Personiv

What Personiv does

Personiv is a people-powered outsourcing company founded around 1986 and headquartered in Austin, Texas, that specializes in Finance & Accounting Outsourcing (FAO) for mid-market and enterprise clients. The firm deploys dedicated teams of accounting professionals, scaling from one specialist to over 100, who work within clients' existing technology environments including NetSuite, SAP, Oracle, Sage, QuickBooks, and custom ERPs. Core service modules span Record to Report, Procure to Pay, Order to Cash, FP&A, Specialized Accounting, AP & AR, and Back Office Support, with verticalized offerings for logistics, manufacturing, oil & gas, technology, private equity, wealth management, non-profit, and real estate clients.

The company operates a hybrid onshore-offshore delivery model with US-based program managers in Austin, Texas, and a 650+ employee operations hub in Manila, Philippines, supplemented by India-based operations (implied by NASSCOM and CII memberships). The technology layer is non-proprietary by design, emphasizing process integration, Six Sigma-trained staff, and a multi-layered security framework certified under ISO 27001:2013, ISO 9001:2015, PCI-DSS, and SOC 1. Personiv also operates CFO Weekly, an award-winning podcast hosted by VP & GM Megan Weis, as a thought-leadership marketing channel.

Personiv generates revenue primarily through managed-services contracts with multi-year commitments, with pricing customized per engagement and not publicly disclosed. The company advertises 40-60% cost savings versus US-based operations as its central value proposition. Personiv operates as a branded business unit under eClerx, as evidenced by privacy and cookies policies hosted on eclerx.com, and a 2017 acquisition of John Keells BPO Solutions extended its offshore delivery capacity.

Name

Personiv

Legal name

Personiv

Website

https://personiv.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Personiv is a US-headquartered, people-powered outsourcing firm specializing in Finance & Accounting Outsourcing (FAO) for mid-market and enterprise clients across eight verticals, delivered via US-based program management and offshore operations in the Philippines and India.

Ownership category

akta.pro rank

Product category

Finance & Accounting Outsourcing

NAICS

All Other Support Services (561990)

SIC

Services-Help Supply Services (7363), Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC)

akta.pro secondary industries

Accounts Payable (Invoice Processing, 2/3-Way Match, Vendor Payments) (BPAAAGAA), Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• Finance accounting outsourcing
• Business process outsourcing
• Accounts payable services
• Order to cash
• Back office support

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales

Revenue model

1. Finance & Accounting Outsourcing: Custom finance and accounting outsourcing services including Record to Report, Procure to Pay, Order to Cash, Specialized Accounting, and FP&A. Services scale from teams as small as one to 100+ professionals. Revenue generated through dedicated team staffing arrangements with clients.
2. Back Office Services: Back office solutions including transaction support, bookkeeping, and operational support beyond core finance and accounting functions.
3. Specialized Accounting: Tax accounting, payroll processing, and audit preparation services provided as specialized accounting offerings.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Personiv provides people-powered finance and accounting outsourcing (FAO) services, deploying dedicated teams (scaling from one professional to 100+) that work within clients' existing ERPs (NetSuite, SAP, Sage, QuickBooks, Oracle). Core service modules include Record to Report, Procure to Pay, Order to Cash, Specialized Accounting (tax, payroll, audit prep), Financial Planning & Analysis, AP & AR management, and Back Office Support. The company also offers Digital/Creative outsourcing services.

Product overview

Personiv is a people-powered outsourcing company offering custom Finance & Accounting Outsourcing (FAO) solutions. The core product is a comprehensive FAO service that provides dedicated teams (starting at one professional) who work within the client's existing systems and processes. Key service modules include Record to Report, Order to Cash, Procure to Pay, Financial Planning & Analysis, Specialized Accounting, AP & AR, and Back Office Support. The company also offers a CFO Weekly podcast as a content resource. All services are designed to deliver 50%+ cost savings while enabling client teams to focus on strategic initiatives.

Differentiator

Problem solved

Functional benefit

Brands

• CFO Weekly: An award-winning podcast hosted by Megan Weis, VP & General Manager of FAO at Personiv, featuring interviews with CFOs and finance leaders on topics including leadership, technology, team building, and finance strategy.

Products and services

• Finance & Accounting Outsourcing (FAO) Custom finance and accounting outsourcing services providing scalable solutions starting with as few as one team member. Includes procure-to-pay, order-to-cash, record-to-report, and specialized accounting services delivered using client technology and processes.
• Record to Report

Quantifiable outcome

• 50% cost savings on average compared to US-based operations
• +6 more outcomes

Named customers9 records

Segments8 records

Ideal customer profiles8 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Oracle NetSuitecoreTechnology or IntegrationOracle NetSuite partnership logo displayed on homepage indicating integration and compatibility with NetSuite ERP platform. Personiv works within client NetSuite environments for seamless finance and accounting operations.
• NASSCOMcoreStrategic or Co-development PartnerNASSCOM membership indicating strategic alignment with India's IT and BPM industry association. Supports company's India operations and talent development initiatives.
• IBPAPminorStrategic or Co-development PartnerIBPAP (IT and Business Process Association of the Philippines) membership supporting company's Philippines operations and industry standing.
• CII (Confederation of Indian Industries)coreStrategic or Co-development PartnerCII partnership supporting India operations. Company has received CII certifications including 3-Star EHS Certification and Gold 5S Certification through CII assessment programs.
• GameDev PhilippinesminorStrategic or Co-development PartnerGameDev Philippines partnership logo displayed indicating collaboration with Philippine game development industry association.
• CCAPminorStrategic or Co-development PartnerCCAP (Certified Public Accountants) partnership logo displayed indicating professional accounting association relationship.

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Wipro: Wipro's BPM/outsourcing practice delivers finance, accounting, procurement, and HR back-office services from large offshore delivery centers — a broad incumbent competing for the same enterprise FAO contracts.
• Infosys BPM: Infosys BPM is the dedicated business-process outsourcing arm of Infosys, providing end-to-end FAO, order-to-cash, procure-to-pay, and industry-specific back-office services at global scale — overlapping Personiv's service catalogue.
• Cognizant: Cognizant's Business Process Services unit includes enterprise-scale FAO and digital operations for global finance functions — a much larger incumbent that competes for the same enterprise CFO outsourcing RFPs as Personiv.
• Accenture Operations: Accenture Operations delivers large-scale finance and accounting transformation, BPO, and intelligent automation engagements for the Global 2000 — a strategic incumbent whose leadership alumni (Megan Weis's prior role) directly mirror Personiv's FAO positioning.

Direct peers

• Firstsource Solutions: Firstsource is an India-headquartered BPO with a dedicated Finance & Accounting BPO practice (order-to-cash, procure-to-pay, record-to-report) — a near-twin operating model to Personiv's FAO offering.
• EXL Service: EXL offers operations management and analytics BPO with strong finance, accounting, and claims capabilities targeting insurance, banking, and asset-management clients — overlapping with Personiv's wealth management and logistics verticals.
• Genpact: Genpact is the largest pure-play finance and accounting outsourcing (FAO) firm, serving enterprise CFOs with record-to-report, procure-to-pay, and order-to-cash services — the same FAO modules Personiv delivers with comparable offshore delivery model.
• TaskUs: TaskUs provides outsourced back-office and customer-experience services with growing finance/accounting support, serving mid-market to enterprise from Philippines and LATAM delivery — comparable in staffing model and vertical breadth.
• Sutherland Global: Sutherland is a digital-first BPO with significant finance/accounting, back-office, and customer-care delivery from the Philippines and other offshore hubs — directly comparable to Personiv in delivery geography and service mix.
• WNS Holdings: WNS is a global BPO with a well-known Finance & Accounting practice (F&A, order-to-cash, procurement) delivered from offshore hubs including the Philippines — directly comparable to Personiv's Manila-centric FAO model and multi-vertical delivery.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/personiv
• YouTubeyoutube.com/channel/UChMaQk92QZXxryIuLPt1qdA
• Facebookfacebook.com/personiv
• LinkedInlinkedin.com/company/personiv
• Instagraminstagram.com/personivproud

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Personiv