platform / 013

Introducing Sidetrade IQ: an agentic O2C intelligence platform we run inside first

published
09/09/2026
author
Sidetrade R&D
read
8 min
stack
Pydantic AI, Temporal

Sidetrade has spent fifteen years accumulating one of the largest Order-to-Cash datasets in the world. The next step is to turn that data into intelligence that works alongside finance teams: agents that chase, reconcile, brief and escalate, grounded in real O2C context and running on infrastructure we control.

This post covers the platform we are building to do that, the framework underneath it, and the two deployments of it that exist today: Aimie IQ for our customers and Sidetrade IQ for our own teams.

01 / the vision

Pillar #1 of O2C Intelligence 2030: the O2C Intelligence Platform

Our R&D vision to 2030 starts with one platform pillar, built on three commitments.

Three new AI products, one SAFE framework
Aimie IQ, the AI engagement and orchestration layer
A library of ready-to-deploy Aimie Agents
An Agent Builder Studio to build your own agents
Sovereignty
Deliver our own GPU compute
Run open-weight LLMs, fine-tuned for O2C use cases
Keep all data and intelligence private in our infrastructure
Deliver intelligence at a competitive €/Mtok
Build real O2C intelligence
Maximise our Data Lake advantage
Self-learning: community-built skills, memory and knowledge
An Intelligence Hub for vendor-specific intel such as scorecards
Launch an O2C Eval
fig. 1 — the three commitments behind the O2C Intelligence Platform pillar.
02 / the product family

Three products on one framework

Aimie Agents are ready to deploy for the repeatable work of collections — the first is the Aimie Cash Collection Agent. Customer Agents are the ones you build yourself in Agent Builder Studio, composed from skills and policies and published to the Agent Registry. Aimie IQ is the engagement and orchestration layer above both: one conversation that reaches skills, agents and actions.

The three are deliberately not separate products with separate runtimes. SAFE is the common foundation under all of them, which is what lets a skill built for one show up in another.

The product family. Aimie Agents: a library of ready-to-deploy agents for the repeatable work of collections, the first being the Aimie Cash Collection Agent. Customer Agents: built in Agent Builder Studio from skills and policies, then published to the Agent Registry. Aimie IQ: the engagement and orchestration layer, one conversation that reaches skills, agents and actions. SAFE is the common foundation under all three.
fig. 2 — the product family — Aimie Agents, Customer Agents and Aimie IQ, over SAFE.
03 / the enterprise foundation

SAFE: Agent Connect and the Agent Harness

Agent Connect is how work reaches an agent: the Agent Registry as the configuration model, an event router, the HTTP surface behind the Aimie IQ chat, and the Skills Registry of O2C skills.

The Agent Harness is what happens once it does: context assembled from O2C data, capabilities exposed as skills and sub-agents, reasoning on our on-premise LLM, tool selection over O2C actions, policy management with deterministic escalation, and audit and memory so the next run is better. Pydantic AI and Temporal sit underneath.

SAFE architecture. Agent Connect provides the Agent Registry as configuration model, an Event Router, an HTTP server for the Aimie IQ chat interface, and a Skills Registry of O2C skills. The Agent Harness provides context assembly over O2C data, agent capabilities as skills and sub-agents, agent reasoning on an on-premise LLM, tool selection over O2C actions, policy management with deterministic escalation, and audit and memory to improve the next run. Pydantic AI and Temporal sit underneath as base infrastructure.
fig. 3 — SAFE — Agent Connect, the Agent Harness, and the runtime beneath them.
04 / drinking our own champagne

Two IQs. A race to scale intelligence

The same platform runs in two places. Aimie IQ is the production deployment our customers use every day. Sidetrade IQ is the internal deployment: our teams and business power users build skills and agents, and use the chat for their own work.

Every skill we build for ourselves is one step closer to a skill for our customers.
Two deployments of one platform. On the production side, customers use Aimie IQ every day, with Agent Builder Studio producing Aimie Agents and Customer Agents. On the internal side, Sidetrade teams and power users build skills and agents and use the chat. Both run on SAFE and both feed a shared O2C Intelligence registry of skills, memory and knowledge, and agents and policies.
fig. 4 — two IQs over one shared O2C Intelligence registry.
SAFESidetrade Agentic Framework for Enterprise. The common foundation under all three.
Rapid scale

One declarative configuration approach. YAML defaults and custom agents through Agent Builder Studio.

Designed for enterprise

A custom framework on our on-premise LLM, with audit capability across agent execution.

Privacy and security first

Policy controls, guardrails and deterministic escalation. Every agent is validated against the OWASP Agentic Top 10.

05 / what it means day to day

Save hours every day

01
Hours back, every day

Sidetrade IQ takes the repeatable work so people can focus on judgement.

02
Agents built for the role

Agents for each role and workflow, learning from how they are used.

03
Connected to the tools people already use

Salesforce, Marketo, Oracle and the product knowledge base are reached through connectors.

06 / a system that learns

What scales what

The parts of O2C Intelligence do not grow on the same clock, and that is the point. Skills and memory scale with the user base. Agents scale with the product and the customers running it. Knowledge and the Data Lake scale as vendors are onboarded. Fine-tuned models scale with R&D.

Because all of them sit on one enterprise framework, growth in any one of them compounds into the others rather than forking into a second system to maintain.

What scales each part of O2C Intelligence between now and 2028: skills and memory scale with the user base, agents with product and customers, knowledge and the Data Lake with vendor onboarding, and fine-tuned models with R&D — all on a common enterprise framework.
fig. 5 — a system that learns — what scales each part of O2C Intelligence.
agentic-aiplatformsafeorder-to-cash
RD
written by

The platform and AI engineering teams building the O2C Intelligence Platform, Aimie IQ and SAFE.