Ask
Find the right report, metric, definition or process. Answer questions with references to the approved workspace context.
Private, process-aware agentic analytics
AI that works with your business—not around your controls.
OptiAgent analyses, builds and operates inside the governed OptiFI workspace using approved tools, customer context and model options that can live in your environment.
From question to governed action
Not a black-box chat toy beside the data.
OptiAgent sits alongside the same workspace objects, roles and processes users already trust. It can answer a question, trace the evidence, build the analysis and trigger an approved next step—without asking teams to move data into an uncontrolled side channel.
- Ground responses in governed datasets, models and reports
- Extend context with approved processes and documentation
- Restrict available tools and actions by role and use case
- Choose secure model patterns that match the deployment
OptiAgent · planning
Governed tools: 4 · Sources: 7
Scenario prepared
Volume downside increases unit cost by 8.4%.
Fixed-cost absorption4.9%
Shift utilisation2.1%
Mix & yield1.4%
Scenario saved as draft · no source data modified · action recorded in workspace audit
Four modes of useful intelligence
Ask. Analyse. Build. Operate.
Each mode builds on the same governed business context, so the agent becomes more useful without becoming less accountable.
Analyse
Investigate drivers, anomalies, variances and scenarios across governed datasets, models and report views.
Build
Assist with queries, datasets, report layouts, model views and structured analytical assets that users can inspect and refine.
Operate
Run approved refresh, calculation, briefing, notification and recurring workflow steps on demand or schedule.
Learn the process
Use customer-approved documentation, terminology and operating procedures so the agent speaks the language of the business.
Stay accountable
Keep prompts, tool runs, affected objects and outcomes visible for monitoring, review and continuous improvement.
Enterprise guardrails
Intelligence inherits the boundary of the workspace.
The agent gets the context and capability approved for the user and task—not an unrestricted route around access control.
Identity
The request begins with the authenticated user and their workspace role.
Context
Only approved business content and permitted objects enter the task.
Tools
Available actions are scoped to the use case, role and environment.
Approval
Sensitive or material changes can remain draft or require human review.
Audit
Prompts, actions, affected objects and outcomes remain reviewable.
Use secure models that match your operating boundary.
Support customer-environment model patterns where business policy or data residency requires it. Keep the model close to the approved context and reduce uncontrolled movement of sensitive information.
- Customer-controlled or private model patterns
- Environment-bound connectivity and credentials
- Clear separation between context, tools and model access
Ground the agent in how your organisation actually works.
Approved policies, calculation guides, close procedures, operating manuals and metric definitions can provide the context that turns generic AI into a useful participant in the process.
- Organisation-specific terminology and definitions
- Documented process steps and escalation rules
- Repeatable prompts and operating playbooks
Where OptiAgent earns its place
High-context work where speed matters and evidence matters more.
FP&A
Draft scenario commentary, compare versions, surface driver movement and prepare the questions finance leadership should ask.
Management reporting
Summarise performance signals, investigate exceptions and generate a first-pass narrative linked to governed report evidence.
Data operations
Inspect refresh outcomes, detect missing inputs, explain data quality exceptions and route issues to the right owner.
Model building
Assist analysts with queries, analytical structures and repeatable model tasks while leaving the result inspectable and editable.
Operating workflows
Run approved tasks, prepare recurring packs and notify stakeholders with the evidence and state attached.
Executive decision support
Translate complex model movement into concise options, implications and follow-up questions without losing the data trail.
Start with a real process
Give OptiAgent one recurring analytical job and judge it on the outcome.
Bring a reporting cycle, planning question or operating workflow. We will show how the agent can work inside the same data, identity and audit boundary as the team.