Personiv

Name: Personiv
Address: 8601 Ranch Road 2222 #450, Austin, TX, 78730, US
Telephone: +18446283614

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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 any 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 Out-of-date and complicated accounting systems make it hard to track business metrics, let alone perform root cause analysis.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.

10/30/2026

Before you invest in your next AI tool, consider this:

- Does it solve a real problem, or just add another layer of complexity and another bill?
- Does it change a cycle time or decision you can actually measure?
- Does it work inside your existing system of record, and can it show its work?
- Have you prepared your team for how their day-to-day work will change?

Amy Wang from Procurify has seen finance from the auditor's chair to the enterprise to the CFO seat, and she uses three simple criteria to separate real solutions from hype.

The reality? Trust is lagging adoption. The finance leaders who close that gap will keep humans in the loop where it matters and let automation handle the rest.

Check out the latest CFO Weekly blog for the complete framework on adopting AI without the hype. 👇

10/29/2026

AI can do more finance work. But can it make your finance team better?

That’s the question worth asking.

At CFO Leadership LIVE, our panelists discussed how AI and automation are changing finance, from streamlining routine processes to helping teams work faster.

But they also agreed on something important: Technology doesn’t replace business judgment, curiosity or the ability to influence decisions.

The real opportunity? Let technology take on more of the repetitive work so finance professionals can focus on what they do best.

Smarter technology. Stronger talent. Better finance.

We’re sharing six takeaways from our recent CFO Leadership LIVE discussion, including how finance leaders are balancing growth, risk, talent and technology.

Read more. 👇

10/28/2026

Gen Z is stepping into accounting, but keeping them means moving past traditional workloads and rote data entry.

Check out the latest Forbes Finance Council article by our own Megan Weis on how CFOs can retain the next wave of talent!

Link in comments! 👇

10/27/2026

From "stuck in the pilot phase" to "live in weeks, not months."

Amy Wang has seen AI adoption from both sides: the enterprise at Morgan Stanley and the mid-market at Procurify.

The biggest insight? Mid-market teams are moving faster on AI because they have less change management baggage, simpler tech stacks, and no analyst headcount to displace.

The smartest finance leaders are keeping humans in the loop on high-stakes decisions and letting AI handle the routine work: invoice coding, three-way matching, and exception flagging.

But too many teams are still buying the demo instead of the workflow.

In this episode of CFO Weekly, learn how to separate real AI value from hype.

🎧 Listen to the full conversation now. 👇

10/24/2026

Before you invest in your next AI finance tool, consider this:

Does it solve a real business problem, or is it the latest shiny object?
Do you have an experienced reviewer who can tell which AI outputs are relevant and which are noise?
Do you know your SG&A and gross margin as a percent of revenue compared with your industry?
Is your path to profitability clear to your investors?

James Vanreusel from Vanreusel Ventures has helped VC-backed companies and international nonprofits build the financial systems and discipline they need to scale.

The reality? AI is a multiplier, but a multiplier only helps when the underlying economics work.

Check out the latest CFO Weekly blog for the complete framework on pairing AI with financial fundamentals. 👇

10/23/2026

Designing a finance workforce for the future takes more than just adding new tech; it requires a complete rethink of team structure and talent strategy.

Check out Personiv's very own Megan Weis's latest insights featured in Accounting Today on how CFOs are building resilient teams.

Read the full piece via the link in the comments! 👇

10/22/2026

Great conversations. Fresh perspectives. The future of finance.

That’s a wrap on NAFES 2026 — the North American Finance Executive Summit!

The Personiv team — Steve Casey and Austin Rain — had a fantastic time connecting with finance leaders, exchanging ideas, and exploring how businesses can turn today’s finance challenges into tomorrow’s opportunities.

From evolving finance priorities to smarter processes and more efficient operations, the conversations highlighted new ways to create value and shape the future of finance and accounting.

A big thank you to everyone who connected with us and made NAFES a valuable experience. We look forward to keeping the conversations going! Get in touch with us. 👇

Executive Platforms

10/21/2026

Your finance team may not need more headcount. It may need a different game plan.

More work. More expectations. More technology. But not necessarily more people.

At our recent CFO Leadership LIVE event, finance leaders shared how they’re tackling the capacity challenge by asking better questions:

💡 What work should we stop doing?
💡 What can we automate or simplify?
💡 Where does outside expertise make sense?
💡 How do we give our best people more time for strategic work?

One of our favorite takeaways: Sometimes creating capacity starts with deciding what doesn’t need to get done.

The future of finance isn’t just about doing more with less. It’s about rethinking how the work gets done.

Read our latest event recap blog for six practical takeaways from the discussion: https://hubs.la/Q04BTGrF0

10/20/2026

From “15 to 20 hours to build a model” to “three to five.”

James Vanreusel has spent decades proving that AI is a powerful multiplier for finance teams, but only when the fundamentals underneath are strong.

The biggest insight? AI can shrink the accounting close from 10 or 15 days to two or three, but it still needs an experienced expert to review the output and decide what matters.

Smart finance leaders are using AI to do higher quality work faster, while keeping their focus on pricing, margins, and return on investment.

But many founders are still chasing the latest shiny object before fixing the economics of the business.

In this episode of CFO Weekly, learn where AI delivers and where fundamentals still win.

🎧 Listen to the full conversation now. 👇

Vanreusel Ventures

10/19/2026

The North American Finance Executive Summit is officially underway right here in our backyard!

We are live on-site in Austin and excited to connect with CFOs and finance executives discussing the future of financial leadership.

If you're attending NAFES this week, find Steve Casey and Austin Rain. Let’s discuss how a dedicated financial outsourcing partner can help you streamline operations, scale smoothly, and keep your core team focused on driving enterprise value.

Find us at booth #4.

Address

8601 Ranch Road 2222 #450
Austin, TX
78730

Telephone

+18446283614

Website

https://personiv.com/

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