Trigger

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.

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

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

• Managed accounting services
• FP&A services
• Bookkeeping automation
• CFO advisory services
• Finance operations

Headquarters

HQ city

Fort Lauderdale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. 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.
2. 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

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core 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

Named customers5 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature3 records

Partnerships

Five partnerships are on record, tiered flagship and core.

• TASCOMBANKflagshipOEM/ Whitelabel/ Licensing Partner · 5 September 2025TASCOMBANK 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 TillycoreStrategic or Co-development PartnerTrusted 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 AmpercoreStrategic or Co-development PartnerTrusted by global accounting firm Eisner Amper for finance and accounting execution services. This partnership provides credibility and referral opportunities within the professional services industry.
• PinioncoreStrategic or Co-development PartnerTrusted by accounting firm Pinion for finance and accounting execution services, creating a referral and collaboration relationship.
• XerocoreTechnology or IntegrationXero 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

Direct 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

• LinkedInlinkedin.com/company/trigger-ps

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Trigger