Enterprise databases
Connect Microsoft SQL Server, MySQL and SAP HANA across on-premises and cloud patterns. Browse and load the tables or views that matter.
Data connectivity & consolidation
Consolidate the enterprise—without waiting for a perfect warehouse.
Connect the systems finance already depends on, land the right data in a high-performance analytical layer and make it report-ready under workspace governance.
One analytical fabric
Stop stitching the same enterprise together every month.
Modern finance data is scattered across ERP extracts, HANA views, SQL estates, shared drives, Microsoft 365 files, partner CSV drops and curated model outputs. OptiFI brings them into one workspace so analysts stop stitching and leaders stop doubting.
- Read from source systems through bounded, controlled queries
- Load into workspace-scoped analytical storage for interactive speed
- Preserve model outputs as first-class reporting sources
- Apply permissions at the workspace, object and data-view level
Microsoft SQL Server
SAP HANA
Microsoft Graph
Dynamics 365
Sage
MySQL
Excel & CSV
Azure Blob
Amazon S3
SFTP
OData
Controlled entry
Connectivity by design
Bring every kind of finance data into the same governed conversation.
Files & cloud content
Ingest Excel and CSV, pull from Azure Blob, Amazon S3 and SFTP, and reach Microsoft Graph-connected file landscapes.
Open protocols
Use OData where services expose it and controlled HTTP steps where wider operating workflows need to exchange data.
Model views
Materialise published financial model views so the board pack and allocation engine share one lineage story.
Governed inputs
Capture structured planning or operational inputs when the source of truth is still a controlled process rather than a system.
The consolidation path
From fragmented source to trusted analytical asset.
Connect
Authenticate and browse the approved source landscape.
Select
Choose the tables, files, columns and bounded queries required.
Shape
Standardise, relate and reconcile across source boundaries.
Govern
Apply workspace identity, role-aware views and ownership.
Operate
Refresh, validate, publish and monitor on schedule.
cross-source-analysis.sql
01SELECT customer, product, period,
02 actual_revenue, allocated_cost,
03 actual_revenue - allocated_cost AS margin
04FROM finance.actuals
05JOIN operations.volumes USING (customer, product, period)
06JOIN model.cost_allocations USING (cost_object, period)
07WHERE scenario = 'Approved forecast';
Cross-source analysis
Treat connected data as one analytical fabric.
OptiFI SQL can combine imported sources and model views in the workspace. That means a margin report can bring operational volumes, ERP actuals and governed allocations together without another brittle offline merge.
The exact source query, imported object and resulting dataset stay visible to the team—so speed does not require mystery.
Consolidation without uncontrolled sprawl.
Connector credentials are encrypted and kept away from agent exposure paths. Source queries are read-oriented, bounded and timed. Workspace permissions decide who can connect, shape, publish and consume.
Reconcile systems of record with systems of insight.
Bring the enterprise data that drives the decision into one transparent workspace. Reduce dependence on heroic spreadsheet merges and shorten the distance from source movement to management answer.
Connectivity workshop
Map your source landscape to the decision it needs to support.
We will identify the systems, files, model views and controlled inputs required—and the governance needed to bring them together safely.