Personiv

Personiv People Powered Outsourcing. For more than 30 years, Personiv has been helping businesses run more efficiently through high-quality outsourcing.

Delivering more than just outsourcing, our focus is on bringing efficiency through cost-effective solutions. From customer engagement to back office and recruiting to design, our team of skilled talent stands ready to complete projects with quality and confidence, allowing you to focus on goal-reaching strategic priorities. We hire, train and retain top talent with a customized plan perfect for an

y brand, delivering high-quality work quickly and effectively, while our customers enjoy cost savings of up to 75%. Whether our clients are looking to build a team, increase sales or master productivity, we help them define success for years to come. A global economy requires global solutions. Finance & Accounting
Still struggling with chaotic closings, late reports and overly complex analyses? Out-of-date and complicated accounting systems make it hard to track business metrics, let alone perform root cause analysis. We deliver actionable insights with real-time reporting for improved decision-making. Creative Services
Our creative services will help you define your brand, build your reputation and stand out from the crowd. Regardless of your needs, be it graphic design, website or multimedia, we’ll deliver dynamic results on-brand, on-time and within budget. Back Office
Our back office service team, from accounting and data entry to transaction support and business listings, offers behind the scenes assistance with functions you need to run your business more efficiently, knowing we’re here when you need us. Customer Engagement
Whether it’s via phone, email, or chat, our customer care agents will provide an attentive touch point for your business. We meet your customers where they are with both inbound customer care and outbound sales, representing your brand in your voice. Sales Solutions
We’ll provide a dedicated sales team to drive qualified prospects, keep customers engaged and up-sell products and services with a constant eye to your sales and business goals. Our sales staff thinks strategically to get the customers you want and keep them engaged.

09/12/2026

Before you greenlight your next AI investment, consider this:

• Do you know the specific problem you're trying to solve, or are you chasing the shiny object?

• Do you trust the data your AI tools will be built on?

• Are you measuring AI against real business outcomes or just productivity claims?

• Is AI governance built into your process from the start, or bolted on after the fact?

Mike DePrisco, President and CEO of IMA, has spent his career helping finance professionals build the skills and confidence they need to lead through disruption, and AI is no exception.

The reality? You don't need a perfect data environment to get started. You need a clear problem, a small pilot, and the discipline to prove value before you scale.

Check out the latest CFO Weekly blog for the complete framework on evaluating AI investment. 👇

The CFO's role has never been a straight line. It's a tightrope.Today's CFOs are balancing growth, risk, talent, and tec...
09/10/2026

The CFO's role has never been a straight line. It's a tightrope.

Today's CFOs are balancing growth, risk, talent, and technology, often all at once.

Join us for CFO Leadership Live: The CFO's Tightrope: Balancing Growth, Risk, Talent & Technology on October 8 in Dallas, Texas, for an unfiltered conversation with finance leaders about the decisions, challenges, and opportunities shaping the future of the CFO role.

📍 The Westin Dallas Stonebriar Golf Resort & Spa
🗓 October 8 | 11:30 AM – 1:30 PM

Speakers will be announced soon.

Reserve your free seat today:
https://hubs.la/Q04x81yC0

09/08/2026

Is your budget built to handle unexpected market shifts?

Our very own Megan Weis joined Forbes Finance Council to share practical ways to incorporate scenario planning into your financial strategy.

Read tip #9 in the comments! 👇

09/08/2026

From "chasing the shiny object" to "starting with the problem you're actually trying to solve."

Mike DePrisco of Institute of Management Accountants (IMA®) Official Site has spent his career helping finance and accounting professionals build the skills the profession needs next.

The biggest insight? 63% of CFOs and finance leaders now say they've deployed AI, but 37% of them still don't trust their own data.

The most effective CFOs are starting small, proving value in a sandbox, measuring AI against real business outcomes, and building governance into the process from day one instead of bolting it on later.

But too many organizations are still chasing AI because everyone else is doing it, without a clear problem to solve.

In this episode of CFO Weekly, learn how to turn AI investment into measurable, defensible business value.

🎧 Listen to the full conversation now. 👇

Today, we recognize the hard work, dedication, and contributions of workers everywhere. Wishing you a safe, relaxing, an...
09/07/2026

Today, we recognize the hard work, dedication, and contributions of workers everywhere. Wishing you a safe, relaxing, and well-deserved Labor Day! 🇺🇸

Before you assume your finance team is AI-ready, consider this:- Is your AI bolted onto a process that already exists, o...
09/05/2026

Before you assume your finance team is AI-ready, consider this:

- Is your AI bolted onto a process that already exists, or built into how the team actually works?
- If you removed the AI tool today, would your process still make sense?
- Is a human still the judgment layer, or is AI treated as the final answer?
- Would you know if your AI implementation was quietly failing, or only after an expensive decision was made on it?

Bojan Belejkovski from Voltava has led treasury through restructurings, M&A integrations, and major ERP transformations, and has seen the same pattern repeat itself with AI.

The reality? The tools are rarely the problem. Data discipline, ownership, and the willingness to redesign how the team works are what separate an AI-native finance function from an expensive science project.

Check out the latest CFO Weekly blog for the complete framework on building an AI-native finance team. 👇

09/02/2026

Want to get budget approval for strategic initiatives?

Megan Weis joined Forbes Finance Council to share how finance leaders can build stronger cases.

Link in the comments! 👇

09/01/2026

From “reporting on what already happened” to “finance as a real-time decision engine.”

Bojan Belejkovski has spent his career proving that finance's real value isn't in the report, it's in the decision.

The biggest insight? Buying an AI tool and bolting it onto a broken process isn't the same as being AI-native. An AI-native operating model is built assuming AI does the work from the start, and the failures of a bad AI rollout are silent until an expensive decision has already been made.

The most effective finance leaders are fixing their data before they scale, keeping humans as the judgment layer, and building the skills (data fluency, systems thinking, and influence) that will matter most as AI takes over the mechanics.

In this episode of CFO Weekly, learn what it really takes to build an AI-native finance function.

🎧 Listen to the full conversation now. 👇



Voltava

08/29/2026

Before you assume more headcount will fix your finance team, consider this:

- Is one person the workaround for every process no one else understands?
- Is your manual work growing faster than the business itself?
- Are exceptions becoming the actual process instead of the exception?
- Is compliance something that happens to the business, or something built into how it operates?

Jessica Trimmer from Intapp has spent 20 years scaling finance organizations across revenue, lead to cash, and record to report, and in every case, the constraint was the operating model, not the number of people on the team.

The reality? You don't fix scale by adding headcount. You fix it by stabilizing the process, cleaning up the data, and building the architecture that lets the business grow without finance drowning.

Check out the latest CFO Weekly blog for the complete framework on scaling a finance organization the right way. 👇

08/25/2026

From "adding more people" to "creating more capacity."

Jessica Trimmer has spent twenty years proving that the biggest constraint on scaling finance is rarely headcount.

The biggest insight? When exceptions become the rule, the operating model has already outgrown itself, and no amount of hiring will fix that.

The most effective finance leaders stabilize the process and the data first, then standardize, then automate, and only then bring in AI, because AI can't fix bad data or a broken process.

But too many organizations are still layering new tools onto broken processes and calling it transformation.

In this episode of CFO Weekly, learn how to build a finance organization that actually scales with the business.

🎧 Listen to the full conversation now. 👇



Intapp

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8601 Ranch Road 2222 #450
Austin, TX
78730

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+18446283614

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