Optimatiza
Assess my process
☰

POWER PLATFORM · AUTOMATION · AI

Less manual work.
More time to grow.

We connect your orders, invoices, and approvals with the tools you already use. We build automations, applications, and AI agents that help your team move forward with greater control.

Assess my process Watch a real demo

Free initial assessment · 30 minutes · No obligation

Technology office · Conceptual illustration
Your team makes the decisions.
Technology takes care of the rest.
From El Salvador to Latin America.Our founder's experience and education
Automation experienceMeet the founder ↗
Solutions you can exploreRecordings and interactive demos ↗
Control at every deliveryPermissions, documentation, and support ↗
Oficina Viva robots and an agent working on a task Watch video · 1:19

OFICINA VIVA · AN OPTIMATIZA PROJECT

Every task has an owner and visible progress.

33 AI roles, 11 departments, and one place to organize assignments, track work, and review deliverables.

Explore the project

01 / SOLUTIONS FOR YOUR DAILY OPERATIONS

What is taking up
your team's time?

We start with a specific process. We connect it, automate repetitive work, and put decisions in the right hands.

Conceptual illustration · sales and operations

SALES AND OPERATIONS

From message to order.

Collect WhatsApp orders, check your catalog, and prepare quotes for your team to review.

Less copying and pasting. Better follow-up.

Explore the solution Try the interactive example →
Conceptual illustration · invoices and documents

INVOICES AND DOCUMENTS

From document to record.

Extract invoice data, identify exceptions, and transfer validated information to your system.

Less data entry. Better traceability.

Explore the solution Try the interactive example →
Conceptual illustration · collections and follow-up

COLLECTIONS AND FOLLOW-UP

From outstanding items to action.

Organize due dates, reminders, and responses. Every account has an owner and a next step.

Fewer missed tasks. Greater control.

Explore the solution Try the interactive example →
Is your process different?Approvals and internal tasks →Connect systems →View all solutions →

02 / MICROSOFT POWER PLATFORM

Everything connected.
Everything with a purpose.

Use your Microsoft 365 environment to build a complete process: an application to work in, a workflow to move it forward, and data to guide decisions.

Explore our Power Platform practice ↗
Power Automate

Keep processes moving.

Approvals, alerts, and repetitive tasks connected to your systems.

Power Apps

Help your team work better.

Applications for requests, inventory, and operations, tailored to your process.

Power BI

Make information clear.

Metrics and reports to understand how your business is doing.

Copilot Studio

Give every inquiry a clear path.

Agents that guide users, retrieve authorized information, and escalate to a person.

A shared foundation

Dataverse and SharePoint to organize information; Teams, Outlook, and your systems to put it where it is needed.

We review access and licensing before development →
The Optimatiza robot · Conceptual illustration

MEET NOVA

One conversation.
The start of a solution.

Tell our assistant which process you want to improve. It will guide you through Optimatiza's solutions and the next step to speak with our team.

Talk to NOVA Explore our agents →

TECHNOLOGIES WE WORK WITH

The tools behind
every solution.

Microsoft, automation, artificial intelligence, and software development. We choose tools based on your process and connect them to the systems your business already uses.

  • Power AutomateWorkflows and RPA
  • Power AppsApplications
  • Power BIAnalytics
  • SharePointMicrosoft 365
  • TradingViewPine Script
  • Copilot StudioAI agents
  • PythonData · AI
  • TypeScriptWeb
  • React · Next.jsWeb
  • SQL ServerDatabase
  • PostgreSQLDatabase
  • DockerContainer
  • n8nWorkflows
  • Claude · AIAgents
  • AzureCloud
  • GitHub ActionsCI/CD
  • FastAPIAPI
  • Bitcoin · CryptoBlockchain
  • Gemini · OpenAIModels
  • LangChain · RAGApplied AI
  • NestJS · NodeBackend
  • CloudflareWorkers · Edge
  • DataversePower Platform
  • WhatsApp APIBots

Every project combines the tools it needs. We review connectors, access, and licensing before defining the solution.

PROCESSES IN MOTION

See an automation
move forward.

An order arrives on WhatsApp, inventory is checked, a person approves it, and the order is recorded. Follow each step in this illustrative demo.

WhatsApp order → recorded order DEMO
An order arrives — WhatsAppwaiting
The AI agent interprets the orderwaiting
Checks inventory — ERP / Excelwaiting
Requests approval — Teamswaiting ✓ Approve✕ Reject
Records the order — your systemwaiting
Confirms with the customer — WhatsAppwaiting
✓ Process completed from start to finish. No one entered a single piece of data: your team simply approved it.
Built with Power Automate — using the Microsoft and Google connectors your business already uses.

One robot. Your tools connected.

Outlook Teams SharePoint Excel Power BI SQL Server Google n8n

The robot coordinates the tools in your process: Microsoft 365, Google Workspace, databases, CRM, and custom systems.

Excel Word PowerPoint Outlook Teams SharePoint OneDrive Power Automate Power BI Copilot Dataverse Dynamics 365 SQL Server Azure File folders Database PDF REST API · Webhooks
Chrome Gmail Google Drive Google Sheets Google Docs Calendar WhatsApp Business Salesforce HubSpot Slack Jira Stripe RPA · Desktop PostgreSQL n8n Your custom ERP

Conceptual illustration of the connections. Your team retains control of access and decisions.

ANOTHER PROCESS YOU CAN AUTOMATE

From document to approval.

This is how email, data extraction, and human review connect throughout an invoice's lifecycle.

Illustrative examples, with no connections to client systems or data.

1 · The document arrives

An invoice arrives by email or as a WhatsApp photo. The workflow starts without anyone opening it.

2 · The system processes it

AI extracts the amount, tax identification number (NIT), and due date, then records them in your system.

3 · A person approves

Items requiring judgment go to Teams. Each step is logged with its owner and timestamp.

I want this workflow for my business Explore the invoice service →

REAL DEMO

An invoice arrives.
The data is recorded.

Explore Capturista Digital: a real recording of an Optimatiza system using demo data.

OUR OWN SYSTEM · REAL RECORDING

From a WhatsApp photo
to an Excel record.

Watch information capture and recording step by step. We assess the validations and exceptions your operations require with you.

  1. 01 Receive the document
  2. 02 Extract and review the information
  3. 03 Record and follow up
I want to solve this process ↗
Sample data and company. This is not a client project. Original Spanish audio and on-screen text. English captions are available.
Explore all demos ↗Meet NOVA, our AI agent →
SHARED EXPERIENCES

Trust is built through our work.

Published testimonials from people who have worked with Optimatiza.

Tasks that used to take me hours can now be completed in minutes.

Jenice GarcíaAI applied to invoicing

They don't promise something they cannot technically deliver. We have even received projects before the estimated completion date.

Vilma MoralesConsulting and automation · Honduras

They started by discussing our problem, rather than technology. They recommended which tasks to automate and which to keep as they were.

Katherine MenjívarTechnology consulting

He automated exactly the tasks where we were losing the most time.

Juan DerasProcess automation

Instead of selling us a generic solution, they first analyzed our processes and identified where AI could add value.

Moisés PortilloAI for businesses

He first studied our process, then developed the technology around our needs.

Jorge RenderosBusiness systems

Along with the time savings, we now have better-organized processes, fewer manual errors, and greater traceability.

Rogelio HernándezAdministrative automation

He quickly understood what we needed and turned our ideas into a functional, well-structured platform.

Hugo MayorgaWeb development

Read all eight full testimonials

Humberto Henríquez, founder of Optimatiza
Humberto Henríquez Founder · Systems Engineer · MSc Data Science · MSc Business Intelligence

8+ years automating operations for businesses in the region. I personally design and oversee every solution, with direct leadership involvement in every project. Optimatiza on LinkedIn →

FROM IDEA TO OPERATION

A clear process.
From the first conversation.

Before development, we agree on the scope, owners, and how to verify the results. You know what comes next at every stage.

01

Understand

We review your process, systems, and manual work.

A specific starting point.
02

Design

We define the solution, access, licensing, and acceptance criteria.

A written proposal.
03

Build and test

We validate the workflow with your team, including errors and exceptions.

A solution you can review.
04

Deliver and support

We document the solution, train your team, and provide initial support.

Operations with clear ownership.
Explore our approach and deliverables ↗

Automation moves forward.
You stay in control.

Minimum permissions, human approvals, and documentation. We define how your data is accessed and who handles each exception.

Security and governance ↗

Tailored to your operations.

Distributors and retail ↗Clinics and medical practices ↗Professional services ↗

Before we begin

Let's answer your first questions.

Which process should we automate first?

One with repetitive tasks, available information, and clear rules. We review volume, time, errors, and exceptions to identify an initial improvement you can verify.

Do we need to replace our systems?

We first assess the tools your business already uses: email, WhatsApp, spreadsheets, ERP, and CRM. Integration depends on each system's access permissions and capabilities.

Does automation make every decision?

Your team defines the permissions and rules. Approvals and exceptions that require judgment go to a person with the context they need.

How will we know the project works?

We define the scope and acceptance criteria before development. We test the workflow with representative cases and verify logs, exceptions, and results with your team.

How do you price projects, and how long do they take?

The initial 30-minute assessment is free. We then propose a scope, phases, timeline, and costs based on your process and integrations. Pricing and timing vary by business.

LET'S START WITH ONE PROCESS

Which task would you stop
doing manually this week?

Tell us where your operations get stuck. In a free 30-minute assessment, we identify the next step with you.

Assess my process I'd rather talk on WhatsApp ↗

You'll speak with Humberto Henríquez, our founder.
No obligation. A clear next step.