o11 - 2026 Pricing, Features, Reviews & Alternatives

o11 is a cloud-based AI agent execution layer that operates natively inside enterprise applications, including Excel, PowerPoint, Word, Google Docs, Google Sheets, Google Slides, Salesforce, HubSpot, SAP, AWS, and Microsoft Dynamics 365. Rather than routing work through a separate chat interface, o11 deploys in-app AI agents that create, edit, analyze, and automate tasks directly within the tools enterprise teams already use. Delivered as native integrations and add-ons across Microsoft 365, Google Workspace, and major enterprise SaaS platforms, o11 also provides a web dashboard for broader workflow management.

Designed for knowledge workers in financial services, investment banking, private equity, capital markets, insurance, FP&A, corporate finance, strategy, corporate development, operations, marketing, and sales, o11 addresses the full analysis-to-deliverable pipeline. Agents perform workbook-aware spreadsheet analysis across sheets, named ranges, and formulas; draft and edit documents and memos; build and edit slide decks using existing brand templates; update CRM records and manage pipelines; and execute agentic workflows organized into project spaces with uploaded files, templates, and connected content. Live data connections between Google Sheets and Google Slides or Docs keep presentations and documents current as source data changes.

o11 enforces source traceability by linking all generated outputs back to origin files, supporting audit and governance requirements in regulated industries. Agents operate under each user's existing security role and permissions, removing the need for a dedicated data engineering team. A firm-specific AI data warehouse architects and maintains itself across approved systems, providing permissioned context to all AI tools. A quality control and review layer allows human review and final judgment before any output is delivered, keeping teams in control of AI-generated analyses, drafts, and presentations.