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Workflows
Automates end-to-end workflows for client-ready documents, decks, and financial models.
What is Workflows?
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.
Product typeWorkflow Automation
PricingNo product-specific pricing was found. ·
Deployment
APINot available
What teams use Workflows for
Investment Banking
Consulting
Private Equity & Credit
Asset & Wealth Management
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
ISO/IEC 27001
SOC 2 Type II
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
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
