Cross-Domain Intelligence

Your most experienced person shouldn't be the integration layer.

O8 connects Order-to-Cash, Procure-to-Pay, and Record-to-Report into one operational intelligence layer. Real-time visibility across every entity, every ERP, every domain. Your finance team stops being the integration layer and becomes the strategic advisor.

Not a vision. A working platform.

Start with Meeting One →

Order-to-Cash Procure-to-Pay Record-to-Report 17 AI Agents 8 Native Connectors

The cascade nobody sees

One signal. Four consequences. Zero spreadsheets.

HighRadius sees the AR problem. FloQast discovers the close delay. Nobody connects them — except O8. Watch what happens when AR collections slow at a newly acquired entity.

"The most dangerous exceptions are the ones that hide between systems until they become write-offs."

Order-to-Cash

AR aging spike detected — Acme West

$1.2M in 90+ day buckets. 23% above entity baseline. Collections velocity dropping.

T+0 · Signal fired

Cross-domain

13-week cash forecast updated automatically

Week 3 inflow revised down $840K. Cash position tightened across the portfolio.

T+0 · Forecast recalculated

Working Capital

Working capital dashboard reflects impact

DSO moved from 38 to 44 days consolidated. CCC deteriorating across 2 entities.

T+0 · Dashboard updated

Record-to-Report

Close risk flagged — in time to fix, not explain

Acme West AR cascade → close-cycle reconciliation now at risk. CAO notified. Close Cockpit updated. Problems surfaced like this typically hit Day 6 — when the fix requires overtime and the answer requires apology.

T+0 · Caught pre-close

Find your situation

Which of these is your Monday morning?

Six scenarios. Real CFO language. Click the one that sounds like your last board prep conversation.

Multi-ERP · Post-acquisition

"We have 3 ERPs and our close is a spreadsheet operation."

Your PE sponsor closed two add-ons in 18 months. Each one runs a different ERP. Your team builds consolidated reports manually — pulling exports, normalizing COAs, reconciling intercompany in Excel. O8 connects all three ERPs through native connectors, maps every field to a canonical schema, and gives you consolidated signal intelligence across every entity. Day one. No migration required.

Board reporting · PE sponsor

"My operating partner wants a consolidated board pack by Friday."

The portfolio review is in three days. Your team needs P&L, working capital trends, cash conversion cycle, and close status across every entity — and it needs to be in a board deck. Today that's a two-day all-hands Excel exercise. O8's Board Pack generates a PPTX with P&L, working capital, cash forecast, and flux analysis across all entities in one click. Editable slides. AI-generated narratives. Your team presents, not assembles.

Close cycle · Speed

"Our close takes 14 days. The board wants 7. I don't see how."

Your close stretches because exceptions surface late — IC mismatches on Day 9, bank rec issues on Day 11, journal anomalies discovered during review. Nobody knows what's blocking until the status call. O8's AI agents surface these before Day 1. The Close Cockpit shows every entity's status, every workstream, every blocker — in real time. You don't manage the close. You predict it. In the Meridian composite case — typical PE-backed deployment profile — close compressed from 16 days to 9.

Existing tools · FloQast · BlackLine

"We have FloQast but nothing connecting AR and AP signals to close."

FloQast manages your close checklist. But it can't tell you that an AR aging spike in Entity A is about to blow Day 6 reconciliation. Or that the AP exception pattern across three entities signals a vendor issue building toward close. O8 is the intelligence layer FloQast was never designed to be. We connect to your ERPs directly — no FloQast connector needed. Both tools read from the same source of truth. O8 predicts what's going to hit the close before it starts.

ERP consolidation · Migration

"We're 9 months into an ERP consolidation and flying blind."

Your consolidation is a $1M+ project. Until it's done — probably another 12 months — you have no unified visibility. O8 gives you that in weeks, connecting legacy and target ERPs simultaneously. And while your integration team maps fields manually, O8's Data Hub has already normalized every source system to a canonical schema. Your migration accelerates. The field mapping work is done. O8 stays as the intelligence layer after the project ends — because even a unified ERP doesn't give you cross-domain signal correlation.

Audit readiness · SOX-adjacent

"Our auditor wants evidence chains. We have a shared Excel."

When your auditor asks "how did you catch this?", the answer today is "Jane noticed it." O8 produces timestamped evidence chains on every detection — which agent fired, what rule matched, what confidence score, who reviewed and approved. SOX-supportive journal scanning. ASC 606 revenue recognition logic. One click to produce the work. Not a description of it.

How it works

Three beats. One operating layer.

O8 is not an ERP. It's not a close tool. It's the intelligence layer that sits above both — reading from your systems, surfacing what matters, and feeding a consolidated command surface for CFOs and CAOs who are tired of being the integration layer.

01 — Data Hub

Connect once. Normalize everything.

O8 connects to your ERPs through native connectors — SAP, NetSuite, QuickBooks, Sage Intacct, Campfire, or CSV. The Data Hub maps every entity's chart of accounts, vendor master, and GL structure to a common operational schema. The same mapping work your implementation partner charges weeks to do manually — done automatically, across every entity you connect.

95% of the $50M–$500M ERP landscape covered by 8 native connectors, per CFO Tech Guide 2026.

02 — AI Agents

17 AI agents run across every domain.

O8's agents don't operate within one domain — they connect across all three. An AR collections signal affects the cash forecast. An AP exception pattern predicts a close delay. A journal anomaly triggers an evidence chain for the auditor. Each detection carries a confidence score. Above 90%, auto-resolved. Below 70%, always escalated. Between those thresholds, your team sets the rule. Automation is earned — not assumed.

Evidence chains on every detection. When the auditor asks, you produce the work in one click — not a description of it.

AR aging spike · 94% confidence

AUTO-RESOLVED

Duplicate payment · 81% confidence

REVIEW

IC mismatch · 63% confidence

ESCALATED

Close risk — AR cascade · Cross-domain

L4 AGENT

03 — Output

The board pack writes itself.

O8 generates a board-ready financial package from live platform data — PPTX with editable slides, PDF for the audit trail, Excel workbook with live formulas. P&L with variance coloring. Working capital summary. Cash forecast. Close status. EBITDA waterfall. AI-generated narratives on every material movement. Your team presents. They don't assemble. The controller starts from O8's data instead of a blank spreadsheet. Nine sheets, 212 formulas, cross-sheet references — ready.

PPT

Board Pack PPTX

Editable slides · AI narratives

READY

PDF

Audit Trail PDF

Timestamped · Archival copy

READY

XLS

Excel Workbook

9 sheets · 212 live formulas

READY

Where O8 fits

You already bought tools. O8 makes them better.

O8 is additive to your existing stack — not a replacement. Here's how it sits alongside the tools you've already paid for.

HighRadius or BillTrust + O8

"HighRadius collects on the invoice. O8 shows you what that AR slowdown will do to your close on Day 6."

Your AR automation is strong. What HighRadius can't see is the downstream: DSO spike → cash forecast revision → close risk. O8 connects those signals across every entity the moment they move.

FloQast or BlackLine + O8

"FloQast manages the close tasks you know about. O8 catches the ones that haven't surfaced yet."

FloQast covers your main entities well. But the newly acquired subsidiary, the entity still on QuickBooks — those close in spreadsheets. O8 manages close for every entity FloQast doesn't reach, and feeds upstream AR and AP risk into the entities it does.

Coupa, BILL, or Ramp + O8

"Coupa processes your invoices. O8 catches duplicate payments across entities Coupa can't see."

Your AP automation handles single-entity invoice processing cleanly. O8 connects to your ERPs directly — no Coupa connector needed. It catches the cross-entity patterns: duplicate payments, stuck invoices affecting cash position, payment timing misaligned with your bank rec.

Mosaic, Pigment, or Planful + O8

"Mosaic shows you the number moved. O8 shows you the AR aging spike that moved it."

O8's Flux analysis runs directly from your ERP trial balance — no Mosaic connector needed. When actuals diverge from budget, Mosaic shows the magnitude. O8 shows the operational root cause. The board explanation takes minutes instead of days.

No domain tools yet → Start with O8

This is O8's best starting point. You're running finance operations in spreadsheets and institutional knowledge. O8 replaces that layer entirely — and when you add domain tools later, O8 is already the layer that connects them.

AR exception monitoring, AP exception detection, IC reconciliation, close management, cash forecasting, working capital analytics, P&L consolidation, and board pack generation across all your entities and ERPs. One platform instead of building a five-tool stack from scratch.

What this looks like in practice

Illustrative composite · Based on typical deployment profile

A PE-backed software company, three acquisitions in 22 months.

$180M revenue. Three ERPs: SAP at the platform company, NetSuite at the first acquisition, QuickBooks at the most recent. Finance team of 9. Close running 16 days. Board requesting 8. One senior controller spending the first three days of every close pulling data from three systems into a shared Excel file that had become, in her words, "load-bearing infrastructure."

Before O8

day close cycle

days manual consolidation per close

real-time visibility across entities

After O8 · 90 days

day close cycle

days manual consolidation

Live

cross-entity signal visibility

O8 connected to all three ERPs in the first week. The Data Hub normalized the chart of accounts across entities — the same mapping work the ERP consolidation roadmap had budgeted six weeks for. By week three, the controller's manual consolidation process had been replaced by a live consolidated view.

In the first close cycle, O8 caught a $340K intercompany mismatch between the NetSuite entity and the SAP parent that had been carried forward unreconciled for two cycles. It surfaced on Day 2. Previously it had been discovered on Day 11.

The fourth close after deployment ran in 9 days. The board pack — previously a two-day effort — was generated in one click. The controller is now focused on working capital analysis and acquisition integration planning. The CFO presented to the board with confidence scores on every material line item.

5-minute assessment

Where does your finance operation stand?

Five questions. A score across four dimensions. Your results sent to your inbox — not a demo pitch.

How many ERPs does your finance team actively consolidate data from?

How long is your typical month-end close?

How does your team produce consolidated financial reporting?

When an AR aging problem develops at one entity, how quickly does your team understand the downstream impact on cash and close?

How confident are you in the numbers when you present to your board or PE sponsor?

Calculating...

ERP Complexity

Close Efficiency

Cross-domain Visibility

Reporting Confidence

Get your full benchmark report

We'll send your detailed results plus how CFOs at similar companies — same stage, same ERP complexity — have used O8 to close the gap. No demo pitch. One email.

Report on its way.

We'll send your detailed benchmark within one business day. No demo pitch — just the report, like we said.

Pricing

Transparent pricing. No buried fees.

How we count
entities

An entity is a separate set of books you close each month — a distinct general ledger producing its own trial balance. If you consolidate multiple subsidiaries onto a single GL, that's one entity. If you run separate books for the same legal entity (e.g., US-domestic and foreign operations before consolidation), count each set. Pure elimination entities don't count. Holding companies only count if they produce their own trial balance requiring monthly close.

Typical all-in · year one

$108K–$125K

Growth tier · 3 ERPs · 12 entities

A senior finance hire costs more, with less reach.

Less than one senior finance hire. No severance risk. No per-user fees. Year-one cost varies by scope — entity count, ERP mix, and implementation complexity. AI processing is not a pricing factor — no token meters, no overage bills. Year two drops by the one-time setup fee.

Platform · Growth $9,000 / mo

Data Hub setup · 3 ERPs $12,500 one-time

Year-one range $108K–$125K

Tiers that make up that number

Essential

$4,500

per month · annual commitment

1–7 entities · single ERP

All 17 AI agents included — configured for your entity structure
6 analyses: Flux, Working Capital, Cash Forecast, P&L, Journal Scanner, Bookings Waterfall
Close Cockpit — CFO, CAO, and Entity tiers
Board Pack generation (PPTX, PDF, Excel)
AI processing not metered — no token limits, no overage
Standard implementation support

Growth

$9,000

per month · annual commitment

8–25 entities · up to 3 ERPs

Everything in Essential
Cross-domain agent intelligence — signals connect across AR, AP, and close
13-week rolling cash forecast
Journal Anomaly Analysis with SOX-supportive evidence chains
PE operating partner portfolio dashboard
AI processing not metered — no token limits, no overage
Dedicated implementation engineer

Scale

From $14,500

per month · annual commitment

26–50 entities · unlimited ERPs

Everything in Growth
Unlimited ERP connectors
Custom Data Hub schema mapping
AI processing not metered — no token limits, no overage
SLA-backed uptime commitment
Executive sponsor engagement · Quarterly business reviews

Enterprise

Custom

firm-wide PE deployment

50+ entities

Everything in Scale
Portfolio-level contract across PE sponsor entities
Multi-tenant architecture
Named executive sponsor
Custom signal agent configuration
SOC 2 audit support
Dedicated customer success engineer

Data Hub setup — one-time per ERP

Primary ERP connector$5,000

Each additional ERP connector$3,000

CRM system integration$2,500

New entity onboarding (per-entity)$1,500

Setup fees cover initial ERP connection, GL normalization, and Data Hub schema mapping. Your finance team reviews and approves field mappings before go-live.

AI processing — not a pricing factor

Token metersNone

Usage capsNone

Overage billsNone

Per-agent attribution on invoicesNone

Our pricing reflects the platform. AI processing costs are ours to manage. If upstream infrastructure costs change materially, we absorb the first 25%. Any adjustment beyond that is capped at 10% of platform cost and requires 90 days written notice — no mid-term surprises.

What's always included

→All 17 AI agents at every tier — no module unlocks

→Platform updates and new agent releases

→New acquisition onboarding support

→No per-user fees

→Identifier pseudonymization available per tenant

→Schema-per-tenant data isolation

→No token meters, no overage, no surprise bills

Month-to-month available at 15% premium. Annual contracts anchored for the term — no surprise renewal increases without 90 days notice. Consolidation or entity growth during term handled per MSA.

Chris Quish

Founder & CEO, O8

I spent 15+ years inside enterprise software M&A and operations where I owned P&Ls up to $275M and led integration end-to-end on 15+ acquisitions — including as an executive at OpenText ($10B+ market cap public co). Before that, I built vertical-specific enterprise applications — purpose-built apps based on deep workflow understandings. O8 is that same thesis, applied to CFO operations.

Integration is my trademark. Every acquisition I closed, I owned through consolidation. Every divestiture, through separation. I partnered with CFOs to generate the business intelligence they needed to navigate transformational change — in a world before AI could do that work for you.

I built O8 because the tool I needed didn't exist. 17 live AI agents. 8 native ERP connectors. Evidence chains on every detection. A board pack that generates in one click. Deploying in weeks, not months. It's not a vision. It's a working platform — built by someone who has sat next to the CFO you are, on the call you're about to be on.

Dozens

ERPs & entities consolidated

$275M

largest P&L owned

15+

integrations led end-to-end

The engagement

20 minutes on our environment. 48 hours on yours.

Every CFO eval starts the same way: someone shows you a demo account and tells you what the product could do. We do it differently.

First, we walk you through Meridian — a simulated PE-backed company with 8 entities across 3 ERPs, including unreconciled IC balances and journal anomalies. You see exactly how O8 detects, scores, and escalates. No sizzle reel.

If that conversation makes sense, we can show you how O8 works with your data. You send us historical data from at least a couple entities. 48 hours later we're back showing you what O8 found in your actual numbers.

We know "send us your data" lands heavier than it sounds. Historic data is fine. No ERP credentials, no ongoing access — just data dropped into a CSV or Excel file, uploaded through a secure link, processed in an isolated tenant, and deleted following the meeting. We'll sign your NDA and DPA, or we have templates.

If Meeting Two doesn't earn the next conversation, your data goes away and so do we. No exit paperwork, no quiet copies, no aggregated benchmarks built from your numbers. That's not a policy we wrote for this page — it's how we think this relationship should work.

Start with Meeting One

Tell us a little about you and we'll reach out within one business day to set up the Meridian walkthrough.

Name

Work Email

Company

Role

Number of Entities

Primary ERP

Anything you'd like us to know? (optional)

We'll use your email to coordinate the Meridian walkthrough and any follow-up. No newsletter, no third-party sharing.

Something went wrong. Please try again or email chris@orchestrai8.com directly.

Got it — we'll be in touch.

Expect a reply within one business day to coordinate the Meridian walkthrough. If you don't see anything by then, check spam or ping us at chris@orchestrai8.com.

Data Protection

Enterprise-grade security and privacy

Your financial data deserves institutional-grade protection. Here's how we handle it.

Identifier Pseudonymization

Tokenization of customer, vendor, and entity names before AI processing is built into the platform and can be enabled per tenant. Your data is processed in an isolated AWS environment under DPA; Anthropic is a named subprocessor.

Schema-Per-Tenant Isolation

Each customer's data lives in completely separate database schema. No shared tables, no cross-tenant queries possible. Database-level isolation, not just application access controls.

SOC 2 Type II In Progress

Independent audit of security controls, data handling procedures, access management. Full compliance documentation available for enterprise procurement review.

Demo Data Deleted After Meeting

Evaluation data is deleted following Meeting 2, or at any point on request. Same security protocols as production customers throughout. Full data handling summary provided before upload.

No AI Training on Your Data

Anthropic does not train on data submitted through the API. Zero data retention configuration available on request — your financial data doesn't persist in Anthropic's infrastructure beyond the processing session.

Auditable Access Logs

O8 team access logged and audited. Customer data accessible only to assigned implementation engineer. No administrative access to production customer schemas.

Financial Services

Credit unions running multi-branch, post-merger operations.

The same multi-entity, multi-system problem exists in credit unions that have grown through mergers. Different core systems. Divergent charts of accounts. Manual GL reconciliation. NCUA examiner readiness built on spreadsheets.

Symitar / Episys connector available
Journal Anomaly Analysis with timestamped audit trails
Multi-branch consolidated close management
IC reconciliation across legacy and acquired entity structures

Talk to us about your situation →

Credit union profile O8 is built for

3–8

merged entities with divergent core systems

12+

day close cycle in manual environments

person who "owns" the consolidation spreadsheet

$500M+

assets where cross-branch signal intelligence pays for itself