Two engineers pairing at a laptop
What we do

Agents that reach production, not demos.

Impressive demos rarely survive contact with operations.

Autonomous systems that plan and act across your operations, from task automation to multi-agent orchestration. Deployed with human-in-the-loop controls, governance and production monitoring.

Reads from
HubSpotDocuSignSage IntacctMicrosoft 365
Agentic automationRuns onClaudeDatabricks
Partner reviews and sendsProposals in a quarter of the timeAccounting and advisory firm · writing a client proposal
We build on
ClaudeDatabricks
Runs in your cloud
AWS
Azure
SOC 2 Type II

Where this sits in the three stagesBuilt inside Stage 2, Build; scoped in Assess.

What we build

Real work, done at machine speed.

Agents that complete real multi-step tasks across your systems, measured against the work they replace.

  1. Finance and back-office automation

    Close, reconciliation, and AP and AR workflows with audit trails.

  2. Customer service agents

    Agents that resolve tickets end to end, with handoff to humans.

  3. Document processing and extraction

    Read, classify and act on contracts, claims and filings.

  4. Operations and supply chain agents

    Monitor, decide and act on exceptions across the chain.

Client workflows

Workflows we have moved.

Accounting and advisory firmProfessional services

Proposals in a quarter of the time

Writing a client proposal

Before60 min
After15 min
Partner drafts scope from the last similar deal
Agent pulls scope and pricing from past engagements
Associate rebuilds pricing in a spreadsheet
Drafts the proposal in the firm template
Admin formats and sends
Partner reviews and sends
Reads fromHubSpotDocuSignSage IntacctRuns onClaude
Case study
Private equity firmConsumer-focused fund

CIM review cycles 4x faster

Reviewing a confidential information memorandum

BeforeDays
AfterHours
Analysts read each CIM end to end
Agent extracts terms, financials and risks
Key terms re-keyed into the model
Populates the model and flags gaps
Team of 70 works the queue
Ten analysts review the exceptions
Reads fromPitchBookIntapp DealCloudDatasiteRuns onClaudeDatabricks
Case study
Accounting and advisory firmProfessional services

Client onboarding in half the time

Onboarding a new client

Before30 days
After15 days
Engagement letter drafted by hand
Agent generates the letter from the signed proposal
Systems access requested one ticket at a time
Provisions access and files across systems
Kickoff scheduled by email chains
Partner approves; the calendar fills itself
Reads fromDocuSignSage IntacctHubSpotRuns onClaude
Case study
Private equity fund$2B AUM

A 100-page CIM in under five minutes

Screening inbound deals

Before4 to 6 hrs
After5 min
Associate reads the 100-page CIM
Agent reads and scores the CIM on 50 variables
Builds a first-pass thesis by hand
Drafts the thesis and comps
60% of the week goes to admin
Deal team decides which to pursue
Reads fromIntapp DealCloudSnowflakedbtRuns onClaude
Case study

We build agents on the models and lakehouse your security team already approves, with the controls to run them safely.

We build on
  • Claude
  • DatabricksDatabricks
  • HubSpot
  • DocuSign
  • Sage Intacct
  • Microsoft 365
  • PitchBook
How it is governed

Autonomy with controls, in production.

Agentic AI is easy to prototype and hard to operate. The gap between a demo and a system you can run in production is governance, reliability and the discipline to keep a human in the loop where it matters.

  1. Human in the loop

    Approval gates, guardrails and escalation paths, so people stay in command of consequential decisions.

  2. Evaluation and monitoring

    Evaluation suites, tracing and monitoring that prove an agent works, and keep proving it after launch.

  3. Decision records

    Continuous checks with reviewable, defensible decision records.

  4. Deliberate autonomy

    We meet you at the right level of autonomy and progress deliberately, never shipping autonomy before the controls are ready.

Questions

Common questions.

What does Blue Orange mean by agentic automation?

Autonomous systems that plan and act across your operations, from task automation to multi-agent orchestration, deployed with human-in-the-loop controls, governance and production monitoring. The aim is agents that reach production, not demos: agents that complete real multi-step tasks across your systems, measured against the work they replace.

What kinds of AI agents does Blue Orange build?

Four kinds. Finance and back-office automation: close, reconciliation, and AP and AR workflows with audit trails. Customer service agents that resolve tickets end to end, with handoff to humans. Document processing and extraction that reads, classifies and acts on contracts, claims and filings. Operations and supply chain agents that monitor, decide and act on exceptions across the chain.

How does Blue Orange keep AI agents safe in production?

With approval gates, guardrails and escalation paths, so people stay in command of consequential decisions. Evaluation suites, tracing and monitoring prove an agent works and keep proving it after launch, and continuous checks leave reviewable, defensible decision records. We never ship autonomy before the controls are ready.

Why do most AI agent projects stall after the demo?

Agentic AI is easy to prototype and hard to operate. The gap between a demo and a system you can run in production is governance, reliability and the discipline to keep a human in the loop where it matters. We meet you at the right level of autonomy and progress deliberately.

Which stage includes agentic automation?

Agentic automation is built in Stage 2, Build, and scoped in Stage 1, Assess. We build on Claude and Databricks: agents run on the models and lakehouse your security team already approves, with the controls to run them safely.

Has Blue Orange put AI agents into production?

Yes. For a private equity deal team we built CIM review on Claude on Databricks, a Level 3 (L3) system: 4x faster CIM review, manual processing down 75%, and the analyst queue cut from 70 to 10.

Next step

Put agents to work, safely.