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.