Automate financial workflows

Thousands of finance-specific workflows that leverage your existing data and processes.

A prompt calling an agent, with the agent menu open, on a green houndstooth ground.

Context that grows with your firm

Three pre-built agents: a CIM draft, a management presentation, and a comparable companies analysis.

Agent Library

Choose from hundreds of agents designed by financial practitioners to launch workflows spanning first-pass analysis, recurring monitoring, and more in one click.

A form for creating an agent, covering what it does, its output format, sources, and project access.

Agent Builder

Create new agents that understand your firm’s templates, conventions, and data sources and improve after every run.

A suggested list of agent tasks, some waiting for review and one set to run when new files arrive.

Proactive Agents

Always-on agents act as financial work changes: responding to breaking news, data room files, research updates, emails, transactions, earnings, and more.

People with access to an agent, with owner, edit, and view roles.

Sharing and Compliance

Share agents across your firm with built-in compliance controls that protect institutional knowledge and govern how each workflow is accessed and used.

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Intelligence

Automatically capture the knowledge and context behind your firm’s work.

Projects

Give your team and agents a shared workspace to execute financial work.

Watchtower

Meet regulatory requirements, manage spend, and track firm-wide usage.

Data

Connect to the data providers and systems your firm already runs on.

Accelerate your firm with Rogo