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Description
OptiFlow Merchant provides builders merchants and trade suppliers with an intelligent AI sales assistant named Otis. Otis is designed to handle product inquiries, generate quotes that are checked for pricing and stock availability, and manage orders both online and at trade counters, seamlessly integrating with the merchant's existing ERP systems such as Epicor BisTrack and Prophet 21, Kerridge K8, Intact iQ, Microsoft Dynamics 365 Business Central, SAP Business One, OGL, Sage 200, and Merchanter, as well as popular ecommerce platforms like Shopify, WooCommerce, Magento, and BigCommerce. Rather than replacing the ERP, Otis operates within it to enhance functionality. Additionally, OptiFlow Technologies provides a range of other tools, including OptiFlow Quote for instant priced estimates based on job descriptions or material lists, a WhatsApp agent, an AI receptionist known as OptiFlow Lite, and OptiFlow Watch for contract and cost oversight, as well as over 25 complimentary trade calculators. All of these solutions are developed specifically for businesses in the UK and Ireland, ensuring a tailored approach to local needs. The comprehensive suite of services aims to empower merchants and suppliers to optimize their operations and improve customer interactions.
Description
OptiVault is an innovative personal finance app for iOS that leverages AI technology to assist users in automating their financial strategies, enhancing their spending habits, and increasing their overall net worth by securely linking their bank accounts, credit cards, and cryptocurrency wallets through Plaid, utilizing bank-grade 256-bit encryption and read-only access. After establishing these connections, the AI conducts a thorough analysis of the user’s financial health, identifying unnecessary subscriptions and unusual spending behaviors, while also automatically organizing transactions and modifying daily budgets without requiring manual input. Additionally, it offers features like intelligent budgeting, tracking net worth with visual projections, managing automated savings transfers, and planning for retirement. The AI identifies “vampire costs” that drain finances, points out potential savings, and formulates a customized plan aimed at achieving personal financial milestones such as building an emergency fund or purchasing a home, all backed by responsive AI assistance ready to answer queries related to cryptocurrency, taxation, or budgeting strategies. Users can expect a more streamlined financial experience as they work toward their goals with the support of this capable application.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
BigCommerce
Magento
Shopify
WhatsApp
WooCommerce
Pricing Details
Contact for pricing
Free Trial
Free Version
Pricing Details
Free
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
OptiFlow Technologies
Founded
2025
Country
United Kingdom
Website
optiflowtechnologies.io
Vendor Details
Company Name
OptiVault
Country
United States
Website
optivault.co