For service-based small businesses

Your business,
running itself.

OpsFlow combines AI automation and financial management so you stop doing busywork and start running the business you actually want.

OpsFlow Dashboard

Automation Running

New inquiry
AI responds
Booked + paid

247

Conversations this week

+18% vs last week

$4.2k

Revenue processed

Automated

0

Hours you spent on follow-ups

All handled by AI

Live since Jan 2026
"You didn't start your business to answer the same emails every day, chase invoice payments, or manually enter the same data over and over. But that's what most small businesses look like from the inside."

OpsFlow exists to change that. We build the AI infrastructure and financial systems that let you work on your business instead of in it — without hiring a team, without six-figure agency fees, and without learning to code.

Our clients are service businesses: dental offices, HVAC contractors, law firms, restaurants, retailers. Businesses with 5 to 50 employees that are good at what they do, and terrible at what they don't want to do. We fix the latter.

What we do

Two services. One company.
One reliable partner.

AI Automation Agency

We set up and manage AI tools that handle your customer support, appointment booking, follow-up emails, and data entry — 24/7, novacations, no errors.

  • AI chatbot trained on your business
  • Automated appointment reminders
  • Follow-up email sequences
  • Lead qualification and routing
  • Data entry and CRM sync
+

Virtual CFO Service

Real financial leadership for businesses that need more than a bookkeeper and less than a full-time CFO. Monthly retainers, real-time dashboards, strategic advice.

  • Monthly financial reporting
  • Cash flow forecasting
  • Profitability analysis by service line
  • Budgeting and tax planning
  • Investor-ready financial models

What changes

Outcomes that compound.

Most small businesses survive on gut feel and late-night spreadsheets. OpsFlow clients run on data and automation.

80%

reduction in time spent on customer follow-ups

$1,200

average monthly savings vs. hiring a part-time admin

3 days

to go from first call to live AI chatbot on your website

0

missed appointment follow-ups after onboarding

Pricing

Simple retainers. No surprises.

Automation Only

$1,500 /month

Everything your AI systems need to run without you in the loop.

  • AI chatbot setup and management
  • Appointment automation
  • Email follow-up sequences
  • CRM integration and data sync
  • Monthly performance report
Setup fee: First month free (credited)
Most popular

Automation + CFO

$2,200 /month

Full operational and financial management. The complete back office, delegated.

  • Everything in Automation tier
  • Monthly financial close and reporting
  • Cash flow forecasting and modeling
  • Profitability by client or service line
  • Quarterly strategy session
  • Annual budget and tax planning
Setup fee: First month free (credited)

CFO Only

$600 /month

Strategic financial management for businesses that have their ops handled.

  • Monthly financial reporting
  • Cash flow and runway forecasting
  • Budget tracking and variance analysis
  • Quarterly strategy session
  • Tax planning coordination
Setup fee: $500 one-time

All plans include onboarding, training for your team, and a dedicated point of contact. No long-term contracts — month-to-month after the initial setup period.

You started your business to build something.
Let us handle the rest.

We work with a small number of clients at a time. Not because we're selective — because we do real work, not vanity retainers. If you're serious about running your business instead of drowning in it, let's talk.