AI teammates that do recurring business work with approvals, budgets, and receipts
Stage
Not given
MVP
Founded
Not given
2025
Based in
US
Not given
Pricing model
Not given
Freemium
Pricing
Not given
Free: 1,000 credits (one time), no card required. Pro: $29/month with 10,000 credits monthly. Team: $99/month with 35,000 credits monthly. Enterprise: from $1,500/month. Credits cost $0.001 each; typical costs are 6 credits for a chat message, 3 credits for a background task run, 15-60 credits for d
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
Agents run per task on demand with no servers to manage
Every tool call is policy-checked with a receipt
Approvals for third-party reach, deletion, and untrusted content
Credential vault where the model only sees a handle, never a key
Sandboxed code execution with deny-all egress by default
Web chat on every plan; Slack and email on Team plan
Per-agent budgets with work metered in credits
Workspace export with activity log on Team and Enterprise plans
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
Security and cost controls built in by default, not enterprise add-ons
Idle agents cost nothing; work runs on demand then stops
A standing team you can see with receipts for every action
Built for work you have to answer for with approvals and audits
Finpilot
OpenLegion