Managed Finance, HR, an FP&A for the Middle Market

APX subject matter experts use enterprise-grade tools to manage complex administrative functions and automate work that slows you down

Rapid deployment, real-time visibility, and proven business processes lead to measurable reductions in administrative cost


The back office is an overlooked value opportunity.

AI agents execute complex workflows across finance, HR, and FP&A, eliminating manual processes, supporting faster decisions, and minimizing human error.

Agent permissions are governed through a dedicated system of record, ensuring every action is secure, auditable, and aligned to company policies.

The future workplace the intersection of operating expertise and thoughtful automation. One platform and one source of data connecting the entire back office.

What it Takes to Run the Back Office Right:

  • Level 1 finance, HR, and FP&A operating partner

  • Integrated object data structure as a single source of truth

  • Enterprise data security

  • Predictive tools and analytics

  • Governed environment to manage people, money, and agents at scale

  • Documented processes and business controls

  • Timely and interactive reporting with role-specific information

Available Modules via Workday:

  • Treasury management

  • Inventory management

  • Project management

  • Procurement optimization

  • Recruiting

  • Learning & development

  • Contract management

  • Portfolio-wide integrations, e.g. Tableau, OneStream, CRM

From Bottleneck to Breakthrough

Your back office has untapped potential.

In this exclusive guide, APX Signature reveals how middle-market and private equity–backed companies can overcome talent shortages and use intelligent systems to scale smarter and create a competitive edge. Flip through to see the strategies and systems that elevate clients supported by the APX platform.

Proven Expertise managing middle market portfolio companies - Signature Corporate Finance

The APX Operating Model

APX redesigned the back office around outcomes, not systems. We structure data to align people, money, agents, and workflows in a cohesive ecosystem. Agents are permissioned and deployed into core business processes.

Workday Cloud Infrastructure provides always on audit, segregation of duties, and role-based security with self-documenting electronic evidence. A unified object data structure across finance, HR, and FP&A creates the environment to manage money, people, and agents at scale.

APX Signature delivers operational intelligence executed with precision and consistency. Real-time information and scalable systems lead to better decisions and durable margin improvement.

Systems are designed for enterprise value creation and stakeholder needs, not ease of configuration.

Modern Stairwell at Successful Business

Operating Expertise

Technology is only as effective as the people using it.

Our team of finance, accounting, and HR professionals have extensive experience in business operations. We provide tangible solutions to back office problems, not template fixes created by IT consultants.

APX is Workday’s first Managed Services Partner, providing middle market clients with elevated business acumen and the enterprise level resources of the Workday platform. Over 125 years of combined team experience in systems optimization, financial management, human capital management, and operational services.

APX Drives Operational Alpha

Core systems live in 90 days. A scalable framework replicable across portfolio companies.

Purpose-build data infrastructure that simplifies the integration of acquisitions and organizes information for capital and exit events.

Leadership finally receives a singular view into performance, compliance, risk, and new business opportunities.

Key Results:

  • 90-day rapid deployment

  • 65% faster month-end close (e.g. 12-15 days down to 5)

  • 40%+ reduction in administrative overhead0

  • Real-time dashboards replace manual reports

  • Documented, role-specific workflows speed onboarding and replace dependence on human-centric system knowledge

  • Compliance monitoring replaces reactive compliance

  • Portfolio-wide platform replaces siloed and antiquated systems