Document to Data

Convert documents into business-ready data

Automate Every Input

Optic replaces manual data entry with automated, AI-powered extraction that converts incoming files, PDFs, spreadsheets, images, and email attachments into clean, structured, and actionable business data.

This eliminates delays, improves accuracy, and accelerates quoting and workflow execution.

Why Teams Struggle

Critical processes like quoting, onboarding, order intake, vendor management, and compliance still rely on manual document handling. Teams spend hours copying and pasting information, tracking communication threads, and re-entering data across multiple systems.

Pain Points:

Requests arrive via email with attached PDFs or spreadsheets
Manual extraction slows turnaround
Increased risk of error and rework
Customer responses delayed or lost
Growth limited by human bandwidth

Optic transforms unstructured documents into structured data, automatically routing it to the right systems and the right people without manual effort.

Next-Level Automation

Optic uses AI to automatically extract, validate, and route business-critical information from any incoming file. No more manual transcription, no more lost context, no more spreadsheet cleanup.

Core Capabilities

Auto-capture structured data from emails and attachments
AI-powered field, item, and requirement extraction
Smart routing rules based on business logic
Centralized storage of messages and files
Fully hosted, secured, and maintained by Optic

Proven Business Impact

Automated document-to-data execution unlocks scale, increases win rate, reduces operational drag, and improves customer response speed.

Speed Gains
Reduce processing time from days to minutes.

Accuracy Wins
AI-driven extraction lowers human error and eliminates duplicate entry.

Better Experience
Deliver faster, consistent, and confident responses.

Scalable Workflow
Standardized and repeatable processes that grow with demand.

Investment & Timeline

Timeline

6–10 weeks
Kick-off to go-live

One-Time Build

$12K–$29K
Customization package

Subscription Model

$1,200/month
All-inclusive, no per-user fees

1st Month ROI

Up to 15x
Productivity increase

Experience the Power of Connected Intelligence

See how Optic converts PDFs, spreadsheets, emails, and attachments into clean, structured, business-ready data in minutes.