Frequently asked questions
Fair questions. Straight answers.
Find out how opsi fits your operation, what setup involves, and where to go for help.
The basics
The platform, the team, and the places it works.
What is opsi?
Opsi is a restaurant intelligence platform that brings recipes, food costs, purchasing, inventory, invoices, and prep and task lists into one place.
Who is opsi for?
Opsi connects kitchen, bar, management, and finance teams with the information they need to run the operation.
What devices can my team use?
Use opsi in a web browser on a desktop, laptop, tablet, or phone. Native apps are also available for iOS and Android.
Can I manage more than one location?
Yes. Manage locations within your organization and give team members access to the locations they work with. Each location keeps its own operational records, while authorized managers can work across locations.
Setup and pricing
What to expect when you bring your team onto opsi.
How is opsi priced?
Operations and Tasks are priced per location and include unlimited users. The Task Bundle is available on its own. Operations is not required. Custom packages can combine the features your team needs, including Team Files alongside Tasks. Bill Pay is sold separately and requires Invoice Automation.
What does each bundle include?
Operations includes Recipe Book, Food Costing, Nutrition Labels, Purchasing, Inventory, Invoice Automation, Reconciliation, Reports, Team Files, Ask opsi, and the Mobile App. Tasks includes Prep & Task Lists, Checklists, Routines & Logs, Stations, Crew assignments, QR codes, and Task Analytics.
How long does onboarding take?
Timing depends on the number of locations, the material you’re importing, and the workflows you want to start with. We’ll discuss your setup during the demo and plan the rollout with you.
Can you help import our existing recipes and catalogs?
Yes. We can help bring over recipes, vendor catalogs, and item lists from photos, PDFs, order guides, and spreadsheets. If you’re moving from another platform, let us know what you can export so we can plan the import.
What will we cover in a demo?
We’ll use a prepared workspace to explore the recipes, inventory, costs, or team workflows you want to improve, then discuss setup and pricing. No documents or advance preparation are required.
Workflows and connections
How information moves between opsi and your other tools.
How does Predictive Prep work?
Predictive Prep uses expected demand, usable prepared stock, shelf life, and upcoming prep opportunities to calculate quantities in scheduled lists. After setup, supported targets appear automatically; daily manager approval is not required. Your team records what gets made and can adjust targets when needed. Predictive Prep requires Tasks, Inventory, and location setup. Recipe-based production also requires Recipes. Ordinary Tasks remains available on its own. Ask us about Predictive Prep availability and packaging.
How does invoice processing work?
Send invoices by photo, email, or PDF upload, or receive them through a supported vendor feed. AI extracts line items from invoice photos and PDFs. The opsi team handles processing and review, including checking quantities, prices, and totals and matching vendor items. After processing and review, invoices can publish automatically or wait for your approval. Published prices update recipe costs and inventory value, and invoice data becomes available for accounting export.
Can vendor data arrive through EDI?
Supported vendor feeds can bring invoices directly into opsi. Available feeds depend on your vendor and account. Other connections provide catalogs and pricing. The data and update schedule vary by vendor; your account must support the feed you want to use.
Does opsi replace my POS or accounting system?
No. Your POS records sales and your accounting system maintains the books. Opsi manages the recipes, stock, purchasing, and invoice details that connect to them.
Which POS systems connect with opsi?
POS connections include GoTab, Toast, and Square. Map sales to recipes to see menu performance and compare expected ingredient usage with actual usage. We’ll confirm the connection for your setup during the demo.
What connects on the accounting and labor side?
Opsi supports accounting exports to QuickBooks Online, Xero, and Bill.com. Labor data can come from a supported connection or manual entries. Vendor and account mappings are checked before invoices are exported.
Access and support
Control who sees what, and find help when you need it.
Can Crews be used for file sharing as well as tasks?
Crews organize team members for task assignments and file sharing. They are not exclusive to the Task Bundle. Share Team Files with Crews or individual team members. Custom packages can combine the features your team needs, including Team Files alongside Tasks.
How do permissions work?
You control which locations and features each team member can access, and what they can view or change. Ask opsi follows the same permissions when answering questions about your operation.
What can Ask opsi help with?
Ask about your recipes, costs, purchase orders, or tasks, or get help finding a feature. Answers link to the records or help articles they use. You choose when to save or confirm changes; asking a question doesn’t change your records.
Where can existing customers get support?
The Help Center has product guides and instructions. For help with an issue, email our support team with the details and any relevant screenshots.
Still have a question?
Tell us about your operation and what you’d like to know.