Connect
Bring operational and financial sources into one analytical fabric.
Platform overview
One product. One governed decision loop.
OptiFI organises enterprise analysis into workspaces that hold data sources, models, reports, workflows and OptiAgent together—so speed, identity and accountability travel with the answer.
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 OptiAgent 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
ReportsFP&A modelsOptiAgentWorkflows
Governance
Entra SSORolesAuditLineageEncryption
Analytical core
Workspace databaseCross-source SQLCalculation engine
Enterprise estate
ERPDatabasesFilesCloudMicrosoft 365
Five capabilities, one answer
The platform respects how finance and data work actually happens.
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 financial 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.
OptiAgent uses the objects, rules and approved context your teams already trust, with customer-environment model options and logged actions.
Explore OptiAgent →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 →
Designed for the room
Keep the meeting on the decision—not the refresh bar.
A high-performance analytical core makes filters, pivots and scenario views feel immediate. Leaders can explore the same governed view analysts built, while permissions protect the rows and detail each role should see.
- Shared datasets and consistent definitions
- Deep links carrying filters and parameters
- Presentation-ready PowerPoint, PDF and CSV exports
- Mobile-friendly report consumption patterns
Platform tour
Bring one decision process. See the complete OptiFI loop.
We will trace it from source landscape through modelling, reporting, OptiAgent and the workflow that keeps it current.