Optegra

About me

Optegra Financial is an excel development company specialising in tools for accountants in practice looking for added value and efficiencies.

Current projects include a fully paperless accounts file program with links from Sage 50 to Compliance suites such as IRISĀ and SAPA. The result is a fully compliant file which aims to achieve up to 40% efficiencies. Familiar user interfaces mean that learning time is minimal.

Rapid live data extraction from Sage 50 to Excel enabling users to report and manipulate information quickly and easily.

With over 12 years experience and successful implementation in numerous accountancy practices the concept is clear -

Current developmental products include a full management accounts review pack with live link from Sage. No excel knowledge required just click a button and voila - detailed pdf document available for your clients for great added value service. Can be used as end of year pack also to compliment the statutory accounts.

Happy to do live web demos of these products - just email jeremy@optegra-financial.co.uk for more info

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