Agentic Advantage
Finance-native agents that deliver precision, control, and speed.
OG2 builds agentic systems that combine deterministic guardrails and LLM reasoning to automate nuanced tax and accounting workflows with confidence.
Blueprint
The OG2 agentic stack.
Purpose-built architecture that keeps finance data secure while giving your team task-specific copilots and autonomous workflows.
Knowledge Graph
Structured finance knowledge combining policies, playbooks, and historical transactions.
- Version-controlled document embeddings
- Context windows tuned to finance data
- Lineage tracking and audit trails
Agent Orchestration
Deterministic workflows coordinate multiple agents with human checkpointing at critical junctures.
- Role-based routing and escalation
- Guardrails for regulatory compliance
- Live monitoring with drift detection
Secure Integrations
Native connectors for finance systems keep data in sync with minimal engineering lift.
- ERP, billing, HRIS, payroll, and banking integrations
- Tokenized access and permissions management
- Automated reconciliation of data variances
Insight Layer
Interactive dashboards and alerts surface exceptions and business insights instantly.
- Exception queues for analyst review
- Executive-ready summaries and narratives
- Benchmarks against historical performance
Use Cases
Where finance teams deploy OG2 agents today.
Close Acceleration
Agents reconcile accounts, flag anomalies, and assemble close packages in hours not days.
- Journal entry preparation with supporting evidence
- Automated flux analysis and narrative drafts
- Variance detection across entities
Tax Intelligence
Automated data gathering and scenario analysis that keeps tax posture proactive.
- Credit and incentive discovery
- Multi-jurisdiction compliance monitoring
- Transfer pricing documentation assistants
Revenue Operations
Copilots that streamline billing, collections, and revenue recognition workflows.
- Contract parsing and milestone tracking
- Collections prioritization with escalation logic
- Forecast adjustments from real-time signals
Operating Model
Human-in-the-loop by design.
Trust Layer
Thresholds, approvals, and role-based checkpoints ensure agents never move beyond comfort zones.
- Approval queues integrated with your workflows
- Audit logs automatically archived
- Continuous testing for quality assurance
Adoption & Training
We co-create training playbooks, enablement sessions, and change management plans with your team.
- Hands-on workshops for finance stakeholders
- Runbooks for exception management
- Metrics to track adoption and satisfaction