# 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 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)

## What 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

## Back Office packages (USD)

| | Automated | Assisted (recommended) | Managed |
| --- | --- | --- | --- |
| Monthly | $399 | $599 | $1,199 |
| Setup | $750 | $1,000 | $1,500 |
| Workflows built and maintained | Up to 5 | Up to 10 | Up to 20 |
| Invoice reminders and reports | Yes | Yes | Yes |
| Virtual assistant hours | – | 20 per month | 40 per month |
| Bookkeeping | – | – | Transaction volume set in your quote |
| Review call | Quarterly | Monthly | Monthly |

**Add-ons:**

- Additional workflows: $75 per month each
- Extra assistant hours: quoted on request
- Bookkeeping clean-up for past months: quoted

Two departments save 10% and three or more save 15% on the monthly fees.

- **What we connect:** QuickBooks, Xero, Google Workspace, Microsoft 365, Google Sheets, Airtable, Shopify, your CRM and most tools with an API.

## Services in this department

- [Workflow Automation](https://techpitsolutions.systems/services/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.
- [Bookkeeping & Financial Management](https://techpitsolutions.systems/services/bookkeeping): Day-to-day bookkeeping in QuickBooks or Xero, with clean reconciliations and a dependable month-end close.
- [Data Entry Services](https://techpitsolutions.systems/services/data-entry): Accurate, confidential data entry and cleanup for CRMs, spreadsheets, invoices and product catalogs, handled by a remote team.
- [Back Office & Virtual Assistant Support](https://techpitsolutions.systems/services/back-office-support): Remote virtual assistants for inbox and calendar management, document preparation and the daily admin that keeps a business running.
- [Business Reporting & Dashboards](https://techpitsolutions.systems/services/reporting): Dashboards and scheduled reports that pull sales, finance and operations data into one clear, automatically updated view.
- [Software Integration](https://techpitsolutions.systems/services/software-integration): Connect your CRM, accounting, e-commerce and communication tools so data moves between them without retyping.
- [Custom AI Agents](https://techpitsolutions.systems/services/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](https://techpitsolutions.systems/services/ai-tools): 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.

## Frequently asked 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.

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Source: https://techpitsolutions.systems/back-office

TechPit Solutions · Run by AI, backed by real people. A remote team working with businesses in the US, UK, Canada, Australia, New Zealand and Europe. Email info.techpit.co@gmail.com, WhatsApp +92 344 3360585. Book a 15-minute call: https://techpitsolutions.systems/contact