AI-Powered Back-Office Automation

Your software.
Already automated.

Optificial-AI connects to any ERP, CRM, or field service platform and turns plain English into completed workflows — no integrations to build, no training required.

See How It Works Book a Demo

4.2 hrs

saved daily / person

94%

task accuracy

app.optificial.com

Optificial-AI

Chat Workflows History

3 agents online T

How can I help today?

Ask in plain English. I'll handle the rest.

See this week's schedule All jobs, crews & sites

Outstanding invoices Aging and amounts owed

Revenue this month Top clients & trend

Live product walkthrough

The Reality of Back-Office Today

Brilliant people.
Doing clerical work.

Every day, your most experienced staff spend hours manually entering data, switching between software tabs, and re-keying the same information. There was no other way. Until now.

3+ hours lost per worker, every day

Back-office admin consumes 30–40% of a field service employee's working day. Every single day, at every seniority level.

Multi-system workflows with zero automation

Scheduling, invoicing, purchase orders, and work orders each live in different screens. None of them talk to each other.

Zero net value created by re-entering data

The cost is real. The time is real. But re-keying information that already exists creates no new value for your business.

3.1 hrs Lost per worker per day

Industry-wide average for field service and construction back-office staff

22 tabs Average ERP workflow touches

Screens, copy-pastes, and re-entries required for a typical multi-system operation

$0 Net value from re-entering data

Every minute spent copying data between systems is overhead, not output

The Optificial-AI Layer

One conversation.
Every system.

Optificial-AI sits between your team and your software stack. It understands plain English, knows your company's workflows, and executes across your ERPs, accounting platforms, and field service tools — simultaneously.

Your Team

natural language

›

OPTIFICIAL-AI

AI intelligence layer

›

ERP

Accounting

Any Platform

your software

Understands natural language, nicknames & context

Follows your company's policies automatically

Asks one smart question when genuinely ambiguous

How It Works

Four steps.
Zero clicks.

01 / 04

Type what you need, the way you'd say it

No codes. No menus. No training. Optificial-AI understands names, dates, project nicknames, and industry context right out of the box.

02 / 04

It knows exactly who and what you mean

Type "Mike" — resolved. "Henderson" — found. "Tuesday" — locked in. When genuinely ambiguous, it asks one targeted question.

Mike→Michael Torres

Henderson→Henderson Site B — Job #2847

Tuesday→Tuesday, 14 April 2026

03 / 04

Your company policies, applied automatically

Every action is checked against your company's policies and rules before anything touches your data.

Minimum 2-hour scheduling blocks — applied

No double-booking — checked clear

Invoice within 48 hrs of completion — confirmed

04 / 04

Direct execution across all your systems

Schedule in your field service platform. Invoice via your accounting system. Purchase order logged. All from one message — no tab-switching, no copy-paste.

ERP6 schedules created

AccountingInvoice sent

Total time12 seconds

A Request in Motion

One message.
Everything handled.

You type

"Schedule the electrical team for Southbank Site B, Monday–Friday"

Understood

Team, site, and dates resolved from context

Rules applied

Company policies validated before any action is taken

Done

5 schedules created in ERP

12 seconds total

Zero tab-switching

Works for 1 or 1,000 rows

You: "Invoice all completed jobs from last month"

14 invoices created · $187,400 total · All sent

What You Can Do

Every back-office task.
In one conversation.

Natural language

Just type what you need

Any task, any time, in plain English. No forms, no menus, no training — type it the way you'd say it to a colleague.

Scheduling

Schedule your team

Create, update, and bulk-schedule staff across any job or site.

Invoicing

Invoice in an instant

Generate and send invoices from a single message or spreadsheet.

Policy-aware

Work Orders

Raise work orders

Scope and send work to subcontractors — without leaving the chat.

Purchase Orders

Purchase orders, instantly

Create POs from natural language with supplier and item context.

Bulk operations

Upload, don't retype

Drop in an Excel or CSV. Optificial-AI processes every row — names, dates, and amounts resolved automatically.

Excel / CSV

Multi-user

Built for whole teams

Multiple users and departments, each with the right access. One platform for the whole back office.

Integrations

Connects to your software

Field service, accounting, and beyond. If it has an API, Optificial-AI can automate it.

Any Platform

Connects to Your World

Automate the software
you already use.

Native integrations for field service and accounting platforms are live today. Any platform with an API is on the roadmap — or can be connected immediately for enterprise customers.

Every enterprise plan includes custom integration. If it has an API, we can automate it — typically within 2 weeks. Talk to us →

Request an integration

ERP

Accounting

CRM

Scheduling

Payroll

Inventory

Your API

Who It's For

Any company.
Any workflow. Any software.

01 Construction & ERP

From site to system in seconds

Schedule crews, manage jobs, raise invoices, and track purchase orders without leaving a chat window.

Schedule the electrical team for Southbank Site B, next Monday through Friday

02 Facilities Management

Every maintenance request, automated

Work orders, vendor POs, and preventive maintenance schedules managed entirely through natural language.

Create a PM work order for HVAC at Level 3, assign to TechPro, due Friday

03 Professional Services

Billing that actually happens on time

Stop chasing staff to log hours and raise invoices. Optificial-AI tracks completions and bills automatically.

Invoice all completed projects from last month at standard rates

04 Any Industry

If your software has an API…

Payroll, logistics, inventory, CRM — if it's a repeatable workflow done through software, Optificial-AI can automate it.

Add 120 units of Item SKU-443 to inventory and update all open POs

Measured Impact

The numbers
don't lie.

Saved per staff, per day

Task completion accuracy

Avg workflow time

Faster than manual bulk ops

Per-connector integration fee

We cut scheduling time by 80% in the first week. The system understood our staff nicknames, our job names, our workflows — it felt like it had been working with us for years.

Operations Manager

Mid-size Construction Firm, Queensland

The first time I uploaded a 300-row Excel and watched it process in seconds, I called my partner and said 'this is the thing'. This is exactly what the industry has been waiting for.

Director

National ERPs Company, Australia

Common Questions

Everything you need
to know.

What exactly is Optificial-AI?

Optificial-AI is your team's smart back-office assistant. Instead of logging into multiple systems and manually entering data, your team simply types what needs to be done — and it gets done. Scheduling, invoicing, purchase orders, work orders — handled in plain English, in seconds.

I'm a tradie or subcontractor — is this built for me?

Absolutely. If you're spending time after hours updating jobs, chasing invoices, or entering the same information in multiple places — Optificial-AI gives that time back to you. No complicated setup, no learning curve. You type it, it handles it.

How much time will my team actually save?

Our customers typically recover 3–4 hours per person, per day. Tasks that used to take an hour — scheduling a week of crews, bulk invoicing completed jobs, raising a batch of purchase orders — now take minutes. That's time your people can spend on the work that actually moves the business forward.

Does my team need to learn new software?

No. Your team talks to Optificial-AI the same way they'd message a colleague — in plain English. There's no new interface to learn, no training days, no manuals. If they can type, they're ready.

Will it work with the software we already use?

Yes. Optificial-AI is built to work alongside the tools your business already runs on. Your existing software stays exactly as it is — Optificial-AI simply makes it faster and easier to use.

Is our business data safe?

Your data stays yours — always. We take security seriously and have built Optificial-AI with enterprise-grade protections from the ground up. If you'd like to discuss specifics, our team is happy to walk you through it.

How quickly can we get started?

Faster than you'd expect. Most businesses are up and running within days — not weeks, not months. Book a demo and we'll show you exactly what getting started looks like for your specific setup.

What if we have a question or run into an issue?

You'll have a real person to talk to. We don't believe in ticket queues and chatbots for support. Our team is available to make sure you're getting the most out of Optificial-AI from day one. Reach us here →

Get Started

Automate your back office
starting today.

Starter

For small teams

Let's talk

Up to 5 users · 1 integration · Core agents

Natural language chat interface

Scheduling & invoicing agents

Bulk file upload (Excel / CSV)

Custom workflow rules

Email support

Book a Demo

See it with your own data.

Book a 30-minute demo and we'll show you Optificial-AI automating your actual workflows, live.

Book a Demo sales@optificial.com

You type. We understand. It happens.

Your software.Already automated.