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A back office that keeps itself.
BackOffice runs the money side of a business while the team runs the business: orders and payments posted, invoices out at delivery, reminders timed to each customer, receipts coded, suppliers paid, statements sent. It works through the night and comes back to you only with the exceptions. Scroll through one Tuesday.
A sample desk with sample names and figures. Pick a moment, or scroll.
A sample desk with sample names and figures. Tap a time.
One Tuesday, in numbers.
38entries posted
12invoiced at the door
9reminders timed
14receipts coded
1payment run
0re-keyed by hand
One illustrative Tuesday. Every number is sample data; the shape is the point: everything routine posts itself, and only the exceptions reach a person.
Eight agents. One owner.
Each agent keeps one part of the books and hands anything unusual to the person who signs off. Firm reminders, outliers, disputes and the payment run never go out on their own.
Posterposts every order and payment
Matchermatches the bank feed to the books
Issuerinvoices at the moment of delivery
Collectortimes reminders to each customer
Analystanswers questions from the ledger
Codercodes receipts against policy
Payerlines up supplier bills as one run
Closerreconciles every night for the close
The ownerapproves firm notes · decides outliers · releases payments
Where this starts from
A back office we built for a food producer: a web console for orders, invoices, collections, customers, products, ledgers and reports; a fifteen-screen mobile app for the team on the road; a ledger that posts itself; receipts and statements as PDFs; a daily digest; and a books assistant that answers from the ledger and asks which customer you mean.
How far it goes
Invoicing at the door, reminders timed to each customer, payment plans, receipt coding against policy, a proposed payment run, disputes with evidence attached and a cash-gap warning: the rest of BackOffice on this page is what we build next, in the order that pays back first.
Start with one job
A half-day teardown of how money moves through your business today, then one working automation on your own accounts, then BackOffice.
Book a teardown