Autonomous AI research agents that deliver scheduled briefings on SEC filings, earnings, and market data with cited sources
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
US
Pricing model
Freemium
Freemium
Pricing
Team Plan: $12 per seat per month or $10 per seat per month (paid yearly). Business Plan: $15 per seat per month or $12 per seat per month (paid yearly) with minimum 10 seats. Enterprise Plan: Contact us.
Free tier available. Pro: $29/month with 7-day free trial, up to 7 Active Agent Slots (1 hourly plus 6 daily). Ultra: $89/month with up to 21 Active Agent Slots (3 hourly plus 18 daily). Max: $199/month with up to 42 Active Agent Slots (6 hourly plus 36 daily).
Key features
Real-time search across all company apps
Natural language question understanding
Source citations and knowledge base references
Custom AI bot creation for specific use cases
Slack and browser integration
Permission-based access control
Instant setup without data indexing
Multilingual support
Multiple LLM model options
Wide integration ecosystem
Scheduled autonomous agents running on daily or hourly schedules
Live market data with interactive price and volume charts from one day to five years
Earnings call transcripts with key metrics including revenue, margins, segment results, and management guidance
SEC EDGAR filing analysis and citations
Macro data from FRED with year-over-year and month-over-month comparisons
Earnings call transcript search by meaning and theme tracking across companies
Market screening and ranking across S&P 500 stocks
Prediction market data from Polymarket on upcoming events
Multi-channel delivery via email, Discord, in-app, and SMS notifications
Open API for integration with external agents and workflows
What makes it different
No data duplication or indexing required for instant setup and maximum security
Customizable AI for every team and use case
Enterprise-grade security with minimal data handling
Reduces internal question overhead significantly
Every claim in research briefings is linked to and cited from original sources
Scheduled agents run autonomously to deliver briefings before you ask
Uses live real-time data rather than trained knowledge, unlike ChatGPT
Open API allows any external agent to access grounded market research
Integrates with agent workflows via FN2 plugin for autonomous research desk management
Dashworks