Trigger
Trigger is a US-based financial services firm that combines embedded finance and accounting experts with AI-driven automation to deliver outsourced bookkeeping, FP&A, operations transformation, and a Neobank Engine platform, serving mid-market, PE-backed, healthcare, and franchise companies.
- Company typePrivate
- Founded2008
- HeadquartersFort Lauderdale, United States
- Headcount251–500
- GTM typeB2B
- OfferingServices
What Trigger does
Trigger (legally TriggerBPO Pro LLC) is a US-based financial services and business process outsourcing firm that delivers finance, accounting, and operations infrastructure to mid-market and PE-backed companies. The company sells a unified Financial Operating System™ that combines embedded chartered-accountant and FP&A talent with AI/ML-driven workflow automation, real-time analytics, and big-data pipelines, organized into service modules including Finance & Accounting Execution, FP&A-as-a-Service, Operations Transformation, and Technology & Automation. A second product line, the Trigger Neobank Engine, is a no-code platform licensed to banks and financial institutions to launch mobile-first digital banking services; its first disclosed flagship deployment is with TASCOMBANK in Ukraine (announced September 2025).
The company's underlying technology stack comprises RPA and LLM-integrated workflow automation, structured-data pipelines and warehouses, real-time dashboards with anomaly detection, and a scalable cloud infrastructure, packaged under proprietary branding ("Financial Operating System™," "Unified Operating Core™," "Neobank Engine"). Trigger monetizes primarily through managed-services engagements (subscription billing, annual cadence, $500K+ average value unlocked per engagement, 6-month average payback) and, more recently, white-label/OEM licensing of the Neobank Engine. Pricing is quote-based and not publicly disclosed.
Trigger goes to market through a sales-led, consultative motion targeting CFOs and CEOs of PE-backed, multi-location, franchise, and scaling mid-market businesses ($20M–$300M client revenue). Distribution relies on direct enterprise sales, the company's website, and a referral ecosystem anchored by global advisory firms (Baker Tilly, Eisner Amper, Pinion) and its 2024 Xero US Bookkeeping Partner of the Year recognition. Disclosed scale signals include 251–500 employees, 25+ mid-market clients, and 95%+ client retention, with no public revenue, funding history, or ARR figures available.
Trigger firmographics
Firmographics- Name
- Trigger
- Legal name
- TriggerBPO Pro LLC
- Website
- https://triggerps.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Trigger is a US-based financial services firm that combines embedded finance and accounting experts with AI-driven automation to deliver outsourced bookkeeping, FP&A, operations transformation, and a Neobank Engine platform, serving mid-market, PE-backed, healthcare, and franchise companies.
- Ownership category
- akta.pro rank
Trigger industry classification
Industry- Product category
- Finance & Accounting Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Services-Management Consulting Services (8742), Services-Prepackaged Software (7372)
- akta.pro primary industry
- Intercompany & Consolidation Support (Eliminations, Group Reporting Support) (BPAAAGAG)
- akta.pro secondary industries
- BaaS Platforms & Sponsor Bank Enablement (FSAGALAA), Embedded Tax, Accounting & Invoicing Finance (FSAGALAJ)
Keywords
Where Trigger is headquartered
LocationHeadquarters
- HQ city
- Fort Lauderdale
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Trigger business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Finance and Accounting Services: Professional services engagements delivering finance and accounting execution, FP&A as a service, operations transformation, and technology/automation implementation. Engagements deliver measurable EBITDA impact and enterprise value with $500K+ average value unlocked per engagement and 6-month average payback period.
- Neobank Platform Licensing: White-label or licensing model where Trigger provides its Neobank Engine to financial institutions like TASCOMBANK, enabling them to launch digital banking platforms with mobile-first services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise professional services engagements |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Trigger product offering
Product offeringCore offering
Trigger delivers outsourced finance and accounting services for mid-market and PE-backed companies by embedding chartered accountants, controllers, and FP&A experts alongside its proprietary Financial Operating System™ platform, which combines AI/ML automation, RPA, LLM-driven workflows, and real-time analytics. Offerings span bookkeeping, reconciliations, close, audit preparation, FP&A, M&A execution support, and operations transformation. The firm also licenses the Neobank Engine, a no-code platform enabling financial institutions to launch mobile-first digital banking applications.
Product overview
Trigger offers a unified Financial Operating System™ platform that combines embedded finance and accounting experts, intelligent automation, and real-time analytics. The platform consists of multiple integrated service modules: Finance & Accounting Execution (embedded controllers and chartered accountants), FP&A as a Service (forecasting and investor-grade reporting), Operations Transformation (automated scheduling and billing), and Technology & Automation (AI/ML and workflow automation). Additionally, Trigger offers the Neobank Engine—a no-code platform for digital banking solutions. The overall architecture is designed as a fully integrated Finance and Accounting 3.0 solution supporting private equity, healthcare, SaaS, professional services, and franchising sectors.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Operating System™
- Finance & Accounting Execution
- FP&A as a Service
- Operations Transformation
- Technology & Automation
- Trigger Neobank Engine
Quantifiable outcome
- 6-month average payback period for engagements
- +5 more outcomes
Companies that use Trigger
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles4 records
Trigger technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability6 records
Feature3 records
Trigger partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered flagship and core.
- TASCOMBANKflagshipTASCOMBANK has launched a digital banking platform project using Trigger's Neobank Engine as part of its digital transformation strategy targeting the Ukrainian financial sector. The neobank will offer mobile-first services including remote account opening, instant digital cards, fund transfers, payments, deposits, loans, and loyalty programs. The partnership enables TASCOMBANK to launch a fully functional application within tight deadlines and optimal costs by leveraging Trigger's no-code platform combined with performance, scalability, security, and reliability features.
- Baker TillycoreTrusted by global accounting firm Baker Tilly for finance and accounting execution services. This partnership positions Trigger as a preferred services provider within the accounting ecosystem.
- Eisner AmpercoreTrusted by global accounting firm Eisner Amper for finance and accounting execution services. This partnership provides credibility and referral opportunities within the professional services industry.
- PinioncoreTrusted by accounting firm Pinion for finance and accounting execution services, creating a referral and collaboration relationship.
- XerocoreXero is Trigger's primary accounting software platform partner. Trigger won Xero US Bookkeeping Partner of the Year in 2024, demonstrating deep integration expertise with Xero's cloud accounting ecosystem.
Scale indicators9 records
Recent moves5 records
Expansion highlights6 records
Trigger competitors and assessment
Company assessmentDirect peers
- Pilot: Pilot is a tech-enabled bookkeeping, tax, and CFO services provider targeting startups and mid-market companies, combining embedded accountants with proprietary software — directly mirroring Trigger's F&A execution model and Financial Operating System™ approach.
- Bench: Bench provides outsourced bookkeeping with a software platform for small and mid-market businesses, competing for the same bookkeeping-to-CFO-services buyer that Trigger targets.
- Auxis: Auxis delivers finance and accounting outsourcing, including close, controllership, FP&A, and RPA-driven automation for mid-market and PE-backed companies — overlapping directly with Trigger's core service modules.
- Acuity CFO: AcuityCFO provides fractional CFO, controllership, and outsourced accounting services to scaling mid-market companies, competing for similar PE-backed and growth-stage clients.
- Backbase: Backbase offers a digital banking platform powering mobile-first retail and SME banking for traditional banks — directly comparable to Trigger's Neobank Engine product targeting financial institutions.
- Mambu: Mambu provides a cloud-native core banking and lending platform used by neobanks and traditional FIs to launch digital financial products — directly comparable to Trigger's Neobank Engine capabilities.
- 10x Banking: 10x Banking offers a cloud-native core banking platform enabling banks to rapidly deploy digital services — competing in the same BaaS/digital-banking infrastructure segment as Trigger's Neobank Engine.
- Thought Machine: Thought Machine provides cloud-native core banking technology (Vault) used by global banks to power digital transformation — a competing infrastructure platform for the digital banking workloads Trigger's Neobank Engine targets.
Broad incumbents
- BDO Global: BDO is a global accounting and advisory network that offers managed accounting, finance transformation, and outsourcing services to mid-market and large enterprises — a broader incumbent competing in Trigger's primary market.
- RSM US: RSM provides outsourced accounting, finance transformation, and consulting services to mid-market companies, overlapping with Trigger's PE-backed and growth-stage client segments.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Trigger social profiles
Digital presenceTrigger financial estimates
Financial estimateRevenue estimate
Valuation estimate
Trigger leadership team
Management profileNumber of profiles
Profiles2 records
Trigger funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Trigger M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Trigger
What does Trigger do?
Trigger delivers outsourced finance and accounting services for mid-market and PE-backed companies by embedding chartered accountants, controllers, and FP&A experts alongside its proprietary Financial Operating System™ platform, which combines AI/ML automation, RPA, LLM-driven workflows, and real-time analytics. Offerings span bookkeeping, reconciliations, close, audit preparation, FP&A, M&A execution support, and operations transformation. The firm also licenses the Neobank Engine, a no-code platform enabling financial institutions to launch mobile-first digital banking applications.
Is Trigger a public or private company?
Trigger is a private company. It is classified as unknown and is currently operating.
When was Trigger founded?
Trigger was founded in 2008. It employs 251 to 500 people.
Where is Trigger based?
Trigger is headquartered in Fort Lauderdale, United States, in the North America region.
How does Trigger make money?
Two revenue lines are on record. Finance and Accounting Services are the primary driver. The others are neobank Platform Licensing.
Who are Trigger's main competitors?
Direct peers on record are Pilot, Bench, Auxis, Acuity CFO, Backbase, Mambu, 10x Banking and Thought Machine. Broad incumbents are BDO Global and RSM US.
Does Trigger have an API?
No public API is recorded for Trigger.
What industry is Trigger in?
Trigger's product category is Finance & Accounting Services. Its primary akta.pro industry code is BPAAAGAG, Intercompany & Consolidation Support (Eliminations, Group Reporting Support), with a secondary code of FSAGALAA, BaaS Platforms & Sponsor Bank Enablement. Its NAICS code is 523940 and its SIC code is 8742.