Cost & allocation
Model direct and shared cost through governed drivers, pools and receiving objects. Trace the logic from source cost to product, customer, channel, activity or service.
FP&A, analytics & workflow
Model the business. Report the truth. Automate the rhythm.
Move from assumptions to scenarios, from scenarios to interactive decisions and from recurring work to governed workflows—all in the same workspace.
Financial modelling & scenario planning
Represent how value, volume and cost actually move through the organisation.
Build living models around the economics of the business—not around the layout of a spreadsheet someone inherited.
Scenario versions
Keep actual, budget, forecast and management scenarios comparable. Test price, volume, mix, productivity, capacity and investment assumptions without multiplying workbook copies.
Dimensions & hierarchies
Organise business structures the way leaders manage them. Reuse governed dimensions across inputs, calculations, model views and reports.
Volumes & drivers
Plan operational volumes, rates and resource drivers alongside finance. Use forecasting techniques and controlled assumptions to connect operations to outcomes.
Controlled inputs
Capture planning assumptions in governed grids with ownership, role-aware access and a visible audit path—then incorporate them directly into the model.
Agent-assisted modelling
Use OptiAgent to inspect context, propose analysis, assist with structured updates and run approved scenario workflows under enterprise controls.
Interactive reporting
Reporting that feels instant—because the engine was built for it.
Dashboards that take thirty seconds to filter lose the room. OptiFI pairs workspace analytical storage with a designer built for finance-grade exploration, so meetings stay on decisions.
- Professional canvas, versioning and publication
- Shared datasets and visual relationship diagrams
- Parameters, slicers, deep links and role-aware filters
- PowerPoint, PDF and CSV executive packaging
A visual language for complex answers
From board summary to analyst detail—without changing platforms.
Executive KPI cards
Tables & matrices
Sheets & datasheets
Waterfall
Sankey
Heatmap
Sunburst
Radar
Map & globe
Gauges
Conditional formatting
Rich narrative & navigation
For analystsDesign once and parameterise the experience for many audiences.
For executivesExplore live numbers without waiting for the next rebuild.
For governorsKeep sensitive rows and views in the right hands.
For operatorsMove from the signal to the relevant detail in the same report.
Workflow automation
Make the operating rhythm repeatable, observable and recoverable.
Replace hand-assembled checklists with workflows that load, calculate, publish, notify and protect the workspace on schedule.
Load
Refresh source data and validate that the expected inputs arrived.
Calculate
Run models, allocation logic and scenario calculations.
Publish
Update governed reports, views and executive outputs.
Notify
Inform stakeholders through email, Microsoft Teams or Slack.
Protect
Export or back up workspaces and log the completed run.
Conditions, approvals and integration steps
Branch when data is missing, extend into wider systems with controlled HTTP steps and keep stakeholders informed when a task needs intervention.
Put approved OptiAgent prompts on the schedule
Generate commentary, inspect a variance pattern or prepare a recurring briefing using the approved context, model and tool boundary of the workspace.
Work where you work
The platform meets teams in the browser, on the desktop and inside Excel.
Web
Full design, collaboration, administration and consumption for hosted or on-premises environments.
Desktop
Work with local or hosted workspaces, including patterns for disconnected or tightly controlled environments.
Excel add-in
Connect, refresh and push workbook data without asking finance teams to abandon the craft they already use.
Build around your decision
Show us the model, report or workflow that should not take this much effort.
We will demonstrate how OptiFI can turn it into a governed, repeatable operating asset.