An operations team that runs on software.
Backoffice takes on the operational work of a business and carries it through to done, inside the systems you already run. You set the rules and the approval points. Agents do the rest and show their work.
- 08:52Enquiry from Mia Chen classified as a quote request. Rate card applied.
- 08:54Quote #2291 drafted · $1,840 · awaiting your approval
- 09:10Approved. Sent. Site visit offered Thu 2:00pm or Fri 9:30am.
- 11:47Customer accepted Thursday. Calendar updated. Confirmation sent.
- MonFollow-up scheduled if the deposit has not arrived.
Work that takes the whole day, done end to end.
Backoffice is built for the operations that stretch across days and systems, not for a single reply. Each of these runs as a standing workflow with your approval points set where you want them.
An inbound request is priced from your rate card, drafted as a quote, sent after your approval, and followed up until it is accepted and scheduled.
Overdue invoices are chased on the cadence you set, with tone that matches the customer’s history. Disputes come to you with the thread and the evidence attached.
Engagement letters, identification, system access and welcome material issued and tracked, with nothing marked complete until the client has actually done it.
Invoices matched to orders and deliveries. Mismatches flagged with the discrepancy explained, approvals queued for the amounts that need a person.
Licences, insurances and certifications tracked across staff, vehicles and sites, with renewals started before expiry rather than after.
Every message routed by intent. Routine handled end to end. Anything unusual escalated to the right person with a brief, not a forward.
Works where your business already works.
No migration and no new inbox. Agents act inside the accounts and tools you have, so the record of what happened lives where it always has.
Outlook, Calendar, OneDrive and SharePoint. Agents work inside your tenant.
Gmail, Calendar and Drive. Agents work inside your workspace.
Phone conversations become workflow triggers with the call context attached.
Accounting, CRM and job management tools connected by engagement.
You stay in control.
- Approvals
- Gates per workflow and per amount. Start with everything reviewed and loosen as you go.
- Audit
- Every action attributed to an agent, a workflow and the instruction behind it. Searchable history.
- Reversal
- Sent, moved, filed or scheduled: each action can be undone from the record.
- Data
- Your data stays in your systems. What we access and why is set out in our privacy policy.
Start with one operation.
Tell us which one and we will come back with how it would run.