| What it does | Collaborative Intelligence for Finance
| Your data, finally readable.
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
| US
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| Pricing model | Not given
| Freemium
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| Pricing | Not given
| Free: 3 pages, 5 data sources, all chart types, public sharing links, manual refresh. Pro: $19.99/month or $215.99/year for 25 pages, 25 data sources, custom domain, priority support (12h), early access to new features.
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| Key features | - DCF and relative valuation models computed on demand
- Options structuring with live chain data
- SEC filings and financial statements analysis
- Background research agent for sourced answers
- Workflow automation with approval gating
- Voice-driven research in multiple languages
- Live market and economic data access
- Real-time shared canvas with synchronized state
| - Connect CSV, Google Sheets, REST APIs, Airtable, Notion, Excel, JSON, PostgreSQL, MySQL, and HubSpot
- Drag-and-drop no-code editor with templates
- 9 chart types: bar, line, area, pie, scatter, grouped, stacked, and multi-series
- Embed anywhere with one-line iframe code
- Live data sync - pages update automatically when source changes
- Custom domain support for branded client-facing pages
- Customizable fonts, colors, and logo for white-label branding
- API credentials encrypted at rest using AES-256
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| What makes it different | - Single shared canvas where people and AI work on the same problem in real time
- Financial work unified in one place instead of scattered across terminals and vendors
- Built-in video, audio and screen sharing with no separate meeting link
- Transparency about computational capabilities and limitations
| - No credit card required for free tier - 3 pages forever
- No AI writing numbers or hype - just your data looking good
- Projected 3× faster status reporting vs. writing update emails
- Clients see live data without needing an account or login
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 1 ▲ +1 (up) since last check | Not checked yet ● no change since last check |
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| Trust Flow (Majestic) | 21 | 2 |
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| Citation Flow (Majestic) | 34 | 12 |
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| Referring domains (Majestic) | 14 | 9 |
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Purifi
Whizard