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Occam
The Intelligent Automation Engine for Finance

What is Occam?

Occam provides an intelligent automation engine designed specifically for finance. It is capable of generating and running complex automations that require manipulating large amounts of data, incorporating human-in-the-loop capabilities, and adaptive runtime planning. The system offers a web-app for connection, a multi-agent reasoning engine for generating automation proposals and an SDK for embedding and management capabilities.

Occam's dynamic planning features allows real time automation adjustments, ensuring resilience against failures. It is fully executable with options for monitoring and modifications using the web application or SDK. It offers management capabilities via an automations catalog and an API dashboard.

Features

  • Connect: Connect data and integrations, setting automation goals through a web-app.
  • Generate Automations: Review, adjust, and publish agent-generated automation proposals.
  • Run Automations: Execute distributed automation runs, with supervision and modification options.
  • Embed Automations: Natively embed automation run triggers within your software or data pipelines using Occam SDK.
  • Dynamic Planning: Adjust automations at runtime with end-user approval.
  • Manage Automations: Track automation runs, API usage, and performance.

Use Cases

  • Generating financial reports.
  • Automating data reconciliation.
  • Managing complex financial workflows.
  • Embedding financial automations within existing software.
  • Streamlining financial data processing.
  • Optimizing financial operations.

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