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OpsMax
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FeaturesFive areas: Inbox, Treasury, Books, People, Max AI + Projects.
All featuresInboxSorted by what it costs you to miss, replies auto-drafted, tasks pulled from emailTreasuryCash planned for the month, every bill ready to payBooksEvery bank transaction matched, a running close checklistPeopleEveryone on one record, contracts and documents organizedMax AI + ProjectsMax, our AI assistant, guides every area, suggests routines, tracks key projects
AboutWho builds OpsMax.IntegrationsWorks with the tools you already use.PricingTwo ways to buy: OpsMax Platform and OpsMax Agency.CompareWhat OpsMax saves you, in time and money.

Treasury

Every dollar planned. Every bill ready to pay.

  1. Working capital

    The monthly request for cash to cover your bills, drafted for you.

    • Cash planned for the month
    • Cash and bills on one monthly schedule
    • Money you set aside is tracked
    • Reports and exports filed in your Drive folder

    Working capital

    $96,400

    Requested · Month 7

    Request drafted

    Contractors$18,400
    Vendor bills$27,300
    Card balance$9,000
    Set-asides$41,700

    Cash and crypto

    Cash$418,200 · 2 banks
    Crypto$124,400 · 3 accounts

  2. Bills

    Made in one click.

    • Mark paid, with proof
    • Every bill ready to pay
    • You approve every payment

    Bills

    From your inboxPrint shop · Invoice 88-1204Make bill
    VendorAmount
    Office supplierFor approval$12,480.00
    Print shopNo account to pay from$1,905.40
    Data vendorPossible duplicate$740.00
    Freight carrierPayment required$8,214.75
    Law firmPaid, with bank proof$4,600.00

    Bill for approval

    Office supplier$12,480.00DiscardApprove

  3. Contractor payouts

    Contractor invoices gather into one payout run.

    • Contractors who don’t send invoices get one made for them, marked as made by your company
    • You approve every payment

    Contractor payouts

    $7,470.00

    in this batch · 4 contractors

    2

    ready for your approval

    ContractorAmountState
    Design studioINV-0412 · Their invoice$3,200.00Ready for your approval
    Copy and editINV-0409 · Generated$1,150.00Ready for your approval
    Data contractorINV-0405 · Their invoice$2,480.00Tax form missing
    TranslationINV-0401 · Their invoice$640.00Paid
    Invoice INV-0409Your company
    For Copy and edit$1,150.00

    Generated for a contractor who sent none, labeled as your company’s.

  4. Bill fixes

    Missing details flagged, each with its fix.

    • Every bill ready to pay
    • You approve every payment

    Bill fixes

    2

    bill fixes, each with its fix

    Print shop · BILL-2179No account to pay from$1,905.40Fix
    Data vendor · BILL-2165Possible duplicate$740.00Fix

    Fix BILL-2179

    Pick the account

    Operating accountPay-from accountDiscardApprove

    Fix BILL-2165

    Archive the copy

    $740.00 · Possible duplicateDiscardApprove

  5. Crypto, beside your cash

    Exchange and wallet balances in the same monthly view.

    • Crypto exchange and blockchain data, connected by each company

    Cash and crypto

    $542,600

    cash and crypto, in the same cycle · Month 7

    Bank accountsCash · 2 banks$418,200
    Exchange accountUSDC$60,000
    Wallet · coldUSDT$34,400
    Wallet · hotETH$30,000
    Cryptoexchange and wallets · 3 accounts$124,400

Your back office, in one app

Join the waitlist · admitted in batches · 30-day free trial on Platform.

Which plan is yours?

We use your email for your admission and nothing else, and there is no marketing list. How we handle it.

Starting fresh, or already running on your own tools?
How many companies?