publicly traded provider of payroll, HR, and PEO services to SMBs — a broad incumbent that competes for the same SMB PEO placement flow and could build or buy intake-infrastructure tooling comparable to Entravia's.
• ADP TotalSource: ADP TotalSource is the PEO division of ADP, one of the largest workforce-solutions incumbents globally — a comparable PEO buyer for Entravia's white-label SaaS and a direct competitor for the SMB PEO placements that flow through Entravia's GA.

Direct peers

• Workterra: Workterra is a benefits and PEO broker technology platform providing quoting, comparison, and enrollment tools — the closest peer to Entravia's broker-facing side, offering similar side-by-side PEO/benefits comparison and routing workflows.
• Sequoia (formerly Sequoia One): Sequoia is a PEO targeting venture-backed and growth-stage SMBs — directly comparable to Entravia's SMB employer segment and a potential white-label SaaS customer competing for the same broker-routed placements.
• Justworks: Justworks is a PEO serving small and mid-sized businesses with payroll, benefits, and HR — overlapping with Entravia's employer and broker target customers and competing for the same PEO placement flow that Entravia's broker GA model routes.
• Vensure Employer Services: Vensure is a mid-to-large PEO offering HR, payroll, benefits, and risk management across multiple verticals — a comparable PEO in the SMB and industry-specific segments Entravia targets, and a likely candidate as a white-label SaaS deployment partner.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds2 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Entravia