Serving 12 Select Mid-Market Companies

Eliminate 40 Hours of Manual Work Per Week—Without Becoming an Automation Expert

We find your automation opportunities, build the solutions, and keep them running—so your team stops firefighting and starts leading.

60-80%

Month-end close reduction

70-90%

Fewer invoice errors

$180K-400K+

Annual savings

SOC 2 Compliant
100% On-Time Delivery

"Month-end close went from 14 days to 4. I didn't have to become an automation expert—they already were."

— Sarah Chen, VP Finance, Meridian Software
The Problem

You Know Automation Could Help. You Just Don't Have Time to Figure It Out.

Mid-market companies waste $200K-$500K annually on manual processes. You can see the problem. You just can't afford to become an automation expert to fix it.

COO (Marcus)

Every Board Meeting, You're Scrambling for Data That Should Be Instant

Your company is growing at 40% year over year. Your operations workload? Growing at 60%. Every new customer means more manual handoffs. Every new deal means more spreadsheet updates. Every month-end means more weekend work.

10-15 days

month-end close

15-25%

invoice error rate

48-72+ hrs

sales-to-finance handoff

VP Operations (Jennifer)

You're Not Managing Operations. You ARE Operations.

200 emails by 9 AM. Back-to-back meetings coordinating between departments. Hours daily answering 'where is this?' questions. Your team is talented. They're also drowning—spending 60% of their time on manual data entry instead of the strategic work you hired them for.

30-50 hrs

weekly automation tasks

3-5 days

order processing cycle

18 months

since a real vacation

Finance Director (David)

Your CPAs Are Doing Data Entry. That's a $150K Problem.

You hired analysts with accounting degrees and MBAs. They're spending 60% of their time copying numbers between systems. Month-end close has become a marathon. 10-15 days of late nights, weekend work, and praying the spreadsheet formulas didn't break.

10-15 days

month-end close

15-20%

invoice re-processing

$12-15 each

manual invoice cost

IT Director (Rachel)

43 Integration Requests in Your Backlog. You're Not the Bottleneck—You're Underwater.

Marketing just deployed three new tools without telling you. Sales is syncing data through a Zapier workflow someone built at 2 AM. Shadow IT is growing faster than you can track it. Your engineering team wants to build product. Instead, they're maintaining custom integrations that break every time an API updates.

30-50

integration requests in backlog

Weekly

shadow IT discoveries

15-20%

eng time on internal tools

Sound familiar? You know what you need: someone to just... handle it.

See why we built OpFlow
Why We Started OpFlow

We've Been Where You Are. We Built What We Wished Existed.

1:47 AM on a Tuesday

I was walking through our finance department—I was COO at a 50-person SaaS company at the time—and found Sarah, our finance director, still at her desk.

Sarah has an MBA from Wharton. She's brilliant. And there she was, copying numbers from Salesforce into Excel, cell by cell, because our systems didn't talk to each other.

"I didn't get a Master's degree to do data entry at 2 in the morning."

— Sarah, with exhausted eyes

That moment broke something in me.

I spent the next six months trying to fix it:

Zapiercouldn't handle our complex approval workflows
Workatowanted $180K/year and six months to implement
Engineering teamsaid they'd need 18 months and two dedicated developers
Consultantsgave us beautiful PowerPoints and left us to figure out implementation

Nobody would just... do it for us.

That's when I realized:

We didn't need another tool. We didn't need another strategy deck. We needed a team of experts who would come in, understand our mess, and fix it—while we kept running the business.

So I built that team.

Today, OpFlow is the automation partner we wished existed. We're not selling you software. We're not handing you a roadmap and wishing you luck. We come in, we find the opportunities, we build the automations, and we make sure they keep working.

We use whatever tools make sense—n8n, Zapier, custom code, database triggers. We're not attached to any platform. We're attached to results.

Sarah now leaves at 5 PM on month-end.

Her team does analysis instead of data entry. And she finally took that vacation she'd been postponing for two years.

That's what we do.

— The OpFlow Team

The Moment Everything Changed

"This Isn't Actually That Complex. The Complexity Was in Your Head."

"I told the OpFlow team our revenue recognition was too complex to automate. We have 17 different contract types with usage-based components, milestone billing, multi-year terms. I'd been doing it manually for four years because I thought it was impossible to systematize."

Their lead engineer, Maria, asked me to walk her through one example. Thirty minutes later, she'd mapped the entire decision tree on a whiteboard.

"This isn't actually that complex. The complexity was in YOUR head because you've never seen it written down. Now that we can see it, we can automate it."

— Maria, OpFlow Lead Engineer

Two weeks later, it was running. The process I thought was impossible now happens while I sleep.

My finance team does analysis now. Real analysis. The kind of work they went to school for.

David Park

Finance Director, Cascade Consulting (156 employees)

Professional Services

Automated

Revenue recognition

5 days → 4 hrs

Expense approval

60% → 80%

Time on analysis

3 → 0

Audit findings

The processes you think are "too complex" usually aren't. You've just never had someone with fresh eyes map them out. That's what we do.

See how we work
How We Work

We Do the Work. You Get the Results.

Four steps. 14 days to your first automation. No DIY required.

01

We Assess Your Operations

Our team spends 2-3 days reviewing your processes with fresh eyes. We interview key stakeholders, observe actual workflows, and find the automation opportunities you're too close to see.

What You Get:

  • Prioritized list of automation opportunities
  • ROI projection for each opportunity
  • Recommended implementation sequence
  • Clear go/no-go decision point
Your Time Investment: 4-6 hours
02

We Design & Build

Our engineers build your automations using whatever tools fit best. Sometimes that's n8n. Sometimes it's custom Python. Often it's a combination. We handle the technical complexity; you handle your business.

What You Get:

  • Working automations, fully tested
  • Error handling and monitoring built in
  • Documentation your team can understand
  • No maintenance burden on your IT team
Your Time Investment: 2-3 hours
03

We Train Your Team

We don't just build and disappear. We train your operations team to monitor automations, handle exceptions, and know when to call us. You'll understand what's running and why.

What You Get:

  • Hands-on training sessions
  • Runbooks for every automation
  • Exception handling procedures
  • Confidence that your team can manage day-to-day
Your Time Investment: 3-4 hours
04

We Support & Optimize

Automations need maintenance. APIs change. Business rules evolve. We provide ongoing support to keep everything running and continuously improve based on real-world performance.

What You Get:

  • Proactive monitoring (we often fix issues before you notice)
  • Regular optimization based on actual usage patterns
  • Direct access to our engineering team
  • Quarterly reviews to identify new opportunities
Your Time Investment: 1-2 hours/month

Total Time Investment From Your Team:

PhaseYour TimeOur Time
Assessment4-6 hours20-30 hours
Build2-3 hours40-120 hours
Training3-4 hours8-12 hours
Ongoing (monthly)1-2 hours10-20 hours

You provide 10-15 hours. We provide 80-180+ hours. That's the math.

Why Choose OpFlow

The Automation Partner That Actually Does the Work

DIY Tools (Zapier, Make)

The Problem

You become the automation expert. Your team spends months learning instead of doing their actual jobs.

OpFlow Difference

We are the experts. You stay focused on running your business.

Enterprise Platforms (Workato, Tray)

The Problem

$150K-$180K/year. 6 months to see value. You still need to implement it yourself or hire consultants.

OpFlow Difference

Results in 14 days. One team handles everything. Mid-market pricing.

Internal Engineering

The Problem

Your engineers should build product. Internal tools become orphaned when priorities shift.

OpFlow Difference

We specialize in operations automation. It's all we do.

Traditional Consultants

The Problem

They deliver strategy decks and leave. You're stuck implementing their recommendations yourself.

OpFlow Difference

We deliver working automations. You never touch the code.

Offshore Dev Shops

The Problem

Communication gaps. Quality issues. You become the project manager.

OpFlow Difference

US-based team embedded with your operations. No management overhead.

You've looked at the options. You know what you need:

Someone to just... handle it.

See what our clients have achieved
Interactive Calculator

Calculate Your Automation Savings

See exactly how much time and money you could save. Based on 200+ process audits at companies like yours.

200+

Process audits completed

$12M+

Savings identified

4.9/5

Client satisfaction

ROI Calculator

Enter your numbers below

40 hrs
10 hrs200 hrs
15%
5%40%
$/hr
$15/hr$250/hr

Based on conservative estimates from 200+ audits

Results

What Our Clients Actually Achieved

Real results from real companies. All metrics are client-reported.

"OpFlow's team came in, mapped our chaos, and fixed it in 90 days. Month-end close went from 14 days to 4. I didn't have to become an automation expert—they already were."

Sarah Chen

VP Finance, Meridian Software

127 employeesB2B SaaS

14 → 4 days

month-end close

"I told the OpFlow team our revenue recognition was too complex to automate. Thirty minutes later, they'd mapped the entire decision tree. Two weeks later, it was running."

David Park

Finance Director, Cascade Consulting

156 employeesProfessional Services

Automated

rev recognition

"43 integration requests in our backlog. Oldest was 11 months. OpFlow cleared the backlog in 4 months. My engineers build product now. That's what I hired them for."

Rachel Torres

IT Director, NovaTech Solutions

94 employeesFinTech

43 → 0

backlog items

Client-Reported Results

These are actual outcomes our clients have shared. Your results may vary based on your specific situation.

Meridian Software

127 employeesB2B SaaS

14 → 4 days

Month-end close

72%

Fewer invoice errors

$285K

Annual savings

Cascade Consulting

156 employeesProfessional Services

Automated

Revenue recognition

5 days → 4 hrs

Expense approval

0

Audit findings

NovaTech Solutions

94 employeesFinTech

43 → 0

Integration backlog

80%

Reduced shadow IT

20% → 5%

Eng time on internal tools

We work with a small number of mid-market companies to deliver exceptional results.

12 Active ClientsExclusively mid-market
SOC 2 CompliantEnterprise security
100% On-TimeDelivery guarantee
4.9/5 SatisfactionClient-reported
Investment

Value-Based Pricing. Guaranteed Results.

One-time project investment with ongoing support. We only win when you win.

The math: Our clients report $180K-$500K+ in annual savings. That's 3-5x ROI in year one alone.

Start Here

Automation Opportunity Audit

90-minute deep-dive session with a senior automation engineer. Written report with 10 specific opportunities delivered within 5 business days.

  • Full process documentation (20+ workflows mapped)
  • Prioritized automation opportunities
  • ROI projections for each opportunity
  • 90-day implementation roadmap
  • Clear go/no-go decision point

100% credited toward any package if you proceed within 30 days

Value: $15,000

$997

Book Your Audit

Starter

Foundation automation for critical processes

$45,000

project • Best for: 50-100 employees

Typical savings: $120K-180K annually

3-5 core workflow automations
Essential system integrations
Basic monitoring & alerts
Team training (2 sessions)
30 days post-launch support
Documentation & runbooks

BONUS STACK ($6,000 value):

  • + Operations Efficiency Playbook
  • + Automation ROI Calculator (Excel + Sheets)
  • + Integration Security Checklist
  • + Quarterly Automation Workshop Access (1 year)

14-day results or money back

Book Assessment
Most Popular

Scale

Enterprise-grade automation infrastructure

$150,000

project • Best for: 150-200+ employees

Typical savings: $350K-500K annually

15-25 workflow automations
Cross-department orchestration
Custom AI model training
Real-time analytics platform
Team training (unlimited)
90 days post-launch support
Dedicated engineering contact
Monthly optimization sprints

BONUS STACK ($70,300 value):

  • + Guaranteed April Start
  • + Custom Integration Allowance (5 integrations)
  • + Annual On-Site Strategy Session
  • + Board-Ready Automation ROI Report

60-day results or money back

Book Assessment

Partnership

Limited to 3 Partnership clients per quarter

Ongoing automation partnership for maximum impact

  • Everything in Scale (initial build)
  • Quarterly optimization sprints
  • New automation development (ongoing)
  • Dedicated team allocation
  • 24/7 support with 4-hour SLA
  • Executive business reviews
  • Technology roadmap planning

Clients report $400K-600K+ annual savings

April 2026 Implementation Cohort

We accept 4 new clients per month to ensure quality delivery.

April cohort: 2 spots remaining. Booking deadline: March 31, 2026.

All packages include SOC 2 compliance, comprehensive documentation, and team training.

FAQ

Frequently Asked Questions

Everything you need to know about working with OpFlow

Traditional consultants deliver strategy decks and leave you to implement. We deliver working automations. Our team doesn't just advise—we build, test, deploy, and maintain your automations. You get the strategic guidance plus the actual execution, all from one team that's accountable for results.

Still have questions?

Book Your Free Assessment
Your Decision

Your Operations Won't Automate Themselves.

Every month you wait, you're leaving $15K-$40K+ on the table. Every month-end close that takes 10 days instead of 4 is a competitive disadvantage.

Path A: Keep Doing What You're Doing

  • Manual processes eating $200K-500K/year
  • Weekend month-end closes continue
  • Your best people doing data entry
  • Scale headcount with every new customer
  • Watch your best operators burn out

Path B: Transform in 90 Days

  • First automation live in 14 days
  • 3-5x ROI within 12 months
  • Your team does actual analysis
  • Scale revenue without scaling headcount
  • Give your people their evenings back

April 2026 Implementation Cohort

We accept 4 new clients per month to ensure every engagement gets the attention it deserves.

2 spots remaining for AprilBooking deadline: March 31, 2026

March Bonus: Book by March 31, 2026 and receive a FREE 90-day support extension ($15,000 value)

Our Guarantees Remove Your Risk

Starter

14-Day Delivery

First automation live or your money back

Growth

30-Day Results

Measurable time savings within 30 days

Scale

60-Day ROI

Documented cost savings within 60 days

If we don't deliver results, you don't pay. Period.

Calculate Your Savings

Free ROI calculator + personalized automation roadmap

Serving 12 select mid-market companies | $3M+ in client-reported savings delivered

Free Assessment Worth $3,000

Get Your Operations Assessment

Our team will analyze your current processes and identify high-ROI automation opportunities. Expect a personalized report within 48 hours.

What you'll receive

  • Identify $50K+ in automation savings
  • Get a prioritized roadmap
  • See your ROI projection
  • Receive actionable recommendations
SOC 2 Type II Certified
Response within 48 hours
No sales pitch, just insights

100+

Companies assessed

$50M+

Savings identified

48hr

Turnaround time

Request Your Assessment

Takes less than 2 minutes

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