These docs describe OpsMax Platform. You or your team run it, guided by Max. OpsMax Agency is OpsMax Platform plus the OpsMax team, guided by Max. Our team does the daily work, in the same app. How the two compare: Plans and billing.
Your tools
- Works with the tools you already use.
- It does not replace your accounting system.
- Your accountant stays your accountant.
- What each tool's connection lets OpsMax do: Connections.
The five areas
- Inbox: Sorted by what it costs you to miss, replies auto-drafted, tasks pulled from email.
- Treasury: Cash planned for the month, every bill ready to pay.
- Books: Every bank transaction matched, a running close checklist.
- People: Everyone on one record, contracts and documents organized.
- Max AI + Projects: Max, our AI assistant, guides every area, suggests routines, tracks key projects.