AI data platform for marketing agencies
Less time on client reports.
More time on results.
Your team shouldn't have to rebuild the same reports every month. OptimaFlo helps you bring client data together, build dashboards, and answer questions with AI.
Spend less time pulling numbers. More time helping clients grow.
More clients shouldn't mean more spreadsheets.
As your agency grows, so does the reporting work.
- Data
Data is everywhere.
Each client uses different tools. Your team spends hours gathering numbers.
- Reports
Reports keep piling up.
New clients. New reports. More changes to make.
- Questions
Questions can't wait.
A client asks how a campaign performed. Your team has to dig for answers.
Your team should spend more time using the data than preparing it.
One place for each client's data.
Set up a separate workspace for each client's data and reports. OptimaFlo helps your team do the work from start to finish.
Connect client data.
Bring in data from supported apps, databases, and APIs.
Build data pipelines.
Use AI to help clean, move, and prepare data for reporting.
Check the numbers.
Set rules that help catch missing data, errors, and other issues.
Create client reports.
Build dashboards and charts with AI. Make changes as client needs grow.
One platform. Less reporting work.
Explore the PlatformYour clients need answers they can trust.
Leads. Sales. Ad spend. Every client tracks success differently. OptimaFlo helps your team set clear rules for the numbers that matter.
Clear metrics.
Define what counts as a lead, sale, or conversion.
Better data checks.
Spot issues before they affect client reports.
Know where numbers come from.
See how your data connects and what a change may affect.
Clearer numbers. Easier conversations with clients.
From client data to client report.
Connect
Connect
Set up a workspace for your client and connect supported data sources.
Client workspaceExample
- Workspace created for the client
- Google Analytics 4 connected
- Ad platform API connected
Ask
Ask
Tell OptimaFlo what you need.
Your requestExample
"Build a weekly report showing ad spend, leads, and sales by campaign."
Review
Review
AI helps prepare the data and build the report. Your team checks the results and approves the work.
Report draftExample
- Data prepared
- Report built
- Ready for your approval
Share
Share
Use the dashboard to review performance and get results ready to share with your client.
Client dashboardExample
- Dashboard opened
- Performance reviewed
- Results ready to share
You focus on the client. AI helps with the data work.
Less report work. More client work.
Get reports ready sooner.
Spend less time rebuilding the same data workflows.
Answer questions faster.
Explore connected data without starting a new report each time.
Focus on client results.
Give your team more time for strategy, creative work, and helping clients grow.
Your team brings the expertise. OptimaFlo helps get the work done.
FAQ
You can set up a separate workspace for each client, and roles control who on your team can view, build, and approve work. If you have strict client data rules, tell us on a call and we will confirm how they fit.
OptimaFlo supports selected databases, Google Analytics 4, and APIs. Availability depends on the source and its connection options.
View IntegrationsNo. It helps your team build pipelines, check data, and prepare reports. Your people review the work and decide what to share.
Start with one repeatable client report.
Scope one client workflow that prepares supported data sources for a report your team can review and share.
Spend less time reporting. More time growing.
Help your agency get data ready, build client reports, and answer questions faster with AI.
- 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