41%
Reduction in operations headcount cost, measured within six months of deployment across the 2024 customer cohort of 312 firms.
Operations Software · Established Austin, TX, 2019
Your service business still runs on duct tape. Mostick replaces it with an operating system.
Spreadsheets on the left. Slack threads on the right. A project tool nobody quite trusts. Mostick is the layer in the middle — one place where onboarding, capacity, billing, and client reporting finally speak to each other. Standardize your operating model once. Automate the recurring work. Stop the margin leak before headcount forty.
Trusted by 1,840+ service businesses across 31 countries — agencies, consultancies, clinics, and field-service operators running their operating model on Mostick.
Where Margin Leaks
Four places the operating model cracks before a service business hits headcount forty.
Most service businesses do not fail at their craft. They fail at the plumbing around it — the spreadsheets, the handoffs, the weekly reconciliation ritual. Below are the four junctions where margin quietly leaks while leadership is busy serving clients.
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01
Onboarding Chaos
Every new client arrives via a Slack thread, a Notion checklist, and a project ticket opened in haste. Week three, someone discovers the contract was never counter-signed. Mostick replaces the inherited checklist with a single branching workflow — counter-signature, kickoff, scoping, and first deliverable, in sequence.
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02
Capacity Blind Spots
Three people are double-booked across two clients; nobody saw it until Thursday. Mostick pulls live capacity from your schedule, projects, and PTO calendar into one planning canvas. Utilization is a number you can defend in a Monday stand-up, not a Sunday-night export.
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03
Billing Reconciliation
QuickBooks on one screen, project hours in another, retainer amendments somewhere else. The month-end close eats a senior operator's first week. Mostick reconciles time, scope changes, and invoices against the signed SOW — flagged exceptions surface before they become write-downs.
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04
Client Reporting Scramble
Every client has a bespoke report. Every account manager builds theirs differently. Every Friday afternoon is the same. Mostick generates the monthly narrative, the metrics pack, and the variance commentary from the same source of truth the work is logged in — one template, many clients.
The Standard & The Automation
Standardize your operating model once. Then automate the parts that recur.
Mostick is the layer a 20-to-200-person service business installs between the work and the spreadsheets. You model how your firm actually operates — roles, handoffs, approvals, SLAs, retainer terms — and from that single model every recurring process is generated. Onboarding runs itself with branching logic. Capacity replans when a project slips. Invoices reconcile to the signed scope. Client reports compose themselves from the work log.
You stop hiring to manage the plumbing. You start scaling the craft — which is the part your clients actually pay for.
- One source of operating truth. Roles, processes, SLAs, and client terms in a single living model.
- Recurring work, on rails. Onboarding, capacity planning, billing reconciliation, and reporting run on pre-mapped workflows.
- Native integrations. 47 connectors including QuickBooks, HubSpot, Salesforce, and Linear — no middleware to maintain.
By the Numbers, 2024 Cohort
Documented outcomes — not projections.
73days
Average payback period from Mostick go-live to net-positive operating-cost impact — verified independently across the cohort.
11.4hrs/wk
Reclaimed per operations manager, per week — redirected from reconciliation work to client delivery and capacity planning.
Figures drawn from the 2024 Mostick Customer Outcomes Report (n=312, attrition below 7%). Cohort methodology available on request under NDA.
The Pre-Mapped Library
180+ service-business workflows, ready to deploy — not a blank canvas to build from scratch.
Every workflow in the Mostick library was modelled from a real operating firm — an agency, a consultancy, a clinic network, a field-services operator — then generalised. You start at 80% mapped, not 0%. The library is organised into six operational chapters; each chapter below lists a representative subset of what's included with every deployment.
Ch. 01
Client Onboarding
From signed proposal to activated account.
- Mutual Action Plan
- Counter-Signature & SOW Routing
- New-Client Kickoff Brief
- Implementation Scoping
- Welcome Drip & Channel Provisioning
Ch. 02
Capacity & Scheduling
Live utilization, replanned when reality shifts.
- Weekly Capacity Reconciliation
- Cross-Project Replan Trigger
- PTO & Coverage Handoff
- Bench Utilization Alert
- Retainer Burn-Down Tracker
Ch. 03
Billing & Reconciliation
SOW-aligned invoicing without the month-end war room.
- Time-to-SOW Reconciliation
- Retainer Amendment Routing
- QuickBooks Sync & Write-Back
- Scope-Creep Capture
- Month-End Close Checklist
Ch. 04
Client Reporting
One template, many clients — narrative from the source of truth.
- Monthly Performance Pack
- Variance Commentary Generator
- Executive Summary Brief
- Quarterly Business Review Pack
- Client Health Score
Ch. 05
Team Operations
Hiring, onboarding, performance — without a separate HRIS project.
- Internal Onboarding (90-day)
- Probation Review
- Utilization & Margin Per Role
- Internal Hiring Pipeline
- Compensation Review Cycle
Ch. 06
Compliance & Trust
The unglamorous work, run on rails.
- SOC 2 Evidence Collection
- DPA & Sub-Processor Register
- Access Review & Offboarding
- Vendor Risk Assessment
- Incident Response Drill
The library is shipped with every Mostick deployment. Workflows can be edited, branched, and shared — and 312 customer-submitted variants have shipped as built-ins since launch (see the public roadmap).
Native Integrations
47 connectors. No middleware to maintain, no Zapier bills to babysit.
Mostick connects natively to the tools your firm already runs on — finance, CRM, project, scheduling, HR. The integrations are bidirectional and reconciled continuously, so the operating model stays in lockstep with the systems of record.
- QuickBooks
- Xero
- HubSpot
- Salesforce
- Linear
- Jira
- Asana
- Notion
- Slack
- Microsoft Teams
- Google Workspace
- Microsoft 365
- Calendly
- Zoom
- Gusto
- Rippling
- BambooHR
- DocuSign
- HelloSign
- Stripe
- Intercom
- Zendesk
- Mailchimp
- Brevo
+ 23 additional connectors covering storage, security, BI, and observability. Full list available in the product documentation.
Press & Credentials
What the trade, the press, and the auditors have said.
Forbes · 2025
Featured in Forbes’ “Next Billion-Dollar Startups” list, 2025.
A profile of Mostick's Series B, the operator-led GTM motion, and the trajectory of the operations-software category for service businesses.
Read the profile →SaaSForge Review · 2024
Named “Operations Tool of the Year”.
Recognised for category-defining product depth, customer-reported ROI, and sustained customer retention.
Series B · 2024
$28M led by Foundry Group.
Capital allocated to product depth, the workflow library, and expansion into clinical and field-services segments.
Security · Re-certified Q3 2024
SOC 2 Type II certified since 2022.
HIPAA-ready deployment available for clinical customers under a signed Business Associate Agreement.
Backed by a Public Roadmap
312 customer-submitted feature requests closed to date.
Every customer can see what's planned, what's in flight, and what shipped — with credit to the requester.
Reach · January 2026
1,840+ customers across 31 countries · 6 languages.
A 64-person team headquartered in Austin, Texas, founded in 2019 by former McKinsey operations consultants.
Next Step
See Mostick on your operating model — not a generic demo deck.
Book a 20-minute working session with a Mostick operator. We open your pipeline live, walk the four junctions that usually leak, and show you what your firm looks like inside the system. No deck. No slide carousel. Mutual time, well spent.
- 20-minute working session
- Tailored to your operating model
- No procurement questionnaire required
- SOC 2 Type II · HIPAA-ready available