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The Managed Agent Company

You should be
hiring Managed
Agents.

Techfive identifies where AI can make a practical difference in your business, then deploys and manages agents that do the work—inside the systems you already use.

Find your first Managed Agent → See how it works

Real Work

Defined jobs.
Useful outcomes.

Secure by Design

Granular permissions.
Human oversight.

Fully Managed

We deploy, manage,
and advance it.

Inside the Techfive office
Ava Finance Agent Working
Today 10:14 AM@Ava, where do we stand on overdue invoices?
  • Receivables report QuickBooks
  • Approved follow-ups Outlook
  • One exception for your review Waiting

Our technology partners

Managed Agents

What are Managed Agents?

A Managed Agent is an AI that has a defined role and assigned responsibilities within your organization. It performs work inside your existing applications, responds directly to your team, and brings people in when judgment or approval is required.

01 / Scoped Role

Has a Defined Job & Responsibilities

Not an open prompt box. A Managed Agent has defined duties, permission boundaries, and measurable goals tailored to your business.

Bounded duties & clear rules

02 / Native Execution

Completes Work Inside Your Business Tools

No copy-pasting answers. It connects directly to your software—QuickBooks, NetSuite, Salesforce—and completes actions autonomously.

Scoped access

03 / Human Oversight

Asks Humans for Key Decisions or Exceptions

Routine work finishes quietly. Any unexpected variance or high-stakes action routes directly to your team with full context for quick approval.

Packaged context for approval

How Work Moves: The 3-Step Cycle

1

New work is triggered in a pre-defined way

A request arrives in email, a webhook fires, a record changes in one of your tools, or a team member posts a request in Slack.

2

The Managed Agent executes safely within its boundaries

The agent validates rules, cross-references, and writes updates directly into your existing tools.

3

Once finished the agent reports back or escalates

Completed work is logged. Exceptions and sensitive actions go to a person with the context needed to decide.

Tailored to Your Workflow

Managed Agents are tailored to your business needs

You don't need to arrive with an AI strategy. We look at how work moves through your business and tailor an agent to the exact responsibilities, tools, and boundaries your team needs.

Ava Finance Agent · Accounts Receivable & Ledger Operations

Receivables don't need to sit in someone's task list. Ava monitors outstanding invoices, reconciles incoming payments, and escalates discrepancies directly to your team.

Responsibilities
Accounts receivable • Reconciliation • Follow-up
Works in
QuickBooks • Outlook • HubSpot
Escalates
Payment discrepancies • Restricted actions
Configure a Finance Agent →
# general-ops CONNECTED
SJ Sarah Jenkins10:14 AM @Ava, where do we stand on overdue invoices?
Ava APP 10:14 AM I've updated the receivables report and dispatched the 4 approved payment follow-ups. Accounts Receivable Review 1 Action Required

Invoice #INV-2024-889 has a $420 variance against PO #9821. Ready for manager authorization.
Message #general-ops or @Ava… BI🔗☰@

Managed Agents can provide value across your whole organization

Each agent's responsibilities, systems, and permissions are shaped specifically around your business.

FINANCE AGENTAva

Receivables & Reconciliation

Monitor outstanding invoices, reconcile incoming payments, prepare follow-ups, and route discrepancies to your team.

QuickBooksOutlook
SALES AGENTMiles

Lead & Pipeline Hygiene

Research prospect backgrounds, update CRM records, clean contact fields, and prepare tailored outbound follow-up.

HubSpotSalesforce
OPERATIONS AGENTNova

Coordination & Routing

Coordinate vendor requests, handle repetitive data entry across tools, and route operational exceptions to managers.

ERPZendesk
MARKETING AGENTCora

Campaign & Reporting

Consolidate multi-channel campaign performance, audit asset checklists, and publish automated weekly metric summaries.

AnalyticsCMS
ADMINISTRATIVE AGENTSage

Scheduling & Requests

Handle multi-attendee meeting negotiation, track cross-team requests, assemble agendas, and dispatch team reminders.

Google WorkspaceSlack
CUSTOMER SUPPORTIris

Triage & Follow-through

Organize incoming tickets, draft answers from approved knowledge, and escalate cases that need a person.

ZendeskTeams
PROCUREMENT AGENTFinn

Purchasing Coordination

Collect supplier quotes, track purchase requests, and prepare comparisons for authorized approval.

ERPOutlook
PEOPLE OPERATIONSRemy

Onboarding & Coordination

Coordinate onboarding checklists, prepare routine documents, and flag missing information for your team.

HRISMicrosoft 365

Techfive's Certifications

Claude Partner NetworkClaude Code PartnerOpenAI Partner ProgramCompTIA Security+CompTIA CySA+Claude Partner NetworkClaude Code PartnerOpenAI Partner ProgramCompTIA Security+CompTIA CySA+

Built Differently

Managed Agents use the software your team already uses. No new tools required.

Most new software gives your employees another interface to operate. Managed Agents operate the software your business already uses.

The Techfive Approach

Managed Agents

Where work happens

Inside your existing tools via native API

User interface

Zero new logins or software to learn

System actions

Reads and writes records directly

Supervision & control

Approval requests with context, hard limits on restricted actions

Human time required

Review exceptions and approvals

Result: The work gets done. Your team stays in control.

The Old Way

Traditional Tools

Where work happens

Isolated third-party browser tabs & chat windows

User interface

Another interface for staff to operate

System actions

Manual copy-pasting between tabs

Supervision & control

Output is checked by the person who prompted it

Human time required

Prompting, reviewing, and re-entering results

Result: Adds an interface. The work still needs a person.

Security & Governance

Human oversight and Agent security

Human oversight is built into every Managed Agent. Permissions define which systems it can use, which information it can access, and which actions it can take. Agents work within those boundaries, request approval for sensitive actions, and escalate exceptions. Their work is logged, so your team can see what happened.

Granular permissions

Every agent has its own identity and only the systems and data its job requires.

Human approval locks

You define where an agent can proceed and where a person must decide.

Auditable work trees

Actions, approvals, and outcomes are logged for your team to review.
Our security and partner credentials →
Techfive colleagues working together in our office

Human in the Loop

Security builds opportunity.

Real-time team verification for actions exceeding standard operating risk boundaries.

Techfive has run managed IT and cybersecurity for businesses for years. Identity, least privilege, monitoring, and consequential systems are not new to us. Managed Agents inherit that discipline.

Fully Managed

We deploy, secure, monitor, maintain and advance your Agents

Putting AI to work is only the beginning. Keeping up with new models, capabilities, and approaches is a full-time job. Techfive deploys, secures, monitors, maintains, and advances your agents.

01 / DISCOVER

Identify Opportunities

An Agent Workforce Assessment. We look at how work moves through finance, sales, operations, marketing, and administration, and identify the recurring responsibilities an agent can take on.

02 / DESIGN

Define the Role

We define the agent's responsibilities, systems, knowledge, permissions, decision boundaries, and escalation paths.

03 / DEPLOY

Build & Launch

We build, integrate, secure, test, and launch the agent where your team already works.

04 / ADVANCE

Continuous Management

We monitor performance, maintain integrations, govern access, and apply tested improvements as AI capabilities and your business change.

You

Business context. The decisions that need your judgment. Approval on sensitive actions.

Techfive

Everything else. We deploy, secure, monitor, maintain, and advance the agent, and keep looking for the next job worth handing to one.

One agentSeveral agentsAgent teamManaged AI workforce

Agent Manager

Manage your Agents in real-time

See what your agents are doing, review requests for approval, and understand how they're performing across all workflows.

Agents

Search agents
AvaFinance & Accounting · Available Working
Activity Permissions Approvals (1) Performance Integrations
10:14 AM Reconciled incoming batch #4402  QuickBooks
10:02 AM Dispatched 4 approved payment follow-ups  Outlook
09:47 AM Updated the receivables report  QuickBooks
09:31 AM Flagged a $420 variance on invoice #INV-2024-889 — escalated to the finance team Accounts Receivable Review

Invoice #INV-2024-889 has a $420 variance against PO #9821. Ready for manager authorization.
09:12 AM Matched 3 incoming payments against open invoices  QuickBooks
08:55 AM Started the daily receivables run — 47 open invoices in scope

Built for the work between software and headcount

Automate essential work that no one fully owns

Every business has work that keeps it running beyond the product or service it exists to deliver. Finance administration. Marketing coordination. Reporting. Scheduling. Customer follow-up. That work matters. It also takes time away from the work your people do best.

Managed Agents are particularly suited to the recurring, well-defined parts of these supporting functions. They take responsibility for the execution, while your team provides direction and handles the decisions that need human judgment.

"Not every workload needs another hire. Start with one responsibility. Give it a dedicated agent. Expand as the value becomes clear."

$12,000Saved per yearOperations platform, replacing four subscriptions
4 → 1Tools consolidatedHubSpot, Mailchimp, Zomentum, and WordPress
83%Cost reductionMonthly software spend, $1,200 to $200
Hours → minutesTo build a new dashboardDashboard platform, replacing BrightGauge

Measured on Techfive's own internal deployments. Read the full write-ups →

Managed Agents at Work

See what our Managed Agents are already doing

The team at work in Techfive's office
Techfive · Operations Platform Internal deployment · CRM platform
$12,000 Saved per year

Monthly software spend dropped from $1,200 to $200.

Replacing HubSpot, Mailchimp, Zomentum, and WordPress with one system the whole team works from.

Built for
Techfive · CRM platform
Replaced
HubSpotMailchimpZomentumWordPress
Result
Four vendors to one. No broken integrations, no Zapier band-aids, one source of truth for every team member.
Read the full case study →

More shipped work: Dashboard platform, Client portal, Vantaic sales and marketing platform. All of it →

The Managed Agent Company

Find your first Managed Agent.

We'll look at how work moves through your business, identify the strongest opportunities for agents, and show you where to start.

Find your first Managed Agent → See how it works

Agent Workforce Assessment Recommended Agent Team Human oversight built in

Claude Partner Network member Claude Code partner badge

Techfive is a member of the Claude Partner Network and holds Anthropic's Claude Code partner badge. See our credentials →