Personiv

Call Directions Website

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 Out-of-date and complicated accounting systems make it hard to track business metrics, let alone perform root cause analysis.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

10/23/2026

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! 👇

Great conversations. Fresh perspectives. The future of finance.That’s a wrap on NAFES 2026 — the North American Finance ...
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

Your finance team may not need more headcount. It may need a different game plan.More work. More expectations. More tech...
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

The North American Finance Executive Summit is officially underway right here in our backyard!We are live on-site in Aus...
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.

Before you launch your next AI pilot, consider this:• Can you describe your current process end to end, from the custome...
10/17/2026

Before you launch your next AI pilot, consider this:

• Can you describe your current process end to end, from the customer's first touch to the last?

• Can you tie the AI use case to a specific revenue or EBITDA outcome?

• Have you defined the decision rules, escalation rules, and thresholds for your agents?

• Do the people using the agent understand what it does, or are they fact-checking a black box?

Courtney Stoner has led performance improvement across large, complex operations, and her message is consistent: process first, technology second.

The reality? Agentic AI is a powerful partner, but only when it is dropped into a process worth automating and surrounded by controls your audit committee can trust.

Check out the latest CFO Weekly blog for the complete framework on getting agentic AI right. 👇

That’s a wrap on an incredible Fall CFO Leadership Conference in Denver!A big thank you to the CFO Leadership Council fo...
10/16/2026

That’s a wrap on an incredible Fall CFO Leadership Conference in Denver!

A big thank you to the CFO Leadership Council for hosting such a valuable event. Jonathan Taylor and Neil Stewart had fantastic conversations on the show floor with finance leaders navigating today's scaling and operational challenges.

If we missed you in Denver, or if you’d like to continue the conversation about optimizing your finance operations, reach out or send us a message. We’d love to connect!

10/13/2026

From “automate everything” to “redesign first, then automate.”

Courtney Stoner has spent her career connecting how a business operates with how it creates financial value.

The biggest insight? Agentic AI doesn't fix a broken process. It speeds it up. The teams seeing real results map their end-to-end process, define the problem, and only then decide where AI belongs.

But many organizations are still chasing the technology before they understand the work, and the ROI is suffering for it.

In this episode of CFO Weekly, learn how to turn AI hype into a business case tied to revenue and EBITDA.

🎧 Listen to the full conversation now. 👇

Iron Mountain

Personiv is heading to NAFES Fall 2026 in Austin, Texas!We’re excited to attend the North American Finance Executive Sum...
10/12/2026

Personiv is heading to NAFES Fall 2026 in Austin, Texas!

We’re excited to attend the North American Finance Executive Summit, October 19–21, where finance leaders will come together to explore the future of finance, from AI and technology transformation to operational efficiency and strategic growth.

Representing Personiv, Steve Casey and Austin Rain will be there to connect with industry leaders and exchange ideas on building smarter, more efficient finance and accounting operations.

🤝 Attending NAFES? Stop by Booth #4 to meet our team and say hello! We’d love to connect and explore how people-powered expertise and technology-enabled processes can help move your business forward.

See you in Austin!

The Fall 2026 CFO Leadership Council Conference is officially underway!We are live in Denver and excited to join senior ...
10/12/2026

The Fall 2026 CFO Leadership Council Conference is officially underway!

We are live in Denver and excited to join senior finance executives shaping the future of the profession.

If you are on the floor today, make sure to catch Jonathan Taylor and Neil Stewart. Let’s talk about how the right financial outsourcing partnership can help you scale efficiently, eliminate operational bottlenecks, and free up your team to drive sustainable business growth.

Come by booth #26 and say hi!

Address

8601 Ranch Road 2222 #450
Austin, TX
78730

Alerts

Be the first to know and let us send you an email when Personiv posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share