Client software, integration and automation

Optibill for Clients of the Optima Group

Optibill is the client software of the Optima Group and is reserved for clients onboarded and supported by Optima. Clients can use it to handle receipts, invoices, queries, payment status and documents with Optima in a structured way. We also set up interfaces, connect existing software from abroad and install custom chatbots or automations when they make processes faster and easier to understand.

OptibillClient portal and tasks
InterfacesERP, invoicing, bookkeeping
ChatbotsSetup and installation
DataExport when leaving

Optibill, Interfaces and Automation

Optibill Client Software

An exclusive portal for active Optima clients with tasks, documents, queries, payment status and structured handovers.

Interfaces for Documents and Invoices

Data handovers between Optibill, invoice data, receipts, reporting, bookkeeping systems and external partners.

Connection of Foreign Software

Integration of existing client systems from abroad when data has to be transferred into German administration processes.

Custom Chatbots

Setup and installation of chatbots for recurring client questions, internal workflows or simple service processes.

Automations and Workflows

Automation of status messages, document logic, reminders, tasks and recurring administration workflows.

Setup, Training and Support

Onboarding, installation, permissions, first processes, coordination with existing systems and ongoing technical support.

Typical Use Cases

01

Set up a client on Optibill

Roles, documents, tasks, queries and first workflows are configured to match the mandate.

02

Connect foreign software

Data from ERP, invoicing, bookkeeping or industry software is transferred into the Optibill infrastructure.

03

Install a chatbot for recurring questions

A custom chatbot supports frequent questions, form logic, internal prequalification or simple service processes.

04

Automate data handovers

Receipts, invoices, payment status and reporting data are prepared so bookkeeping and tax advisors can continue efficiently.

Documents, Tasks and Data Handovers

  • One central place for documents, queries, tasks and status information
  • Agreed data handovers between existing software, Optibill and bookkeeping
  • Connection of existing client software to the agreed Optibill processes
  • Chatbots for recurring client questions and defined workflows
  • Prepared data for bookkeeping, tax advisors and internal Optima processes
  • Export of relevant client data when the mandate ends

Access, Service Scope and Data Export

Optibill is available to clients of the Optima Group as part of their engagement. We agree which modules, interfaces and automations to set up based on existing systems and the workflows required.

Depending on the scope of the mandate, Optibill — including the connection to the Optibill infrastructure — is provided without a separate software fee. For smaller mandates, only a fee for server costs is charged. If a client terminates the mandate, the data is not locked in and can be exported and taken along in an orderly way.