About OpteraOS
Built for How Professional Service Firms Actually Operate
OpteraOS is the operating system for professional service firms — designed to bring clarity, structure, and intelligence to the way services businesses sell, plan, deliver, and bill work.
We believe the tools running your firm should work together as seamlessly as your teams do.
Our Mission
To give professional service firms a simple, unified, AI-native operating system that connects CRM, estimation, projects, resources, and finance into one intelligent, flexible workflow — eliminating disconnected tools and unnecessary administrative overhead.
Our Vision
A world where service teams operate with clarity, efficiency, and confidence — supported by software that adapts to how they work, not the other way around.
Why We Exist
Professional service firms run on complex, interconnected workflows:
- Estimating work accurately
- Planning and staffing projects
- Managing budgets and delivery
- Tracking time and expenses
- Invoicing clients and protecting margins
Yet most software forces these workflows into silos.
- CRMs stop at the deal
- Project tools ignore financial reality
- Financial systems don't understand delivery
- Spreadsheets fill the gaps — until they break
The result is friction, rework, blind spots, and lost profitability.
OpteraOS exists to replace that fragmentation with one coherent system — where every part of the business is connected, consistent, and visible in real time.
What We Believe
- Software should adapt to your workflow — not force you into rigid processes
- Estimates should drive planning, not disappear after the deal closes
- Financial visibility should be built in, not bolted on
- AI should understand your business data, not generate generic answers
- Teams perform best when sales, delivery, and finance share one source of truth
These principles guide how OpteraOS is designed and built.
Who We Serve
OpteraOS is built for consulting, design, development, strategy, and professional services teams with 10 to 500 employees who want:
- Better forecasting and margin control
- Clear visibility into delivery and capacity
- Fewer tools and less manual work
- A system that scales as their firm grows
Whether you're running a growing agency or a mature services organization, OpteraOS is designed to support how you operate today — and where you're headed next.
Built by Operators
OpteraOS was created by people who've lived the realities of professional services.
We've built estimates, staffed teams, managed delivery, dealt with scope creep, reconciled invoices, and answered the same questions every services leader faces:
- Are we staffed correctly?
- Are we on track financially?
- Where are we over- or under-delivering?
- Can we take on more work — and should we?
OpteraOS is the platform we wished we had — purpose-built to run a services business with confidence.