Optimus AI · Calgary, Canada

AI that does
the work.

Intelligent AI agents for customer operations and finance — built to answer, understand, coordinate, analyze, and move work forward.

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Optimus agent network Active simulation
01Incoming call02Lead form03AR aging
Business contextOPTIMUSUnderstands intent
Recommended actionRoute & prepare Human approval
Context connectedRules appliedAction traceable
01 / THE SHIFT

From repetitive work
to intelligent operations.

Businesses lose time and opportunity to calls, follow-up, administrative workflows, receivables management, and manual financial analysis. Optimus brings AI into those workflows so teams can focus on decisions, relationships, and higher-value work.

01CallsAnswered with context
02LeadsEngaged while intent is high
03WorkflowsCoordinated across systems
04FinanceExplained with traceability
Product portfolio

Purpose-built AI for the work that runs your business.

Focused products for customer operations and finance, designed around measurable workflows and human control.

01Optimus BusinessCustomer + operational workflows
02Optimus FinanceReceivables + financial intelligence
01Private Pilot
Optimus Business

Voice

AI-powered customer conversations designed to capture intent, qualify requests, and move the right callers toward a next step.

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02Private Pilot
Optimus Business

Lead

Engage inbound prospects quickly, collect qualification details, follow up, and route promising opportunities to people.

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03Early Access
Optimus Business

Office

Coordinate bounded, repeatable workflows across communications, documents, approvals, and business systems.

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04In Development
Optimus Finance

AR

Help finance teams prioritize collections, organize follow-up, understand blockers, and focus on accounts that need human attention.

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05In Development
Optimus Finance

Analyst

Explore performance, understand variances, identify drivers, and investigate financial information through traceable analysis.

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Optimus Voice · Private Pilot

Every call answered.
Every opportunity captured.

Understand why someone is calling, capture what the team needs, and move appropriate customers toward the next approved step.

  1. 01Intent identified
  2. 02Details captured
  3. 03Next action requested
Explore Optimus Voice
Simulated call Live
Incoming service call00:48 · Calgary NW

Caller My furnace stopped working this morning.

Optimus I can help collect the details and request a service time.

IntentFurnace repair
UrgencyHigh
Next stepRequest created
Operational agents

Move opportunity forward. Keep judgment close.

Optimus Lead

Turn inquiries into opportunities.

Respond, qualify, follow up, and hand people a more complete picture.

Lead workspaceSample data
AM
Avery MorganKitchen renovation · Calgary
Qualified
We’re hoping to start this fall. The space is about 280 sq. ft.
TimelineFall 2026ProjectFull kitchenConsultationThu · 2:30 PM
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Optimus Office

Automate the work between the work.

Coordinate bounded workflows across requests, documents, approvals, and systems.

Customer request workflowSample
01Understand
02Retrieve
03Prepare
04Approve
05Act
✓
Human approval receivedAction is ready to continue
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Optimus Finance

Intelligence for modern finance teams.

Improve receivables operations and financial analysis without asking teams to replace the systems they already rely on.

IN DEVELOPMENT · SAMPLE DATA

Receivables, prioritized.

Surface payment blockers, promises, disputes, and the accounts that need human attention.

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Receivables overviewIllustrative data
Overdue AR$426.8KSample balance
90+ days$96.4K23% of overdue
Active blockers18Needs attention
AccountBalanceBlockerPriority
Northline Projects$84,200Missing POHigh
Cedar Group$61,480Payment promisedMedium
Eastfield Energy$47,900Invoice disputeHigh
Financial analysisSample data · Q2 2026
Why were operating expenses above budget?
Total variance+$184K8.2% above budget
Field operations+$92K
Contract services+$58K
Software+$34K
Calculated from verified budget and actuals · AI interpretation separated
IN DEVELOPMENT · SAMPLE DATA

Financial answers, traced.

Investigate performance and variance using deterministic calculations and visible sources.

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The Optimus platform

One intelligence layer. Multiple AI agents.

Every product is designed around a shared foundation for business context, workflow orchestration, permissions, human approvals, and observability.

01AI agents
02Workflow orchestration
03Business context
04Integrations
05Permissions
06Human approvals
07Observability
08Security
Explore the platform
Business dataMessagesDocumentsFinance
OPTIMUSIntelligence
layer
VoiceLeadOfficeARAnalyst
Solutions

Built around real operational workflows.

01

Home Services

Help HVAC, plumbing, electrical, roofing, landscaping, and renovation teams respond quickly while keeping business rules and people in control.

↗02

Construction

Coordinate customer inquiries, documents, approvals, routine communications, and receivables without replacing core project systems.

↗03

Professional Services

Streamline intake, routine communications, document workflows, and financial investigation while preserving human review.

↗04

Finance Teams

Bring discipline to receivables workflows and accelerate analysis with deterministic calculations, visible sources, and controlled AI interpretation.

↗
How it works

Connect. Understand. Act.

Bring approved context into a controlled workflow, then let the right agent recommend or execute the next step.

01

Connect

Approved business data, communications, and workflows.

02

Understand

Requests, context, documents, and financial information.

03

Act

Recommended or approved next steps with people in control.

Trust by design

AI for business needs control.

Optimus is being designed around permissions, data protection, auditability, and human oversight for sensitive workflows.

Explore security
01Controlled access

Give agents only the context and actions a workflow requires.

02Visible reasoning

Separate source data, calculations, AI interpretation, and approved action.

03Human review

Keep people in the loop for consequential decisions and communications.

The long view

We’re building the intelligence layer for business operations.

Focused products now. A common platform as proven patterns emerge.

TodayVoice · Lead · Office
AR · AnalystFocused product portfolio
Roadmap conceptsAP · Close · Cash
Documents · SupportFuture opportunities, not currently available
Platform directionOptimus AI
Operations PlatformBuilt from validated workflows
Design Partner program

Build the future of work with us.

We’re collaborating with selected businesses to understand, develop, and validate high-value operational workflows.

Become a Design Partner ↗
Start a conversation

Put AI to work in
your business.

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