Optiva Solutions runs your business admin, so you don’t have to.

Optiva Solutions is an AI-powered platform for Australian small businesses. It connects to the tools you already use, like your email, calendar and accounting software, and automatically handles the day-to-day admin: sorting your inbox, drafting quotes and invoices, booking appointments, qualifying leads, answering customer questions and keeping your books tidy. You stay in control. Optiva prepares the work and you approve it.

What Optiva does

Smart Inbox

Reads and sorts incoming email, then drafts replies for you to approve.

Quotes & invoices

Drafts and sends quotes and invoices, and chases overdue payments.

Appointments

Proposes times and books confirmed appointments into your calendar.

Leads

Captures and scores new enquiries so you follow up on the best ones first.

Customer support

Answers common questions from your own knowledge base, in your tone.

Bookkeeping

Reads bills and receipts and keeps your accounting ledger in sync.

How Optiva connects to your tools

With your explicit permission, Optiva securely connects to your business accounts to do the work you ask it to. You choose which tools to connect, and you can disconnect them at any time.

Email (Gmail & Outlook)

Reads incoming messages to sort them into your Smart Inbox, and sends the emails you approve (replies, quotes, invoices and reminders) on your behalf.

Calendar (Google & Outlook)

Checks your availability and creates or updates the appointments you confirm.

Accounting (Xero, MYOB, QuickBooks)

Reads and posts invoices and bills so your books stay up to date.

Optiva only accesses the data needed to run the automations you switch on. Your data is encrypted, hosted in Australia, never sold, and used solely to provide the service. Read our Privacy Policy and Terms of Service.