Discover how Optify ERP can transform your operations with comprehensive tools designed specifically for Egyptian SMEs.
Integrated modules that work together to streamline your operations
Run the whole sales cycle – quotation, sales order, delivery note and invoice – with price lists, payment terms, sales partners and commission reports for your sales people. Pricing rules apply themselves: discounts by customer, customer group, territory, item group or brand, buy-X-get-Y free items and order-total discounts are priced automatically on quotations, sales orders, delivery notes, invoices, at the point of sale and on route (van) sales, and each line shows the rule that set its price.
Included in every plan — see the full comparisonGo from request for quotation to supplier quotation, purchase order, goods receipt (GRN) and purchase invoice, and spread freight and customs onto item cost with landed-cost vouchers.
Included in every plan — see the full comparisonMultiple warehouses, serial numbers and batches with expiry dates, stock transfers and reconciliations, material requests, reorder levels, item alternatives and barcode scanning – with moving-average or FIFO valuation.
Included in every plan — see the full comparisonChart of accounts, journal and payment entries, cost centers, bank accounts with bank reconciliation, period closing vouchers and an automatic fiscal-year close – plus trial balance, P&L, balance sheet and cash-flow statements.
Included in every plan — see the full comparisonBuy and sell in USD, EUR, CNY or any currency with exchange rates per date, multi-currency invoices and payments, and exchange-rate revaluation that posts unrealised gains and losses for you.
Available in Business and Enterprise plans — see the full comparisonMulti-level bills of materials with operations and scrap items, routings and workstations, work orders, job cards with time logs, planned-vs-actual operating cost and a manufacturing dashboard.
Optional add-on module — see add-on pricingEmployees and contracts, shifts and attendance, location-stamped check-ins, leave policies and allocations, overtime, loans and incentives – then payroll with salary structures, Egyptian income-tax schemes and social insurance, down to the salary slip.
Optional add-on module — see add-on pricingLeads with sources and stages, opportunities with lost reasons, campaigns, follow-up sheets, customer visits and WhatsApp broadcasts sent from approved templates – a full CRM, not just a contact list.
Optional add-on module — see add-on pricing
Stay compliant with the Egyptian Tax Authority's e-invoicing mandate without extra software. Read the full ETA e-invoicing compliance guide.
You choose which sales invoices and credit notes (returns) to submit; they are digitally signed and sent to the Egyptian Tax Authority directly from Optify — no manual portal uploads.
Included in every plan — see the full comparisonEvery submitted invoice prints with the QR code and UUID the ETA requires, ready to hand to your customer.
Included in every plan — see the full comparisonTrack accepted, rejected, and pending documents from within Optify so nothing slips through at tax time.
Included in every plan — see the full comparisonItem-level tax settings and ETA item-code (EGS/GS1) mapping, with a readiness check that flags missing codes before an invoice is sent.
Included in every plan — see the full comparison
Reduce manual work and improve accuracy with intelligent automation
Every sale, purchase, stock movement, payroll run and depreciation posts its own accounting entries automatically, so the books stay in step with operations.
Included in every plan — see the full comparisonIn-app notifications flag what needs attention – items at their reorder level, batches nearing expiry, and cheques and bank payments falling due within days.
Included in every plan — see the full comparisonDefine your own states and approval actions for 25 document types – from sales orders and purchase invoices to leave requests, loans, assets and work orders – and route each step to the right role.
Included in every plan — see the full comparisonDocument numbering series per document type, multiple companies and multiple branches with a one-click branch switcher, so each site keeps its own sequence and figures.
Included in every plan — see the full comparison
Real-time data and analytics to drive your business forward
Stock ledger and balance, inventory turnover, idle items, sales analysis, customer and supplier statements, receivables and payables ageing, P&L, balance sheet, cash flow, attendance sheets, POS sessions and more – all exportable to Excel.
Basic reporting in Starter, Advanced analytics in Business and Enterprise — see the full comparisonDashboards for selling, buying, stock, accounts and manufacturing, built from widgets you assign per role so every manager sees the numbers that matter to them.
Basic reporting in Starter, Advanced analytics in Business and Enterprise — see the full comparisonAsk "which customers are overdue?" or "what is below reorder level?" in Arabic or English and get an answer built from your own data, within your own permissions, with sources shown. You can also connect Claude or ChatGPT through the read-only AI Connector.
Read more: the AI assistant · the AI Connector
Modules that are already inside Optify – no third-party tools to bolt on
Sales routes and daily route plans, route execution from the rep's phone browser, customer visits with location, visit reports and a collections summary per sales person.
Optional add-on module — see add-on pricingFast checkout with barcode scanning, offline selling that syncs when the connection returns, cashier shifts with cash reconciliation, returns, kitchen order tickets and a digital menu with QR code. Restaurants get it as Sofra.
See the full plan comparison for module availability by planAsset categories and depreciation ledger, movements and custodians, maintenance templates, logs and visits, and repair records – with the accounting entries posted for you.
See the full plan comparison for module availability by planReservations, hotels and properties, airlines and airports, cruise lines and ships, embassies, transport stations and follow-up sheets for travel agencies.
See the full plan comparison for module availability by planTo-dos and events with two-way Google Calendar sync, plus an issues tracker with types and priorities for internal requests.
Included in every plan — see the full comparisonA template designer for invoices, quotations, purchase orders, receipts and payment vouchers – your logo, your columns, Arabic or English, A4 or 8 cm receipt.
Included in every plan — see the full comparisonCustom solutions designed for local business needs
Decide exactly who can see and do what within the system with flexible role-based permissions.
See the full plan comparison for user account limits by planWhether you're in Trading, Manufacturing, Tourism, or another sector, Optify can be set up to match your specific workflow and business type.
See the full plan comparison for module availability by planCustomize the look of your invoices, quotations, purchase orders and other printouts with your logo and details, and set your own document numbering series.
See the full plan comparison for module availability by plan
Flexible deployment options to suit your business
Access Optify securely online from anywhere. We handle the IT maintenance, updates, and backups, letting you focus on your business.
Install Optify on your own servers if you prefer to manage your data infrastructure and backup strategy directly.
Enterprise-grade security and reliability
Secure login protocols and encrypted connections (HTTPS) keep your sensitive business information safe from unauthorized access.
Included in every plan — see the full comparisonKeep an eye on who did what and when within the system using comprehensive user logs and audit trails for accountability.
Included in every plan — see the full comparisonAutomatic daily backups are standard for Optify Cloud users ensuring data safety. On-premise clients are responsible for their own backup strategy.
Optify ERP isn't just translated to Arabic – it's built with Egyptian business practices in mind. From EGP accounting to local tax requirements, we've designed our system to work the way you do.
Every Optify Flex plan includes the core suite – selling & invoicing, purchasing, stock, accounting & finance and ETA e-invoicing – starting at 414 EGP/month. Manufacturing, CRM, HR & Payroll and Sales Rep are optional add-on modules you can switch on at any time. See the pricing page for the full breakdown by plan.
Yes, and you stay in control. You choose which sales invoices and credit notes to submit; they are digitally signed and sent to the Egyptian Tax Authority directly from Optify, with the required QR code and UUID on every printout – no manual portal uploads needed.
Yes. The POS runs in the browser on any PC, tablet or phone, keeps selling offline when the internet drops, tracks cashier shifts and cash, prints receipts and kitchen tickets, and posts every sale to stock and accounting. For restaurants and cafés it is offered as Sofra.
Yes. The built-in AI assistant answers questions in Arabic or English from your own data, shows the sources it used, and never reads anything your permissions don't allow. You can also connect Claude or ChatGPT through the read-only AI Connector.
Yes. Optify ERP supports both Optify Cloud (we handle IT maintenance, updates, and backups) and on-premise deployment on your own servers, so you can choose the option that fits your infrastructure.
Yes. Optify ERP manages transactions in multiple currencies with exchange rates per date and exchange-rate revaluation, so businesses that import, export, or work with foreign clients and suppliers can transact normally.
See how Optify ERP can streamline your operations and help your business grow. Schedule a personalized demo today.