Personiv is a U.S.-based finance and accounting outsourcing (FAO) provider. The company combines AI-enabled workflows with experienced finance and accounting professionals to deliver scalable, people-powered solutions for businesses in the U.S. and globally.
Personiv creates customized solutions tailored to each client’s needs, providing skilled finance and accounting professionals who work as an extension of their team.
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About Personiv
Personiv has been operating since 1985, with decades of experience delivering finance, accounting and business process outsourcing solutions. Today, Personiv is part of eClerx and is led by CEO Kapil Jain.
Personiv’s approach goes beyond traditional outsourcing models by combining AI-enabled workflows with experienced finance and accounting professionals. AI can streamline repetitive, transaction-heavy processes, while human experts provide the oversight, critical thinking, and judgment needed to maintain accuracy and quality.
This hybrid model allows Personiv to act as an extension of your finance team, providing customized solutions that can scale with your business while balancing the efficiency of AI with the expertise of experienced professionals.
How Personiv Works
1. Discovery & Needs Assessment
The process begins with a discovery phase to understand your business, finance and accounting requirements, existing workflows, challenges, and goals. Personiv works with you to identify the right combination of people, processes, and technology to support your needs.
2. Solution Design & Transition
Based on the discovery process, Personiv develops a customized solution and identifies the finance and accounting expertise required to support it. Where appropriate, AI-enabled workflows and automation can be incorporated to streamline repetitive processes while maintaining human oversight and quality control.
3. Get to Work!
Once the solution is in place, Personiv’s finance and accounting professionals work as an extension of your team, supported by ongoing oversight and process management. As your needs evolve, the solution can be adjusted and scaled to improve efficiency and support continued growth.
Personiv Services
Personiv specializes in finance and accounting outsourcing (FAO), delivering customized solutions designed around each client’s business needs. Its solutions combine experienced finance and accounting professionals with AI-enabled workflows and automation to improve efficiency while maintaining human oversight and expertise.
Services can include:
- Accounts Payable (AP) – Invoice processing, payment support, vendor management, and related AP activities.
- Accounts Receivable (AR) – Invoicing, cash application, collections support, reconciliation, and related AR activities.
- General Accounting – Bookkeeping, journal entries, account reconciliations, month-end close, and other accounting processes.
- Financial Planning & Analysis (FP&A) – Reporting, budgeting, forecasting, financial analysis, and decision support.
- Tax & Compliance Support – Tax-related accounting support, compliance processes, and other finance activities.
- Payroll – Payroll processing and related accounting and administrative support.
- Finance Operations & Automation – AI-enabled workflows and process improvements that help streamline repetitive finance and accounting activities while keeping experienced professionals involved where judgment and oversight are required.
With solutions tailored to each organization, Personiv works as an extension of your finance team, helping businesses improve efficiency, scale operations, and access experienced finance and accounting talent.
Personiv Plans and Pricing
Personiv do not currently have any set pricing plans.
Every request is handled on a case-by-case basis taking into account your individual requirements and the costs involved in fulfilling your request.
Personiv Alternatives
Virtual Staff Finder operates on a similar business model, though aimed at smaller businesses.
For a flat fee of $495 they will find 3 suitable candidates for you to interview. Where their service differs from Personiv is that they part ways after doing the headhunting and finding a hire you’re happy with.
If you’re looking for a more cost-effective short-term solution, I recommend checking out one of the many virtual assistant providers in the Philippines with trained staff ready to go at a competitive hourly rate.
Your Turn
Have you worked with Personiv? If so, please leave a review to help others with their decision.