Back‑Office & Client Ops
Unified. Intelligent. Extensible.
bPs Workstation is an adaptive operations hub for growing small & mid‑sized businesses—centralizing customers, payables, payroll, compliance tasks and contextual navigation with embedded AI agents for accelerated insight & execution.
Adaptive Task Fabric
- Recurrence Engine & smart roll‑forward logic.
- Entity‑linked: customer, invoice, payable, payroll.
- Assignment + status orchestration.
Operational Intelligence
- Geo & density mapping.
- Cross‑context drill without state loss.
- AI pattern surfacing (roadmap).
Core Platform Features
Unified Task Engine
Manual & automated tasks with recurrence, notifications & entity linkage.
Customer 360°
Profiles, assignment routing, location intelligence & fast filtering.
Payments & Payroll
Track payables, payroll drivers & schedule‑aware reminders.
Document & Data Ready
Foundation for invoicing, tax tables, exports & audit trails.
Contextual Navigation
Jump across related objects—filters preserved.
Session & Access Security
Inactivity timeouts, token rotation, role scoping.
Scalable Stack
Modular, service‑oriented architecture with adaptive client layer & optimized relational storage.
Extensible Schema
Migration‑driven evolution; modular domain layering.
Expanding Vertical Modules
Embedded AI Agents
- Context aware task drafting
- Anomaly & variance surfacing (planned)
- Predictive workload shaping
- Natural language drill‑downs
- Automated follow‑up suggestions
- Dynamic date / recurrence recommendations
- Entity linkage inference
- Operational narrative summarization
- Prompt‑safe execution guardrails
- Extensible agent plug‑in framework
Security & Reliability
- Highly indexed transactional data core
- Token-based authentication & refresh discipline
- Role & context aware gating
- Selective notification scope
- Secure credential hashing
- Inactivity enforcement
- Audit log model foundation
- No 3rd‑party tracking by default
- Server‑side validation & filtering
- Network efficiency focus
Access & Roadmap
Early Access
- Full core platform
- Unlimited customers & tasks
- Migration‑friendly data model
- Community feedback channel
Growth & Pro (Upcoming)
- Advanced automations
- Vertical modules activation
- Agent usage analytics
- Extended API surface
FAQ
Who is this for?
Operators and teams in small to mid‑sized businesses needing clarity, linkage and emerging AI leverage.
How are AI agents used?
They assist with summarization, anomaly surfacing, contextual linking and future predictive operations.
Will industry modules cost extra?
Modules will roll out in staged tiers once stabilized; details shared before activation.
Data portability?
Export & integration surfaces are on the near roadmap; schema already migration‑oriented.
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Build an intelligent operations backbone.
Join the early access cohort shaping the future of multi‑vertical back‑office orchestration.
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