Service lines
Each line is staffed by vetted specialists who work inside your systems, with AI used where it fits. Take one service or combine several under a single agreement.
Finance & Accounting
Accurate books, a predictable close and reporting that supports decisions.
Accounting operations
- Bookkeeping
- Accounts payable and receivable
- Bank and balance-sheet reconciliations
- Month-end and year-end close support
Planning & partnering
- FP&A support, budgets and forecasts
- Finance business partnering
Payroll & compliance
- Payroll processing, including US payroll tax filings
- Statutory compliance
- Employer of Record and Contractor of Record support
Finance automation
- Workflow and approval automation
- Reporting dashboards
Revenue Operations
CRM workflows and reporting, deal desk, pricing and billing.
CRM workflows & reporting
- CRM workflow set-up and automation
- CRM administration and data quality
- Sales and pipeline reporting
Deal desk
- Quote build and approvals
- Order validation and booking
Pricing
- Price book and pricing support
- Discount and margin checks
Billing
- Billing and invoicing
Platforms
- Salesforce and CPQ
- HubSpot, Zendesk and ServiceNow
Contact Centre
Dedicated inbound and outbound staff who represent your brand on voice, email and chat.
Inbound staff
- Customer service and helpdesk
- Order and billing enquiries
- Out-of-hours and overflow cover
Outbound staff
- Sales calls
- Appointment setting
- Lead qualification
- Renewals, retention and win-back
Channels
- Voice
- Email and ticketing
- Live chat and messaging
Quality
- Scripts and knowledge base
- Call QA and coaching
- Weekly performance reporting
Business Support
Virtual assistants and AI agents that take the admin off your leadership team.
Executive support
- Executive administrative support
- Email and calendar management
- Correspondence and travel
Operations support
- Research and admin tasks
- Data entry and document management
- Email marketing
AI agents
- AI agent design and set-up
- Automating routine admin workflows
Engagement and pricing models
Dedicated team
Named people working only on your account: full-time, part-time or as needed.
Shared resource
Flexible capacity drawn from a trained pool, for variable or part-time workloads.
Monthly retainer
A fixed monthly fee for ongoing work.
Project based
A fixed price for a defined one-off piece of work.
Hybrid
A monthly retainer plus projects when you need them.
Not sure which service fits?
Tell us the problem and we’ll suggest the right mix.