OfficeSpace

Finance | OfficeSpace

OfficeSpace offers a secure, easy-to-use workplace management software tailored for the finance industry that enhances hybrid work strategies, optimizes real estate use with real-time data, ensures enterprise-grade security with features like access controls and single sign-on, and integrates seamlessly with existing tools to improve employee and client experiences while reducing costs.

Finance Facilities Management

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.

Key Industry Stats

  • 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.

Get hybrid down to a science

  • Maintain RTO compliance while allowing flexibility at work for a better employee and visitor experience.

Secure your data

  • Keep sensitive data under lock and key at the office and on BYO devices with access controls and enterprise-grade security.

Optimize spaces

  • 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.

User roles

  • Manage user roles to control who has access to real estate and human resources information and automatically revoke access upon termination.

Single sign-on

  • Eliminate weak links in security and workday disruptions with Single Sign-On (SSO) and Oracle integrations.

Mobile app

  • Manage workspaces from anywhere with a secure mobile app that syncs in real-time with the desktop platform.

Smart integrations

  • Access all tools essential to your business process in one platform, enhance the user experience, and streamline workflows with secure, customizable integrations, enabled by a robust API and webhooks.

Software you can trust

  • Confidently store data with end-to-end encryption, secure networks, and data privacy that adheres to U.S. and international privacy laws.

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.

Portfolio dashboard

  • Make financial planning simpler with dashboards that combine lease and usage data for a snapshot of real estate costs, growth forecasts, and site projections.

Presence check-in

  • Get up-to-the-minute insights on who is at the office from badges, WiFi, and sensors for a true view of space usage.

Workplace intelligence

  • See employee presence by site, department, and type (remote, in-person, or hybrid), and visualize usage trends over time to make better site decisions.

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.

Neighborhoods

  • 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.

Meeting room booking

  • Ensure client meetings go smoothly with real-time availability for meeting rooms (no more double-bookings) and reserve spaces in advance based on your criteria, like time, location, and amenities.

Visitor management

  • Welcome clients with Greetly, a digital visitor management platform, and help employees seamlessly navigate new offices for the first time with interactive floor plans and wayfinding tools.

Client Stories

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

"I highly recommend OfficeSpace to anyone looking to transform their workplace management processes and create a better workplace experience for their employees.”

— Antonio Mignone, 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.”

— Charlie Dalton, 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.”

— Scott Moitoza, 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.”

— Bernard Morrissey, 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."

— Daniel Santiago, Director of Workplace Operations

Financial workplace industry news

FAQ

What software do finance professionals use?

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.

What is an integrated workforce management system?

Integrated workforce management systems (IWMS) are scalable, cloud-based software solutions that combine a number of workforce management tools in a single platform. With an IWMS, finance teams can manage their real estate portfolio, optimize office spaces, evolve their hybrid work strategy to create a better employee experience, and gain data on every aspect of the workplace for better budgeting and decision-making.

What are the key features of workforce management tools?

The best workforce management platforms are user-friendly and offer key features like space planning tools, asset management, desk and meeting room booking, visitor registration, and robust insights and reporting on space usage and your real estate portfolio. The ideal software seamlessly integrates with all your preferred tools, like Workday, Microsoft Teams, and Slack, for easier day-to-day workplace management.

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.

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