Optimaite
A person reviewing paperwork with a calculator and laptop at a desk.
Optimaite Business · Document intelligence

Documents, understood automatically.

Document intelligence for enterprises: extraction, matching and workflow automation — from procure-to-pay through to auditing. GDPR-compliant and available on-premise.

Invoice received

Muster GmbH · document recognised

Posted to ERP

Handover logged and traceable

Optimaite Business · Early Access

Business is opening up to its first enterprise customers.

The platform is built and already runs at our pilot partners. We are adding companies to the waitlist now — you get access as soon as your process is up, and a demo on your own documents until then.

How it works

From document to posting — a process you can follow.

Four connected steps turn document-driven manual work into a controlled flow: clean data, targeted exceptions and approvals by your team.

Sorted files and documents at a workplace.
Capture invoice

Capture the Muster GmbH invoice and assign it to the purchase order.

Vendor, amount, date and line items extracted as structured data
The original document stays linked to the data
Unclear fields are flagged for review
01 / 04

Capture the document

Invoices arrive as data.

Incoming invoices, purchase orders and delivery notes are read from email, upload or scan and filed as auditable fields on the case.

See capture
A smartphone and financial paperwork on a desk.
Three-way match

Compare purchase order, goods receipt and invoice against the configured tolerance rule.

Line items, quantities and prices in one clear review view
Tolerances are applied automatically and explained
Every exception gets a traceable next step
02 / 04

Check & match

The three-way match shows what lines up.

Purchase order, goods receipt and invoice are compared line by line. Tolerances and deviations stay visible instead of disappearing into an email thread.

See matching
Two people reviewing documents together at a table.
Prepare approval

Put the reviewed case forward for approval and show the deviation clearly.

The approval step is derived from role, amount and case
Document, match result and notes in one decision
Status and audit trail are updated automatically
03 / 04

Approve

The right person decides in the right context.

Approvals follow your roles and amount thresholds. Every decision is documented against the document, the deviation and the case.

See approval
Two colleagues reconciling documents at an office workplace.
ERP handover

Hand the approved case with its document reference to the connected ERP.

Posting data handed over through a controlled interface
Document reference and status stay visible on the case
A successful handover is logged and auditable
04 / 04

Post to ERP

What is approved is handed over ready to post.

After approval Optimaite hands the reviewed data to your ERP. The document and the process status stay linked for follow-up questions.

See ERP handover
Features

From invoice to posting

End-to-end automation of document-driven processes — in the context of your ERP.

Document intelligence

Invoices, purchase orders and receipts are read, understood and captured as structured data.

Procure-to-pay

From purchase order to payment — automated validation and a workflow triggered straight away.

Auditing & three-way match

Match PO, order confirmation and invoice automatically — including tolerance rules.

SAP integration

Direct posting and a clean connection to SAP and existing ERP systems — ERP-neutral.

Matching & extraction

Unstructured documents become clean, auditable data.

AI agents

AI agents work in the context of your processes — traceable at every step.

In comparison

Optimaite Business vs. manual document processes

Capability

Optimaite

Anchored in the process

Manual processes

Shared drives, email and spreadsheets

Capturing document data
Structured straight from the original document
Typed over by hand
Three-way match
Line-item accurate with tolerance rules
Not integrated
Steering approvals
By role and by amount
Email or a spreadsheet list
Handling exceptions
Explained and visible on the case
Tracked somewhere separate
ERP handover
Controlled and logged
Manual rework
Audit trail
Document, decision and status linked
Spread across filing systems
AI in process context
Assists with control kept explicit
Not integrated
Pricing

One seat for your document-driven process

Business seat from €139 per internal user/month — all Business modules and Workspace included, plus one shared AI Compute pool. Prices apply from general availability; Early Access places are limited.

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Business seat
139 €per internal user / month
Every Business module and Workspace in one product seat.
  • All Business modules included
  • Workspace included
  • Early Access — start via the waitlist
  • Billed monthly
Join the waitlist
AI Compute
From €20per organisation / month
One shared pool for Business, Workspace and further products.
  • Mini to Scale
  • 1,400 to 235,000 credits
  • Shared across the organisation
  • PAYG: €0.014 per credit
See all packages
FAQ

Questions about Optimaite Business

The essentials on operations, security and getting started — answered briefly.

Question not answered here?

We are happy to walk you through the platform live and answer everything else in person.

Book a demo

Ready for less manual work?

Claim your place in the Early Access round

We onboard companies one at a time. Join the waitlist, or let us walk through your process in a demo first.

14 Tage kostenlos testen · Keine Kreditkarte · DSGVO-konform

Contact

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