Oracle's agents run your Fusion. Diligeo runs everything else.
One partner for the complete AI-enabled finance function. We activate the AI agents Oracle already gives you, build custom agents in Oracle AI Agent Studio, and deploy Diligeo — our own platform — for everything Oracle can't reach: the bank and government portals, the non-Oracle systems, the on-premises estate, and the audit trail across all of it.
Oracle Prebuilt ERP Agents
Payables · Ledger · Expenses · Payments, inside Fusion
Included with Fusion — we activate & tuneEPM AI & EPM Agents
Planning Agent · Predictive Planning · Narrative GenAI
Included with EPM — we enable & embedOracle AI Agent Studio
Custom agents built inside Fusion for API-reachable work
Tool is free — our engineering is the serviceDiligeo — the Caresoft platform
Portals · any ERP · on-prem EPM · cross-system evidence
Beyond everything Oracle can reachThe mandate is clear. The trap is picking the wrong shape of solution.
Your board expects measurable AI in finance this year. The market is loud, and most vendors sell only half of what you need.
Everyone sells "finance AI"
Most pitch either Oracle's agents with a markup, or a proprietary platform that quietly competes with capability Oracle already gives you free.
Half the work lives outside Fusion
Bank portals, state and customer portals, SAP and NetSuite subsidiaries, on-prem HFM, and audit evidence — no embedded ERP agent can reach any of it.
One-layer vendors leave gaps
Buy only Oracle and the boundary work stays manual. Buy only a platform and you pay for what Oracle includes. You need both, sequenced honestly.
We meet your finance function wherever the work lives
Three layers are Oracle's own AI, delivered by Caresoft. The fourth is ours, for everything Oracle can't reach — same team, same governance, one roadmap.
Oracle Prebuilt ERP Agents
Payables, Ledger, Expenses, Payments, Collections — invoice processing, GL monitoring, expense automation and payment optimization, inside Fusion Cloud ERP.
EPM AI & EPM Agents
Planning Agent, Predictive Planning, IPM Insights and Narrative Reporting GenAI — budgeting, forecasting, variance root-cause and management commentary, inside EPM Cloud.
Oracle AI Agent Studio builds
Custom agents built inside Fusion for API-reachable work — vendor-master validation, credit-review prep, access recertification, driver-data collection. Publishable to the Fusion AI Agent Marketplace.
Diligeo — the Caresoft AI Agent Platform
Governed agents, single-tenant in your Azure subscription, for everything Oracle can't reach: bank & government portals with no APIs, non-Oracle ERPs, on-premises EPM, and hash-chained evidence across all of it.
How we route every process
One decision chain, applied with you in the open — including when the answer is "use the free one." Recommending Oracle's free layers first is exactly why our platform recommendation is credible.
Proven starting points, sequenced so early wins fund the rest
Bank-to-GL reconciliation
Every bank, including the portal-only ones, reconciled by 6:45 AM with a complete evidence trail.
Bank fee validation
Every analysis statement checked against your negotiated schedules — 3–8% typical recovery.* Often self-funding.
EPM-to-ERP tie-out
Prove FCCS/Planning ties to your SAP, JDE or NetSuite source every cycle, with a certificate per entity.
Audit evidence & PBC
The request list fulfilled from across your estate, hash-chained — PBC weeks become days.
* Typical for this automation class. Your proof of concept is measured against your own baseline, with exit criteria we write together before starting. Twelve use cases are catalogued in full; these four are the most common starting points.
Not ready to talk? Take the thinking with you.
AI for the Office of the CFO — the complete five-part series in one practitioner's field guide. The honest version: what's free, where your ERP's reach ends, why evidence is the product, and how to start without betting the close on a demo.
- Why "where do we put AI?" is the wrong first question
- The free Oracle AI most teams haven't switched on
- The Oracle Boundary — a lens you can apply this afternoon
- The four questions to evaluate any finance-AI vendor
- A route-prove-scale method for a low-risk first step
Your download is starting.
If it doesn't begin automatically, download the field guide here. We've noted your request — expect at most one follow-up, and only if it's useful.
Built for the most skeptical room in the company
Governance is roughly 80% of the platform's engineering. Every claim here is demonstrable live to your security and audit teams before any commercial conversation.
Your tenant, your keys
Single-tenant in your Azure subscription. Your network, your encryption keys, your SIEM. Data never leaves; models never train on it.
Secrets it never sees
Credentials live in your Key Vault. Portal logins complete before the AI is involved — the password is gone from memory when the model takes over.
Autonomy is earned
Tiers T0–T3 per workflow, promoted only on a quantitative scorecard. Payments and journal postings stay human — by architecture, not policy memo.
Audit-ready always
Every action screenshot-logged and hash-chained into immutable storage. Any run exports as a regulator-ready case file in one click.
Judge evidence, not slides
Low-risk entry, evidence-based decisions at every gate. Our standard motion is co-invested, with exit criteria in writing and your auditors invited.
Co-invested POC
One workflow end-to-end in a sandbox — portal lane, evidence chain, one live approval. Exit criteria written and signed before we start.
Production pilot
Hardened to production plus two or three more use cases. Your own internal audit walks one run end-to-end from the console — that walkthrough is the exit gate.
Scale in waves
Fixed-fee expansion along the catalogue, each wave a separate decision made with the previous wave's scorecard in hand. No enterprise commitment on day one.
You're never locked in — the platform runs in your Azure tenant, and your data and evidence stay yours in open formats.
The depth that makes AI safe, and the honesty that makes it trustworthy.
Our first recommendation will be something you already own for free. Everything after that is why you'll want the rest from us.
in Oracle EPM & finance transformation — the domain depth that makes agents safe
certified discipline your security and procurement teams can verify
delivery across hospitality and financial services, on fixed-fee terms
diverse-owned, with active NY & NJ MSDC engagement
Let's map your AI-enabled finance function.
Two to three weeks. We map your processes across all four layers and hand you a roadmap with business cases built on your numbers — low cost, and no commitment beyond it.
CFO AI Readiness Assessment
Your process map across all four layers, with sequencing and business cases. The universal first step.
Request the assessment