ABOUT
BUILD FOR WHAT'S NEXT
At AIVI Group, we move with change. Strategy creates resilience. Automation creates freedom.
We combine professional rigor with creative problem solving to help businesses scale smarter through automation and strategic outlook. Think AI-driven systems, streamlined operations, process excellence, and financial clarity.
WHAT WE DO
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AUTOMATION
& AI SOLUTIONS
Design AI Agents, workflows, and intelligent systems that save time and reduce error.
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PROCESS EXCELLENCE
Building clear processes that eliminate friction and strengthen operational control to scale.
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PERFORMANCE OPTIMIZATION
Optimize performance, mitigate risks, drive cost efficiencies, and generate value opportunities.
SERVICES
SALES & MARKETING
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Blogger AI Agent – Produces SEO-optimized blogs to attract and educate leads.
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Market Scanning AI Agent – Tracks competitors, industry trends, and emerging opportunities.
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Sales AI Agent – Engages prospects, qualifies leads, and drives conversions.
CUSTOMER EXPERIENCE
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AI Receptionist – Handles inbound calls or website chats, booking appointments and routing inquiries.
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Chat Support AI Agent – Responds to inbound questions with real-time, accurate support.
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Customer Success AI Agent – Manages post-sale relationships, renewals, and satisfaction touchpoints.
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AI Concierge – Provides personalized, always-on service for scheduling, product questions, and upsells.
OPERATIONS & FINANCE
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Procurement AI Agent – Automates sourcing, supplier evaluation, and purchase orders.
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Accounting AI Agent – Handles reconciliations, expense tracking, and financial reporting.
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Analytics AI Agent – Generates dashboards and insights that drive better decisions.
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AI Workflow Coordinator – Streamlines internal task routing and process handoffs.
NICE TO MEET YOU
ALVINA PHAN, CPA
Founder + Principal
Alvina Phan is the founder of AIVI Group, a CPA, and a ProSci Certified Change Practitioner based in Calgary, AB.
She started her career by gaining expertise in audit, mergers & acquisitions, IPOs, capital markets advisory, and digital transformation. In her current role, she drives vendor management forward by streamlining operations, automating compliance, and creating scalable frameworks that delivered measurable results for spend strategy. She combines financial and operational expertise with a creative edge through her work as a photographer, bringing fresh perspective to problem-solving. Her experience spans industries from technology and real estate to beauty, retail, energy, airline, sports and entertainment, and capital markets. At AIVI Group, she delivers AI-powered strategies to give businesses the foundation to scale and better service their clientele.