One Workstation. Tailored for
Every Role Across Your Enterprise
bPs Workstation unifies your entire multi-entity workforce into a single platform that dynamically adapts to every job function — from frontline service agents to regional managers. One login, zero fragmentation.
One platform, purpose-built for every tier of your workforce
See what different staff tiers see and do every day inside bPs Workstation.
Frontline Operators & Service Agents
Customer-facing staff, paralegals, account managers, local franchise staffToggling between too many tabs, missed client messages, and manual data entry create friction that slows down every customer interaction. bPs Workstation delivers a clean, focused workspace showing only their assigned tasks, direct client engagement tools, and context-specific data entry forms — zero distractions.
- Assigned task lists with due dates and status tracking
- Threaded notes with @mentions and document exchange within portals
- Entity-scoped data views — each form shows only what applies to your location
- Due date reminders and status notification support
- Role-based scoping — one login surfaces only authorized data
Team Leads & Entity Managers
Branch managers, franchise owners, department headsWithout visibility into team workloads and manual compliance checking, managers spend more time policing processes than leading people. bPs Workstation gives them entity-scoped views to assign tasks, review threaded notes, and monitor team calendars across their assigned locations.
- Task assignment to individual team members
- Threaded audit annotations on tasks and entity records
- Due-date visibility across team tasks and deliverables
- Entity-scoped data views — tasks, notes, and calendar filtered by location
- Role-based visibility into team calendars, notes, and client activity
Network Administrators & Operations Teams
IT staff, system admins, corporate ops teamsProvisioning hundreds of employees and enforcing security across different locations shouldn't require a dedicated integration team. bPs Workstation provides centralized control panels to configure data permissions by entity and department, and onboard new staff with role-based access controls.
- Staff provisioning with role and department assignment per entity
- Granular data permission configuration — by entity, department, and job title
- Audited permission changes with full change logging per entity
- Per-tenant authentication with domain-scoped portal access
- Complete audit logs — every configuration change, every access event
AI that works across every surface — not bolted-on, built-in
AI assistance is built into key workflows — not bolted on as a chatbot sidebar. Our AI layer parses semi-structured documents like bank statements and payroll registers, extracting line items for human review. Every AI-assisted result follows a human-in-the-loop model: nothing enters your data without your approval, and missing or malformed data is flagged, never silently guessed.
Core modules, translated into day-to-day employee workflows
Every capability in bPs Workstation is designed to empower the people who live inside the platform—ensuring daily operational excellence, not just corporate oversight.
The Adaptive Workspace
What employees see every dayThe interface automatically reconfigures based on each employee's specific entity, branch, and job title — so they only see the data they are authorized to use. No more hunting through irrelevant menus or accidentally stumbling into restricted areas. The platform surfaces exactly what each role needs: payroll dashboards for finance teams, client portals for service agents, compliance checklists for entity managers.
- Role-aware UI that adapts menus, forms, and reports per job function
- Entity-scoped views — staff only see data for their assigned locations
- Unified payroll and invoicing — entity-scoped across all locations
- AI-assisted statement processing and payment processor settlement
- Jurisdiction and tax ID tracking per employee and entity
Unified Team Collaboration
What employees see every dayA centralized hub for cross-entity communication and task coordination. Threaded notes with @mentions keep conversations attached to the right context — customer records, tasks, or calendar events. In-app notifications alert team members when they're mentioned or assigned. Tasks support recurrence scheduling and status tracking to keep deliverables on track.
- Unified calendar — multi-domain sources, drag-and-drop scheduling
- Threaded notes with @mentions and three-tier visibility controls
- In-app notifications for @mentions and task assignments
- White-labeled tenant portals for client and partner engagement
- Task list with recurrence scheduling and status tracking
Invisible Guardrails
What employees see every dayStaff don't have to worry about breaking compliance rules. The platform locks down data access natively based on their assigned role, preventing security breaches before they can happen. SOC 1, SOC 2, and ISO 27001 controls are embedded at every transaction layer — tenant-scoped data isolation, role-based access with department hierarchies, and audit logs operate silently in the background so your team stays productive and your auditors stay satisfied.
- Automatic data isolation — staff see only their authorized tenant scope
- SOC 1, SOC 2, ISO 27001 governance — built-in, not retrofitted
- Role-based permissions with department hierarchies — no manual overrides needed
- Per-tenant authentication with domain-scoped portal access
- Audit trail for all configuration and data changes
Proven patterns for the industries that need multi-entity governance most
From wealth management firms running client-facing portals to franchise networks consolidating payroll — our platform adapts to your operating model, not the other way around.
Financial Services & Wealth Management
White-labeled client portals for portfolio reporting and document exchange. Consolidated reconciliation across managed accounts. Compliance-grade audit trails for every client interaction. Multi-entity payroll for advisor teams across offices.
Accounting & Professional Services
Client-facing portals for document submission, invoice payment, and engagement tracking. Multi-client payroll management with jurisdiction and tax ID tracking. AI-assisted statement processing across client accounts. Secure collaboration with threaded notes and scoped visibility.
Insurance Providers & MGA Networks
Agent and broker portals with branded self-service experiences. Commission and payment processing across distribution networks. Compliance documentation management with audit trails. Multi-entity operational consolidation for carrier groups and MGA networks.
Legal Firms & Corporate Counsel
Client portals for matter management and document exchange. Time tracking and billing integration across practice groups. Secure internal collaboration with privilege-aware visibility controls. Multi-office payroll and financial consolidation.
Franchise & Multi-Unit Organizations
Franchisee portals for payroll submission, financial reporting, and compliance attestation. Consolidated financial oversight across all locations. Standardized operational calendars with location-specific visibility. Branded tenant experiences that maintain corporate governance.
Early access available now
Join the early access cohort and help shape the platform's roadmap.
Early Access
Full platform access for early adopters
- Role‑adaptive workspace — payroll, invoicing, GL tailored to your role
- Team collaboration — unified calendar, threaded notes, task workflows
- Invisible compliance — SOC‑grade guardrails you never have to configure
- Unified operations calendar with entity‑scoped views
- Unlimited entities, tasks, and notifications
- AI‑assisted document processing with human‑in‑the‑loop review
- Direct feedback channel with the product team
Growth & Professional
Advanced tooling for team leads and admins
- Recurring task scheduling with status-based tracking
- Customizable role and permission configurations per entity
- Cross‑entity reporting — compare performance across locations
- API & integration surfaces for connected toolchains
- Priority support SLA with dedicated escalation path
Frequently asked questions
Service providers — managed payroll providers, BPOs, accounting outsourcing firms, HR service providers, and professional employer organizations — who manage operations across multiple client entities. Also purpose‑built for enterprises modernizing back‑office workflows, consolidating multi‑subsidiary operations, and pursuing operational transformation. Deploy bPs Workstation as a modern UX and integration layer over legacy backend systems with granular access controls, consolidated reporting, and modular architecture — a practical modernization path without rip‑and‑replace risk.
Three modules that can be deployed individually or together: Finance Module (payroll, invoicing, payments, AI-assisted statement processing, tax data tracking), Engagement Module (domain‑isolated self‑service portals, unified operations calendar, notifications, task management), and Compliance & Intelligence Module (SOC‑grade governance, audit trails, tenant access control, AI‑assisted data ingestion with strict validation guardrails).
Our AI layer helps process semi‑structured documents like bank statements and payroll registers, extracting line items for human review. Every AI‑assisted result follows a human‑in‑the‑loop review model — nothing enters your data without your approval, and our strict no‑fallback policy means missing or malformed data is flagged, never silently guessed. Future tiers will include platform assistant and agentic workflow capabilities.
Yes. Deploy domain‑isolated self‑service portals — each scoped to a specific stakeholder group with independent access controls, branded theming per tenant, and scoped data visibility — every portal instance operates as a distinct, governed experience without cross‑domain bleed.
bPs Workstation is designed and operated under SOC 1, SOC 2, and ISO 27001 governance. Audit trails, tenant data isolation, multi‑stage cryptography, MFA, and least‑privilege data handling are built into the architecture — not added as an afterthought.
Data layer enforces isolation at the database level. Every query carries a tenant scope, and security measures are tenant‑bound. No tenant can ever access another tenant's data. Granular role‑based access controls with department hierarchies and entity‑scope restrictions provide additional protection within each tenant.
Password, plus MFA, TOTP authenticator apps, and onboarding verification codes. MFA/2FA flows are required for both internal users and portal users. Multi‑stage cryptography protects data at rest and in transit.
Yes. bPs Workstation supports direct integrations with leading accounting platforms, bank transaction feeds, and payment processors. Import and export transactions, chart of accounts, vendors, and tax data with configurable per-customer connection settings, sandbox environments, and verification workflows — all managed at the tenant level.
Full access to the complete core platform — domain modules, domain‑isolated portals, Unified Operations Calendar, unlimited customer entities & tasks, notifications, and AI‑assisted features. Enterprise Access Management is included. You'll have a direct feedback channel with the product team to shape the roadmap.
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Ready to transform your operations?
Join service providers and enterprises already using bPs Workstation to run multi‑entity operations with AI‑assisted workflows, domain‑isolated portals, and enterprise‑grade compliance — all in one secure platform.
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