Agentic data platform

Your data work. One AI-powered platform.

Build data pipelines, clean and check your data, and create reports, all in one place. OptimaFlo helps your team get more done with AI. You stay in control.

Book a Call See How It Works

Explore how it works

From data to reports.
All in one place.

No more jumping between tools to get your data ready. OptimaFlo helps your team manage the work from start to finish.

1
Connect your data.
Bring data from your apps, databases, and other sources into one system.
Connected sourcesExample
- Shopify orders
- Google Analytics 4
- Your database
Shopify data via supported API connection.
2
Build your pipelines.
Use AI to help move, clean, and prepare your data.
3
Check your data.
Find issues, apply rules, and build more reliable data models.
Quality checksExample
- No duplicate orders
- Order totals filled in
- Refund dates are valid
One check needs a look.
4
Create reports.
Turn your data into dashboards, charts, and reports your business can use.

One platform. From start to finish.

Tell AI what you need.
See it get done.

Need a new data pipeline or report? Just describe what you want to build. OptimaFlo helps your team do the work, step by step.

01
Ask
Tell OptimaFlo what you need in plain English. "Connect our sales data and build a weekly revenue report."
02
Build
AI helps create the pipelines, data models, and reports needed for the task.
Pipeline AgentDone
Example
- OrdersRaw, as it arrived
- Orders cleanClean, duplicates dropped
- Weekly revenueReady, for the report
03
Review
See the work, make changes, and check the results.
Review Clean SQLExample
Approve the Clean transform, edit the SQL, or reject it to regenerate. This SQL does not run until you approve.
Orders without duplicate rows
```
create or replace view clean.orders as
select order_id, net_total
from raw.orders
where not is_duplicate;
```
04
Run
Approve the changes and run the workflow in your own cloud account.
Run after approvalExample
- Orders pipelineSucceeded
- Quality checksPassed
- Weekly revenue reportUpdated

You set the goal. AI helps build it. You approve the work.

Your business has rules.
Your AI should know them.

Every business measures things differently. OptimaFlo's context layer helps AI understand your numbers, use approved rules, and work with your data.

Certified Metrics
Dimensions & Relationships
Business Glossary
Ontology & Impact
AI Instructions

Net revenueExample

gross_sales - refunds - discounts

Approved by your team
Formula versions kept
Used by Weekly revenue report

One set of rules

Define and approve your key metrics so AI can use the right formulas in supported workflows.

AI with context

Give AI your business terms, data links, and instructions.

See what changes

Know how your data connects and what a change may affect.

Your rules. Your data. AI that works with both.

AI that reads your schema.
And checks its own SQL.

OptimaFlo gives AI the real columns and types of your tables. In supported pipeline builds, a SQL engine checks drafts against your schema before your team reviews them.

Schema aware
AI writes SQL for the tables you have, using their real column names and types.
Checked before review
In supported pipeline builds, drafts are checked against your table schema. If one does not fit, AI can revise it and try again a limited number of times.
You still approve
Your team reviews the generated SQL before it runs.

Fewer broken drafts. You still decide.

Your team leads.
AI helps build.

Let AI help with the work while your team stays in charge.

AI helps. You decide.

Less fixing.
More building.

Your team has better things to do than repeat the same data work.

Before

Example

Export the files
Write the SQL by hand
Fix the errors
Rebuild the report
Do it all again next week

With OptimaFlo

Example

Describe what you need
Review the drafted SQL
Approve the changes
Run it in your cloud account
The report updates on a schedule

Save time
Spend less time moving data, writing the same code, and fixing routine problems.
Build faster
Help your team get new pipelines, models, and reports ready sooner.
Work with more confidence
Use data checks and clear business rules to make reports easier to trust.

More time to build. Better data to work with.

Put your data to work with AI.

Spend less time preparing data and more time using it. With OptimaFlo, your team can build data pipelines, check for errors, and create reports, all with AI-powered help.

Book a Call See How It Is Built

Rows land as they are
Full history kept
Open Apache Iceberg tables
Runs in your own AWS or GCP account
SQL your team approves
Snapshots you can roll back

Your data work. One AI-powered platform.

From data to reports. All in one place.

Connect your data.

Build your pipelines.

Check your data.

Create reports.

Tell AI what you need. See it get done.

Ask

Build

Review

Run

Your business has rules. Your AI should know them.

One set of rules

AI with context

See what changes

AI that reads your schema. And checks its own SQL.

Schema aware

Checked before review

You still approve

Your team leads. AI helps build.

Less fixing. More building.