INTEGRATIONS

Plug AI into your own data &
100+ integrations.

Pre-built connectors for the tools your firm runs on. Two-way sync, scoped to permissions , no migration, no manual exports. Custom API connections for everything else.

FEATURED CONNECTORS

Connected, not migrated.

Microsoft 365
Google Workspace
Slack
Teams
SharePoint
OneDrive
Salesforce
HubSpot
DealCloud
PitchBook
Databricks
Box
LinkedIn
Claude
ChatGPT
Gemini
Perplexity
QuickBooks
NetSuite
Notion
ClickUp
Zapier
Cal.com
Grata
Calendly
Yardi
SEC EDGAR
OpenBB
Capital IQ
AlphaSense
Bloomberg
FactSet
Preqin
Affinity
Allvue
Dynamo
Cohere
Qdrant
Zoom
DocuSign

Plus hundreds more through the connector framework , CRMs, file systems, market data (Grata, PitchBook, BigData.com, OpenBB's 90+ providers), and enrichment providers. Ask about your stack →

YOUR DATA, YOUR INFRASTRUCTURE

Nothing moves

Your files stay on your infrastructure. the platform holds only the parsed, indexed representation in a secured private environment , no training on your data, ever.

PERMISSIONS-FIRST

Scoped to every user

ACL-scoped connector RAG: retrieval across documents, systems, and databases is always filtered by the user's access rights before anything is returned.

TWO-WAY BY DEFAULT

Sync, not export

Bidirectional sync and import included with native integrations , pipeline stages, contacts, and documents stay current on both sides.

See your stack connected, live.

Book a working session , we'll connect a sample of your real data and show you the retrieval brain answering with citations.

Request a working demo

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