Insights
Perspectives, playbooks, and case studies for modern finance leaders.
Explore frameworks our clients use to accelerate the close, optimize tax positions, and deploy agentic automation safely across their organizations.
Latest Highlights
What finance teams are solving with OG2 right now.
7 controls to shore up before your next fundraise
A readiness checklist built from diligence experiences with dozens of growth-stage companies. Includes templates for GL, revenue, and tax workstreams.
Download the playbook →Global SaaS leader halves their close timeline
How OG2 integrated agentic bots with NetSuite, built dynamic flux analysis, and established confident board reporting in under two quarters.
Read the case study →AI governance for finance teams
A governance model that balances automation velocity with risk management, featuring policies and approval thresholds our clients deploy.
Explore the perspective →Close acceleration dashboard starter kit
A Notion + BI template pack that streamlines weekly reviews, stakeholder comms, and exception queues for finance leadership.
Get the toolkit →Resources
Deep dives organized by focus area.
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Preparing for global expansion: indirect tax considerations
Senior tax advisors unpack real-world lessons from scaling into five new markets in under 12 months.
Watch on-demand → -
Monthly close RACI and playbook
A customizable RACI matrix and checklist that keeps close responsibilities transparent across teams.
Download the template → -
How to scope your first finance agent in 10 days
Use our discovery framework to identify the right process, dataset, and KPI targets before building.
Read the guide →