Waitlist open · Onboarding December 2026

The AI back office for small companies

Books, bills, cash, people, inbox and projects, in one app.

Join the waitlist See pricing

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

Works with the tools you already use:

Tool category:

Books
Bills
GmailEmail
Google DriveFiles
TelegramChat
Banks
Crypto exchange
Crypto wallets
Payroll
More on the waySee all integrations

The back office eats a small company’s week

80% of owners¹
at companies of 1–5 employees run the back office themselves.
25 hours a week²
of data entry and reconciling, at companies of 10–99 employees
10+ hours a week³
on human resources admin, for 1 in 3 small firms
54% of owners¹
say lack of time is their main barrier to growth

Sources

1 · A survey of 1,092 US owners of companies of 1–5 employees, March 2026, published by a small-business insurer: 80% manage administrative and finance tasks themselves; 54% say a lack of time is their primary barrier to expansion.
2 · A survey of 630 US owners and executives at companies of 10–99 employees, August 2024, published by an accounting-software company: 25 hours a week of manual data entry or reconciling across apps, company-wide.
3 · A survey of 600 US business and HR leaders at companies of 5–499 employees, July 2024, published by a payroll company: 34% spend more than 10 hours a week on HR administration, printed as “1 in 3”.

OpsMax

The whole back office, in one place

Every area runs the same steps, every month.

Inbox

Your inbox, sorted by what it costs you to miss.

Sorted by what needs you
Max drafts the replies
Max turns email into tasks
You approve and send
Compose and reply anywhere

In detail

Inbox

Act now3Money5Waiting on2Read later11Notices24Noise68

Law firmEngagement letter — countersignedAct now

Insurance brokerRenewal quote attachedAct now

Print shopInvoice 88-1204 attachedMoney

Data vendorRenewal quote for next termWaiting on

Office supplierStatement for the periodRead later

Freight carrierDelivery confirmation 7741Notices

Open · Print shop

Contact file · BILL-2179Drafted reply · readyBill · $1,905.40

Reply draft

Data vendor · Renewal quote for next term

Sender’s contact file: 1 contract · BILL-2165

Attached is our renewal quote for next term. Could you confirm this week?

Max drafted a reply

Thanks for sending the quote. We will check it against this year’s usage and confirm this week.

DiscardEditApprove and send

A task from this email

Confirm the renewal quoteData vendor · this weekDiscardApprove

Write a new email, or reply on any threadCompose

Treasury

Every dollar planned. Every bill ready to pay.

Working capital
Crypto, beside your cash
Budgets
Bills
Bill fixes
Contractor payouts

In detail

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

Bills

2

bill fixes

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

Fix BILL-2179

Pick the account

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.

Books

Every line matched. Every close on track.

Reconciliation
Bank payments into the books
Month-end close checklist
Book fixes

In detail

Reconciliation

48 of 48

transactions matched

Bank 32 · Card 16

Hosting — monthlyMatched · Software$1,200.00

Freight forwarderMatched · Freight$8,200.00

Contract design workAs Contractors · confirm$3,200.00

Insurance renewalAs Insurance · confirm$2,600.00

Software seatsMatched · Software$900.00

Office suppliesMatched · Office expense$640.00

Close checklist

2 of 5

steps done

2

wait on you

Bank transactions matched32 of 32Done

Card transactions matched16 of 16Done

Bills entered in the booksWaits on 2 bill fixesTwo wait on you

Payments categorizedWaits on 2 to confirmConfirm 2

Month closedWaits on the steps aboveWaiting

Book fixes · 2

Recode software seats$900.00Fix

Record a paid bill$3,800.00Fix

People

Every person on file. Every file complete.

The team directory
Onboarding forms
Pay schedules
Payroll connection

In detail

Max AI + Projects

Max sees what needs you and keeps every project moving.

Max on every page
Ask Max anything
You stay in control
Up next
Routines

In detail

Max

Max · on Bills

Two bills need you first.

BILL-2179 has no bank account to pay it from.

BILL-2165 may repeat a bill already paid.

Ask Max

Software: $9,240 spent, $8,000 planned. From your budget

Max on every page

InboxTreasuryBooksPeopleProjects

Up next

Ranked by what’s due and what needs you

1Print shop invoice$1,905.40Mail

2Insurance renewalDue in three daysProject

3Month-end closeTwo steps waitRoutine

4Data vendor quoteReply this weekMail

Routines · set up once

Month-end closeReopened every month

Contractor payoutsReopened every month

Projects

Insurance renewalMax drafted the follow-up

DueIn three days

Waiting onYour word on the quote

Emails4 threads

Files2 documents

Steps

Quote receivedDone

Review the quoteWaits on you

Sign the renewalOpen

To the insurance broker

Thanks for the renewal quote. We will confirm it by the due date.

DiscardApprove and send

Every month, the same standards

The same checks, in every area, every month, so nothing slips.

Every email sorted by what it costs to miss
Cash and bills on one monthly schedule
Errors in the books flagged, each with its fix
One record per person and vendor
The same dashboards every month

Run OpsMax yourself, or have us run it for you

Have someone to run it? Platform. Don’t want to hire? Agency.

MonthlyAnnual

Your monthly spending

30-day free trial
OpsMax Platform
YOU RUN IT. MAX GUIDES.
Software (SaaS)
CHOOSE IT IF
- Do-it-yourself founder
- A small back-office workload
- Already have a bookkeeper
What's included
- Inbox
- Treasury
- Books
- People
- Max AI + Projects
- Company setup
Everything in one product
$249 a month
$2,490 a year
2 months free · billed yearly
Under $50K monthly spending
$299 a month
$2,990 a year
2 months free · billed yearly
$50K–$100K monthly spending
$399 a month
$3,990 a year
2 months free · billed yearly
$100K–$150K monthly spending
$499 a month
$4,990 a year
2 months free · billed yearly
$150K–$250K monthly spending
$599 a month
$5,990 a year
2 months free · billed yearly
$250K–$400K monthly spending
Talk to us
Talk to us
Above $400K monthly spending
From $249 a month
Join the waitlist
Talk to us
1/3 the cost of one new hire
OpsMax Agency
OUR TEAM RUNS IT. MAX GUIDES.
Business operations agency
CHOOSE IT IF
- No bookkeeper or team
- Not hiring
- Want it handled now
What's included
- OpsMax Platform
- OpsMax team
- Our team onboards you, fresh or already running.
- Our team does the daily work. You approve every payment.
- A monthly review with you.
$1,900 a month
$20,900 a year
1 month free · billed yearly
Under $50K monthly spending
$2,400 a month
$26,400 a year
1 month free · billed yearly
$50K–$100K monthly spending
$2,900 a month
$31,900 a year
1 month free · billed yearly
$100K–$150K monthly spending
$3,200 a month
$35,200 a year
1 month free · billed yearly
$150K–$250K monthly spending
$3,500 a month
$38,500 a year
1 month free · billed yearly
$250K–$400K monthly spending
Talk to us
Talk to us
Above $400K monthly spending
From $1,900 a month + $750 one-time setup
Talk to us

Every price tier, both plans, a month. Planned launch prices. One subscription per group of related companies.
Monthly spending	Typical size	OpsMax Platform, monthly	OpsMax Platform, annual	OpsMax Agency, monthly	OpsMax Agency, annual
Under $50K	about 1–4 people	$249 a month	$2,490 a year (2 months free)	$1,900 a month	$20,900 a year (1 month free)
$50K–$100K	about 5–9 people	$299 a month	$2,990 a year (2 months free)	$2,400 a month	$26,400 a year (1 month free)
$100K–$150K	about 10–14 people	$399 a month	$3,990 a year (2 months free)	$2,900 a month	$31,900 a year (1 month free)
$150K–$250K	about 15–19 people	$499 a month	$4,990 a year (2 months free)	$3,200 a month	$35,200 a year (1 month free)
$250K–$400K	20 and over	$599 a month	$5,990 a year (2 months free)	$3,500 a month	$38,500 a year (1 month free)
Above $400K	—	Talk to us	Talk to us	Talk to us	Talk to us

Typical size is a rough guide, not a price: the price follows spending.

OpsMax Agency: $750 one-time setup for a new company.

OpsMax Agency: About 30 staff hours a month at the 10-person example, 40 at 25 people, tracked in OpsMax. Extra hours, approved by the owner first: $95 an hour routine, $150 an hour specialist, in prepaid 10-hour blocks ($950 / $1,500).

Terms apply

Your back office, in one app

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

Questions

We have answers.

Do I have to switch my books, bank or payroll?

No. OpsMax works on top of the tools you already use. Your accountant stays your accountant.

Does OpsMax move money?

No. You approve every payment.

Who decides what Max drafts?

You do. Max drafts the next step, and you approve or discard every suggestion.

When can my company start?

Join the waitlist · admitted in batches · 30-day free trial on Platform. We’ll email you when your batch opens.

What is OpsMax Agency?

OpsMax Platform plus the OpsMax team, guided by Max. Talk to us to set up OpsMax Agency.

What can OpsMax see and do in the tools I connect?

The access you approve allows OpsMax to read your email, books and bot’s messages; anything more is its own setting, off until your company turns it on. Each tool in detail: Connections.

How is my company’s data protected?

It is encrypted in transit, and our database provider encrypts it at rest. Access by our staff is kept to what their work needs.

Is my data used to train AI models?

No. Your data is not used to train AI models.

Does OpsMax hold a security certification?

No. OpsMax claims no security certification today.

Full terms

Who decides what Max drafts? You do. Max flags what needs you and drafts the next step. You stay in control: approve or discard every suggestion.

What can OpsMax see and do in the tools I connect? Your mailbox and books ask for access on the provider’s consent screen. Your messaging app takes a bot token you paste in instead. That access allows OpsMax to read your email, books and bot’s messages; anything more is its own setting, off until your company turns it on. Grants are stored encrypted. Each tool in detail: Connections.

How is my company’s data protected? Keeping each company’s records apart inside the database itself is not in place yet.

Is my data used to train AI models? Email from a mailbox you connect is not used to train AI models. Other company content is not used to train models.