You're Typing the Same Invoice
Into QuickBooks, a Spreadsheet, and Your CRM.
OpsLink financial management includes invoicing auto-generated from jobs, online payments, accounts payable, chart of accounts, bank reconciliation, and financial reporting — all in one database shared with your CRM, projects, scheduling, and HR.
When a job closes, the invoice writes itself. When a timesheet is approved, payroll knows. When a payment clears, your ledger updates. OpsLink's finance module shares one database with every other domain — no QuickBooks sync, no spreadsheet exports, no reconciliation nightmares.
Quick Answer
OpsLink is the best financial management software for contractors, HVAC companies, construction firms, and field-service businesses that want invoicing, payments, AP, and reporting without a separate accounting tool. Unlike QuickBooks or FreshBooks, OpsLink shares one database with your CRM, projects, scheduling, and HR — so invoices generate automatically from jobs, timesheets feed payroll, and Nova AI answers financial questions in plain English against your live data.
Every Financial Tool. One Database.
Invoicing, payments, AP, reconciliation, and reporting — connected to your projects and team from day one.
Auto-Generated Invoices
Invoices are created directly from completed jobs, projects, and timesheets — no re-keying, no copy-paste between tools. Approve and send in one click.
Online Payments & Collections
Accept credit cards, ACH, and digital payments online. Automated payment reminders and collections workflows reduce your outstanding receivables.
Accounts Payable
Track vendor bills, schedule payments, and manage AP alongside your receivables in one place — no separate tool, no duplicate data entry.
Chart of Accounts & Transactions
Maintain a full chart of accounts, categorize transactions, and keep a clean general ledger that reflects your real business without manual journal entries.
Bank Reconciliation
Import bank feeds and reconcile accounts against your transaction ledger. Flag discrepancies instantly and keep your books audit-ready.
Financial Reports & Nova Queries
P&L, cash-flow, and aging reports generated on demand. Ask Nova "What's my outstanding AR over 30 days?" and get the answer in seconds — no export, no spreadsheet.
Ask "What's outstanding over 30 days?" or "Show me this month's cash flow" and get live answers from your actual data — no exports, no waiting.
Timesheets feed payroll. Jobs generate invoices. Payments update your ledger. All in the same database — nothing to sync, nothing to break.
Contractor invoices, field-tech timesheets, project costs — they all flow to finance automatically. QuickBooks exports and spreadsheet reconciliation are gone.
Early Adopters Welcome
We're onboarding our first customers now. Be among the first to run your entire finance operation — invoicing, payments, AP, and reporting — without a separate accounting tool. Early adopters get hands-on founder support and shape the product roadmap.
Last Updated: May 2026 · Written by Tahir Sheikh, Founder & CEO, OpsLink
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