Fintech analytics that stay in your cloud

Fintech data cannot casually live in a third-party vendor's infrastructure, and most data platforms ask you to. OptimaFlo deploys with BYOC (Bring Your Own Cloud): your transaction, account, and ledger data stay inside your own AWS or GCP account, and an AI data team builds the pipelines and quality checks on top of it.

What a fintech team actually needs from a data stack

• "We cannot put transaction data in a vendor's shared cloud, full stop."
• "A quality check that silently misses a bad value is worse than no check at all."
• "We need to know who queried what, and prove it, not just trust that we would notice."
• "Building this ourselves means a data engineering hire we do not have room for yet."

BYOC: your cloud, your boundary

Terraform provisions the stack, storage, compute, and data catalog directly inside your own AWS or GCP project. Your data does not sit in a shared OptimaFlo environment. OptimaFlo authenticates using short-lived, scoped credentials, AWS STS AssumeRole or GCP Workload Identity Federation, never long-lived keys stored or exchanged. You keep the IAM boundary, and your cloud bill goes straight to AWS or GCP, not through OptimaFlo. Read the full breakdown on the BYOC page.

Quality and audit, not just ingestion

The Ingestion Engineer connects your sources and the Data Engineer builds the pipeline, but for fintech data the Quality Engineer is doing the load-bearing work: every generated check gets a confidence score, and that score decides whether it auto-approves or routes to a person first. The Analytics Engineer checks column references and types before anything runs. Underneath all of it, access runs on Apache Polaris's native RBAC (owner, admin, member, analyst, viewer per workspace) and every query writes to an append-only audit log that cannot be edited or deleted after the fact.

OptimaFlo is not currently SOC 2 or HIPAA certified. If that is a hard requirement, talk to us directly before committing.

Starting the stack

This is the platform you deploy into your own account from day one, not one you migrate into later. See the full role lineup or read how the AI data team works.

Starter is $2,500 a month and includes BYOC on GCP, with monthly usage limits on the AI roles. AWS and multi-cloud BYOC are available on our Enterprise plan. Cloud compute and storage bill to your own account, at cost.