AI data platform for SaaS companies
See the full picture
of your SaaS business.
Revenue in one tool. Product data in another. Customer data somewhere else. OptimaFlo helps your team bring it all together, check the numbers, and build reports with AI.
Know what's changing. Make better decisions.
Your numbers shouldn't tell different stories.
Your team needs clear answers. But the data doesn't always make that easy.
- Revenue
Revenue doesn't add up.
The numbers in your billing system and reports don't always match.
- Customers
Customer data is scattered.
Signups, product use, and payments live in different systems.
- Answers
Answers take too long.
A simple question about churn or growth turns into hours of data work.
You need more time to act on the numbers, not figure them out.
One place for the numbers that matter.
OptimaFlo helps your team bring SaaS data together and turn it into useful reports.
Connect your data.
Bring in billing, product, and customer data through supported connections.
Build data pipelines.
Use AI to help prepare, clean, and connect your data.
Define your metrics.
Set clear rules for revenue, churn, and the numbers your team tracks.
Create dashboards.
Build reports that help your team understand how the business is doing.
From scattered data to a clearer view of your business.
Explore the PlatformMRR should mean the same thing every time.
Monthly revenue. Churn. Active customers. These numbers matter. But they need clear definitions. OptimaFlo helps your team set the rules behind the numbers.
One definition for each metric.
Define and approve key metrics so supported AI workflows can use your business rules.
Data that makes sense.
Help AI understand how customers, subscriptions, and product data connect.
Checks you set.
Set data quality rules to find missing records, errors, and unexpected changes.
Your business rules. Your numbers. Clearer answers.
See what's working. Find what's not.
Turn the data you already have into answers your team can use.
Understand your revenue.
See how recurring revenue changes over time.
Track customer retention.
See where churn is rising and how retention changes.
Follow the customer journey.
See how users move from signup to active use and paid plans.
Less time pulling reports. More time improving your business.
Tell AI what you need. See it get done.
Connect
Connect
Connect your supported product, billing, and customer data sources.
Data sourcesExample
- Billing data connected
- Product data connected
- Customer data connected
Ask
Ask
Tell OptimaFlo what you want to build.
Your requestExample
"Show our MRR and churn by plan each month."
Build
Build
AI helps build the pipelines, data models, and dashboards behind your request.
Build planExample
- Pipelines built
- Data model built
- Dashboard built
Approve
Approve
Review the work, check the results, and approve the changes. Your team stays in control of what goes live.
ReviewExample
- Results checked
- Changes approved
- Dashboard goes live
Your team sets the goal. AI helps do the data work.
FAQ
OptimaFlo supports selected databases and APIs. Whether a specific billing or CRM system can connect depends on its available integration options.
View IntegrationsYes. You can define, review, and certify business metrics. OptimaFlo can use certified formulas in supported data workflows. Your team still checks that the results match your definitions.
You can describe tasks in plain English and let AI help write the SQL. Your team can also inspect, edit, and approve the work.
Start with one revenue question.
Scope a recurring revenue or churn reporting flow using supported billing, product, and customer data and approved definitions.
Turn your SaaS data into useful answers.
Bring your data together. Build reports faster. Give your team more time to focus on growth.
- 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