The Platform That Adapts to Your Business
We build custom operations apps tailored to your business. MVP in 2 weeks, full product from 8 weeks.
MVP in 2 weeks. Full product from 8 weeks depending on complexity.
AI-Powered Health Monitoring
Catch problems before they become crises with our proprietary quadrant analysis
Single Source of Truth
Connect your existing tools and eliminate data silos across your organization
Industry-Specific Workflows
Pre-configured templates with terminology and workflows for your industry
Sound Familiar?
Most operations teams struggle with the same challenges. These problems don't just slow you down—they cost you money, clients, and opportunities.
Operations Scattered Everywhere
Your data lives across 7+ different tools - spreadsheets, email, CRMs, accounting software, and sticky notes.
Manual Calculations Eating Hours
Commission calculations, invoicing, and reporting consume 10+ hours per week that could be spent growing the business.
No Visibility Into Project Health
Projects get stuck in limbo. You don't know which ones need attention until it's too late.
Spreadsheets Nobody Trusts
Data quality issues, version conflicts, and formula errors make everyone question the numbers.
Team Using Different Processes
Every team member has their own way of doing things. No standardization means inconsistent results.
Forgotten Payments & Missed Deadlines
Supplier payments slip through the cracks. Commission payouts are late. Client relationships suffer.
There's a Better Way
What if you could centralize everything in one system? One source of truth. Complete visibility. Zero manual calculations. That's exactly what our Operations OS delivers.
One System. Complete Visibility. Zero Chaos.
Everything you need to run your operations in one centralized platform. No more juggling tools or chasing data.
OPS OS Health Monitoring
Proprietary 4-quadrant analysis tells you exactly which projects need attention and why.
- Real-time health scoring
- Bottleneck detection
- SLA tracking
Multi-Industry Flexibility
Pre-configured industry templates with terminology and workflows that match how you work.
- Industry-specific terminology
- Custom kanban stages
- Flexible workflows
175+ Integrations
Connect your existing tools in minutes. Import, export, or two-way sync with the apps you already use.
- Data sources & spreadsheets
- Finance & accounting
- CRM & communication
Commission Automation
Eliminate calculation errors with automated commission tracking and scheduled payouts.
- Custom rate structures
- Bonus tiers
- Automated scheduling
Visual Project Management
Kanban boards with financial summaries per stage. See your entire pipeline at a glance.
- Drag-and-drop workflow
- Stage financials
- Document tracking
Built-in Accounting
Invoicing, expense tracking, Accounts Receivable/Accounts Payable aging, cash management, and profitability reports—all without switching apps.
- Invoice & expense management
- Cash management with Accounts Receivable & Accounts Payable
- Profitability & financial reports
175+
Integrations Available
8+
Industry Templates
100%
Calculation Accuracy
Know Exactly Which Projects Need Attention
Our proprietary 4-quadrant analysis combines SLA tracking with problem detection to give you instant visibility into your operations health.
The 4-Quadrant Health Matrix
Every project is automatically classified based on timeline and issue status
Happy Path
Projects progressing smoothly within expected timelines. No intervention needed.
Monitor and celebrate
At Risk
On-time but facing issues. Address problems now before they cause delays.
Resolve issues proactively
Is There a Problem?
Running late but no issues flagged. Investigate why progress is slow.
Investigate root cause
Danger Zone
Late AND has issues. Immediate attention required to prevent escalation.
Escalate immediately
Prioritize Scientifically
Stop guessing which projects need attention. The quadrant tells you exactly where to focus.
Catch Problems Early
Identify bottlenecks and issues before they become crises. Prevention over firefighting.
Improve Over Time
Track trends in project health. See which stages cause delays and optimize your workflow.
Additional Health Monitoring Features
Bottleneck Detection
Automatically identifies stages causing delays
Aging Analysis
Track how long projects sit in each stage
Throughput Trends
Monitor improving or declining flow rates
Pipeline View
Visualize your entire workflow at a glance
Built for Your Industry
Pre-configured templates with industry-specific terminology, workflows, and features. Get started in minutes, not months.
Construction
Manage projects from bid to final inspection
Key Entities
Workflow
Quote → Measure → Order → Produce → Install → Complete
Track every project from quotation to completion with contractor management, purchase orders, and work order scheduling.
Finance
Portfolio and advisory management
Key Entities
Workflow
Application → Review → Approval → Disbursement → Closed
Manage client portfolios with complete audit trails, compliance tracking, risk ratings, and advisor performance metrics.
Retail
Inventory, POS, and customer management
Key Entities
Workflow
Order → Process → Ready → Pickup/Deliver → Complete
Unified inventory management, customer loyalty tracking, and transaction management in one system.
E-commerce
Order fulfillment and customer management
Key Entities
Workflow
Order → Payment → Pick → Pack → Ship → Deliver
Fulfill orders faster with visual pipeline management, warehouse tracking, and automated shipping workflows.
Manufacturing
Production and quality management
Key Entities
Workflow
Order → Plan → Produce → QC → Ship
Track production from raw materials to finished goods with bill of materials, supplier management, and quality control.
Logistics
Shipment and carrier management
Key Entities
Workflow
Pickup → Transit → Hub → Delivery → POD
Manage shipments and carrier relationships with real-time tracking, hub management, and proof of delivery.
Professional Services
Engagement and consultant tracking
Key Entities
Workflow
Proposal → Discovery → Execute → Review → Close
Track engagements, billable hours, consultant utilization, and deliverables with profitability analysis.
Supply Chain
End-to-end supply chain visibility
Key Entities
Workflow
PO → Confirm → Transit → Receive → Inspect
End-to-end visibility from supplier to customer with procurement, receiving, and quality inspection workflows.
Don't See Your Industry?
The platform is fully customizable. We can configure custom workflows, terminology, and features for any industry.
Connect Everything. Own Your Data.
Integrate with the tools you already use. Import data, export reports, or sync everything in real-time.
Import Data
Pull data from external apps into the platform
Export Data
Push data from the platform to external apps
Two-Way Sync
Keep both systems in sync automatically
Automatic Actions
Trigger workflows based on events
Data Sources
Spreadsheets, databases, and data warehouses
Popular
Finance & Accounting
Accounting software and payment processors
Popular
CRM & Sales
Customer relationship management
Popular
Communication
Messaging, email, video, and collaboration
Popular
Project Management
Task and project tracking tools
Popular
Files & Storage
Cloud storage and document management
Popular
Marketing
Email marketing and SEO tools
Popular
HR & Payroll
HR systems and recruiting
Popular
Developer Tools
Code repositories and monitoring
Popular
Scheduling
Calendar and appointment booking
Popular
Analytics
Product analytics and data tools
Popular
Design & Video
Design tools and video messaging
Popular
Social Media
Social platforms and marketing
Popular
Automation
Workflow automation platforms
Popular
E-Signatures
Document signing and contracts
Popular
Shipping & Logistics
Shipping carriers and logistics
Popular
E-Commerce
Online store platforms
Popular
Customer Support
Help desk and support tools
Popular
CMS & Web
Content management systems
Popular
Productivity
Task and document tools
Popular
AI & ML
AI models and machine learning APIs
Popular
Education
Learning management systems
Popular
Setup in Minutes
4-step wizard guides you through authorization, configuration, and testing. Most integrations are live in under 5 minutes.
Real-time Sync
Changes in connected apps appear instantly. No more manual imports or stale data.
Custom Mapping
Map external fields to internal entities. Control exactly what data flows and where it goes.
Let AI Handle the Routine
Smart automation and AI recommendations that work in the background, so you can focus on what matters most.
Predictive Analytics
AI-powered forecasting helps you anticipate problems and opportunities before they happen.
Completion Forecasting
Predict project completion dates based on historical stage durations and current velocity
Cash Flow Predictions
Forecast cash flow based on pipeline, payment patterns, and scheduled expenses
Risk Scoring
Score deals and projects by risk level based on multiple factors and historical outcomes
Trend Analysis
Identify improving or declining metrics across stages, teams, and time periods
Smart Automation
Eliminate manual tasks with intelligent automation that runs in the background.
Commission Calculations
Automatic commission calculations on scheduled dates with bonus tier application
Invoice Generation
Auto-generate invoices when projects hit specific stages or milestones
Payment Reminders
Automated reminders for overdue payments based on aging thresholds
Stage Transitions
Trigger actions and notifications when projects move between stages
AI Recommendations
Get intelligent suggestions based on your data, patterns, and best practices.
Next Best Actions
Suggested next steps for each project based on stage and status
Resource Optimization
Recommendations for team assignments based on workload and performance
Performance Insights
Identify top performers, bottlenecks, and opportunities for improvement
Integration Suggestions
Recommendations for integrations based on your workflows and data patterns
Intelligent Alerts
Proactive notifications that surface issues before they become problems.
Bottleneck Detection
Automatic alerts when stages accumulate projects or slow down
Aging Warnings
Notifications when projects exceed expected time in stage
Cash Flow Alerts
Warnings based on AR aging and upcoming payment obligations
SLA Breach Prevention
Early warnings before projects exceed service level commitments
10+
Hours Saved Weekly
99.9%
Calculation Accuracy
Early
Problem Detection
24/7
Automated Monitoring
Custom-Built for Your Business
We build a custom operations app tailored to your industry and workflows. Phased delivery means you see value quickly.
Discovery & Design
We analyze your operations, understand your workflows, and design a custom app tailored to your industry and specific needs.
- Deep-dive into your operations
- Map your unique workflows
- Design custom terminology
- Plan integrations with your tools
Build & Configure
Our team builds your custom operations app, configures integrations, imports your data, and sets up automation rules.
- Custom app development
- Data migration from existing systems
- Integration setup and testing
- Automation configuration
Launch & Optimize
Go live with your new operations system. We provide training, support, and continuous optimization as you scale.
- Team training and onboarding
- Real-time health monitoring
- Ongoing support included
- Continuous improvement
MVP Delivery
2 Weeks
Full Product
From 8 Weeks
Custom Built
For You
Stop Wrestling with Spreadsheets.
Start Running Your Operations.
Join operations teams who've transformed their business with custom-built apps. See your MVP in 2 weeks, full product from 8 weeks.
Schedule a Personalized Demo
Get a customized walkthrough based on your industry and specific use cases.
Book a timeFeature Documentation
Detailed guides for every feature. Click to expand and learn how to use each part of the platform.
Frequently Asked Questions
Quick answers to common questions about the platform.