Platform Features

Everything your back office needs. Nothing it doesn't.

Nine core modules, nine AI agents, and industry-specific workflows — all in one platform. Plus specialized tools for your vertical.

Core modules. Zero gaps.

Each module is purpose-built and fully integrated with the others.

Accounting

Double-entry GL, P&L, cash flow, bank reconciliation, and journal entries.

CRM

Pipeline management, contacts, deals, and automated follow-ups.

Invoicing & Payments

Create, send, and track invoices. Accept online payments. Automatic reminders.

HR & Payroll

Employee management, time tracking, payroll processing, and workforce planning.

Operations

Project tracking, job costing, team workflows, and vendor management.

Compliance

License tracking, insurance monitoring, deadlines, and regulatory alerts.

Marketing Suite

SEO tracking, social media, content calendar, campaigns, and lead capture.

Documents

AI document scanning, auto-fill templates, e-signatures, and contract management.

Work Management

Kanban boards, milestones, budget tracking, and resource allocation.

AI Back Office

9 AI specialists. Zero extra headcount.

Each agent owns a function of your business. They collaborate, escalate, and act — so you don't have to.

A
Alex
Executive Assistant

Manages your inbox, surfaces priorities, and drafts communications.

M
Morgan
CFO Agent

Monitors cash flow, flags financial anomalies, and prepares reports.

J
Jordan
COO

Tracks projects, coordinates vendors, and manages operations across teams.

R
Riley
Estimating & Proposals

Analyzes documents, generates cost estimates, and reviews proposals.

S
Sam
Tax Advisor

Tracks deductions, 1099 candidates, and quarterly deadlines.

C
Casey
Data Analyst

Cross-cutting reports, trends, win rates, and anomaly detection.

S
Sage
Document Intelligence

Reads uploaded documents, extracts key data, and runs cost scenarios.

P
Parker
Property & Asset Manager

Rent rolls, lease tracking, maintenance triage, and NOI analysis.

N
Nova
Marketing & Commerce

Campaigns, ad ROAS, SEO tracking, content strategy, and e-commerce operations.

Built for real operators.

Not another half-baked tool. These features run businesses.

Invoicing & Billing
Estimates & Proposals
Project Management
CRM & Lead Tracking
Banking & Reconciliation
Full Accounting (GL, P&L)
Tax Preparation
Document Analysis
E-Signatures
Workforce Planning
Menu Costing & COGS
Inventory Management
Units, Leases & Maintenance
Order Fulfillment
Ad Campaign ROAS
SEO Keyword Tracking
Content Calendar
HR & Payroll
Certifications & Compliance
Workflow Automations
Document Auto-Fill
Business Licenses & Insurance
Email Integration
10 Language Support

Why teams switch to Operandix.

Compare what you're cobbling together today.

FeatureSpreadsheetsQuickBooksIndustry ToolsOperandix
AI AgentsNoNoNo9 Specialists
Full AccountingManualYesNoAI-Enhanced
CRM + PipelineNoNoBasicBuilt-in
Document ScanningNoNoLimitedAI Reads PDFs
Compliance TrackingNoNoPartialAutomated
8 Industry ConfigsNoNoNo12-Question Setup
Multi-LanguageNoNoNo10 Languages
PriceFree$30/mo$500+/moFrom $199/mo

Up and running in three steps.

01

Sign Up (60 seconds)

Create your account. No credit card, no sales call. You're in.

02

Configure Your Industry (12 questions)

Answer 12 questions about your business. Operandix pre-configures your modules, chart of accounts, and AI agents.

03

Run Your Business (AI takes over)

Your 9 AI specialists activate. They monitor, flag, and handle the work that buries your team.

Ready to see it in action?

Book a demo or get started today.