Optimize Your Enterprise with

OptiMind reads, understands, and acts on documents just like a trained staff member, following your SOPs, at scale, around the clock. Automate. Validate. Integrate.

Contact Us

No commitment. Talk to us first.

From Document Arrival to ERP Entry - Fully Automated.

01

Automated Document Ingestion

OptiMind connects to your email inboxes, SFTP folders, and other document sources, picking up invoices, orders, and forms on schedule or in near real-time, without manual effort.

OptiMind
ERP
CRM
Email
API
4 sources connected
02

Turn Documents Into Data

OCR combined with Generative AI converts any document, regardless of format or layout, into clean, structured data with per-field confidence scores. No rigid templates required.

Raw Invoice
Structured Data
VendorAcme Corp
Amount$12,450
Due Date30 Nov
StatusValidated
03

Validate Against Your Business Rules

OptiMind applies your SOPs for totals matching, mandatory fields, cross-checks, and thresholds. When it detects an exception, it acts autonomously. If a vendor invoice is missing a PO number, the AI agent drafts and sends an email to the vendor, waits for the reply, and resumes the workflow. No human intervention required.

Processing Volume ↑ 24% this week
Peak: Fri 2PM
Avg cycle: 3.2 min
98.4% accuracy
04

Push to ERP & Maintain a Full Audit Trail

Validated data is posted directly into SAP or other downstream systems via GUI automation or API. Every step is logged end-to-end, giving you full traceability for compliance and continuous improvement.

Recent Transactions
Invoice #INV-0891 Normal
Invoice #INV-0892 Duplicate
Invoice #INV-0893 Normal
Action Required
Possible duplicate of #INV-0887, review before posting.

Built for Results. Proven in Operations.

70%
Reduction in processing time
90%+
Fewer data-entry errors
Team capacity freed for higher-value work

Slash Processing Time by Up to 70%

Automated workflows compress multi-week manual cycles into days, accelerating cash collection, reimbursements, and approvals across your entire operation.

Eliminate Costly Data Entry Errors

AI-assisted extraction with human-in-the-loop validation removes manual re-entry between systems, the leading cause of billing errors, disputes, and rework.

Free Your Team for Higher-Value Work

By automating repetitive data tasks, your accounting and operations teams reclaim significant capacity, shifting focus from manual processing to analysis, decision-making, and growth.

Stay Compliant Without the Extra Effort

Structured approval workflows and built-in data handling protocols keep your operations aligned with data protection regulations, reducing regulatory exposure without adding administrative burden.

Scale Without Scaling Costs

Once the platform is deployed, adding new automated workflows requires minimal incremental investment, making it easy to expand across departments, subsidiaries, or new business lines.

Works With Your Existing Systems

No rip-and-replace. OptiMind integrates non-invasively alongside your current platforms, bridging process gaps without creating technical debt or disrupting daily operations.

Purpose-Built Workflows for Your Industry

OptiMind deploys targeted automations for the processes that drive your business.

Healthcare

Insurance Claims & Patient Billing Automation

Automate the processing of insurance claims, enrollment forms, and patient billing documents, reducing manual back-and-forth with insurers and accelerating revenue cycle operations.

Insurance ClaimsEnrollmentPatient Billing
Manufacturing & Retail

Supplier Invoice & Purchase Order Automation

Capture supplier invoices, match against purchase orders and goods receipts, route exceptions for approval, and post to ERP, eliminating manual reconciliation across high-volume supply chains.

Supplier InvoicesPO MatchingGoods Receipts
Logistics & Freight

Freight Invoice & POD Reconciliation

Automatically extract and validate freight invoices against delivery confirmations and proof-of-delivery documents, reducing disputes, accelerating carrier payments, and eliminating manual reconciliation.

Freight InvoicesPOD MatchingCarrier Payments

Connects to the Systems You Already Use

OptiMind is designed to work alongside your existing technology stack, not replace it.

ERP
SAP, Microsoft Dynamics, Odoo, NetSuite, Bplus ERP, ...
Accounting
FlowAccount, Express Accounting, PEAK, ...
Document Management
DocOnCloud, DocuWare, M‑Files, ...
OptiMind AI Core
CRM
Zoho CRM, Readyplanet R‑CRM, Dynamics 365 Sales, ...
Cloud Storage
Microsoft SharePoint/OneDrive, Google Drive, Dropbox, ...

Ready to See OptiMind in Action?

Tell us a bit about your organisation and we'll be in touch to arrange a personalised demo.

  • No commitment, just a conversation
  • Personalised demo tailored to your use case
  • We respond within one business day