Built for firms.

When you need this

• Advisory firms with multiple advisers and a book of clients, where each adviser should only act on their own clients.
• Platforms building agentic finance on top of AC — your customers are our customers, but you’re the operator.
• Enterprises with compliance officers, internal audit teams, and SSO requirements that the individual product can’t meet.

The tenancy model

An Organization owns members, agent keys, and an audit feed. Members are joined via an OrganizationMember row that carries a role. Roles map to permission sets in code (see Roles & permissions). Agent keys can be minted at the user level (acts for that user) or at the org level (acts for the firm as a service account).

What changes vs. individual

• Agent keys can be org-scoped. Set organizationId on a key and it acts under the org’s permissions, not the minting user’s.
• Per-key policy constraints. Hard caps on amount, asset allowlists, time windows, daily call limits — all evaluated server-side on every call. See Per-key policy constraints.
• Adviser client books. An adviser role carries a clientBookUserIds list — every query for clients narrows to that book at the row level, so an adviser literally cannot see clients they aren’t assigned to.
• SSO + SCIM. SAML or OIDC for sign-in, SCIM for user provisioning. See SSO & SCIM.
• Audit segregation. Org-originated calls land in a feed scoped to the org. Compliance officers can export across the org without seeing individual users’ non-org activity. See Audit segregation.

Pricing

Per-seat with a base tenant fee. Self-serve provisioning isn’t available — orgs are provisioned by our team after a short evaluation. Reach out via Contact sales.

Availability

• Schema + RBAC: live in production. Org tables exist; roles enforce permissions on every call.
• Per-key policy constraints: live in production. Evaluated on validate and propose.
• SSO (SAML/OIDC): scaffold ships; per-org provider config is concierge-onboarded today.
• SCIM 2.0: scaffold ships; full endpoint coverage is in progress.
• Org-scoped audit: live. Org-scoped export is in progress.