What is Optix? AI Document Processing Software Built for the Way You Work
Optix is AI document processing software built for businesses and nonprofits of every size. Unlike basic file storage tools like Dropbox or Google Drive, Optix uses artificial intelligence to automatically process, index, and route documents based on your organization’s own business rules. The result is a smarter, faster, more organized document management system that works the way your organization works — not the other way around.
Document Management Built for Businesses and Nonprofits
Moving to AI document processing software has never been easier. Many businesses and nonprofits hesitate to leave beginner solutions like Dropbox and Google Drive because they assume the transition will be difficult. However, Optix is specifically designed to make that transition simple. Furthermore, because Optix uses AI to handle document indexing and routing automatically, your team experiences the benefits immediately — without a steep learning curve or lengthy implementation process. As a result, organizations of every size are replacing manual filing systems with intelligent, automated document management.
AI-Powered Workflow Automation — Start Innovating Today
Optix AI document processing software automatically routes documents based on your organization’s business rules. Additionally, when a document arrives, Optix determines where it needs to go — for approval, review, or processing — and routes it there without manual intervention. As a result, repetitive document tasks are handled automatically, freeing your team for higher-value work.
Address Compliance Issues
Optix makes compliance straightforward. Because every document is automatically indexed and stored in a structured repository, audit responses that used to take days now take minutes. Furthermore, Optix maintains a full audit trail for every document — who accessed it, when, and what changed — so your organization is always audit-ready.
AI Document Processing Software That's Easy to Implement and Easy to Use
Optix AI document processing software is designed for fast implementation and immediate results. In fact, most organizations are up and running in days, not months. Moreover, because Optix is built around your existing business rules, there’s no need to redesign your processes to fit the software — Optix adapts to you.
- AI automatically identifies and extracts search terms from documents on capture
- Intelligent indexing files every document to the right location without manual input
- Drag-and-drop workflow designer builds automated routing in minutes
- Rules-based routing handles approvals, exceptions, and escalations automatically
- Single-click deployment including storage and security configuration
- Seamless integration with ERP, HR, accounting, and line-of-business systems
Have a complex document workflow challenge? Our US-based implementation experts work directly with your team to configure Optix AI document processing software around your specific business rules. Learn more about how AI is transforming document management at AIIM.org.
Learn How Optix Can Transform Your Work
Features & Capabilities of Optix
AI Document Capture — Intelligent Indexing From the Moment of Capture.
Optix AI document capture goes beyond scanning and storing. Specifically, when a document is captured — whether scanned, uploaded, or emailed — Optix AI reads it, extracts key metadata, and indexes it automatically to the correct location in your repository. As a result, manual data entry is eliminated and every document is instantly findable. Furthermore, high-accuracy OCR converts paper documents into fully searchable digital files.
AI Document Capture — Intelligent Indexing From the Moment of Capture.
Optix AI document capture goes beyond scanning and storing. Specifically, when a document is captured — whether scanned, uploaded, or emailed — Optix AI reads it, extracts key metadata, and indexes it automatically to the correct location in your repository. As a result, manual data entry is eliminated and every document is instantly findable. Furthermore, high-accuracy OCR converts paper documents into fully searchable digital files.
AI-Powered Document Management — Every File Indexed and Findable in Seconds.
Optix AI document management gives your organization a structured, searchable repository where every document is automatically indexed on arrival. Moreover, because AI handles classification and filing, your team can locate any document in seconds using simple search terms. Additionally, Optix supports all popular file formats including Microsoft Office, PDF, and more — with full revision control and audit trail.
AI-Powered Document Management — Every File Indexed and Findable in Seconds.
Optix AI document management gives your organization a structured, searchable repository where every document is automatically indexed on arrival. Moreover, because AI handles classification and filing, your team can locate any document in seconds using simple search terms. Additionally, Optix supports all popular file formats including MS Office, PDF, and more — with full revision control and audit trail.
AI Workflow Automation — Documents Routed by Your Business Rules.
Optix AI workflow automation processes and routes documents based on your organization’s own business rules — without manual triage. For example, an invoice arriving in the system is automatically routed to the correct approver based on amount, vendor, or department rules you define. Moreover, exceptions are flagged automatically and escalations happen on schedule without anyone having to follow up. Therefore, your team focuses on decisions, not document routing.
AI Workflow Automation — Documents Routed by Your Business Rules.
Optix AI workflow automation processes and routes documents based on your organization’s own business rules — without manual triage. For example, an invoice arriving in the system is automatically routed to the correct approver based on amount, vendor, or department rules you define. Moreover, exceptions are flagged automatically and escalations happen on schedule without anyone having to follow up. Therefore, your team focuses on decisions, not document routing.
Mobile Document Management
Optix mobile document management gives your team browser-based access to your AI-organized repository from any device — no coding required. Furthermore, because Optix uses the same index forms across desktop and mobile, switching between devices is seamless. As a result, your team can capture, retrieve, and manage documents whether they’re in the office, at a client site, or working remotely.
Document Scanning — Convert Paper Records to AI-Indexed Digital Files.
Optix document scanning converts paper documents into fully searchable digital files — eliminating off-site storage costs and freeing up valuable office space. Additionally, because scanned documents are automatically indexed by Optix AI on capture, every paper record becomes instantly findable in your digital repository. Furthermore, scanning reduces the risk of document loss from flood, fire, or theft.
Document Scanning — Convert Paper Records to AI-Indexed Digital Files.
Optix document scanning converts paper documents into fully searchable digital files — eliminating off-site storage costs and freeing up valuable office space. Additionally, because scanned documents are automatically indexed by Optix AI on capture, every paper record becomes instantly findable in your digital repository. Furthermore, scanning reduces the risk of document loss from flood, fire, or theft.
Integration
Optix integrates seamlessly with your existing business applications on both Windows and Mac. Specifically, client-side and host-based APIs connect Optix to your ERP, HR, accounting, and line-of-business systems. As a result, AI-powered document processing and routing works across your entire operation — not just in isolation. Furthermore, Optix workflow automation extends to other enterprise systems via customizable program extensions, making it a central hub for your organization’s document management.