AgentXExperts

AI expertise for business, counsel & investors

Put AI to work.
Keep people
in control.

Safe AI use. Practical adoption. Independent expert testimony. Connect business priorities, financial analysis and working technology—with clear ownership and measurable results.

Explore our expertise Our approach to agentic AI
From policy to everyday practice

Define the boundaries

Clear rules, accountable owners
and human oversight.

Make it useful

Working solutions, capable teams
and measurable objectives.

Explain the evidence

Independent analysis that connects
technical detail to the decision.

Who we serve

  • Law firms
  • Banks
  • Wealth & asset managers
  • Insurers
  • Other financial services
  • Investors

Use AI with purpose.
And sound judgment.

Three leading offerings, grounded in financial expertise, model validation and practical AI development.

Safe AI use

Give your teams clear rules, permissions and human oversight so useful AI can operate with appropriate controls.

Explore the practice

AI adoption & implementation

Prioritize business value, implement practical AI workflows and equip your people to sustain measurable improvements.

Explore the practice

Expert testimony

Independent analysis of AI-assisted decisions, financial models and valuations for counsel and dispute teams.

Explore the practice

Supporting financial expertise

Model developmentIndependent model validation

Adoption and oversight.
Designed together.

Start with the business priority. Simplify the workflow, define who owns the result and equip the team to use it. Expand when evidence supports the investment.

Our approach to agentic AI

Measure the value.
Then decide what scales.

Oabo Scorecard, built by our founders, is the measurement accelerator we bring into engagements: AI costs across vendors, the work AI supports, and benefit evidence with a review status, in a monthly report finance can review. Cash returns and capacity hours stay separate. We use it because it is the best tool for the six jobs measurement has to do.

Tablet, laptop and phone in an angled CSS-3D perspective composite showing the ledger, the record and the public site.
One record, three surfaces. Illustrative sample data.

Our measurement accelerator

Oabo Scorecard: finance-reviewable AI investment reporting