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
Contact for pricing
Freemium
Pricing
Not given
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
AI voice agents for inbound and outbound calls
Omnichannel messaging across iMessage, WhatsApp, SMS, and email
CRM integration and pipeline management
Appointment scheduling and booking
Automated workflows and routing
RevDesk Managed service for lead generation and qualification
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
AI agents trained on what buyers actually do, not just how to sound good
Customer data never trains other companies' models, only yours if you opt in
iMessage and WhatsApp convert 3–4× better than plain texts
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
RevDesk™