Dewx OPS Hub: Complete Guide
Everything you need to manage invoicing, finance, HR, and business operations from one integrated platform built for SMBs.
In This Guide
What Is the OPS Hub?
The OPS Hub is one of five hubs in the Dewx business operating system. It manages the back-office functions that keep a business running: invoicing, expenses, financial reporting, HR administration, procurement, and operational workflows.
Most SMBs handle operations with a patchwork of tools — QuickBooks for invoicing, Gusto for HR, spreadsheets for expense tracking, and email for procurement approvals. The OPS Hub consolidates these functions into one platform that shares data with your CRM, inbox, and project management.
The result is a connected operations engine. When a deal closes in your GTM Hub, an invoice generates automatically. When a project completes in CX Hub, time tracked flows into billing. No manual data entry between systems.
OPS Hub manages:
Invoicing & Billing
Invoicing is the most critical operations function for any business. The OPS Hub makes it seamless by connecting invoices to your CRM deals, project time tracking, and client records. No re-entering data. No copy-pasting from spreadsheets.
When a deal closes in the GTM Hub, an invoice can be generated automatically with the correct line items, pricing, and client details. For service businesses tracking time against projects, invoices pull billable hours directly from your time logs.
Auto-generated invoices
Create invoices from closed deals with one click. Client details, line items, and pricing pre-populated from your CRM data.
Recurring billing
Set up recurring invoices for retainers, subscriptions, and ongoing services. Automatic generation and sending on schedule.
Time-based billing
For service businesses, invoices pull directly from tracked time. Billable hours multiply by rate automatically.
Payment tracking
Track payment status, send reminders for overdue invoices, and record payments received. Real-time accounts receivable view.
Multi-currency support
Invoice clients in their currency. Exchange rates update automatically and financial reports consolidate into your base currency.
Professional templates
Branded invoice templates with your logo, colors, and payment terms. PDF export and direct email sending from the platform.
Financial Management
The OPS Hub provides financial visibility without requiring accounting expertise. Track revenue, expenses, and profitability with dashboards that update in real time. For detailed bookkeeping and tax preparation, it integrates with dedicated accounting software.
The key difference from standalone finance tools is context. When you see a revenue number in OPS Hub, you can drill down to the deal that generated it, the project that delivered it, and the communications that closed it. Everything is connected. See our budget management guide for deeper financial planning strategies.
Revenue tracking
Real-time revenue dashboard showing monthly, quarterly, and annual performance against targets.
Expense management
Categorize and track expenses. Upload receipts, set budgets, and flag overspending automatically.
Profit margins
Calculate profitability per client, project, or service line. Identify what makes money and what does not.
Cash flow forecasting
Predict cash position based on outstanding invoices, upcoming expenses, and pipeline deals.
Tax preparation
Export financial data in formats ready for your accountant. Categorized expenses and revenue reports save hours at tax time.
Financial reports
Automated P&L, balance sheet summaries, and custom financial reports. Schedule weekly or monthly delivery.
HR Essentials
Small businesses often manage HR in spreadsheets and email until they have 15-20 employees and realize the mess is unsustainable. The OPS Hub includes HR essentials from day one so you never reach that tipping point.
For more on building effective teams, see our team management guide.
Employee profiles
Centralized employee records with contact info, role, department, start date, and custom fields. One source of truth for your team data.
Time tracking
Track hours worked against projects and clients. Supports manual entry and timer-based tracking. Data flows into billing and payroll prep.
Leave management
Employees request time off through the platform. Managers approve with one click. Leave balances update automatically.
Onboarding workflows
Automated onboarding checklists for new hires. Assign tasks, share documents, and track completion — all within the platform.
Performance notes
Document 1:1 meeting notes, feedback, and performance observations. Build a history that supports reviews and development plans.
Procurement & Vendors
Managing vendor relationships, purchase approvals, and spending is a common pain point for growing businesses. The OPS Hub provides procurement workflows that bring structure to purchasing without adding bureaucracy.
For detailed procurement strategies, see our procurement guide for SMBs and vendor management guide.
Vendor database
Maintain a centralized directory of vendors with contact details, contracts, pricing, and performance history.
Purchase requests
Team members submit purchase requests with descriptions, amounts, and justifications. Requests route to the appropriate approver.
Approval workflows
Multi-level approval chains based on purchase amount. Small purchases auto-approve, larger ones require manager or executive sign-off.
Purchase orders
Generate professional POs from approved requests. Send directly to vendors through the platform.
Spend tracking
Track spending by vendor, category, department, and project. Set budgets and receive alerts when spending approaches limits.
Operational Reporting
The OPS Hub provides real-time visibility into your business operations. Unlike standalone tools that report in isolation, OPS Hub reports draw from all your business data — sales, projects, finance, and HR — for a complete picture.
Available reports:
Operations Automation
Operations tasks are inherently repetitive — invoice generation, payment reminders, expense approvals, time tracking reminders. The OPS Hub automates these workflows using the same automation engine that powers the rest of Dewx.
These are not simple email reminders. Operations automations can update records, trigger actions in other hubs, and make decisions based on conditions — all without code.
Invoice on deal close
When a deal moves to "Won" in GTM Hub, automatically generate an invoice with the deal's line items and send it to the client.
Overdue payment escalation
Send payment reminders at 7, 14, and 30 days overdue. After 30 days, escalate to the account manager and add a flag to the CRM record.
Expense approval routing
Route expense claims to the appropriate approver based on amount and department. Auto-approve claims under a threshold you set.
Time tracking reminders
Nudge team members who have not logged time by end of day. Weekly summaries for managers showing utilization rates.
Contract renewal alerts
Alert account managers 60, 30, and 7 days before vendor contracts or client agreements are due for renewal.
Integration with Other Hubs
The OPS Hub does not operate in isolation. Its power comes from being connected to every other part of your business. Here is how data flows between hubs.
GTM Hub → OPS Hub
Closed deals generate invoices. Client data from CRM populates billing records. Sales forecasts feed into cash flow projections.
CX Hub → OPS Hub
Project time tracking flows into billing. Task completion updates project profitability. Support ticket data informs client health scoring.
Portal → OPS Hub
Vendor communications link to procurement records. Client conversations reference invoices and payments. Internal messages trigger approval workflows.
DEW Hub → OPS Hub
Dew AI analyzes operational data for insights. Automated reports summarize financial performance. Anomaly detection flags unusual expenses or billing patterns.
OPS Hub by Business Type
Different businesses use the OPS Hub differently. Here is how it serves the most common SMB types.
Service businesses (agencies, consultants)
- Time-based invoicing from project hours
- Client profitability analysis
- Retainer and recurring billing
- Contractor management
Our take: The OPS Hub shines for service businesses because it connects project work directly to billing. Track time, calculate profitability, and invoice — all in one flow.
Product businesses (SaaS, e-commerce)
- Subscription billing management
- Revenue recognition tracking
- Vendor and supplier management
- Inventory cost tracking
Our take: Product businesses benefit from the procurement and vendor management features, plus automated subscription billing tied to CRM customer records.
Professional services (legal, accounting)
- Billable hour tracking and invoicing
- Trust accounting and compliance
- Client matter management
- Detailed financial reporting
Our take: Professional services need precise time tracking and billing. The OPS Hub provides this with the added benefit of CRM integration for client relationship context.
Getting Started
Setting up the OPS Hub for your business takes about 30 minutes. Here is the recommended onboarding sequence.
Configure your company profile
Add your business details, logo, tax ID, and bank information. This data populates invoices and official documents automatically.
Set up your chart of accounts
Define expense categories and revenue streams that match your business. Use the default template or customize for your industry.
Add your team
Create employee profiles with roles, departments, and billing rates. Set permissions for who can approve expenses and access financial data.
Import existing data
Bring in outstanding invoices, vendor records, and employee data from your current tools. Dewx provides import templates for common formats.
Configure automations
Set up the key automations: invoice on deal close, payment reminders, and time tracking notifications. Start with defaults and customize over time.
Connect accounting software
If you use QuickBooks or Xero, connect them for two-way sync. Invoices and expenses flow automatically between platforms.
OPS Hub Guide FAQ
What is the Dewx OPS Hub?
The OPS Hub is the operations management center of the Dewx business operating system. It handles invoicing, expense tracking, financial reporting, HR functions, procurement, and administrative workflows. It is designed to replace standalone accounting tools, HR software, and operations spreadsheets with one integrated platform.
Does the OPS Hub replace my accounting software?
The OPS Hub handles invoicing, expense tracking, revenue reporting, and financial dashboards natively. For full double-entry bookkeeping and tax filing, most businesses integrate with QuickBooks or Xero. The key advantage is that invoices created from deals in your CRM flow directly into OPS Hub without manual re-entry.
Can I manage my team with the OPS Hub?
Yes. The OPS Hub includes HR essentials: employee profiles, time tracking, leave management, and basic payroll preparation. For businesses under 50 employees, it covers most HR needs. Larger organizations with complex payroll, benefits, and compliance requirements may use it alongside a dedicated HR platform.
How does OPS Hub connect to the rest of Dewx?
The OPS Hub shares data with all other hubs. Deals closed in GTM Hub automatically generate invoices in OPS Hub. Projects in CX Hub track time that flows into billing. Portal inbox conversations link to vendor and client records. Dew AI provides insights across all operational data. Everything is connected without integrations.
Is the OPS Hub suitable for service businesses?
Absolutely. Service businesses like agencies, consultants, and freelancers benefit the most from OPS Hub because it connects client work (projects, time tracking) directly to billing (invoices, expenses). You track time against a project, and the invoice generates automatically with the right line items and rates.
Ready to streamline your operations?
Dewx OPS Hub connects invoicing, finance, and HR to your CRM and projects. One platform, zero data silos.