Platform Capabilities

Export Anything, Anytime

Every major surface in OpteraOS supports exports.

• All list pages include CSV and Excel export
• All reports support CSV and Excel export
• Exports respect filters, permissions, and date ranges
• Bulk organizational export available to administrators

No custom reports required. No vendor lock-in. Your data, on demand.

Mobile Apps — Built for How Teams Work

Full-featured mobile apps for iOS and Android are coming — designed for the workflows that matter most on the go.

Planned mobile capabilities at launch

• Time entry and time approvals
• Expense capture, submission, and approval
• Assignment creation and viewing
• Project creation and management
• CRM access (accounts, contacts, opportunities, activities)
• Core reporting and dashboards

The exact feature set is evolving, but the goal is clear: Everything your team needs to operate — anywhere.

Fast, Guided Setup With Quick Start Imports

Getting started doesn't require manual data entry.

OpteraOS includes a guided Quick Start import wizard that helps you bring your existing data into the platform quickly and safely.

Supported imports

• Accounts and contacts
• Opportunities and projects
• Resources and assignments
• Company settings

Imports include validation, duplicate detection, foreign key resolution, and partial-success recovery — so you can move fast without risking bad data.

Built for Control and Scale

OpteraOS is designed to scale with your firm — from early growth to enterprise complexity.

• Role-based access control
• Financial data protection
• Audit-ready exports
• Production-grade permissions