Accounting & finance
Manage accounts, invoices, payments, and outstanding balances, and track revenue and expenses through financial reports.
Optimal ERP
We help you implement ERPNext to connect accounting, sales, purchasing, and inventory, with system configuration, customization, data migration, and team training.
ERPNext is an open-source enterprise resource planning system. It brings data and procedures from multiple departments into one place, connecting sales, purchasing, inventory, accounting, and reporting.
We help you select the functions your company needs and configure them around your procedures, instead of implementing every available function without a clear use.
The project scope determines which functions are configured, how they connect, and which users can access them.
Manage accounts, invoices, payments, and outstanding balances, and track revenue and expenses through financial reports.
Prepare quotations, sales orders, and invoices, organize customer data, and follow orders and collections.
Manage suppliers, purchase orders, and receipts, and track item balances and movement between warehouses.
Manage bills of materials, production orders, and material consumption, with quality inspections linked to purchasing and manufacturing.
Track project tasks, time, and costs, and manage asset records, movements, and depreciation.
When needed, we add Frappe HR as an integrated application for employee records, attendance, leave, and payroll, according to the project scope and local requirements.
Additional integrated applicationOur role covers the work needed to prepare the system for your organization, from requirements review through launch and agreed support.
We review procedures, existing systems, and required reports, then identify what standard configuration can cover and what needs additional development.
We prepare company data, organizational units, permissions, and approval workflows according to the agreed scope.
We develop required functions and reports when needed, and connect other applications and services where integration options allow.
We review the data to be moved, prepare it for import, and verify the results before it is approved in the system.
We train users on their daily tasks and work with your team through the start of system use.
We provide support, issue resolution, and maintenance under an agreement that defines service scope and response times.
We understand how the business works, review current data and systems, and define the project objectives.
We define the required functions, customizations, integrations, implementation plan, and each party’s responsibilities.
We prepare the system, test procedures with responsible users, and review the data before migration.
We train the team, launch according to the agreed plan, then review and address reported observations.
No. We identify the functions your company needs, and implementation can be divided into phases based on priorities.
We first review what standard configuration can cover, then define the required customizations, their cost, and their effect on maintenance and upgrades.
It depends on whether the data can be exported and on its quality. We review the available files and define what will be migrated and how it must be prepared.
We review the integration options in each system and the data that needs to be exchanged, then define the integration method and scope.
They depend on the number of modules and users, process complexity, customizations, integrations, and the volume of data to migrate. We define cost and schedule after reviewing the requirements.
06 / NEXT
Tell us which systems you use and what you need to improve. We will review whether ERPNext is a good fit and define the required scope of work.

