Otis for Access
Access software runs the finance and operations for many merchant businesses, from Access Dimensions financials to wider ERP and stock. Otis works on top, turning enquiries into accurate quotes and posting confirmed orders straight into Access.
An agent that speaks Access
Access software often sits at the finance and operations core of a merchant business, holding the pricing, stock and order data that keeps things moving. Otis reads that data and sells from it, so quotes are accurate to the item and the account, and confirmed orders post straight back into Access ready to fulfil and invoice, keeping the finance picture clean.
Otis is the agentic layer on top of Access, not a replacement for it. Access stays your system of record. Otis handles the quoting and selling around it, on the website, at the counter and out of hours, so your team stops re keying and the numbers stay tidy.
What connects
Stock and pricing
Availability and pricing from Access so Otis only sells what you hold, at the right price.
Orders into Access
Confirmed orders post into Access ready to fulfil and invoice, no re keying.
Account terms
Customer accounts and terms recognised so pricing and credit are right.
Clean for finance
Orders land structured and consistent, so your Access figures stay tidy.
Counter and web
One integration across the counter and the website.
Scoped access
Proprietary architecture owned by OptiFlow Technologies.
Working on top of Access
Access provides ERP and business software used across many sectors, keeping finance, stock and operations in one place. Like any system of record, it manages what has happened rather than actively selling to a customer who is asking a question right now.
Otis layers on top of your Access system, reading your live product and pricing, and answers trade enquiries around the clock, so the data your business already holds is put to work winning orders as well as recording them.
Otis and Access
Reads your Access data
Answers from your live Access product and pricing.
Sells around the clock
Turns a system of record into an always on sales channel.
Layers on top
Adds Otis on top of Access without changing the core system.
Common questions
Will this disrupt Access?
No. Otis works through controlled connection points and does not change your Access setup.
Which Access products do you work with?
Otis works alongside Access setups including Dimensions financials and wider ERP. Tell us what you run and we will confirm the fit.
Does it keep the accounts clean?
Yes. Orders post in a consistent, structured form, so your Access data stays tidy.
What about delivery and logistics?
Otis captures the full order including delivery intent, ready for your fulfilment flow.
How quickly can we start?
Timelines depend on data quality. Clean stock and pricing means a faster go live.
Do we stay in control?
Yes. You set what Otis can quote and sell, and Access stays your system of record.
See Otis working with Access
Book a call and we will show how Otis quotes and sells from your data and posts clean orders into Access.