Yes. OpusFlow’s advanced data grids support export functions so you can pull the underlying data out when you need it — for an external accountant, a board presentation, or any reporting that happens outside the platform. That said, for most reporting needs the live dashboard removes the need to export at all, since the data is already structured, filterable, and drillable within OpusFlow itself.

No. One subscription covers everything, no matter how much you use it. You should never be penalised for growing your business.

Yes. Dashboard configurations are role-based, so you can assign different views to different parts of the organisation. A warehouse manager sees stock and procurement metrics. A financial controller sees revenue and invoice data. A business owner sees the full picture. Nobody is presented with data that is irrelevant to their role, and sensitive metrics are only visible to the people who should see them.

No. Automations in OpusFlow are configured through a visual rule builder — you select a trigger, add conditions, and define one or more actions. No code involved. For more complex workflows, pre-configured automation templates give you a proven starting point you can adapt rather than build from scratch. Most teams have their first automations running within an hour of setup.

Each user is charged or credited on a prorated basis, so you only pay for what you actually use. Annual contracts renew automatically, with the user count calculated based on your team size one month before renewal.

Yes. The heat pump calculator sits inside the same quotation flow as the PV Designer and battery calculator, so your consultant can cover solar design, battery sizing, and heat pump assessment in a single appointment and present a combined proposal with a full renewable energy picture — including a joint ROI calculation — in one branded PDF. No switching between tools, no separate follow-up visits.

Yes, OpusFlow is a could-based software and can be accessed from anywhere in the world.