Back Office Operations
Back Office Dashboard
Today
847
Reconciliations completed today
↑ +12% vs last week
2,130
Data entries processed
↑ +8% vs last week
12
Reports generated on schedule
→ 100% on time
23
Exceptions flagged for review
↓ -34% vs last week
95.7% automated · 0 failures · last run: 2 min ago
Is this you?
✓
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
How it works
1
Map
2
Connect
3
Automate & validate
→ Matched
→ Flagged for review
→ Auto-corrected
4
Run
Most back-office workflows are live within 3 weeks.
THE NUMBERS THAT MATTER
1–2 FTEs
95%+
< 30 days
Numbers vary by workflow complexity and volume. We commit to specific targets in writing, scoped to your actual processes, before we start.
Visibility
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
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
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
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
Document processing
Most back-office data entry starts with a document. Automate the extraction and the downstream workflow in one pass.
Document processing →
Customer operations
The emails that trigger back-office work — order confirmations, change requests, billing inquiries. Automate both sides of the chain.
Customer operations →
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.
