01
Data entry & migration
Moving data between systems - ERP to spreadsheet, CRM to reporting tool, email to database. We capture, validate, format, and post it where it belongs. No human types it twice.
Back office operations
The work nobody sees is the work that costs you the most.
Data entry. Reconciliation. Internal reporting. Compliance checks. We take the back-office work your team does on autopilot - badly, slowly, resentfully - and actually put it on autopilot.
Is this you?
You're reading this because of one of these.
- Your team spends the first two hours of every day on data entry that could be copy-paste if the systems talked to each other
- Month-end close takes a week because reconciliation is manual
- Internal reports are always late, always slightly wrong, and always someone's least favorite task
- You have 1–2 people whose entire job is moving data between systems that don't integrate
- Compliance checks are done in spreadsheets, and nobody's sure the spreadsheet is up to date
If two of these landed, the rest of this page is for you.
What we automate
Four categories of invisible work.
02
Reconciliation
Matching records across systems: payments vs. invoices, inventory vs. orders, actuals vs. budgets. Discrepancies flagged automatically. Clean matches flow through without review.
03
Internal reporting
Recurring reports that someone builds manually every week or month - pulling data, formatting, distributing. We assemble and deliver them on schedule, in the format your stakeholders expect.
04
Compliance & internal checks
Periodic verification tasks: license renewals, policy reviews, regulatory filings, internal audit preparation. Tracked, flagged when due, completed or escalated automatically.
How it works
Data in the right place. On time. Without anyone touching it.
- 1
Map
We sit with the person who actually does the work and map every step: where data comes from, what transformations happen, where it goes. Most back-office workflows are undocumented. We document them as part of scoping.
- 2
Connect
We connect to every system in the chain: ERPs, spreadsheets, databases, email, internal tools, shared drives. No migration. No new systems. We work with what you have.
- 3
Automate & validate
We build the workflow, add validation rules at every handoff point, and run it against your real historical data. You see what would have matched, flagged, and failed - before we touch production.
- → Matched
- → Flagged for review
- → Auto-corrected
- 4
Run
The workflow runs on schedule or on trigger. Clean transactions flow through. Exceptions route to a human with full context. Every action logged. Every decision auditable.
Most back-office workflows are live within 3 weeks.
The numbers that matter
What changes after we deploy.
- of capacity freed in the first quarter
- 1-2 FTEsof capacity freed in the first quarter
- of routine transactions processed without human touch
- 95%+of routine transactions processed without human touch
- from kickoff to running in production
- < 30 daysfrom kickoff to running in production
Numbers vary by workflow complexity and volume. We commit to specific targets in writing, scoped to your actual processes, before we start.
Visibility
Will we actually know what's happening?
Back-office work is invisible by definition. That's the problem - and it's also why automating it makes people nervous. If nobody sees the work now, how do you know the automation is doing it right?
We make the invisible visible.
- Real-time dashboard
- Throughput, accuracy, exception rate, trend lines. First time most teams actually see their back-office metrics.
- Exception queue
- Anything the automation can't handle with confidence routes to a human with full context. No silent failures.
- Audit trail
- Every transaction logged. Every decision traceable. Every reconciliation match documented.
- Scheduled reports
- Weekly summary delivered to the process owner. What ran, what matched, what was flagged, what changed.
Your back-office work isn't invisible anymore. It's the most documented thing in the building.
Reliability
We test with your data, not sample data.
Back-office automation fails in quiet, expensive ways: a reconciliation that matches incorrectly, a data entry that maps to the wrong field, a report that pulls from a stale source. These failures compound. By the time someone notices, you've got a week of cleanup.
Before deployment
- Full workflow tested against your real historical transactions
- Reconciliation logic validated against known outcomes
- Edge cases covered: partial matches, missing fields, format inconsistencies, system timeouts
- Data mapping verified across every connected system
After deployment
- Continuous accuracy monitoring with drift alerts
- Exception trend analysis (are the same types recurring?)
- Scheduled re-validation against new data patterns
- Version control on all workflow configurations
Integrations
We connect to the systems your back office runs on.
- ERP
- SAP, Oracle, NetSuite, Microsoft Dynamics, Sage, Infor, custom
- Accounting
- QuickBooks, Xero, and regional platforms
- Spreadsheets
- Excel, Google Sheets (yes, we integrate with spreadsheets - because that's where half of back-office work actually lives)
- Databases
- SQL, internal data warehouses, custom APIs
- Shared mailboxes, Outlook, Gmail
- Reporting
- Power BI, Tableau, Google Data Studio, custom dashboards
- Custom
- REST APIs, webhooks, file-based integrations - if your back-office workflow touches it, we connect to it
- Storage
- SharePoint, Google Drive, S3, on-prem file shares
Deployment & security
Your data. Your systems. Full audit trail.
Cloud or on-prem
Deploy where your finance and compliance data has to live.
SOC 2 controls
Audit trails, RBAC, encryption in transit and at rest.
SOX-relevant controls
Audit trails and approval workflows for finance-adjacent processes.
No training on your data
No data used to train external models. Ever.
Related processes
Often automated together
Document processing
Most back-office data entry starts with a document. Automate the extraction and the downstream workflow in one pass.
Document processingCustomer operations
The emails that trigger back-office work - order confirmations, change requests, billing inquiries. Automate both sides of the chain.
Customer operationsTell us about the work nobody wants to do.
You know which tasks your team dreads. The repetitive ones. The ones that take two days and should take two minutes. Describe one in a 30-minute call and we'll tell you what we can take off the list.
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