Instant executive reports ready for the Boardroom
Let AI handle the complexity of financial operations and insights—so you can focus on driving strategy, not chasing data.
No Chaos, Full Clarity
Let AI deliver precise, data-driven variance analysis—transforming hours of manual work into instant, actionable insights.
Actionable Reports. No Manual Work. Just Revenue Insights.
From financial statements to variance analysis, Optimus’ customizable reports deliver accurate, real-time insights—every time.
Fragmented Workflows
Disconnected tools and manual processes create inefficiencies, making cost management a tedious task.
Scattered Data
Payment data is dispersed across multiple platforms, complicating analysis and slowing down decision-making.
Limited Resources
Time, expertise, and dedicated resources are often insufficient to extract meaningful insights from payment data.
Core Data
✔ Verifications
✔ Transactions
✔ Refunds
✔ Chargebacks
✔ Fees
✔ Risk Data
Core Metrics
✔ Approval Rate
✔ Decline Rate
✔ Chargeback Rate
✔ 3DSecure Success Rate
✔ Processor Error Rate
✔ Dispute Rate
✔ Retry Success Rate
✔ Chargeback Count
✔ Refund Count
✔ Refund Rate
✔ Fee Totals by Category
Actionable Payment Intelligence
Uncover hidden revenue and track vital financial metrics through intuitive, customizable dashboards. Optimus provides in-depth, actionable insights that drive profits by analyzing key data, including approval rates, chargebacks, and more, allowing businesses to take informed actions.
Advanced Transaction Traceability & Custom Reporting
Track every transaction with N-Way traceability, empower your team to take immediate action. Get full transparency with end-to-end tracking across the order-to-cash cycle. Leverage customizable reports, BIN analysis, and dynamic reporting wizards to instantly identify declines, fraud, and payment method inefficiencies, to optimize routing, approval rates, and tokenization strategies and drive smarter decisions.
Anomaly Detection & Revenue Recovery
Utilize configurable alerts to detect anomalies such as approval dips or chargeback spikes, ensuring proactive responses. Recover lost revenue with pre-emptive anomaly detection to address performance irregularities and maximize revenue retention.
Customizable Data Analytics
Optimize payment strategies by measuring key metrics such as net approval rate, authorization success, network fees, chargeback rates, and more. Get real-time, actionable insights to fuel data-driven decisions and fine-tune payment processes for maximum efficiency and profitability.
Eliminate Multiple 3rd Party BI Tools
Consolidate payment data intelligence in a single platform with no need for integration with Power BI, Tableau, or other external tools. Access ready-made visualizations for KPIs like network costs, interchange fees, BIN performance, chargeback outcomes, and retry success - without setup delay
Comprehensive Sub‑Merchant Oversight
Monitor KPIs like transaction volume, authorization rate, chargeback ratio, and fraud detection, in real time to optimize payment processes, reduce risks, and maximize profitability. Enhance operational efficiency, ensure compliance, and drive informed decision-making across multiple sub-merchant accounts with comprehensive oversight.
Streamline and Automate Your Payment Operations
Comprehensive Payment Insights
Track critical payment KPIs across all sub-merchant accounts in a unified view. With a clear and holistic perspective of your payment ecosystem, easily spot trends and uncover opportunities for improvement.
Unified Sub-Merchant Dashboard
Say goodbye to switching between platforms and managing cumbersome spreadsheets. Consolidate all sub-merchant data into a single, intuitive dashboard, providing detailed insights into payment performance and enabling smarter, faster decision-making.
Track and Improve Approval Rates Across Processors and Card Types
Gain a complete, actionable view of approval rates across payment processors, card types, and geographies. Identify hidden revenue opportunities and performance bottlenecks through intuitive visualizations and deep slicing across:
Card Brand & Type: Benchmark Visa, MasterCard, and other brands across credit/debit lines to uncover top-performing combinations that drive revenue.
Merchant ID (MID) and Country: Track approval performance at the MID level and across regions, optimizing localized strategies for higher conversion.
Transaction Types and Channels: Identify patterns by channel (online, in-app, POS) to refine routing and reduce declines.
Anomaly Detection: Detect sudden dips in approval performance with real-time alerts, enabling instant corrective actions and improved revenue retention.
Customize Your Dashboards
Using the Dashboard Designer, you can pull the metrics you need, visualize KPIs in a variety of ways, and fully customize the look of your dashboards - no code or design skills required.
Customize Your Reports
Optimus’ report wizard enables users to dynamically create downloadable custom reports with configurable fields and labels that can further be scheduled on a daily basis.
Schedule Your Reports
You can conveniently schedule customized reports directly to your inbox or push them to your portals via API with our user-friendly platform.
Frequently Asked Questions For Analytics and Reporting
What is financial reporting and analytics?
What is reconciliation in financial analysis?
What is financial statement analysis and reporting?
What is the purpose of the financial reporting?
What is the the importance of financial reporting and analysis?
How Does Optimus Ensure Data Accuracy in Analytics & Reporting?
How Does Analytics & Reporting Software Handle Large Data Sets?
How Can I Customize Reports and Dashboards?
How Does Analytics & Reporting Software Support Decision-Making?
What Support Options Are Available for Analytics & Reporting Software?
You can reach us at:
1700 Montgomery St, San Francisco, California 94111
6470 E Johns Crossing Suite 160, Johns Creek, GA 30097
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