For service-based small businesses
OpsFlow combines AI automation and financial management so you stop doing busywork and start running the business you actually want.
"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
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.
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.
What changes
Most small businesses survive on gut feel and late-night spreadsheets. OpsFlow clients run on data and automation.
reduction in time spent on customer follow-ups
average monthly savings vs. hiring a part-time admin
to go from first call to live AI chatbot on your website
missed appointment follow-ups after onboarding
Why OpsFlow
When Bench collapsed in early 2025, thousands of businesses lost their financial data overnight. OpsFlow was built from the ground up to be what they actually needed: real AI-powered automation, not a human-assistance layer with an AI label.
Pilot, Bench, and VCFO firms are human-first with software bolted on. OpsFlow is built around AI automation from day one — every task that can be automated, is.
None of our competitors publish their prices. We do. $299, $599, $999/month. No custom quotes, no "let's schedule a call to discuss" — pick a tier and go.
We don't just do bookkeeping — we do CFO work. Cash flow forecasting, profitability analysis, and scenario modeling are included at every tier.
| OpsFlow | Bench (now shut down) | Pilot | VCFO firm | |
|---|---|---|---|---|
| Public pricing | Yes — $299/mo | N/A — shut down | No | No |
| AI receptionist included | Yes | No | No | No |
| CFO-level financial work | Yes | Bookkeeping only | Accounting focus | Yes |
| Cash flow forecasting | Yes | No | No | Extra cost |
| Appointment automation | Yes | No | No | No |
| No long-term contract | Yes | Unknown | Varies | Typically 6–12mo |
| Setup fee | $0 | Unknown | Yes | $2,500–$10,000 |
Results
These are real outcomes from real businesses — not vanity metrics.
Pricing
We publish our prices. None of our competitors do. That's intentional.
AI-powered back office for businesses just getting serious about automation.
Everything in Starter, plus real CFO-level financial management.
Full back-office delegation for businesses ready to operate without a full-time ops team.
All plans include onboarding. No long-term contracts — month-to-month after setup. Book a free 20-min demo to get started.
We do real work, not vanity retainers. If you're serious about running your business instead of drowning in it, let's talk — 20 minutes, no pitch deck.
Book a free 20-min demoNo commitment. We'll show you exactly how it would work for your business.