Delivery team structure
Use departments, teams and supervisors to show who owns client delivery.
Industry workflow
HR software for agencies balancing people, delivery and receivables
OPleo brings agency employee operations together with invoicing, partial-payment tracking and Financials so delivery and cash collection are visible in the same workspace.
What it does
OPleo brings agency employee operations together with invoicing, partial-payment tracking and Financials so delivery and cash collection are visible in the same workspace.
OPleo keeps the workflow connected without claiming to replace every specialist system. The focus is a dependable operational record that the right person can act on.
Built into OPleo
Invoice collection visibility
Track sent, partial and paid invoices, then write every receipt to Financials.
Flexible attendance
Support office, client-site and remote work arrangements through the appropriate attendance path.
How the workflow holds together
Designed around the handoffs that create operational friction.
Each feature uses the organisation, employee and policy information already in the workspace. That reduces repeated entry and gives people the context they need before they decide or approve something.
Organise delivery
Assign team leads and reporting lines.
Bill with context
Create recurring or service invoices and record receipts as they arrive.
Keep people current
Review leave, attendance and payroll alongside client work.
Questions teams ask
Can an agency record a client payment in parts?
Yes. Each partial receipt is dated and recorded in Financials.