Every hour a shipment sits at the border is money your clients are losing. OptiServe AI gives customs brokers an intelligent document management system, automated classification assistance, CBP filing workflow tracking, and client communication tools — so your team clears shipments faster and your clients stay informed without calling your office.
Customs brokers are responsible for navigating an increasingly complex regulatory environment: changing tariff schedules, CBP holds, AD/CVD duties, and documentation requirements that vary by country, commodity, and trade program. Managing dozens of open entries simultaneously — each at different stages with different documentation gaps — using email chains and spreadsheets creates the conditions for costly compliance failures.
OptiServe AI organizes every shipment into a structured clearance workflow. Your entry writers see exactly what documents are outstanding for each shipment, what CBP queries require response, and which entries are at risk of exam selection or liquidation deadlines. AI-assisted HTS classification surfaces the most probable classifications and applicable duty rates based on product descriptions and supplier information — reducing research time on routine commodities.
The client billing module generates invoices from completed entries automatically, pulling disbursements, service fees, and pass-through charges from the shipment record — eliminating the billing lag that strains cash flow. As your brokerage grows its client base, OptiServe's flat-rate pricing means adding more importers never increases your software costs.
Every communication with clients, forwarders, and CBP is logged against the entry record, creating a complete audit trail your compliance team can reference during any CBP inquiry. Integration with ACE for entry filing status and major freight forwarding TMS platforms keeps your data synchronized without duplicate entry.
Purpose-built tools for your industry — not repackaged generic software.
Track every open entry through clearance stages: document collection, classification, filing, release, and billing.
AI surfaces probable classifications and duty rates from product descriptions to speed entry preparation.
Collect, store, and track commercial invoices, packing lists, BOLs, and permits against each entry.
Automated alerts for liquidation deadlines, protest windows, and CBP response due dates. Never miss a filing.
Record duties, taxes, and fees paid on each entry. Reconcile disbursements against client billing automatically.
Auto-generate invoices from completed entries. Include disbursements, service fees, and ancillary charges.
Clients track shipment status, view entry summaries, download customs documents, and see invoices online.
Maintain supplier, manufacturer, and country-of-origin records. Flag FTA eligibility and AD/CVD scope orders.
Flat-rate plans. No per-user fees. No surprise add-ons. Everything you see is what you get — AI included.
All plans include a 30-day free trial. No credit card required. Cancel anytime.
Get answers to the most common questions from Customs Brokerage Firms.
Descartes and MIC are compliance data platforms focused primarily on tariff database access and classification content. OptiServe AI is a complete brokerage operations platform — entry workflow management, document tracking, client billing, and compliance alerts — that incorporates AI-assisted classification as one capability among many. Rather than paying separately for a tariff database, a workflow tool, and a billing system, OptiServe consolidates these into one flat-rate platform.
Yes. OptiServe pulls entry status updates from ACE and displays them against each shipment record. When CBP releases an entry, requests additional information, or issues a hold, your entry writers see the update in OptiServe without logging into ACE separately. We also integrate with major ABI filing software and freight forwarding TMS platforms.
The AI classification assistant analyzes the product description, materials, use case, and supplier information you enter, then surfaces the most probable HTS codes ranked by confidence along with applicable duty rates, MPF, and any AD/CVD orders in scope. Like any classification tool, it supports — not replaces — the judgment of your licensed entry writers. Complex products and dual-use commodities still require expert review.
Yes. You can maintain an internal database of active antidumping and countervailing duty orders relevant to your client base. OptiServe checks new shipments against this database based on country of origin and HTS code, and flags potential AD/CVD scope entries for review. This doesn't replace formal scope ruling requests, but it prevents obvious AD/CVD shipments from slipping through without review.
When an entry is marked complete, OptiServe auto-generates a client invoice pulling the service fees from your rate schedule, plus all disbursements (duties, MPF, HMF, exam fees) recorded during the entry. The invoice is reviewed, adjusted if needed, and sent via email with a payment link. Disbursements are automatically reconciled against the amounts paid to CBP, eliminating the manual reconciliation that delays billing.
Join thousands of customs brokerage firms using OptiServe AI to work smarter, grow faster, and keep more of what they earn.