Clean books aren't the finish line. They're the foundation.
We handle the back office and keep every document organized, classified, and ready. So you can actually focus on building the business.
Invoice #4821 approved
5m ago
Bank feed reconciled (14 txn)
22m ago
Payroll batch submitted
1h ago
SOC 2 Ready
Your documents are handled under enterprise-grade security controls. We are actively working toward SOC 2 Type II certification.
Migration Included
We do the heavy lifting. Bring us your drives, inboxes, and folders, and we organize everything.
Up and Running in Days
Most clients have a fully classified, searchable document library within the first week.
Built for the pace you're actually running at.
Founders & Operators
You're moving fast and documents are piling up in too many places. We bring order to it so you're spending time on the business, not tracking down a signed agreement from eight months ago.
CFOs & Controllers
You need clean records and packages you can stand behind. We give you a managed back office, a classified document library, and audit-ready packages that build themselves from source documents.
One team. Two capabilities.
We combine a managed back-office service with Origin so your books are clean and your records are organized. Both handled. Nothing falling through the cracks.
Managed Back-Office
We handle your reconciliations, financial statements, and tax filings. Monthly. No chasing. Audit-ready records, always organized so when your accountant or auditor needs something, it's already there.
Origin
AI agents classify and organize every document the moment it arrives. Every version tracked. Every approval recorded. Packages assembled automatically before you even ask.
What you get.
Send us everything. We'll make sense of it.
A forwarded invoice, a photo of a receipt, a shared drive no one's touched in a year. Our agents read, classify, and file it all correctly. From unorganized to searchable in days, not months.
Find anything. Instantly.
Every document classified by type and content. Search and actually find what you're looking for, whether by category, function, or keyword. Stop losing documents you already have.
Packages built before you even ask.
Board meeting tomorrow? Audit next week? Agents assemble the right documents from your classified library automatically. No more building decks the night before from five different folders. Walk into every meeting prepared.
Any format. Fully readable.
Scanned contracts, handwritten receipts, image-only PDFs: we process all of it into searchable, classifiable records. The messy stuff doesn't get left behind.
Ready to stop managing documents and start using them?
The migration is on us. The back office is handled. The platform does the rest.