Multi‑Entity Back‑Office & Client Engagement
Simplified
The Operating System for Next-Generation Enterprises.
Stop wrestling with disconnected systems. Connect your back-office, wholesale, and customer-facing operations across every global location. Deliver white-labeled client experiences and consolidated reporting on one unified, AI-driven platform.
Everything you need to run multi‑entity operations
One secure platform replaces spreadsheets, templates, disconnected tools, manual handoffs and siloed portals.
Payroll Gateway
Manage full payroll lifecycle with jurisdiction-aware tax calculations, deduction overrides, and YTD tracking across jurisdictions with reporting and integration.
Invoicing & Payments
Double-entry general ledger with AR lifecycle management, integrated payment flows, and Payment processor-powered settlement processing with integration.
Banking & Reconciliation
PDF bank statement parsing, transaction categorization, and automated reconciliation with debit/credit detection and integrations.
Tenant Portals
Deploy domain‑isolated self‑service experiences for distinct workflows such as payroll submission, invoice payment, employee self‑service, and more. Each portal instance operates with independent access controls, branded theming per tenant, and scoped data visibility, so every stakeholder group sees only what they should.
Unified Operations Calendar
Interactive scheduling with events, recurring task automation, powerful source‑level access management, and mini‑calendar dashboards per entity.
Notifications & Alerts
Automated digests for domain topics, and tasks. Browser notifications with secure, scoped click‑through.
AI‑Assisted Workflows
Agent assisted workflows with validation. Anomaly detection and operational summarization.
Security & Compliance
SOC 1 Type I, SOC 2 Type I compliance controls, ISO 27001 ISMS governance, multi-stage cryptography, advanced authentication, and audit trails.
Tenant Access Control
Multi-tiered granular role‑based permissions and delegation model with department hierarchies, data access rules, and entity‑scope restrictions per user.
Enterprise scheduling that connects every domain
Interactive calendar with domain‑scoped visibility — create and manage calendars for the enterprise, departments, groups, and projects in one unified interface. Task integration turns your to‑do list into time‑blocked actions, while source‑level access control ensures every team sees only their relevant events.
- Multi‑domain calendar sources with per‑source access management
- FullCalendar views: day, week, month, and list — drag‑and‑drop editing
- Task‑calendar integration with automatic recurrence computation
- Mini‑calendar dashboards per entity with scoped visibility
- Recurring event support with exceptions and overrides
Domain‑isolated self‑service for every workflow
Deploy independent portal instances — each scoped to a specific stakeholder group with its own access domain, theming, and data visibility rules. A payroll submission portal for business clients, an invoice payment portal for end customers, an employee self‑service portal — each operates as a distinct, governed experience without cross‑domain bleed.
- Independent access control per portal instance — no shared sessions or data between domains
- Fully themed per tenant with custom logos, brand colors, and headers
- Role‑scoped data visibility ensures each stakeholder sees only what they should
- Supports any workflow: submit registers, pay invoices, manage payment methods, view statements, and more
- Portal auth with MFA/2FA flows — same security posture as internal users
Integrated modules that power your entire operation
Domain capabilities — payroll, banking, accounting, invoicing, more — available in one platform. A Domaine Module handles a full service lifecycle within or across every entity as per access controls. The Engagement Modules deliver domain‑isolated self‑service portals, enterprise multi‑domain calendar, automated notifications, and task management. The Compliance & Intelligence Modules provide SOC‑grade governance with AI‑powered insights, audit trails, and strict validation guardrails.
- Domaine Modules: Payroll, GL, invoicing, payments, bank reconciliation, tax filing, more
- Engagement Modules: Portals, calendar, notifications, task management, entity dashboards
- Compliance & Intelligence Modules: Audit trails, access control, AI ingestion, anomaly detection
AI‑powered workflows that respect your data
Intelligent automation with strict validation guardrails — no silent data corruption.
Workflow Help
A platform chat assistant to help you navigate the platform and optimize your workflows. With access to the platform's living knowledge base, it provides real-time assistance and recommendations.
Platform AssistantIntelligent Actions
AI enhanced platform features for complex tasks to greatly improve productivity, such as defined semi-structured document processing.
Human‑in‑the‑LoopAgentic Workflows
AI driven workflows supporting complex processes with validation, such as unstructured document processing.
Human-In-The-LoopIntelligence Dashboard
A metrics-driven interface for monitoring and analyzing AI performance and usage.
MetricsEnterprise‑grade security, built‑in
Designed for SOC 1, SOC2 and ISO 27001 from day one — not bolted on after.
Data Protection
Defense in depth enforces strict data authorization at every layer.
Authentication
Multi-layered authentication protection.
Audit Trail
Compliant with SOC 1 and SOC 2 type I control objectives for transaction processing integrity.
Purpose‑built suites for every dimension of multi‑entity operations
Each module packages a complete capability domain — ready to deploy individually or together as a unified platform.
Business Domain Modules
Industry specific verticals beginning with a Finance suite that includes billing. Like all other verticals, each built on top of the platform scheduling, notification, intelligence, compliance and security surfaces with portals enablement.
Engagement Module
Domain‑isolated self‑service experiences for every stakeholder workflow. Deploy independent portal instances — each with its own access controls, branded theming, and scoped data visibility per tenant entity. Includes enterprise multi‑domain calendar, automated notifications & digests, and task management across customers.
Compliance & Intelligence Module
Enterprise‑grade governance with AI‑powered operational insights. SOC 1 / SOC 2 / ISO 27001 controls, granular tenant access management, audit trails, AI‑assisted features with strict validation guardrails.
Industry‑specific vertical packages — construction, P&C Insurance, health, legal, professional services, and more — are on the roadmap, built atop the same modular foundation.
Built for service providers and enterprises driving operational transformation
Service Providers
Managed payroll providers, BPOs, accounting firms, law firms, brokers, HR service providers, and professional employer organizations. Run multi‑client / department / product operations from a single platform with white‑labeled portals, integrated invoicing, and AI‑assisted data ingestion — giving every client entity its own branded, self‑service experience.
Digital Transformation
Enterprises modernizing back‑office operations, consolidating multi‑subsidiary workflows, and pursuing operational maturity. Deploy bPs Workstation as a modern UX and integration layer over legacy backend systems while following a stepped migration strategy at your own pace. Granular access controls, consolidated reporting, and modular architecture make it a practical modernization path — no rip‑and‑replace risk.
Early access available now
Join the early access cohort and help shape the platform's roadmap.
Early Access
Full platform access for early adopters
- Complete core platform — finance, portals
- Enterprise Access Management
- Unified Operations Calendar
- Unlimited customer entities & tasks
- AI‑assisted features
- Direct feedback channel with the product team
Growth & Professional
Advanced features for scaling firms
- Advanced automation & workflow rules
- Vertical industry modules
- AI agent usage insights
- Extended API surface for integrations
- Priority support SLA
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, GL, bank reconciliation, tax prep), 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).
Three tiers: a platform chat assistant helps you navigate workflows and surface knowledge, intelligent actions enhance complex tasks like semi‑structured document processing (e.g. bank statements), and agentic workflows handle multi‑step processes such as payroll imports. 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.
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 Type I, SOC 2 Type I 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. QuickBooks integration supports importing and exporting transactions, accounts, vendors, taxes and more, with configurable per‑customer connection settings and verification. An extensible API surface and additional integrations are on the roadmap for the Growth & Professional tier.
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.
Request Early Access
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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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