Connect
Connect operational, revenue and cost data to build consistent profitability views.
Platform overview
One product. One governed decision loop.
OptiFI brings profitability analysis, performance reporting, scenario planning and Optimus AI into one workspace. Connected data, profitability models and workflows give every decision a shared foundation.
From source system to action
A continuous operating cycle—not a chain of hand-offs.
Every stage remains connected to the same workspace, governance and business context.
Model
Encode allocations, drivers, scenarios, plans and hierarchies.
Report
Publish interactive, role-aware views for every audience.
Explain
Use Optimus AI to analyse drivers in their governed context.
Operate
Automate refresh, calculation, delivery, action and recovery.
A complete workspace
Engineered as a platform, not assembled as a project.
OptiFI keeps the same identity, permissions, lineage and operating controls around the entire analytical lifecycle. Teams collaborate in real time; leaders explore live; administrators retain control.
- Workspace-scoped objects and analytical storage
- Shared datasets, dimensions and model outputs
- Versioned design and governed publication
- Audit-ready task and user activity
Experience
WebDesktopExcel add-inMobile consumption
Decision layer
ReportsProfitability modelsOptimus AIWorkflows
Governance
Entra SSORolesAuditLineageEncryption
Analytical core
Workspace databaseCross-source SQLCalculation engine
Enterprise estate
ERPDatabasesFilesCloudMicrosoft 365
Five capabilities, one answer
Profitability views that fit how your teams work.
Connect once. Analyse everywhere.
Import and query databases, files, Microsoft Graph-connected content, SAP HANA, cloud storage and model outputs. Use cross-source joins without waiting for a multi-year warehouse programme.
Explore data connectivity →Model the business, not only the chart.
Build costing, allocation and planning models. Manage dimensions and hierarchies, plan volumes and compare actual, budget and forecast versions.
Explore profitability modelling →Report at the speed of a question.
Design with tables, matrices, sheets and a rich visual library. Reuse datasets, parameterise views and align row visibility with organisational roles.
Explore reporting →Automate the operating rhythm.
Orchestrate load, calculate, publish, notify, export, back up and run governed agent prompts—on schedules or triggered by wider systems.
Explore automation →Put private, process-aware AI beside the work.
Optimus AI uses the objects, rules and approved context your teams already trust, with customer-environment model options and logged actions.
Explore Optimus AI →Work where the work already lives.
Use the web client for full collaboration, the desktop app for local or hosted workspaces, and the Excel add-in to connect, refresh and push workbook data.
See it in action →
Interactive reporting
Design your reports, your way.
Bring profitability, performance, cost analysis and sales insight into a consistent view across your business and teams.
Inside the current product
Build the view. Connect it to the operation.
Explore the workbook designer and asset analytics in the current OptiFI interface. Screens below use the Asterion demonstration workspace.
A canvas for the complete answer.
Combine profitability views, tables, text and navigation across workbook pages. Choose from visuals including waterfall, Sankey, geo maps and asset maps.
Put cost and capacity on the asset.
Explore a 3D aircraft alongside component maintenance costs and cargo-zone utilisation. Cost and utilisation measures give your profitability views a physical context.
Actual OptiFI screens captured October 2026 · Asterion demonstration data · Select an image to view at full size.
Platform tour
Bring one decision process. See the complete OptiFI loop.
We will trace it from source landscape through modelling, reporting, Optimus AI and the workflow that keeps it current.