FINANCE
Workplace management software for the finance industry
Level-up your hybrid strategy and create a better in-office experience for employees and clients, all in one secure, easy-to-use platform.
20%
The increase in office attendance companies see with structured collaboration days.
91%
Financial services companies that offer location flexibility.
10-50%
Potential real estate cost savings for teams that optimize hybrid work.
Sources: 2024-2025 CBRE Global Workplace & Occupancy Insights Series; Flex Index Financial Services Deep Dive
OfficeSpace is trusted by more than 1650+ companies across the globe.
Maintain RTO compliance while allowing flexibility at work for a better employee and visitor experience.
Keep sensitive data under lock and key at the office and on BYO devices with access controls and enterprise-grade security.
Use real-time data on space allocation and utilization to make informed real estate decisions.
Streamline the tech stack without sacrificing security
Keep work confidential with an encrypted, end-to-end workplace management solution that simplifies your financial processes.
Manage user roles to control who has access to real estate and human resources information and automatically revoke access upon termination.
Get real estate right
Identify underutilized spaces and get an accurate picture of workplace attendance for data-backed decision-making on downsizing, expansions, and hybrid work policies.
Make financial planning simpler with dashboards that combine lease and usage data for a snapshot of real estate costs, growth forecasts, and site projections.
Hybrid solutions built for finance teams
Tailor your hybrid strategy to meet the unique needs of your business and deliver an exceptional in-office experience for employees and clients.
Repurpose spaces by creating activity and team-based working zones like trading-room desks to cut down on waste and support flexibility for hybrid teams.
CLIENT STORIES
We help teams navigate the future of excellent work
Centra Credit Union
How Centra Credit Union streamlined facility requests across multiple locations.
Centra’s four-person facility team is based at the company’s Columbus HQ, and they field hundreds of requests from 29 branches located throughout Indiana every month. Initially, the team was able to manage incoming requests with email…
Sharon Taylor - Assistant Vice President of Facilities
"It took me a year to research our options and whittle our choice down to OfficeSpace. I looked at about 12 software companies and assessed their pros and cons. Out of all the companies that we reviewed, OfficeSpace was by far the easiest and most intuitive system to use."
REVIEWS
Your success is our success.
Read what other clients have to say on G2—the world's most trusted software marketplace.
"I highly recommend OfficeSpace to anyone looking to transform their workplace management processes and create a better workplace experience for their employees.”
Enterprise Facility Manager
"We use OfficeSpace's workplace intelligence data to understand trends over time. Teams at all levels of our business are looking at it, including our executive team.”
Analyst
“I manage all of our leases with OfficeSpace. It’s a very quick way for me to see our annual costs and operating costs at a glance.”
Senior Director of Real-Estate and Facilities
“It’s incredibly important for me to be able to check the density of each of our offices in real-time—what’s occupied, what isn’t—because I’m not able to be in every location. I can go to OfficeSpace and get the answer in seconds.”
Chief Officer for Real Estate and Facilities
"Team leaders can make seating changes that make the most sense for their teams. This level of autonomy supports Peloton’s collaborative culture, and everyone saves a lot of time in the process."
Director of Workplace Operations
RESOURCES
Financial workplace industry news
FAQ
Questions? We're here to help.
Browse finance FAQs. Don't see what you're looking for? Contact us.
There are a number of tools involved in financial planning. Finance professionals often use a variety of software platforms to handle accounting, invoicing, budgeting, cash flow, expense management, and financial reporting. When researching financial management software, look for tools that combine multiple business processes with integrations or all-in-one capabilities, simplify day-to-day processes, automate manual tasks, are user-friendly, and keep your data secure.
Get more from your space, and connect the people in it
With intuitive tools to plan spaces, coordinate in-office days, manage desks and rooms, and optimize real estate portfolios—all in one platform for modern work.