Optimal Financial Systems (OFS) provides agile technology and first-hand expertise to growing companies seeking to transform their financial operations.

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How does this help businesses like mine?

OFS provides a real-time single source of financial truth across your entire business that significantly reduces operating costs and automates stakeholder reporting processes so you can focus on creating value.

Why should I give up on an Excel that works for me?

Excel spreadsheets almost always require recurring manual updates to stay current and/or are not connected to all sources of financial data used in business operations. OFS never requires manual updates and can be directly connected to all sources of financial data, including ERP systems, through our API.

What information do I need to sign up?

The information we collect depends on the plan you select. Please visit our Pricing page to see more details.

How do I know which plan is best suited to my business and needs?

We would be happy to guide you through an initial evaluation process, just please contact us using this form.

System information

Can I access OFS offline?

No, but you may export your data in the following file formats (XLS and PDF) at any time.

Can I access OFS on my mobile phone or tablet?

Absolutely! OFS can be accessed through any web browser (Safari, Chrome, Mozilla Firefox, Opera, etc.) on your mobile device.

Can multiple users access my data at the same time?

Yes, the administrative user may grant access to additional users through Settings.


Is technical support included?

Yes, you may submit a support ticket at any time here.

Is my data secure?

Yes, we follow ISO/IEC 27001 standards.

Who will be using my data?

Only you as the customer.

Could my data be sold or shared?

No, your data is your data.

Where will my data be stored?

In our cloud instance with GDPR and CCPA compliance.

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Send us some basic information and an OFS team member will contact you within 24 hours.