Optima Manager

Optima is the mobile companion to the Optima business management platform. It gives managers, employees and partners secure access to the company's day-to-day operations from anywhere.

Sign in with your existing Optima account. You'll see the modules your role allows, with the same data as the web platform.

DASHBOARD & REPORTS
• Financial evolution by year and by custom period
• Cash flow, expenses, consumption and operational cost reports
• Centralized, partner file, shareholder and leave-day reports
• Export reports to share them with your team

PROJECTS & ACTIVITIES
• Browse projects, processes and activities
• Plan and track activities in a calendar view
• Add the products and materials used on each activity

TIMESHEETS & LEAVE
• Log working hours in a few taps
• Check your activities in "My activities"
• Request leave and see who is unavailable

CLIENTS, SUPPLIERS & CONTRACTS
• Client and supplier records with full details
• Contracts, installments and documents
• Invoices, payments and bank statements

ASSETS & PURCHASES
• Product catalog, stock and offers
• Purchases and acquisitions
• Transports and company resources

PEOPLE & ORGANIZATION
• Employee records, departments and positions
• Meal tickets and commissions
• Access accounts and role-based permissions

PARTNER PORTAL
• Partners can view their contracts, invoices, payments and rates
• Submit contracts and rate proposals from the app

AI ASSISTANT
• Ask questions about your business data in plain language, by text or by voice
• Any change to your data needs your explicit approval before it runs

ALSO INCLUDED
• Push notifications for important updates
• Full English and Romanian interface
• Nomenclature management: VAT rates, invoice series, units of measure, legal holidays and more

Optima requires an active Optima company account. Contact your administrator for login details.