OptimaAi — Documentation

OptimaAi is an AI-powered business intelligence platform designed for SMEs. It connects to Odoo ERP, processes sales, CRM, and invoice data, and delivers real-time revenue forecasting, churn prediction, growth projections, and LLM-generated business insights — all through a modern web dashboard.

What OptimaAi Does

Capability	Description
Revenue Forecasting	Predicts net revenue per order using XGBoost/GBM
Churn Prediction	Scores customer churn risk (low / medium / high)
Growth Projection	Forecasts 3-month forward revenue
KPI Dashboard	Live model metrics with Redis caching
AI Recommendations	Role-tailored business advice via LLM
Business Model Canvas	Auto-generated 9-block BMC from ML KPIs
Knowledge Base	RAG-powered Q&A over ingested business documents
Dataset Management	Upload, preprocess, and store business data files

Who Is It For?

• Sales Managers — forecast revenue, spot at-risk customers, act on growth trends
• Finance Controllers — review model accuracy, analyse forecast bias, track KPIs
• C-Suite Executives — get high-level recommendations and a full Business Model Canvas

Tech Stack

Frontend      Next.js + Tailwind CSS
Backend       FastAPI (Python)
Database      PostgreSQL via SQLAlchemy
Cache         Redis
ML Models     XGBoost / GBM + Facebook Prophet
LLM           OpenRouter (LangChain)
Vector Store  ChromaDB (RAG Knowledge Base)
ERP           Odoo 16/17