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Rogo Platform

Rogo is an AI platform for financial institutions that supports research, workflow automation, data analysis, and document creation.

Rogo Platform

Rogo helps bankers, investors, and financial-services teams work with internal documents, filings, market data, research, and other connected sources. It provides auditable answers, financial workflows, AI tables, document interrogation, and outputs for reports, presentations, Excel models, and other materials.

The platform supports firm-specific workflows, custom-trained models, governance controls, single-tenant deployments, and guided implementation. It is positioned for enterprise use rather than general personal use. Public self-serve pricing was not available on the pricing page reviewed.

Features

  • Search and analyze internal documents, filings, market data, and research
  • Create firm-specific workflows for research, analysis, and reporting
  • Use an AI table interface to sort, filter, and update structured data
  • Generate reports, summaries, presentations, and other financial materials
  • Interrogate proprietary documents with transparent, auditable sources
  • Connect to internal systems and external financial data providers
  • Apply role-based permissions, audit trails, and governance policies
  • Deploy custom-trained models in a single-tenant environment

Use cases

  • Analyze earnings and comparable-company data
  • Prepare meetings, company profiles, and financial sponsor overviews
  • Research public and private companies across filings and market data
  • Create investment memos, diligence materials, reports, and presentations
  • Automate recurring financial research and reporting workflows
  • Proofread presentation decks and other work products

Pros

    Cons

      Capabilities

      • Meeting notes — “Compliant AI notetaking that safely turns meetings into reusable context for your firm.” source
      • Searches your work — “Searching previous deals” source
      • Automations — “Execute end-to-end financial workflows using hundreds of purpose-built financial agents” source
      • AI agents — “Execute end-to-end financial workflows using hundreds of purpose-built financial agents” source
      • Connects your apps — “Secure connections across your firm's systems, data, and knowledge.” source
      • Admin controls — “Govern models, spend, permissions, and policies in one place to deploy AI safely at scale.” source

      Get it

      Security

      • GDPR — “Compliant With Industry Standards SOC2 CCPA ISO 27001 GDPR” source
      • Not trained on your data — “We never use your private data to train or update our models.” source

      Pricing

      Prices checked
      2026-10-24
      Official website