Offset, Inc.

Offset, Inc. , based in the US, develops AI-driven solutions to enhance financial modeling for institutions. Their innovative tools streamline live financial workflows, improving efficiency and accuracy for finance teams globally. Offset, Inc.

is a technology company focused on providing AI agents specifically for finance. Founded in 2024 in San Francisco, US, the company has executed a successful deal since inception. The firm was acquired by Rogo Technologies, Inc. in March 2026, a move aimed at integrating Offset's capabilities into Rogo's broader financial platform.

Offset specializes in self-improving AI agents tailored for finance, with their core product designed to function within live financial models. This advanced system automatically updates assumptions, restructures spreadsheets, validates logic, and executes analytical workflows, thereby meeting the high standards expected by professional finance teams. By integrating directly into existing financial models rather than operating alongside them, Offset offers a seamless user experience that enhances efficiency and accuracy. The company primarily serves institutional clients, including investment firms and corporate finance teams, who require reliable tools for comprehensive financial analysis.

Offset’s solutions are marketed globally, with particular emphasis on major financial hubs such as New York, London, and Singapore, where demand for sophisticated financial modeling tools is prevalent. Offset generates revenue through a subscription-based model, offering access to its proprietary AI-driven tools for financial modeling. Clients typically enter into annual contracts, allowing them to utilize Offset’s services across their teams for a set fee. This pricing structure is designed to accommodate varying levels of service, enabling organizations to scale their usage based on specific needs.

The flagship service, which integrates directly into clients’ financial spreadsheets, represents a significant portion of Offset’s revenue stream. By catering mainly to B2B engagements, the firm establishes ongoing partnerships with financial institutions, ensuring a stable flow of revenue through recurring subscriptions. The acquisition by Rogo Technologies, Inc. allows Offset to further develop its AI agents, enhancing the integration of these tools into financial workflows.

The company plans to expand its offerings, focusing on launching new features that will be released in 2026. Target markets for expansion include Europe and Asia, where there is increasing demand for advanced financial modeling solutions. The recent acquisition will enable Offset to leverage Rogo's resources to strengthen its position in these regions.