Standardize the promise
Turn service knowledge into reusable operating structures instead of rebuilding work from memory.
The managed service operating system
One place to design, deliver, and improve every recurring service.
Managed Tasks connects service plans, operational work, client participation, time, billing, integrations, and controlled automation around the same client and service context.
Service portfolioUpdated now
31On track
6Client action
11In progress
See the full portfolio
Understand what is due, blocked, waiting on a client, in review, or ready to bill across every account.
Keep context connected
Carry the client, service, work, commercial, and communication record through the complete lifecycle.
A shared operating model
The service is the center—not the task list.
Generic task systems begin with individual work items. Managed Tasks begins with the service your organization has committed to deliver, then connects every task, owner, deadline, client action, time entry, and commercial record to that commitment.
- Service plans and reusable templates
- Tasks, projects, dependencies, and custom fields
- Client records, contacts, roles, and portal access
Service portfolioUpdated now
31On track
6Client action
11In progress
Cross-functional operations
Delivery and commercial context stay in the same system.
Operations leaders can see how work moves from definition to delivery and from recorded effort to billing, payment, and reporting. Teams stop reconstructing the story across spreadsheets, inboxes, point tools, and accounting notes.
- Time, rates, billing agreements, and invoice sources
- Retainers, expenses, payments, and accounting mappings
- Portfolio reporting and client-facing visibility
N
Northstar AdvisoryMonthly close · August
76% completeBank statement requestedUpload the August operating account statement.
Prior-period reviewApproved by Jordan Lee
CompleteExtensible by design
Integrate and automate without surrendering control.
Managed Tasks combines native integrations, a versioned API, signed webhooks, MCP tools, and tenant-controlled automation with explicit authority, approvals, budgets, and audit records.
- Microsoft, Google, and QuickBooks Online workflows
- REST API, webhooks, and MCP
- Human approval for consequential automated actions
Service portfolioUpdated now
31On track
6Client action
11In progress
Frequently asked questions
Questions, answered clearly.
Straight answers for service leaders evaluating a new operating system.
What is managed service operations software?
Managed service operations software coordinates the repeatable services a business delivers for multiple clients. It connects recurring commitments, operational work, client participation, time, billing context, integrations, and reporting in one system.
How is Managed Tasks different from a generic task manager?
Managed Tasks models the client, the service commitment, each service cycle, the work required, client responsibilities, and the commercial context together. A task is part of an accountable service record rather than an isolated to-do.
Who is Managed Tasks designed for?
Managed Tasks is designed for B2B organizations that deliver repeatable services, including accounting and bookkeeping firms, managed service providers, advisory practices, compliance teams, fractional operators, and other multi-client service businesses.
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.