OptifiNow Launches Generative AI Report Builder — Business Intelligence Now Starts with a Simple Question

When we created Reports onDemand, the OptifiNow business intelligence engine, our mission was to give every OptifiNow user quick, intuitive access to the data that drives real business outcomes. From lead performance to sales activities, referral trends, and campaign success, our reporting engine pulls it all together in real-time—no lag, no spreadsheets, no waiting.

But there was one consistent request from our customers: 

“Can I build my own reports—without needing to be a data expert?”

Today, we’re excited to announce that the answer is yes.

We’re launching a brand-new Generative AI interface for Reports onDemand. Now, every OptifiNow user—regardless of technical background—can generate custom reports by simply typing a question. Ask your data what you want to know, and within seconds, you’ll see visual reports and dashboards tailored to your request.

No field mapping. No formulas. No filters to configure. Just type what you’re thinking, and let the system handle the rest.

Why This Is a Game Changer

Business Intelligence has historically been a space where only a few trained users could build meaningful reports. Everyone else had to wait for someone else to build it—or make do with standard reports that didn’t quite answer the question.

We wanted to change that. With this new release, OptifiNow removes the final barrier between curiosity and clarity. Whether it’s your first time building a report or your hundredth, now you can just ask.

“The team at OptifiNow is always looking for ways to simplify our technology while increasing its power—and AI is enabling us to do both. This release makes advanced reporting available to everyone, not just analysts or IT teams.” — John McGee, CEO & Founder of OptifiNow

How It Works

The new AI-powered interface is built right into the existing Reports onDemand experience.

Simply click the “Ask Your Data” bar, type a question in plain language—like:

“What’s our average loan size by region this year compared to last year?”

You’ll get a visual chart in seconds, automatically selecting the format that best fits your data (bar chart, trend line, table, KPI tile, etc.). You can interact with the chart, filter the data, pin it to a dashboard, or share it with your team—all without writing a single formula or query.

Want to drill deeper? Just keep asking follow-up questions, like:

“Now show me only the reps with more than $5M in volume.” “Break that down by referral source.”

The system remembers context, making it feel like a natural conversation—not a technical project.  

Smart Features, Seamless Security

The Generative AI interface is more than a chatbot. It’s fully integrated into your existing OptifiNow environment, so the numbers you see match exactly what’s in your dashboards. Data security and user access permissions remain fully enforced, so users only see the data they’re authorized to view.

Plus, the system recognizes natural language variations—whether you say “rep,” “LO,” “salesperson,” or “AE,” it understands what you mean. It even summarizes key insights alongside your visual, making it easy to share the “so what” behind the chart.

Built for Everyone

Sales Leaders can ask, “Which referral partners are generating the most closed deals this quarter?” and get immediate, actionable answers.

Marketing Managers can explore, “Which email campaign led to the most loan applications?” without needing help from IT.

Executives can say, “Show me revenue trends by sales team and identify any declines month-over-month.” And get results before the meeting even starts.

In short, anyone in your organization can now become a data-driven decision-maker.

Available Now for OptifiNow Customers

This Generative AI Report Builder is now available for all OptifiNow enterprise clients. Speak to your account manager to get a tour of how Reports onDemandAI can simplify your reporting needs and be added to your instance.

If you’re not yet using OptifiNow, now is the perfect time to see what a fully integrated Sales & Marketing CRM can do when real-time data, automated processes, and AI work together.

Schedule a personalized demo at sales@optifinow.com or call 562-261-9454.