Welcome to Optimaite Business
Optimaite Business is an AI-powered platform for managing business correspondence, entities, documents, and financial workflows. It brings inbox processing, contact management, structured document storage, and reconciliation into a single workspace.
The Optimaite suite
Your organization may use multiple products from the same account:
| Product | Purpose |
|---|---|
| Optimaite Business | Entity-centric inbox, document processing, and business records (this app) |
| Optimaite Law | Legal practice management for law firms |
| Optimaite Workspace | Word-grade document editing, sheets, slides, and signing |
Switch between products from the suite menu at the top of the sidebar. Documents and entities are shared across products where permissions allow.
First login
Sign in
Open your organization's Business URL and sign in with the credentials your administrator provided.
Land on Übersicht
After login you arrive at Übersicht (/overview) — the dashboard that summarizes your inbox, recent documents, and pending actions.
Explore the sidebar
The sidebar is organized into three sections:
- Arbeitsbereich (workbench) — Übersicht, Korrespondenz, Kalender
- Daten (records) — Entities, Documents, Structured Storage
- Verwaltung (admin) — Settings, templates, user management
Bookmark Übersicht (/overview) — it is the best starting point every morning.
Dashboard quick actions
The Übersicht dashboard provides quick actions for common tasks:
- Upload document — drag or select files for AI processing and filing
- Create entity — add a new contact, organization, or custom record
- View inbox — jump to Korrespondenz (
/posteingang) for triage - Ask agent — open the AI assistant to answer questions about your data
Recent activity and AI-processed items appear below the quick actions so you can follow up immediately.
Daily workflow
A typical day in Optimaite Business follows this pattern:
Check Korrespondenz
Open Korrespondenz (/posteingang) to review incoming correspondence. AI sorts, extracts data, and suggests entity assignments.
Triage and assign
Review AI suggestions, confirm or reassign entities, and classify documents.
Work with entities
Switch to Daten → Entities to review contacts, organizations, and their relationships.
File and reconcile
Use Structured Storage to file processed documents. Run Abgleich (reconciliation) to compare extracted data against external sources.
Key areas
| Area | Route | What it is for |
|---|---|---|
| Übersicht | /overview | Dashboard and quick actions |
| Korrespondenz | /posteingang | Inbox and correspondence |
| Kalender | /kalender | Appointments and deadlines |
| Entities | /entities | Contacts, organizations, references |
| Documents | /documents | Structured storage and vault |
| Verwaltung | /verwaltung | Admin settings and templates |
Next Steps
- Inbox & Correspondence — Manage incoming mail and email threads
- Entities & Records — Contacts, organizations, and relationships
- Documents & Structured Storage — Filing, vault, and reconciliation