Scattered delivery
Tasks, calendars, inboxes, documents, and notes each hold a fragment of the same client commitment.
The operating system for managed service delivery
Run every recurring service in one operating system.
Managed Tasks helps B2B service organizations standardize repeatable client work, coordinate staff and client responsibilities, connect delivery with commercial context, and keep every commitment visible across every account.
Accounting firmsManaged service providersAdvisory teamsFractional operators
Managed Tasks
Live portfolio
Service operationsPortfolio command center
Active cycles48Across 19 clients
On track3981% of portfolio
Client action6Requests and approvals
Client / serviceOwnerDueStatus
Next accountable actionService owner approves deliverable
The operating problem
Your service is recurring. Your systems are fragmented.
Service organizations do not fail because they lack task lists. They lose control when the service promise, the work, the client dependency, and the commercial record live in separate places.
Invisible dependencies
Work stalls when staff cannot see what another team member—or the client—must do next.
Commercial disconnect
Time, agreements, billing, payment, and accounting context arrive after the operational story has already been lost.
One managed-service lifecycle
Design the service. Run the work. Keep the whole business connected.
Managed Tasks follows the lifecycle your clients experience, from the promise you make through the work you deliver and the operation you improve.
The service record persists through every stage.
People, deadlines, client actions, evidence, time, billing, integrations, and automation stay connected to the same operating context.
See the operation
One product. Four critical views of the same service.
Leaders see the portfolio. Operators see the next action. Clients see what belongs to them. Commercial teams see how delivery becomes revenue.
Explore the platformService portfolioUpdated now
31On track
6Client action
11In progress
The platform
Everything required to operate repeatable client services.
Each capability is part of one connected system—not another point tool that creates a new handoff.
01
Recurring service management
Define service blueprints, cadence, responsibilities, dependencies, fields, and commercial rules once—then run every cycle from the same standard.
See the capability 02Work management
Coordinate My Day, Inbox, projects, tasks, comments, dependencies, custom fields, search, and time across every client.
See the capability 03Client collaboration
Give clients clear requests, approvals, documents, comments, and progress while internal operations remain protected.
See the capability 04Commercial operations
Connect delivered work to time, rates, agreements, recurring charges, retainers, invoices, payments, expenses, and accounting context.
See the capability 05Integrations
Coordinate Microsoft, Google, QuickBooks Online, payment workflows, REST APIs, webhooks, and MCP around one authority model.
See the capability 06Automation and AI
Apply bounded tools, triggers, budgets, human approvals, execution history, and tenant-owned agents to the work that benefits from automation.
See the capabilityRecurring service management
Turn the way your best people work into a reusable operating standard.
Build the cadence, tasks, dependencies, fields, owners, client responsibilities, and commercial rules into the service itself. Every cycle starts with context instead of a blank list.
- Reusable service blueprints and templates
- Persisted cycles with complete history
- Cross-client due-date and exception visibility
Service blueprintMonthly finance close
Every month1
RequestStatements and confirmations
2
PrepareReconcile and classify
3
ReviewOwner approval
4
DeliverReport and next actions
N
Northstar AdvisoryMonthly close · August
76% completeBank statement requestedUpload the August operating account statement.
Prior-period reviewApproved by Jordan Lee
CompleteClient collaboration
Give clients a clear role in delivery—without giving away the back office.
Requests, approvals, files, comments, and progress stay attached to the service. Clients see exactly what belongs to them, and your team sees what is blocking the work.
- Purpose-built staff and client experiences
- Visible requests, approvals, documents, and next actions
- Branded client participation across the service lifecycle
Commercial operations
Keep the work, the agreement, and the revenue in the same conversation.
Connect time, rates, recurring charges, retainers, expenses, invoices, payments, and accounting mappings to the client services that produced them.
- Raw time with configurable billing policy
- Invoice sources tied to service delivery
- Payment and accounting workflows with visible state
Service-to-revenueNorthstar Advisory
Time18.4 h
Approved$3,680
InvoiceMT-1048
PaymentReceived
Integrated and controlled
Your operating system should connect the stack—not become another silo.
Native Microsoft, Google, QuickBooks Online, and payment workflows join a versioned REST API, signed webhooks, MCP tools, and human-controlled automation.
Managed TasksTenant authority
Microsoft
Google
QuickBooks
REST API
Webhooks
MCP
event verified · action scoped
Built for accountable service teams
A common operating model for very different kinds of expertise.
The service details change by industry. The need for repeatability, visibility, client participation, and commercial accountability does not.
01Accounting and bookkeeping
Run every close, payroll cycle, request, review, and advisory rhythm from one record.
Explore the solution 02Managed service providersOperate planned client commitments beyond the ticket queue.
Explore the solution 03Advisory and fractional teamsTurn recurring expertise into a visible, accountable service.
Explore the solutionTrust is an operating requirement
Explicit boundaries for identity, authority, data, integrations, and automation.
Managed Tasks combines tenant-scoped application behavior with database-enforced isolation, capability-based authorization, protected secrets, encryption, audit records, and release controls.
Tenant isolation Workspace authority Auditable operations
Explore the security architecture Verified identity
Capability check
Active tenant
RLS-protected data
Request allowed only inside effective authority
Frequently asked questions
What service leaders ask before changing their operating system.
Straight answers for service leaders evaluating a new operating system.
What does Managed Tasks do?
Managed Tasks is a managed service operations platform that helps B2B service organizations define recurring services, generate and coordinate work, involve clients, connect delivery to commercial operations, integrate external systems, and apply controlled automation.
What kinds of organizations use Managed Tasks?
Managed Tasks is built for organizations that deliver repeatable B2B services, including accounting and bookkeeping firms, managed service providers, advisory and fractional teams, compliance practices, and other multi-client operators.
How does Managed Tasks handle recurring work?
Organizations define a reusable service blueprint with cadence, tasks, dependencies, fields, owners, client responsibilities, and commercial rules. Each scheduled cycle becomes its own accountable operational record.
Can clients participate in the workflow?
Yes. Authorized client users can view progress, complete requests, upload documents, comment, and approve work without being exposed to internal-only operations.
Does Managed Tasks include integrations and AI automation?
Yes. Managed Tasks supports Microsoft, Google, QuickBooks Online, payment workflows, a versioned REST API, signed webhooks, MCP tools, and human-controlled AI and agent workflows.
How does Managed Tasks protect tenant data?
Managed Tasks combines global identity, tenant memberships, capability-based authorization, tenant-scoped database transactions, PostgreSQL row-level security, encryption, secrets management, and auditable operations.
Build a calmer service operation
Bring every recurring client commitment into one operating system.
See how Managed Tasks can fit your service model, your team, and your client experience.