One governed version of the operating truth
Bring systems of record, controlled inputs and profitability models into workspaces with precise access and visible lineage.
Enterprise decision intelligence
One Platform for Profitability Analytics, Data Modeling, Scenario Planning and AI.
Understand what drives profitability, track business performance, explore the impact of different scenarios and turn insight into action with Optimus AI—all in one governed workspace.
Microsoft Entra SSO
Audit & logging
Cloud or on-prem
Excel & desktop
Interactive reporting
Design your reports, your way.
Bring profitability, performance, cost analysis and sales insight into a consistent view across your business and teams.
The gap OptiFI closes
Your profitability answer shouldn’t live in fifty workbooks and twelve tools.
Spreadsheets buckle under version chaos. BI tools stop at dashboards. ERP extracts arrive late. AI pilots stall on governance. OptiFI connects the full decision cycle so the people who own the numbers can finally own the answer.
Scenario answers while the question is still being asked
Compare actual, budget and forecast with an analytical engine designed for interactive meetings—not overnight refresh queues.
Automation that keeps the operating rhythm moving
Schedule loads, calculations, publication, alerts, exports, backups and Optimus AI tasks in one observable workflow.
AI inside policy, identity and audit
Use customer-environment model options, approved context and governed tools so agents work with your controls—not around them.
The OptiFI workspace
One place to connect, model, explain and operate.
Each workspace brings the analytical objects and operating controls of a decision process together, with collaboration, role-aware access and a consistent lineage story.
Data sources
Land databases, files, cloud stores, Microsoft Graph content and model outputs in a high-performance analytical layer.
Profitability models
Build allocation, costing, volume and planning models with dimensions, hierarchies and controlled scenario versions.
Interactive workbooks
Bring dashboards, profitability detail and narrative together across pages, with shared datasets, rich visuals and role-based filtering.
Workflows
Orchestrate refresh, calculate, publish, notify, export, integrate and recover—on demand or on schedule.
Optimus AI
Ask, analyse, build and automate with context drawn from the governed workspace and your approved knowledge.
Microsoft SQL Server
SAP HANA
Microsoft Graph
Dynamics 365
Sage
Excel & CSV
Azure Blob
Amazon S3
MySQL
OData & SFTP
Optimus AI
An agent that understands the business behind the numbers.
Optimus AI does more than summarise a chart. It can work with the governed context of your workspace, approved documentation and repeatable business processes to analyse, build and operate.
- Explain the drivers behind performance and variance
- Build analysis and reporting from governed sources
- Run approved workflows and recurring operating tasks
- Use secure models deployed within the customer environment
Optimus AI brings your question, the answer and its supporting analysis together.
Built for every decision owner
Clarity for leaders. Control for IT. Speed for analysts.
Give each team the context and tools it needs to work from the same trusted profitability views.
Move from reconciling the past to shaping the next decision.
See one trusted view of profitability and performance, compare scenarios, trace the logic behind allocations and move from live analysis to board-ready narrative without rebuilding the answer in another tool.
ClarityActual, budget and forecast in one governed model.
ConfidenceLineage, controls and ownership behind every number.
CadenceRepeatable reporting and planning workflows.
Give the business speed without surrendering control.
Align identity with Microsoft Entra, contain access with workspace roles, keep an enterprise audit trail and choose cloud, private cloud or on-premises deployment—including customer-controlled model options for Optimus AI.
IdentitySSO, role-aware access and a provisioning path.
ControlEncrypted connector credentials and bounded queries.
ChoiceCloud, on-premises, desktop and hybrid patterns.
Build once. Explore live. Automate the repetition.
Join across sources, reuse governed datasets, design rich interactive reports and bring Excel into the workflow when spreadsheet craft is still the fastest way to shape the answer.
SpeedInteractive analytical storage per workspace.
CraftTables, matrices, charts, sheets and parameters.
ReachBrowser, desktop, Excel and executive exports.
Any sourceEnterprise systems, databases, files, cloud content and controlled input.
Any decision cycleClose, forecast, allocate, plan, report, explain and act.
Any deploymentManaged cloud, private environment, on-premises, desktop and hybrid.
One workspaceIdentity, lineage, permissions, audit, automation and recovery built in.
Bring your own data story
See OptiFI solve the question your current stack keeps passing around.
Start with a profitability question, a performance challenge or a scenario to explore. We will connect the data, model the decision and show how Optimus AI can help you act on the answer.