Otis for Microsoft Business Central
Business Central ties your finance, stock and sales together in one cloud ERP. Otis works on top, turning enquiries into accurate quotes and posting confirmed sales orders straight into Business Central.
An agent that speaks Business Central
Microsoft Dynamics 365 Business Central keeps finance, inventory and sales in one connected cloud system. Because the data is joined up, Otis can give answers that hold together, reading item availability and the pricing Business Central applies to each customer, then posting confirmed sales orders back so the job flows straight through to picking and invoicing.
Otis is the agentic layer on top of Business Central, not a replacement for it. Business Central stays your system of record. Otis takes on the quoting and selling around it, on the website, at the counter and out of hours, so your numbers stay clean and nothing is re keyed.
What connects
Item availability
Live stock from Business Central so Otis only sells what you hold.
Customer pricing
The price and discount structures Business Central applies, per customer.
Sales orders in
Confirmed orders post into Business Central ready to pick and invoice.
Cloud native
A clean connection to your cloud tenant, no fragile bolt ons.
Counter and web
One integration across the counter and the website.
Scoped access
Proprietary architecture owned by OptiFlow Technologies.
Working on top of Microsoft Business Central
Business Central brings finance, stock and operations together for small and mid sized companies inside the Microsoft world. Capable as it is, it manages the transaction rather than actively selling to an enquirer, and it does not reply to the message that lands in the evening.
Otis layers on top of Business Central, reading your live data, and answers trade enquiries whenever they arrive, so an enquiry gets a fast, accurate reply instead of waiting for someone to open the inbox.
Otis and Business Central
Reads Business Central data
Answers from your live Business Central product and pricing.
Answers whenever
Replies to enquiries in the evenings and at weekends automatically.
No migration
Works on top of Business Central with nothing to rip out.
Common questions
Will this disrupt Business Central?
No. Otis works through controlled connection points and does not change your Business Central setup.
Does it work with the cloud version?
Yes. Otis connects to your Business Central tenant and reads live data from it.
Does it handle customer pricing?
Yes. Otis applies the pricing and discounts Business Central holds for each account.
Does it keep the accounts clean?
Yes. Orders post in a consistent, structured form, so your finance data stays tidy.
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 Business Central stays your system of record.
See Otis working with Business Central
Book a call and we will show how Otis quotes and sells from your live Business Central data and posts clean orders back.