Products
Two products. One available now, one built for what comes next.
Peer Tax Disclosure is live today, built from SEC filings. Octopus Finance Intelligence is the autonomous finance and tax platform in development — eight modules, one operating model.
Available now
Peer Tax Disclosure →
A monthly intelligence brief that mines SEC filings — 10-K, 10-Q, S-1, CORRESP and UPLOAD — across a defined technology and AI peer universe, and reports the tax positions companies are actually taking, in their own filed language.
Standard
One sector, one revenue band. All 13 components, every monthly issue. Current-period tables.
Executive
Every sector and revenue band. Historical trend series. Custom peer sets. Board-ready one-pager exports.
Coming soon
Octopus Finance Intelligence
An autonomous finance and tax platform — eight modules, each built to run a specific finance or tax function continuously rather than as a one-time engagement.
OFI Pre-IPO Finance Readiness
Autonomous IPO readiness engine:
- SEC compliance checks
- Revenue recognition validation
- Equity plan readiness
- Tax exposure mapping
- IPO readiness scoring
OFI Finance Function Diagnostic
Full diagnostic of the finance organization:
- Process mining
- Control gap detection
- Benchmarking
- Automation opportunity mapping
- Finance maturity scoring
OFI CFO Tax Optimization
Continuous tax optimization:
- Nexus detection
- Tax position mapping
- Scenario simulations
- Optimization recommendations
- Automated tax engine updates
OFI Cash & Treasury Optimization
Autonomous treasury management:
- Cashflow forecasting
- Liquidity optimization
- FX risk modeling
- Banking strategy
- Automated treasury actions
OFI AI Finance Transformation
AI-native finance operating model:
- Workflow redesign
- Autonomous process creation
- Governance framework
- AI training curriculum
- Finance operating model transformation
OFI Global Equity Compensation Review
Global equity compliance and optimization:
- Equity plan mapping
- Jurisdiction tax rules
- Compliance risk detection
- Plan redesign recommendations
- Employee-level tax optimization
OFI Digital Asset Finance & Tax Readiness
Crypto and digital asset finance engine:
- On-chain ingestion
- Token classification
- Digital asset tax mapping
- Custody and valuation risk detection
- Digital asset ledger generation
OFI Tax Risk & Controversy Diagnostic
Autonomous tax risk detection:
- Risk graph mapping
- Anomaly detection
- Audit likelihood scoring
- Controversy documentation
- Remediation planning
Interested in early access to a specific module? Get in touch and we'll let you know when it's available.