Offset

Offset positions itself as self-improving AI agents for finance. Per the page, it operates inside live financial models rather than alongside them, and is designed to complete workflows at the level expected by professional finance teams. The page describes reinforcement learning from institutional workflows and emphasizes structured ingestion, auditability, and secure control. The meta description adds that Offset builds financial models in minutes, extracts accurate data from filings, and runs fully on-premise for privacy. The page also notes that Offset has been acquired by Rogo.

Key features

• Operates directly inside live financial models and spreadsheets
• Updates model assumptions
• Restructures spreadsheets
• Validates model logic
• Completes analytical workflows
• Builds financial models in minutes (meta description)
• Extracts data from filings (meta description)
• Runs fully on-premise (meta description)
• Structured ingestion, auditability, and secure control

Best suited for

• Professional finance teams
• Financial modeling in spreadsheets
• Extracting data from financial filings

Pricing

Not stated on the website