Explore the agents
Eighty-four agents across finance, procurement, human resources, banking, IT and legal. Open any agent to see what it does, with an example conversation.
Finance specialist agents
Each does one job exceptionally wellFinancial Forecasting
Predictive models for revenue/cost projections and budget optimization.
Variance Analysis
Budget-to-actual analysis with division-level root cause identification.
Invoice & AP
3-way matching, duplicate detection, and FX conversion for invoices.
Procurement & Sourcing
Supplier evaluation, contract analytics, and spend consolidation.
Collections & AR
AR aging analysis, payment prediction, and collection prioritization.
Journal Entry & Recon
Automated journal entries and trial balance reconciliation across entities.
IC Reconciliation
Cross-entity transaction matching and elimination entry generation.
Financial Reporting
Close packages with P&L, margin analysis, and board-ready insights.
Anomaly Detection
Pattern-based scanning across AP, AR, GL, and intercompany.
Tax & Compliance
Tax provision calculations and regulatory compliance monitoring.
Finance supervisor agents
Orchestrate specialists end to endPeriod-End Close
Orchestrates close — JE, anomaly review, compliance, and reporting in sequence.
Cash Flow & Liquidity
Synthesizes AP outflows, AR inflows, and forecasts into unified cash position.
Risk & Performance
Consolidates risk flags, forecasts, and close results into board-ready briefing.
AP Desk agents
Controlled autonomous accounts payableOctane AP Desk
AI handles the work. Controls govern the decisions. People own the exceptions.
Capture Agent
Reads each scan or Excel bill: type, fields, lines and handwritten receipt notes, each with a quote and a confidence.
Coding Agent
Recommends GL per line, clinic, TDS and GST treatment, citing the evidence pack and past lessons.
Risk Agent
Explains the duplicate, anomaly and fraud signals the code found. It never changes the score.
Exception Agent
Writes the maker's brief and a plain note to the clinic or vendor for every exception.
Notification Agent
Sends approval requests with single-use links, reminders and notes to clinics.
Posting Agent
Posts an approved invoice to the ERP after its tool re-checks every control. It cannot pay.
AP Assistant
Answers the AP team's and the CFO's questions about any invoice, queue or exception.
AR Desk agents
Order to cash, end to endOctane AR Desk
Agents read and draft. Code decides what is billed, matched, chased and credited. People own the exceptions.
Contract Agent
Reads a customer's contract (subscription fee, purchase-order requirement, payment terms, installation charging) with exact quotes. Code checks every amount.
Customer Email Agent
Reads a customer's email and says what it is: a remittance, dispute, promise to pay, purchase order, copy request or query, with quotes.
Dispute Agent
Summarises a dispute against the evidence and drafts the reply for the proposed outcome. It never decides a credit.
Collections Agent
Writes reminders at the stage code chose, and the memo for each credit review.
Invoice Capture Agent
Reads installer invoices, job sheets and receipts (PDF, Word or a photo) with quotes and a confidence.
Exception Agent
Explains why an installer invoice was held and drafts the note to the installer.
Billing Agent
Raises approved invoices, recharges and credit notes in the ERP. Its tool re-checks every rule.
Cash Agent
Applies matched receipts to invoices, on account or to suspense. The ERP refuses allocations that don't add up.
Payables Agent
Posts approved installer invoices for rebillable costs. It cannot pay.
Notification Agent
Sends the case's emails: approval requests, reminders, replies and invoice copies.
AR Desk Agent
Answers questions about balances, DSO, ageing, the forecast, billing, payments, collections, disputes and credit.
Procurement agents
Contracts, tenders, invoices and RFPsOctane Contract Analyzer
Executive summaries, risk registers and negotiation playbooks from vendor contracts.
Octane Bid Manager
Answers tender questions and cross-matches RFPs against the product catalog.
Octane Invoice Automation
Extracts POs and invoices from email and routes each one for dual approval.
Octane RFP Response Analyzer
Scores every vendor response by requirement priority, with gap flags.
Octane AI Hiring Portal
Seven agents hire Principal Consultants from resume to recommendation: screening, a voice AI interview, evaluation and learning. Agents gather the evidence, code applies the rules, and a person makes every hiring decision.
- 01ScreenEvidence per criterion, quotedAgent
- 02Schedule & inviteLink, calendar invite, emailAgents
- 03Voice interviewFrom the interview guideAgent
- 04EvaluateScored in the candidate's wordsAgent
- 05HR decidesAdvance or decline, with reasonsPerson
- 06LearnLessons for next timeAgent
Agents inside the portal
They work together in the hiring pipeline, so you see them in action in the portalResume Screening Agent
Reads an anonymised resume and quotes evidence for every criterion. Code shortlists, rejects or asks HR to decide.
Interview Scheduling Agent
Books the interview in one click, with a private interview link and a calendar invite.
Notification Agent
Sends the invite, the HR report with the recording and transcript, and outcome emails when HR clicks Send.
AI Interviewer
Runs a voice-only interview from the guide, follows up, and probes the candidate's own resume.
Interview Evaluation Agent
Scores each area 1 to 4 using the candidate's own words. Code applies the hiring bar.
Learning Agent
After every interview and HR decision, writes short lessons for the next screening and interview.
Hiring Agent
Answers HR's questions about the hiring file in plain English. It advises; it never decides.
Octane Loan Underwriting
Thirteen agents underwrite retail loans for Octane Financial Services. Five checks run in parallel, a credit memo is written, and a person approves. Approved loans open straight into core banking.
- 01ApplyDigiLocker, Account Aggregator or uploadApplicant
- 02Five checks in parallelCredit, identity, income, collateral, fraudAgents
- 03Credit memo and recommendationCode applies the credit policyAgents
- 04Underwriter approvesWithin their authorityPerson
- 05Account openedCustomer, loan account, EMI scheduleAgent
- 06Applicant notifiedIn their languageAgent
Agents inside the loan portal
They work together on every application, so you see them in action in the portalCredit Bureau Agent
Reads the credit bureau report: score, repayment history and existing loans.
Identity & KYC Agent
Verifies Aadhaar and PAN, and matches name, date of birth and address across documents. Aadhaar stays masked.
Income & Employment Agent
Matches payslips against bank credits and EPFO, or GST and ITR for the self-employed.
Collateral Agent
Checks the property's value and loan-to-value against RBI caps.
Fraud & Forensics Agent
Finds tampered documents, such as an edited payslip PDF, and income that doesn't add up.
Underwriting Summary Agent
Writes the credit appraisal memo from the five checks, with the evidence behind each finding.
Decision Agent
Records what the credit policy computes: reject, counter-offer, fraud review or recommend. Never approve.
Notification Agent
Emails letters in English, Hindi or Marathi, with reasons and what the applicant can do.
Account Opening Agent
After a person approves, opens the customer, loan account, disbursement and EMI schedule.
Underwriter Agent
Answers underwriters' questions about an application, citing the document page.
Loan Assistant
Answers applicants' questions in English, Hindi or Marathi from the loan FAQ.
Underwriting Orchestrator
The chat entry point. Routes each question to the right specialist agent.
Underwriting Workflow
The same underwriting sequence as a native watsonx Orchestrate flow, shown on the canvas.
Octane IT Desk
Twelve agents run employee IT support from self-help (L0) to vendor escalation (L4). Agents diagnose and fix what is safe and reversible, code decides what is allowed, and people own privileged changes.
- 01AskChat, "Can't sign in?" or voiceEmployee
- 02Triage and four gatesThe agent reads, code decidesCode
- 03Self-help or touchless fixExact steps, or the one approved fixAgents
- 04DiagnoseCause from telemetry, with evidenceAgent
- 05Engineer or CAB approvesEvery L2 fix and every changePerson
- 06LearnKnowledge article, approved by a personAgent
Agents inside the IT Desk
They work together on every request, so you see them in action in the IT DeskIT Triage Agent
Reads a help request in the employee's own words: what's wrong, what they want, whose account, and any warning signs, quoting their words.
IT Knowledge Agent
Picks the knowledge article and steps that answer the request. The employee sees the article's exact steps.
IT Diagnostics Agent
Finds the likely cause of a device or app fault from telemetry and the event log, citing the evidence, and proposes a fix an engineer approves.
IT Remediation Agent
Runs the one approved fix: password reset, unlock, software, mailbox, access or printers. Its tool re-checks every gate.
IT Escalation Agent
Writes the handover so nobody asks the employee twice, and the vendor case packet.
IT Security Triage Agent
Explains phishing, compromise and social-engineering signals for the security analyst. It never closes a case.
IT Problem Agent
Works out the root cause of a major incident from service health, alerts and tickets.
IT Change Agent
Drafts the change for the change advisory board: risk, steps, backout and tests.
IT Learning Agent
After a person resolves a ticket, drafts a knowledge article and lessons. A person approves them.
IT Notification Agent
Sends approval requests, CAB requests, major-incident updates and security alerts.
IT Desk Assistant
Phrases clarifying questions as the desk's rules direct.
IT Helpdesk Agent
Answers the IT team's questions about tickets, queues, changes and vendor cases.
Deal-to-Delivery Desk agents
Signed contract to delivery projectOctane Deal-to-Delivery Desk
Contract signed. Delivery ready. Every line quoted from the document and approved by a person.
Delivery Desk Orchestrator
Routes every request to the right agent: a new contract, a question about a draft, or a review decision.
Contract Ingestion Agent
Reads every page of a statement of work or quote and classifies it: type, customer, value, dates and term.
Document Understanding Agent
Extracts phases, tasks, budget, sales order lines, services and terms, each with a verbatim quote and a page.
Project Design Agent
Lays out the plan in the document's own order, with WBS codes, task templates, service lines and revenue models.
Reviewer and Approval Agent
Records each approval, edit and rejection from chat, and approves the project only when nothing is pending.
Octane Legal Desk
Twelve agents run the in-house legal front door, under Australian law in every state and territory. Agents find and quote, code decides what is allowed and when it is due, and lawyers own the advice.
- 01AskA question, an NDA, a contract or a letterEmployee
- 02Read and decideThe agent quotes, code decides and sets the deadlineCode
- 03Guidance or a touchless NDAApproved text, or e-signature in minutesAgents
- 04Playbook checkEvery clause quoted and checkedCode
- 05A lawyer decidesRedlines, matters and privacyPerson
- 06Sign and learnDelegations decide who signsAgent
Agents inside the Legal Desk
They work together on every request, so you see them in action in the Legal DeskLegal Intake Agent
Reads a request and any attached letter: what kind it is, the company, the jurisdiction, quoted dates, and whether advice is sought or a legal threat made.
Legal Guidance Agent
Picks the approved guidance that answers a general question. The employee sees the exact approved text, cited.
Legal Clause Agent
Quotes every clause of the other side's contract on Legal's 14 playbook topics, from Octane's point of view.
Legal Review Agent
Explains each deviation and red line for counsel, and drafts a polite note for the other side.
Legal Matter Agent
A neutral brief from a letter, claim or notice: parties, amounts, quoted dates and facts to check.
Legal Privacy Agent
Gathers the facts of a possible data breach. The Privacy Officer decides whether to notify the OAIC.
Legal Counsel Brief Agent
Drafts the letter instructing a panel firm, for the General Counsel to send.
Legal Learning Agent
When lawyers accept the same wording three times, drafts a playbook note for the General Counsel.
Legal Desk Assistant
Phrases clarifying questions as the desk's rules direct.
Legal Signature Agent
Sends the cleared document for e-signature. Its tool and the Contract Register re-check everything first.
Legal Notification Agent
Emails lawyers and signatories: assignments, P1 alerts and signing requests.
Legal Desk Agent
Answers questions about requests and matters, and keeps privileged matters to the people Legal names.