Optivo

What it does

Schedule two-way syncing with your team's calendar, time tracking, capacity limits, and client management. with chat & AI-powered email.

Optivo replaces scheduling spreadsheets for accounting firms. Import your roster, see who's assigned to which clients, and prevent double-booking. 14-day free trial.

Capacity tracking across the company so you stay booked, not overbooked. Requests PTO, events, and time off in one inbox, approved in one tap. Two-way calendar sync so your team sees their schedule wherever they already check. Drop in your existing schedule and Optivo uses AI to map it to clients, events, and members automatically. No CSV templates, no IT project, no two-week onboarding Every explanation includes missing assumptions, performance notes, side effects, and business logic clues — exactly what senior engineers normally explain out loud. Optivo catches double-bookings, capacity overruns, and scheduling conflicts the moment they happen. Assign client to events, attach notes and…from joinoptivo.com

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