Connected sources
Connect CRMs, ERPs, spreadsheets, forms, inboxes, shared drives, and internal tools.
View Connected SourcesPlatform
Connect the systems behind better workflows.
Optic connects the systems, documents, and workflow activity behind your business, builds the software and reporting around it, and prepares the right pieces for AI or automation when it makes sense.
Platform architecture
Optic connects the information layer before AI or automation acts.
Optic pulls from the systems and documents your team already uses, prepares usable workflow context, routes work through review points, and tracks what happens after the work moves.
Layer 1 / Business sources
CRMcustomers, deals, notes
ERPorders, inventory, status
DocumentsPDFs, forms, reports
Team toolsinbox, chat, approvals
Layer 2 / Optic orchestration
Prepare context for work
Extract fields
Match records
Apply rules
Queue review
Track KPIs
Layer 3 / Work layer
Softwaregive teams a better interface for the workflow
Summarizeturn source data into usable context
Routesend work to the right next step
Updateprepare records and handoffs
Reportshow usage, outcomes, exceptions
Platform modules
Everything starts with work that has the right information behind it.
Optic focuses on the operating layer that makes AI, software, reporting, and automation useful: sources, structure, rules, actions, review points, usage tracking, and ongoing support.
Doc to Data
Turn PDFs, quotes, invoices, service notes, reports, emails, and forms into structured data teams, systems, reports, and AI can use.
View Doc to DataWorkflow software
Build tools, interfaces, handoffs, AI support, and automations around the way the work actually moves.
View Workflow SoftwareHuman review points
Keep people in the loop for exceptions, approvals, sensitive decisions, and quality checks.
View Review PointsReporting and visibility
Track workflow usage, outcomes, exceptions, handoffs, reviews, and performance.
View ReportingManaged workflow support
Teric supports integration fixes, workflow changes, reporting updates, prompt tuning, model testing, monitoring, and continuous improvement.
View Managed SupportHow the flow works
Optic turns disconnected work into supported AI-ready workflows.
Find the stuck information
Identify where teams search, copy, check, route, or re-enter information.
Connect the sources
Bring the right systems, documents, forms, and workflow tools into the process.
Build the workflow layer
Turn messy inputs into records, summaries, fields, rules, dashboards, interfaces, and decision points teams or AI can use.
Track and support
Monitor usage, outcomes, exceptions, reporting needs, software changes, AI model changes, and fixes over time.
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Show us where work gets stuck.
Share the workflow, document, system handoff, reporting gap, software need, or repeated decision your team wants to improve.