Otis for Sage
Sage runs the accounts and, in many merchants, the stock and sales orders too. Otis works alongside it, turning enquiries into accurate quotes and posting confirmed orders into Sage ready to invoice.
An agent that speaks Sage
Sage sits at the financial heart of a huge number of merchant businesses, whether that is Sage 50 keeping the accounts or Sage 200 handling stock, sales order processing and invoicing as well. Otis works with the setup you have. It reads the stock and pricing Sage holds, produces accurate quotes, and posts confirmed sales orders into Sage so the job flows straight through to picking and invoicing without anyone re keying it.
Otis is the agentic layer on top of Sage, not a replacement for it. Sage stays your system of record for accounts and orders. Otis takes on the quoting and selling work around it, on the website, at the counter and out of hours, so the numbers stay clean and nothing is lost in translation.
What connects
Stock and pricing
Availability and pricing from Sage so Otis only sells what you hold, at the right price.
Sales orders into Sage
Confirmed orders post into Sage ready to pick and invoice, no re keying.
Account terms
Customer accounts and terms recognised so pricing and credit are right.
Clean for accounts
Orders land structured and consistent, so your Sage 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 Sage
Sage keeps the accounts, and often the stock, in order for a great many businesses. It is the financial backbone of the operation, not a salesperson, so a customer asking about availability or a price after hours has nobody to answer them.
Otis complements Sage by handling exactly those sales conversations. It reads your Sage product and pricing so every answer reflects reality, and captures the enquiry so your team picks it up ready to close rather than starting from scratch.
Otis and Sage
Reads Sage data
Answers from your live Sage product and pricing.
Handles the sales side
Covers the customer conversations Sage was never built for.
Works alongside
Adds a sales layer on top of Sage, not a replacement.
Common questions
Which Sage products do you work with?
Otis works alongside Sage setups including Sage 50 and Sage 200. Tell us what you run and we will confirm the fit.
What if Sage is only our accounts system?
That is fine. Otis can read pricing from Sage and post orders for invoicing, and pull stock from wherever you hold it.
Will this disrupt Sage?
No. Otis works through controlled connection points and does not change your Sage setup.
Does it keep the accounts clean?
Yes. Orders post in a consistent, structured form, so your Sage 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 Sage stays your system of record.
See Otis working with Sage
Book a call and we will show how Otis quotes and sells from your data and posts clean orders into Sage.