Finance Enterprise Only

o11

Build permission-aware institutional memory and execution for financial firms

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PricingEnterprise Only
Starting priceContact sales
Free planUnknown
Free trialYes
APIUnknown
Open sourceNo
DeploymentHybrid
Last verifiedJuly 30, 2026
Overview

Tool overview

o11 is listed under Finance AI tools.

Summary

What is o11?

o11 is a bespoke AI knowledge and execution layer for financial services. Atlas continuously indexes firm files, email, calendars, CRM, data rooms, market data, ERP, and records while preserving permissions. Compass converts that governed context into workflows, deliverables, follow-ups, and actions inside Microsoft 365 and Google Workspace.

Best fit

Best for

Financial institutions building governed institutional memory and execution

Audience

Who is it for?

Investment banksPrivate-equity and credit firmsAsset managers and hedge fundsWealth, insurance, and finance-operations teams
Recommendation

Decision note

Confirm source connectors, permission inheritance, deployment architecture, model providers, data residency, audit logs, SSO and IAM, implementation, output validation, support, and current commercial terms.

Capabilities

Key features

Atlas firm-wide memory engine

Permission-aware indexing across terabytes

Compass workflow and execution layer

Microsoft 365 and Google Workspace operation

Source-grounded retrieval and deliverables

SSO, RBAC, encryption, and audit logs

Workflows

Use cases

Reusing investment-banking precedents

Connecting private-equity deal context

Compounding hedge-fund research knowledge

Automating finance documents and follow-ups

Strengths

Pros

  • Designed for financial-services workflows
  • Preserves source permissions and auditability
  • Offers managed, private, and on-premises deployment
Considerations

Limitations

o11 can retrieve the wrong context, inherit incorrect permissions, or generate unsuitable models, documents, or actions. Firms must validate source access, citations, confidentiality, compliance, approvals, model outputs, and every external or financial decision.

Cost

Pricing details

Pricing modelEnterprise Only
Starting priceContact sales
Free planUnknown
Free trialYes
Pricing context

Billing options

Custom enterprise agreement

Pricing context

Pricing note

o11 uses a book-a-demo enterprise process and does not publish a stable starting amount. No ongoing free plan or formal free trial was confirmed from the current official product pages. Scope depends on users, data volume, connectors, deployment, customization, implementation, and support.

View official pricing
Compatibility

Supported languages

  • English
Connectivity

Integrations

DealCloud

Salesforce

Outlook

Microsoft 365

Google Workspace

Email

Calendars

Data rooms

Market data

ERP systems

Specs

Technical details

PlatformsWeb
Multilingual supportUnknown
Login requiredYes
Open sourceNo
DeploymentHybrid
Companyo11
Launch year2025
Models / versionsAtlas Compass
Editions / plansFree, Basic, Professional, Organization, and Custom plans
Data confidenceHigh
Last verifiedJuly 30, 2026
Documentation → Data source →
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Answers

Frequently asked questions

o11 is a bespoke AI knowledge and execution layer for financial services. Atlas continuously indexes firm files, email, calendars, CRM, data rooms, market data, ERP, and records while preserving permissions. Compass converts that governed context into workflows, deliverables, follow-ups, and actions inside…
Financial institutions building governed institutional memory and execution
The listed pricing model for o11 is Enterprise only. Pricing can change, so users should verify the latest plan details on the official website.
Yes. The current profile indicates that a free trial is available.
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