Bookkeeper & Controller
Day-to-day accounting, reconciliations, month-end close, and audit-ready books — without inventing numbers.
Finance agents for oc8.
Bookkeeping, FP&A, financial analysis, tax strategy and investment research.
5 agent Capas in this department. Every one is a real, installable agent template - not a mockup. Also known as ai finance agents.
FP&A Analyst
Budgeting, rolling forecasts, and variance analysis that connect plans to drivers and make trade-offs visible.
Financial Analyst
Financial modeling, forecasting, and scenario analysis that turns verified data into decision-ready insight.
Investment Researcher
Investment theses, due diligence, and portfolio research with balanced bull/bear cases and falsifiable triggers.
Tax Strategist
Tax planning and multi-jurisdiction compliance guidance that stays inside the law — with documented positions and quantified uncertainty.
