First in optical · Conversational business intelligence

The first optical software you can talk to

Patients, inventory, invoicing, and insurance in one system —

with an AI layer no other optical software has

14-day free trial · No card required · Built for independent optical shops
Ask your business· powered by your own data
Example
Which insurance plan is losing me money?
VSP Choice margins dropped to 31% this quarter — $2,140 below your shop average.
Davis Vision and Teachers both outperform it. Want the plan-by-plan breakdown?
~5 hrs/wk
saved on billing math & admin*
$1,400+
recoverable revenue surfaced monthly*
0 calculators
allowance, copay, coverage — all in one go
1 briefing
that tells you what matters today

* Typical independent shop, using deliberately conservative assumptions. Your numbers will vary with volume and current workflow — see how we calculate this →

The difference

Every other system tells you what happened

OptoMize tells you what to do about it

Search patients the way you remember them

"The man who bought Oakleys last spring with VSP" finds him. No filters, no dropdowns, no digging through charts.

⌕ the man who bought Oakleys last spring with VSP
JD
John Doe
Oakley Holbrook · Apr 2026 · last visit 28 days ago
VSP Choice
Invoice · INV-1012 · John Doe
Frame allowance (VSP Choice)−$150.00
Lens copay$25.00
Coating coverage−$45.00
Insurance pays$404.00
Patient owes$153.00
✦ Computed instantly at checkout — no calculator

Insurance math, done for you

Frame allowance, lens copay, coating coverage, patient responsibility — split automatically on every invoice. Plus carrier-level AR, so you know exactly what insurers owe you.

AI that finds money you're leaving on the table

Automatic recall campaigns for expiring prescriptions. Churn-risk flags on patients about to drift. Lens-upgrade suggestions at checkout that pay for the software.

3 patients have $450 in unused vision benefits
Reach out before benefits reset · Plan outreach →
2 high-value patients at churn risk
No visit in 14 months, Rx expiring · Start recall →
Upgrade suggestion: blue-light coating, +$85
78% match for this patient's usage · shown at checkout
☾ Morning briefing · Jul 15
Good morning. One thing matters today:

INV-1009 ($326.57) is 74 days overdue — your largest outstanding balance. They are due for a recall anyway; one call could close both. After that: 2 frames hit reorder point (est. PO $805).

A briefing that reads like a smart COO

Not a wall of charts. Every morning, OptoMize reads your whole business and hands you the one thing that matters — with the action attached.

Legacy optical softwareVSOptoMize

Legacy optical software
OptoMize
Ask your business questions in plain English
— Static reports
✓ Conversational BI
Find patients by description
— Filters & dropdowns
✓ Natural language
Insurance split math
— You + a calculator
✓ Automatic, instant
Revenue recovery (recalls, churn, upsells)
— Manual, if ever
✓ Proactive AI
Your morning starts with…
— "Here's what happened"
✓ "Here's what to do"
Clinical charting & exam records (EHR)
✓ Deep clinical charting
— A business OS, not an EHR

Simple pricing. AI included in every plan.

Per month, cancel anytime · 14-day free trial, no card required

Solo
$199/mo
Single location · up to 2 users
All core modules — patients, inventory, invoicing
Full AI layer — ask anything, morning briefing
Recall campaigns & churn AI
Auto insurance splits & carrier AR
Start free trial →
MOST POPULAR
Practice
$349/mo
Single location · up to 6 users
Everything in Solo
Up to 6 team members
Team roles & permissions
Priority support
Start free trial →
Multi
$499/mo
2–10 locations · unlimited users
Everything in Practice
Unlimited team members
Multi-store analytics — coming soon
Cross-location inventory — coming soon
Contact us →

Questions, answered

Is my patient data used to train AI?

No. Your data stays yours — the AI answers questions using your shop's data only, and nothing is shared across accounts or used for training.

How long does it take to switch from my current system?

Most shops are live in an afternoon. Import your patient list via CSV, add frames through the guided product wizard, and the onboarding checklist walks you through insurance plans and invoice settings.

Do I need to be technical to use the AI?

If you can send a text message, you can use OptoMize. Type questions the way you'd ask a colleague — the AI handles the rest.

What happens after the 14-day trial?

Pick a plan or walk away — no card is collected up front, and you can export everything you entered at any time.

One more question to ask:

Should my shop be running on OptoMize?Find out free →
14-day free trial · No card required · or book a demo