whereismyai
Rogo
Rogo is an artificial intelligence platform for financial institutions that executes workflows and builds models.
Rogo is an artificial intelligence platform built for financial institutions, investment banks, and finance teams. It features AI agents that execute end-to-end financial workflows across deals and investments. The platform integrates directly with internal systems such as SharePoint and CRM, alongside financial data platforms, filings, and proprietary sources. It produces institutional outputs including auditable Excel models, investment memos, diligence materials, and slide decks. Every deployment is bespoke and combines enterprise-grade security with white-glove partnership from former finance professionals.
Rogo at a glance
- Best for: Finance, Researcher, Founder
- Pricing: Paid, custom plans
- Released: February 2022
- Category: AI research tool
- Website: rogo.com
Key features
- Executes end-to-end financial workflows
- Integrates with SharePoint and CRM systems
- Connects to market data, filings, and research
- Generates auditable Excel models
- Produces investment memos and diligence materials
- Builds slide decks for financial presentations
- Provides bespoke enterprise deployments
Use it for
- Building auditable financial models in Excel
- Drafting investment memos and diligence materials
- Creating professional slide decks for deals
- Querying financial filings and proprietary data sources
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- Finbar — Provides global fundamental data and AI tools that integrate into Excel.
- AI Berkshire — It forces clear conclusions with specific price ranges and multi-agent debate.
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