Features
Autonomous stock and options trading via Alpaca
Build real financial models and board decks
Live P&L updates from Stripe and QuickBooks
Investor-grade slide decks and reports
Runs inside Slack as a teammate
Queries multiple tools in parallel (Stripe, QuickBooks, Alpaca, Sheets, Brex)
Context retention across conversations (88% accuracy after 12 weeks)
Creates real artifacts: Excel, slides, sheets
Deploys in 60 seconds with no infrastructure setup
250+ AI models available (Claude, GPT, Gemini)
Automated reconciliation and flagging (e.g., failed payments)
Preps tax documents and queues for signature
API/SDK for custom integrations
Real-time streaming responses
AI meeting preparation with deep research and battle cards (Evan)
CRM auto-updates via plain English commands (Atlas, coming soon)
Account monitoring with stakeholder and org change alerts (Nico, coming soon)
LinkedIn network analysis for warm lead generation (Iris, coming soon)
Lookalike customer discovery (Nova, coming soon)
Custom AI workers tailored to specific workflows
Secure isolated environment, no data training
Integration with CRM, email, calendar, call recorders
Slack and email notifications for AI worker outputs
Org chart mapping and stakeholder identification
Pipeline analytics and field updates
Record cleaning and standardization
Multi-agent system for task planning and execution (Z1 Engine)
Schema-level accuracy for enterprise workflows
