List your company

Workflows

Workflow automation · by Model ML

Automates end-to-end workflows for client-ready documents, decks, and financial models.

Visit website

Where it ranks

Current edition · updated Oct 20, 2026

What it does

Automates end-to-end workflows for client-ready documents, decks, and financial models. Triggers manually, by schedule, or in response to events. Pulls from external providers like PitchBook, FactSet, and Capital IQ alongside internal sources like SharePoint and DealCloud.

  • Investment Banking
  • Consulting
  • Private Equity & Credit
  • Asset & Wealth Management
Category
Workflow automation
Built for
Financial services and insurance, Professional services
Users
Investment Banking, Consulting, Private Equity & Credit, Asset & Wealth Management
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

Pricing isn't published

Model ML doesn't list prices publicly. Ask them for a quote.

Security and compliance

As reported by Model ML. Ask for audit reports before you buy.

  • ISO/IEC 27001Certified
  • SOC 2 Type IICertified
  • TLS 1.2 encryption in transit
  • AES-256 encryption at rest
  • Siloed storage available, 100% isolated from Model ML and other customers
  • Data never used to train Model ML models
  • SSO support via SAML and OIDC with JIT provisioning
  • IDP-initiated and SP-initiated SSO supported
  • Domain claim enforcement
  • MFA supported
  • Passwordless logins with email authentication by default
  • Enterprise Plan customers can use a chosen SSO identity provider
  • Deployment to customer infrastructure available
  • Employee background checks and confidentiality agreements
  • Mobile device management (MDM) with hard-drive encryption and anti-malware
  • Document access restricted to owner and explicitly shared users
  • Integrations via separate applications with minimum necessary permissions

Reviews

No reviews yet

Reviews come from people who use Workflows at work. Share how your team uses it to help other buyers decide.

Write a review

Alternatives

See the full ranking

  • Basis

    AI agents built specifically for accountants; a SaaS platform that executes end-to-end accounting workflows and delivers output ready for review.

    #1 in Orchestrate workflows

  • Workup

    by Andco

    Automates pre-litigation workup by retrieving police reports, accident reports, opening insurance claims, and collecting medical records and bills across fax, email, mail, web,...

    #2 in Orchestrate workflows

  • Wrike

    AI-powered enterprise work management platform that scales what teams and AI agents can deliver, providing shared intelligence, structure, and accountability for complex work.

    #3 in Orchestrate workflows

  • Hercules

    An operating and orchestration engine designed to deploy generative AI applications within secure enterprise perimeters to automate complex workflows.

    #5 in Orchestrate workflows

  • Mimos

    Growth OS connecting marketing channels and intake work for plaintiff-side firms, unifying acquisition, intake, follow-up, and attribution from lead source to signed case.

    #6 in Orchestrate workflows

  • Fieldguide AI Platform

    by Fieldguide

    AI-native platform for audit and advisory where practitioners and AI agents work together, automating engagement workflows end-to-end.

    #7 in Orchestrate workflows

Is this your product?

Claim it to keep details accurate and submit evidence for the next ranking review.

Claim Workflows