AI Workforce platform for enterprise IT service management and automation
Stage
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Founded
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Based in
US
US
Pricing model
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Paid
Pricing
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Professional plan: starts from $25,000/year with 25,000 credits, 2 AI Coworkers. Business plan: flexible pricing sized to business needs with 5 AI Coworkers. Enterprise plan: custom contract with volume discounts and 10 AI Coworkers. Outcome-based pricing available: Knowledge Support at $1 per outco
Key features
AI-powered document chat interface for instant analysis of manager documents and internal memos
Automated report generation with AI agents for complex background tasks
Automatic data extraction from financial documents
Matrix tool for side-by-side comparison of managers and funds
AI Research Hub for zero-effort document organization and management
Actions and alerts for continuous monitoring of document changes
Integration with Backstop, Dynamo, Bipsync, Salesforce and other institutional systems
100% verifiable outputs with precise citations to source documents
SOC 2 Type II compliance for enterprise-grade security
Strict data segregation ensuring client data remains confidential
AI Coworkers with role-based capabilities for IT operations and service delivery
Identity and access provisioning automation
Integrations with ServiceNow, Jira, Okta, Workday, and 100+ apps
What makes it different
Purpose-built for allocators and wealth managers unlike generic AI tools
Processes thousands of documents at scale far beyond generic AI tools
Eliminates manual data entry with AI-native CRM that builds records from documents
Customizable to organization's workflows, templates, and investment processes
AI Coworkers own complete job roles, not just individual tasks
Flexible outcome-based pricing aligned to business results
Full AI Workforce governance with control plane and role-based access
Finpilot
Atomicwork