When your systems don't talk, your team works twice as hard for half the results
When your systems don't talk, your team works twice as hard for half the results
Integrating with systems like...
Integrating with systems like...
Integrating with systems like...
[
What We Do
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[
What We Do
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[
What We Do
]
Adding Automated Systems to Your Workflow
"I reconciled everything in just 6 hours this fortnight. It used to take me 30 [hours]."
Operations Manager
In Mind Therapy
"I reconciled everything in just 6 hours this fortnight. It used to take me 30 [hours]."
Operations Manager
In Mind Therapy
"I reconciled everything in just 6 hours this fortnight. It used to take me 30 [hours]."
Operations Manager
In Mind Therapy
Data Entries from Participants
Data Entries
Data Entries from Participants
Xero Invoicings
Xero Invoicings
Xero Invoicings
Funnel back into your CRM
accelerated fulfillment
Funnel back into your CRM
Seamlessly connect with the systems you already use. So no expensive migrations, no wasted time.
Seamlessly connect with the systems you already use. So no expensive migrations, no wasted time.
Seamlessly connect with the systems you already use. So no expensive migrations, no wasted time.
Your data stays yours. Every process is handled securely and with care, never repurposed, never shared.
Your data stays yours. Every process is handled securely and with care, never repurposed, never shared.
Your data stays yours. Every process is handled securely and with care, never repurposed, never shared.
Once set up, automations run quietly in the background 24/7, no babysitting it
Once set up, automations run quietly in the background 24/7, no babysitting it
Once set up, automations run quietly in the background 24/7, no babysitting it
[
Our Result
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[
Our Result
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[
Our Result
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Just from the last 6 months
Cutting hours of repetitive admin every month
300hrs
Cutting hours of repetitive admin every month
300hrs
Cutting hours of repetitive admin every month
300hrs
Saving massive amounts, every month on manual admin (In Manual Overhead)
$10.5K
Saving massive amounts, every month on manual admin (In Manual Overhead)
$10.5K
Saving massive amounts, every month on manual admin (In Manual Overhead)
$10.5K
[
How We Do It
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[
How We Do It
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[
How We Do It
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Our Process Mapping Sessions
Mapping out systems and workflows takes time and careful thought. That’s why we walk through the process with you, step by step.
Participant Entries
Participant Entries
Participant Entries
Document Filling
Document Filling
Document Filling
Inputted into a Spreadsheet
Inputted into a Spreadsheet
Inputted into a Spreadsheet
Sorted Invoicing
Sorted Invoicing
Sorted Invoicing
Filtered Documents and Details
Filtered Documents and Details
Filtered Documents and Details
Integrated with your CRM
Integrated with your CRM
Integrated with your CRM
Creating the automations to help fill the leaks up
Streamlining the process for you
Streamlining the process for you
Connecting different systems together to create a streamlined workflow that chat between each other.
Connecting different systems together to create a streamlined workflow that chat between each other.
CRM interactions
CRM interactions
Automating the process with your preferred system in mind. So no need to switch or add new systems.
Automating the process with your preferred system in mind. So no need to switch or add new systems.
More time spent on support
More time spent on support
Smart notifications keep you on track. Freeing your team to spend more time where it counts: supporting people
Smart notifications keep you on track. Freeing your team to spend more time where it counts: supporting people
Mapping out your systems
Step 1 is mapping your systems. We take a clear look at your workflows to uncover gaps, bottlenecks, and wasted effort.
Adding automations in to fix the leaks
Once we’ve mapped your systems, we move into structured implementation, thoughtful, staged, and data-driven.
[
Our Integrations
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[
Our Integrations
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[
Our Integrations
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Connecting with systems like…
Splose Integration Automatically input data back into Splose.
Shiftcare Integration
Automated invoicing and email retrievals for smoother operations.
Microsoft Ecosystem
Connect your workflows into business accounts and tools you already use.
Finance System Integration
We plug directly into your finance tools for streamlined invoicing and more.
[
success stories
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Reviews from Our Customers
"Really enjoyed working with Optiease AI. Through their expertise and experience with AI and automation they have saved our business a lot of time and money."
Shania
Director
"I reconciled everything in just 6 hours this fortnight. It used to take me 30 [hours]."
Operations Manager
In Mind Therapy
[
success stories
]
Reviews from Our Customers
"Really enjoyed working with Optiease AI. Through their expertise and experience with AI and automation they have saved our business a lot of time and money."
Shania
Director
"I reconciled everything in just 6 hours this fortnight. It used to take me 30 [hours]."
Operations Manager
In Mind Therapy
[
success stories
]
Reviews from Our Customers
"Really enjoyed working with Optiease AI. Through their expertise and experience with AI and automation they have saved our business a lot of time and money."
Shania
Director
"I reconciled everything in just 6 hours this fortnight. It used to take me 30 [hours]."
Operations Manager
In Mind Therapy
[
Common Questions
]
[
Common Questions
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[
Common Questions
]
Frequently Asked Questions
If you don’t see your question here, we’re always available to help. Can you always get in touch with us to discuss your needs or clarify how we work.
What happens to our data after it’s automated?
Your data stays in your systems. We only use the fields needed to run the approved workflow (move → process → put it back). We don’t store side copies, and we never sell or share your data.
Will staff be replaced?
Yes — and that’s non-negotiable for us. Every automation we build is designed around NDIS compliance, Australian privacy laws, and your existing security standards.
How soon until we see results?
t varies by workflow, but most providers see quick wins within a few weeks. Try the calculator for an estimate today—if the number looks good, we’ll map a 90-day plan with you on a call.
Do you integrate with CRM's like Shiftcare or Splose?
Yes. We integrate with ShiftCare and Splose, and also connect with tools like Xero, Microsoft 365, and Google Workspace. If your system has an API or secure export, we can usually work with it—tell us what you use and we’ll confirm fast.
What happens to our data after it’s automated?
Your data stays in your systems. We only use the fields needed to run the approved workflow (move → process → put it back). We don’t store side copies, and we never sell or share your data.
Will staff be replaced?
No worries!
How soon until we see results?
t varies by workflow, but most providers see quick wins within a few weeks. Try the calculator for an estimate today—if the number looks good, we’ll map a 90-day plan with you on a call.
Do you integrate with CRM's like Shiftcare or Splose?
Yes. We integrate with ShiftCare and Splose, and also connect with tools like Xero, Microsoft 365, and Google Workspace. If your system has an API or secure export, we can usually work with it—tell us what you use and we’ll confirm fast.
What happens to our data after it’s automated?
Your data stays in your systems. We only use the fields needed to run the approved workflow (move → process → put it back). We don’t store side copies, and we never sell or share your data.
Will staff be replaced?
Yes — and that’s non-negotiable for us. Every automation we build is designed around NDIS compliance, Australian privacy laws, and your existing security standards.
How soon until we see results?
t varies by workflow, but most providers see quick wins within a few weeks. Try the calculator for an estimate today—if the number looks good, we’ll map a 90-day plan with you on a call.
Do you integrate with CRM's like Shiftcare or Splose?
Yes. We integrate with ShiftCare and Splose, and also connect with tools like Xero, Microsoft 365, and Google Workspace. If your system has an API or secure export, we can usually work with it—tell us what you use and we’ll confirm fast.