OpX IQ is the missing link between your CRM and accounting system. Built specifically for search firms and professional services companies who demand accuracy and efficiency.
Comprehensive tools for operational excellence
Track placements, retainers, contracts, and sales with automated commission calculations
Complex tiered commissions, team splits, and override calculations handled automatically
Real-time dashboards for production, cash flow, AR aging, and team performance
Manage compensation plans, team structures, and employee performance with ease
Monitor goals, commitments, and performance metrics across your entire organization
Track expenses, debt, and T&E/Co-op accounts with automated chargebacks
Built by operators, for operators
Tiered commissions, team splits, and override calculations handled automatically
Identify risks to firm health like underperforming tools and revenue trends
Track AR aging, payment status, and cash projections in real-time
Give employees real-time visibility into their performance and compensation
Whether you're a boutique firm or a multi-office organization, OpX IQ scales with your business.
Goal Visibility
Commission Engine
Cash Flow Management
Analytics Suite
Join forward-thinking firms who trust OpX IQ for their financial operations
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Operational Excellence for Modern Teams
