Operations

Back-office operations your audit team will quietly admire.

Bookkeeping, payroll, claims, order processing, HR admin. Handled with the precision regulated operations demand. AI automates the repetitive. Trained operators handle the exceptions. SOC 2 Type II by default.

The problem

Back-office is where companies quietly bleed.

It's the invoice posted to the wrong GL account. The payroll cycle that needs three hours of manual reconciliation. The claims queue that's two weeks behind. None of it shows up on the dashboard your CEO watches. All of it costs you real money and real audit risk.

Most outsourced back-office work makes it worse. Cheap labor, no accountability, audit trails that fall apart under examination, and turnover so high your account changes hands every quarter.

We staff back-office work the way you'd staff your in-house team: certified accountants for bookkeeping, HR-trained operators for people ops, compliance-vetted humans for claims. Backed by AI that automates the predictable 80% so your team focuses on the judgment calls.

What we deliver

Four functions.
One audit-ready operating layer.

PILLAR 01

Bookkeeping & accounting

Full-cycle bookkeeping, accounts payable, accounts receivable, month-end close, and reconciliations. Done by certified operators on your accounting platform, with audit trails on every entry.

PILLAR 02

Payroll & HR admin

Multi-jurisdiction payroll processing, benefits administration, leave management, and HR helpdesk. AI flags anomalies (overtime spikes, tax exemption changes) before they hit your books.

PILLAR 03

Claims & order processing

Insurance claims, order intake, returns and refunds, dispute handling. AI handles routine workflows end-to-end. Humans handle edge cases and exceptions with full audit trail.

PILLAR 04

Compliance & audit posture

SOC 2 Type II controls on every workflow. GDPR and CCPA built into our data handling. HIPAA-ready environments where the work calls for it. Your auditors get the documentation they expect.

KPIs we target

Precision your CFO can sign off on.

Typical ranges across our back-office engagements. Your exact targets get set based on your current process baseline.

99.7%
Transaction accuracy
vs. industry 96–98%
40–60%
Process cost reduction
vs. in-house
< 5days
Month-end close time
from 12+ baseline
100%
Audit-trail coverage
every transaction
How it works

Six weeks to handoff.
Quietly running thereafter.

WEEK 01–02

Audit current state

We document every workflow, control, and exception in scope. We map your accounting policies, payroll cadence, and compliance requirements. Your CFO and HR lead validate before we touch anything.

WEEK 03–04

Build & integrate

AI workflows configured to your accounting platform. Certified operators hired and trained on your policies. Security review passed with your IT team. Test transactions run in parallel.

WEEK 05

Parallel cutover

We run a full cycle in parallel with your in-house team. Every transaction reconciled against your existing process. Variances investigated. Calibration on exception handling.

WEEK 06+

Operate & report

Full cutover. Monthly business reviews with your CFO. Quarterly compliance attestations. Continuous improvement on workflow accuracy and cycle time. Audit support whenever you need it.

Industries we deliver this for

Back-office workflows tuned to your sector.

Healthcare claims look nothing like SaaS bookkeeping. Logistics order processing isn't fintech AML. Pick yours.

Tools we work with

Native integration with your finance stack.

Accounting platforms, payroll systems, expense management, and document processing. We plug into the tools your finance team already trusts.

Salesforce
Workato
Celonis
UiPath
ProHance
AWS
Google
Shopify
Slack
Palo Alto Networks
Proof point
"Our month-end close went from 14 days to 4. Our auditors actually complimented the documentation last quarter, which has never happened in 11 years of being CFO."
Hassan Reyes · CFO, Mid-market E-commerce / 80M revenue
FAQ

Questions buyers ask us.

Are your bookkeepers actually certified?
Yes. Our finance operators hold CPA, ACCA, or equivalent certifications. For specialized work (tax, complex GAAP, multi-entity consolidation) we staff senior accountants with sector-specific experience. We're happy to review credentials with your controller before the engagement starts.
What's your security and compliance posture?
SOC 2 Type II audited annually. GDPR-compliant data handling across all hubs. HIPAA-ready environments for healthcare claims work. PCI DSS for payment-handling workflows. Background checks, financial vetting, and ongoing compliance training for every operator on regulated accounts.
How do you handle the data and access controls?
Read-write access scoped via your existing IAM. Operators work inside your systems, not exports. Activity logged at the user level for audit trail. Multi-factor authentication required. Quarterly access reviews with your IT and finance leads.
What happens during audit or tax season?
We scale temporarily without adding headcount on your books. Our standard contract includes audit support: pulling documentation, responding to auditor requests, and reconciling questioned transactions. Tax season gets a dedicated coordinator at no extra fee for clients on annual contracts.
What if our existing systems are messy?
That's actually the most common starting point. Phase one of most engagements is a cleanup: reconciling open items, fixing GL mappings, documenting policies that were "in someone's head." We don't refuse messy environments; we expect them. The clean state is what we deliver.
How is this priced?
Fixed monthly retainer based on transaction volume, complexity, and required certifications. No per-transaction surprise fees, no surge billing during peak periods. We share the full pricing model on the strategy call once we understand your shape.
Let's talk

Ready to close your books
in 4 days instead of 14?

30-minute discovery call. Bring your current close cycle and your top finance pain points. We'll show you exactly what we'd automate and what we'd cleanup in the first 60 days.