AI for Transaction Services
Analyze the general ledger and understand the real drivers of a company's performance
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Built for leading Transaction Services teams
Opio's fleet of autonomous agents is specialized in reasoning over granular accounting data. They generate fully structured and reconciled financial outputs, along with source-linked insights ready for investment decisions.
Reconciled
Opio agents reason deeply over your accounting data. They automatically surface any potential reconciliation gaps for review.
Complete Audit Trail
Every insight links back to its source document. Track the reasoning behind every analysis with full transparency.
Secure
Enterprise-grade protections designed for both cloud and fully on-premise deployments.
Solve investor workflows
Map the general ledger
Automatically categorize trial balance accounts. Create business-driven classifications aligned with operational realities.
Summarize loan structures
Extract terms, rates, covenants, and repayment schedules from contracts. Reconcile with accounting data instantly.
attributed
Analyze Staff costs
Allocate personnel expenses to specific job roles.
Flag inter-company flows
Detect and map transactions between related entities at the general ledger level.
Frequently asked questions
Everything you need to know about Opio, its capabilities, and how transaction services teams use it.
How does Opio ensure data accuracy?
Opio agents automatically detect statutory & consolidated accounts. They perform automated reconciliation for each analysis, link to source documents, and flag potential reconciliation gaps for human review.
Can I deploy Opio on my own infrastructure?
Yes. Opio supports on-premises deployment and VPC installations. Your data never leaves your infrastructure. We also offer a secure cloud option with SOC 2 type II compliance (ongoing).
Does Opio integrate with my day-to-day Microsoft apps?
Yes. You can upload data through Opio native SharePoint connector that respects your existing permissions. All analyses are exported in Excel/PPT format
What happens when Opio encounters ambiguous data?
Opio flags uncertain extractions and ask for user input to disambiguate data sources. You maintain full control over classification decisions. The audit trail shows exactly why each decision was made.
How quickly can we get started?
Most teams are up and running within a week. The timeline depends on deployment preferences. We provide dedicated onboarding and training.
What file formats does Opio support?
Opio handles PDFs, Excel/CSV/TXT files, Word documents, scanned images, and more. It can process both structured data (trial balances, financial statements) and unstructured text (contracts, reports).
Enterprise-grade security
GDPR and AI Act compliant, with ISO 27001 and SOC 2 Type II certifications in progress.
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