One governed version of the operating truth
Bring systems of record, controlled inputs and financial models into workspaces with precise access and visible lineage.
Enterprise performance, planning & AI
One platform for financial performance, planning and AI.
OptiFI unifies governed data, financial modelling, interactive reporting and intelligent automation so complex organisations can plan with confidence and act on one trusted view of performance.
Microsoft Entra SSO
Audit & logging
Cloud or on-prem
Excel & desktop
The operating view
Complex underneath. Clear where the decision is made.
Bring performance, financial logic and OptiAgent into one executive workspace—then move from the headline signal to the governed evidence without rebuilding the answer.
The gap OptiFI closes
Finance 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 OptiAgent 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.
Financial models
Build allocation, costing, volume and planning models with dimensions, hierarchies and controlled scenario versions.
Interactive reports
Publish responsive reports with shared datasets, rich visuals, parameters, slicers and role-based filtering.
Workflows
Orchestrate refresh, calculate, publish, notify, export, integrate and recover—on demand or on schedule.
OptiAgent
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
OptiAgent
An agent that understands the business behind the numbers.
OptiAgent 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
Private workspace agent
Ask OptiAgent…
Analysis complete
Three drivers explain 82% of the margin movement.
Input price escalation42%
Product mix shift25%
Unabsorbed capacity15%
Sources: governed margin model · cost allocation view · volume scenario · all actions logged
Built for every decision owner
Executive clarity. Technical control. Analyst velocity.
OptiFI speaks differently to each role because each role owns a different part of the same answer.
Move from reconciling the past to shaping the next decision.
See one trusted view of 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 OptiAgent.
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 one material reporting, planning or performance problem. We will map the sources, model the decision and show the governed path from data to answer.