o11
o11 is an AI workspace integrated into Microsoft 365 designed to enhance productivity for capital markets firms.
Free + paidWebExcelWord
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o11 is an AI workspace integrated into Microsoft 365 designed to enhance productivity for capital markets firms. It provides native AI agents that generate professional slide decks from outlines with smart styling, automate complex financial model building and data analysis, and analyze thousands of documents simultaneously with unlimited context and full citations. Targeted at finance professionals and analysts, o11 transforms existing tools into a dynamic knowledge layer. Pricing is not publicly listed.
Key features
- Automated slide generation from outlines with brand styling
- Automated financial model building and error detection
- Analysis of thousands of documents with unlimited context and citations
Pricing
Use cases
- Generating pitch decks instantly from research outlines
- Automating data cleaning and financial model auditing
- Searching and citing information across massive data rooms
Who it is for
Capital markets firmsfinance professionals
Integrations
Microsoft ExcelMicrosoft PowerPointMicrosoft WordOutlookGoogle DriveBoxDropboxPitchBookCapital IQFactSetDatasite
Tags
RAG
How we verified this
Company, pricing, and feature details come from the primary sources below and our latest verification pass. When sources disagree, the official source and the most recent check win.
Last verified 08/30/2026Verified sources: 1
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