New home page (Redesign 2022)

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Streamline Workflow, Boost Productivity.

OpsCheck unites the best aspects of task, workflow & project management software in a single, innovative cloud-based tool. See how you can boost financial & more business operations with improved efficiency and simplified oversight across the organization. Access Control, Tasks, Workflows, Compliance, Collaboration and much more, all integrated in one solution.

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OpsCheck’s founder explains “WHY”

Time to watch: 2:42 minutes

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subtitle” _builder_version=”3.25″ max_width=”680px” use_custom_width=”on” custom_width_px=”680px”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_code _builder_version=”4.9.3″ _module_preset=”default”]

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OpsCheck Overview

Time to watch: 1:45 minutes

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_builder_version=”3.25″ custom_padding=”32px|0px|47px|0px”][et_pb_column type=”1_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_blurb title=”Future-proof operations technology” use_icon=”on” font_icon=”%%29%%” icon_color=”#0eb1d2″ _builder_version=”3.0.106″ header_font=”Catamaran||||||||” header_letter_spacing=”1px” body_font=”Roboto Condensed||||||||” body_font_size=”16″ body_line_height=”2″ text_orientation=”center”]We bring proven advances in task, document, project & workflow management to you in a single tool tested by top COOs, fund administrators, and other leaders in the investment industry.[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_blurb title=”Mitigate risk with 360° visibility ” use_icon=”on” font_icon=”%%51%%” icon_color=”#0eb1d2″ _builder_version=”3.0.106″ header_font=”Catamaran||||||||” body_font=”Roboto Condensed||||||||” body_font_size=”16″ body_line_height=”2″ text_orientation=”center” header_letter_spacing_phone=”0.8″]Powerful visual reporting tools offer clear, detailed access to your ecosystem that will meet the needs of any C-level executive, client, or regulator – including audit trails for compliance.[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_blurb title=”Centralize control, unite processes” use_icon=”on” font_icon=”%%176%%” icon_color=”#0eb1d2″ _builder_version=”3.0.106″ header_font=”Catamaran||||||||” body_font=”Roboto Condensed||||||||” body_font_size=”16″ body_line_height=”2″ text_orientation=”center”]Access and operations get simpler: easily create and control access, coordinate teams & financial workflow, and manage your short- and long-term objectives.[/et_pb_blurb][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Section Vid 2 (no padding top) ” _builder_version=”4.9.3″ custom_css_main_element=”padding-top: 0px;”][et_pb_row admin_label=”Row – Video and subtitle” _builder_version=”3.25″ max_width=”680px” use_custom_width=”on” custom_width_px=”680px”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]

Common Questions

Time to watch: 4:45 minutes

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Workflow Management Software

We present to you an accounting workflow management software that can streamline workflow and boost productivity in various financial firms. OpsCheck unites the best aspects of task, project management, and workflow accounting software in a single, innovative cloud-based tool. See how you can boost financial, accounting and other business operations with improved efficiency and simplified oversight across the organization with our workflow software. We specialize in the investment sector but have also seen application of workflow software for accountants in multiple other industries. Our accounting firm workflow process tends to be replicable in any profit-driven establishment, trust fund, or grant project.

Access control is one of the advantages of our workflow software for financial experts, such as accountants, fund managers, and family offices. This is in addition to the dynamic assignment of tasks, the designing of a standard investment or accounting firm workflow process, and the adherence to compliance. These features are built into our workflow software customized for your accounting or funding firm. Extensions for collaboration and more options are all integrated in one solution. Our clients have benefitted from the future-proof operations technology of this accounting workflow management software. We bring proven advances in task, document, project, and workflow management to you in a single workflow accounting software tested by top COOs, fund administrators, and other leaders in the investment industry.

 

What is our Financial and Accounting Workflow Software?

Our workflow software gives management overall project control and oversight of every operable aspect within a business unit, specifically for accounting and other financial firms. The reason is a gamechanger is that our accounting workflow management software provides;

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PROJECT CONTROL & OVERSIGHT

  • Centralized task management workflow and oversight
  • Powerful visual reporting and notifications such as in our business operations management software
  • Adaptation to any type of business, at any size in our workflow software for accountants and other financial experts
  • Easy collaboration, chat, and encrypted document storage online
  • Greatly improved team efficiency and accounting firm workflow process
  • Coordination across teams, offices, and time zones including reassignments
  • Flexible integration of third-party applications to our workflow software for accountants
  • Centralized communication hub for the entire firm for changing priorities
  • Transparency to regulators and clients alike

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OPS Check can be adapted to provide a wide variety of financial firms with the perfect workflow software for their specific business. Our clientele includes accounting firms, hedge funds, asset management firms, compliance firms, outsourced COO/CFO, due diligence firms, real estate funds, venture capital funds, pension funds, registered investment advisors, endowments and foundations, and family offices from all over the world.

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Testimonials

[/et_pb_text][et_pb_text _builder_version=”4.9.3″ text_font=”Roboto Condensed||||||||” text_text_color=”#666666″ text_font_size=”18px” text_letter_spacing=”0.4px” text_line_height=”1.3″ text_orientation=”center” text_font_size_tablet=”” text_font_size_phone=”” text_font_size_last_edited=”on|desktop” text_line_height_tablet=”” text_line_height_phone=”” text_line_height_last_edited=”on|desktop” locked=”off”]Listen what experts say about OpsCheck[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_2,1_2″ admin_label=”Row – Video and subtitle” _builder_version=”4.9.3″ use_custom_width=”on” custom_width_px=”680px”][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_code _builder_version=”4.9.3″ _module_preset=”default”]

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Features

[/et_pb_text][et_pb_text _builder_version=”4.9.3″ text_font=”Roboto Condensed||||||||” text_text_color=”#666666″ text_font_size=”18px” text_letter_spacing=”0.4px” text_line_height=”1.3″ text_orientation=”center” text_font_size_tablet=”” text_font_size_phone=”” text_font_size_last_edited=”on|desktop” text_line_height_tablet=”” text_line_height_phone=”” text_line_height_last_edited=”on|desktop” locked=”off”]See what OpsCheck can do[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.9.3″ custom_padding=”0px|0px|20px|0px|false|false”][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ text_font=”Roboto Condensed||||||||” text_font_size=”16px” text_line_height=”2em” header_font=”Roboto Condensed||||||||” header_font_size=”19px” header_3_font=”Catamaran|600|||||||” header_3_font_size=”19px” header_3_letter_spacing=”0.8px” custom_padding=”5%|5%|5%|5%” border_radii=”on|5px|5px|5px|5px”]workflow management system - Opscheck

STREAMLINE YOUR TASK WORKFLOW

Every member of the team has access to a personalized workflow management dashboard showing upcoming tasks that gives instant access to additional task details as well as one-click task completion right from the home screen.[/et_pb_text][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ text_font=”Roboto Condensed||||||||” text_font_size=”16px” text_line_height=”2em” header_font=”Roboto Condensed||||||||” header_font_size=”19px” header_3_font=”Catamaran|600|||||||” header_3_font_size=”19px” header_3_letter_spacing=”0.8px” custom_padding=”5%|5%|5%|5%” border_radii=”on|5px|5px|5px|5px”]personal or shared notes in Opscheck software workflow management

CENTRALIZE EVERYTHING

No more sending emails to yourself or sticking notes to your desk, OpsCheck has built-in personal or shared notes and customization for the individual users to track things and each task can also have shared notes for easy collaboration.[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Section 2 cols” module_class=”benefits-items” _builder_version=”3.22″ custom_padding=”0px|0px|20px|0px”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”3.25″ custom_padding=”15px|0px|20px|0px”][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ text_font=”Roboto Condensed||||||||” text_font_size=”16px” text_line_height=”2em” header_font_size=”19px” header_3_font=”Catamaran|600|||||||” header_3_font_size=”19px” header_3_letter_spacing=”0.8px” custom_padding=”5%|5%|5%|5%” border_radii=”on|5px|5px|5px|5px”]workflow management software OpsCheck that simplifies the task details

SIMPLIFY WORKFLOW TRACKING

No spreadsheets or long granular details getting in the way of productivity. OpsCheck is a workflow management system that simplifies the task details to exactly what you need to get your work done while storing the lengthy audit detail for access when needed.[/et_pb_text][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ text_font=”Roboto Condensed||||||||” text_font_size=”16px” text_line_height=”2em” header_font_size=”19px” header_3_font=”Catamaran|600|||||||” header_3_font_size=”19px” header_3_letter_spacing=”0.8px” custom_padding=”5%|5%|5%|5%” border_radii=”on|5px|5px|5px|5px”]collaborates screen in workflow management software - Opscheck

COLLABORATE & DOCUMENT

Easily work with your team on various tasks in one workflow system through a built-in chat feature as well as shared notes and whiteboard area. Everything is contained within its relevant task so there is no searching through emails or paperwork.[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Section 2 cols” module_class=”benefits-items” _builder_version=”3.22″ custom_padding=”0px|0px|20px|0px”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”3.25″ custom_padding=”15px|0px|20px|0px”][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ text_font=”Roboto Condensed||||||||” text_font_size=”16px” text_line_height=”2em” header_font_size=”19px” header_3_font=”Catamaran|600|||||||” header_3_font_size=”19px” header_3_letter_spacing=”0.8px” custom_padding=”5%|5%|5%|5%” border_radii=”on|5px|5px|5px|5px”]workflow filter in management software financial services

POWERFUL SEARCH & FILTER

Flexible, intuitive workflow tool provides exactly what you need to see every time. Search, sort, and export anything in a few clicks with no complex query or technical coding knowledge.[/et_pb_text][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ text_font=”Roboto Condensed||||||||” text_font_size=”16px” text_line_height=”2em” header_font_size=”19px” header_3_font=”Catamaran|600|||||||” header_3_font_size=”19px” header_3_letter_spacing=”0.8px” custom_padding=”5%|5%|5%|5%” border_radii=”on|5px|5px|5px|5px”]Opscheck management software workflow - Reporting Screen

ELEGANT & EFFECTIVE REPORTING

Powerful visual oversight tools can drill-in to breakdowns by team members, departments, and custom categories. Instantly see red flags and focus on workflow areas that need attention.[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Section 2 cols” module_class=”benefits-items no-underline” _builder_version=”3.22″ custom_padding=”0px|0px|40px|0px”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”3.25″ custom_padding=”15px|0px|20px|0px”][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ text_font=”Roboto Condensed||||||||” text_font_size=”16px” text_line_height=”2em” header_font_size=”19px” header_3_font=”Catamaran|600|||||||” header_3_font_size=”19px” header_3_letter_spacing=”0.8px” custom_padding=”5%|5%|5%|5%” border_radii=”on|5px|5px|5px|5px”]financial management software integration - Opscheck

UNIVERSAL THIRD-PARTY INTEGRATION

OpsCheck can integrate with any software application through its secure API which allows unlimited customization. Efficient, centralized information-sharing offers simple review and tracking in a single location.[/et_pb_text][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ text_font=”Roboto Condensed||||||||” text_font_size=”16px” text_line_height=”2em” header_font_size=”19px” header_3_font=”Catamaran|600|||||||” header_3_font_size=”19px” header_3_letter_spacing=”0.8px” custom_padding=”5%|5%|5%|5%” border_radii=”on|5px|5px|5px|5px”]management workflow software - Opscheck

INTERNAL & EXTERNAL ACCESS CONTROL

Manage staff, service providers, and portfolio companies all over the globe with extensive permission customization and control. Provide and manage access as needed to clients or any internal or external stakeholder, all from one dashboard.[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text module_class=”tp-a” _builder_version=”4.9.3″ _module_preset=”default” text_font=”Roboto Condensed||||||||” text_font_size=”18px” text_line_height=”1.9em” header_text_align=”center” header_font_size=”37px” header_2_text_align=”center” header_2_font_size=”29px” header_3_text_align=”left” header_3_font_size=”26px”]

Get the Best Workflow Software

Investment firms mitigate risk with our 360° visibility powerful visual reporting tools packaged in our workflow accounting software. We offer clear, detailed access to your ecosystem that will meet the needs of any C-level executive, client, or accounting firm workflow process regulator – including audit trails for compliance. Our workflow accounting software and our manufacturing operations software will centralize control and unite processes. This results in operations getting simpler because with accounting workflow software, management can easily create and control access, and coordinate teams and financial workflow to manage the short- and long-term objectives. We’re looking forward to integrating your accounting, funding or investment establishment with custom workflow management software. Request a demo and get onboarded today to smoothen operations with workflow automation software. We would love to tell you more about why to choose our firm.

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See how OpsCheck can upgrade
your Business Operations

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