Back Office
Back Office: workflow automation, bookkeeping and virtual assistants
The paperwork done, without hiring.
Back Office automates the repetitive admin, from copying data between systems and chasing documents to sending invoice reminders and building reports, and gives you a trained assistant and bookkeeper for the rest.
The problem
Someone in your business spends hours each week retyping information from one system into another, chasing customers for documents and reconciling the books. It's necessary, it's slow, and it's usually the owner doing it at night.
What's included
What Back Office does for you
Automation handles
- Moving data between your forms, CRM, spreadsheets and accounting
- Invoice and payment reminders
- Document requests and missing-document chasers
- Weekly and monthly reports built automatically
- Custom AI agents for repeat tasks (reading emails, extracting invoice data)
Our team handles
- Virtual assistant tasks: inbox, scheduling, data entry, research
- Bookkeeping: categorising transactions, reconciling accounts, monthly reports
- Handling exceptions the automation flags
- Documenting your processes so nothing depends on one person
- Monthly review of what else can be automated
Packages
Back Office packages
Automated
$399 per month
Setup $750
- Workflows built and maintained: Up to 5
- Invoice reminders and reports
- Review call: Quarterly
Assisted
Recommended$599 per month
Setup $1,000
- Workflows built and maintained: Up to 10
- Invoice reminders and reports
- Virtual assistant hours: 20 per month
- Review call: Monthly
Managed
$1,199 per month
Setup $1,500
- Workflows built and maintained: Up to 20
- Invoice reminders and reports
- Virtual assistant hours: 40 per month
- Bookkeeping: Transaction volume set in your quote
- Review call: Monthly
Add-ons
- Additional workflows: $75 per month each
- Extra assistant hours: quoted on request
- Bookkeeping clean-up for past months: quoted
What we connect
QuickBooks, Xero, Google Workspace, Microsoft 365, Google Sheets, Airtable, Shopify, your CRM and most tools with an API.
Services
Services inside Back Office
Workflow Automation
We connect the apps you already use so leads, approvals, invoices, and notifications move on their own instead of by copy and paste.
Get a quote for Workflow Automation Details: Workflow Automation
Bookkeeping & Financial Management
Day-to-day bookkeeping in QuickBooks or Xero, with clean reconciliations and a dependable month-end close.
Get a quote for Bookkeeping & Financial Management Details: Bookkeeping & Financial Management
Data Entry Services
Accurate, confidential data entry and cleanup for CRMs, spreadsheets, invoices and product catalogs, handled by a remote team.
Get a quote for Data Entry Services Details: Data Entry Services
Back Office & Virtual Assistant Support
Remote virtual assistants for inbox and calendar management, document preparation and the daily admin that keeps a business running.
Get a quote for Back Office & Virtual Assistant Support Details: Back Office & Virtual Assistant Support
Business Reporting & Dashboards
Dashboards and scheduled reports that pull sales, finance and operations data into one clear, automatically updated view.
Get a quote for Business Reporting & Dashboards Details: Business Reporting & Dashboards
Software Integration
Connect your CRM, accounting, e-commerce and communication tools so data moves between them without retyping.
Get a quote for Software Integration Details: Software Integration
Custom AI Agents
We build AI agents that use your systems to complete real business tasks, with guardrails, human approval, and a log of every action.
AI Tools & Integration
We help you choose practical AI tools, connect them to the software you already use, and set them up so your team actually uses them.
Get a quote for AI Tools & Integration Details: AI Tools & Integration
FAQ
Back Office questions
Is my financial data safe?
Access is through named accounts with multi-factor sign-in, limited to what each task needs, and removed when the work ends. You stay the owner of every account.
Do you do taxes?
No. We keep the books clean and ready for your accountant, who prepares and files your returns.
Can I change what the assistant works on?
Yes, at any time. You send tasks by email or a shared board, and the assistant works through them in the order you set.
Talk to us about Back Office
A free 15-minute call to understand what's slipping through the cracks. You'll leave with the department that fixes it first and what it costs, whether or not you work with us.