Multiple Tools, ONE Workflow
Data-Driven Investment Copilot 🗃️
The infrastructure to break down any public company, through one optimized research workflow.
How it works
From instruction to completed workflow.
From a plain-language brief to a finished result, agents plan the steps, run them across your tools, and report back on every task.
Describe the workflow
Connect your tools
Review before action
Track every run
Describe the workflow
Tell the agent what you need in plain language — the task, the steps involved, and when it should run. No scripts or flowcharts, just the outcome you want.
Connect your tools
Give agents secure access to the apps, documents, and data they rely on. Connect your CRM, inbox, and files once, then reuse them across every workflow.
Review before action
Decide how much control you want. Agents pause for approval on sensitive steps, showing exactly what they plan to do before anything is changed or sent.
Track every run
Follow every run from start to finish with full logs and a clear history of what each agent did, when, and why — then rerun or adjust in seconds.
Always running
Agents work around the clock, no supervision.
Fully auditable
Every action is logged and easy to review.
Human approval
Pause for sign-off on anything sensitive.
Connected stack
Works with the tools your team already uses.
INSTITUTIONAL-GRADE TOOLS FOR FREE - THAT'S US.
INSTITUTIONAL-GRADE TOOLS FOR FREE - THAT'S US.
All-in- stock research copilot.
Create reliable agents that handle research, updates, reporting, and repetitive workflows across your stack.
Nodera
Deploy agents that work across your stack.
Research
Pull data from across your tools, summarize long documents, and surface the facts your team needs — with sources cited and ready to verify.
Report
Turn raw activity into clean weekly reports. Agents gather the numbers, write the summary, and deliver it on schedule, every single time.
Inbox
Triage incoming messages, draft on-brand replies, and route anything sensitive to a human so nothing important slips through the cracks.
CRM
Keep records current automatically. Agents log calls, enrich contacts, and update fields the moment something changes in your pipeline.
Support
Answer common tickets instantly, summarize customer history, and escalate edge cases with full context attached for your support team.
Operations
Run the repetitive workflows that keep things moving — reconciling data, chasing approvals, and handling handoffs without manual effort.
Go beyond fundamentals. Access sector research for more than 1000+ stock.
Including your favorite:
ONE workflow
Our infrastructure, your favorite tool to a completed workflow.
From a plain-language brief to a finished result, agents plan the steps, run them across your tools, and report back on every task.
Describe the workflow
Connect your tools
Review before action
Track every run
Describe the workflow
Tell the agent what you need in plain language — the task, the steps involved, and when it should run. No scripts or flowcharts, just the outcome you want.
Connect your tools
Give agents secure access to the apps, documents, and data they rely on. Connect your CRM, inbox, and files once, then reuse them across every workflow.
Review before action
Decide how much control you want. Agents pause for approval on sensitive steps, showing exactly what they plan to do before anything is changed or sent.
Track every run
Follow every run from start to finish with full logs and a clear history of what each agent did, when, and why — then rerun or adjust in seconds.
Always running
Agents work around the clock, no supervision.
Fully auditable
Every action is logged and easy to review.
Human approval
Pause for sign-off on anything sensitive.
Connected stack
Works with the tools your team already uses.
ONE WORKFLOW
Our infrastructure, your favorite tool to a completed workflow.
From sales and support to operations and product, agents adapt to the way each team already works.
Sales
Support
Operations
Product
Research accounts, enrich leads, summarize calls, and update CRM fields.
Pricing
OF OUR USERS ARE USING OUR TOOLS FOR FREE.
We were founded with the goal of developing institutional-grade tools accessible to all investors.
Need enterprise?
For advanced permissions, security, and custom workflows
Need more?
Up to 3 active agents
1,000 tasks per month
Core app integrations
Email support
Everything in free plan, plus
Unlimited active agents
25,000 tasks per month
Advanced integrations
Priority support
Why us?
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Built for operations, support and revenue teams — give every workflow a reliable agent that researches, updates records, drafts replies, and reports back.
%
Tasks automated
Routine tasks now handled end to end by agents.
%
Less manual work
Time saved on repetitive research and updates.
%
Faster turnaround
Faster delivery across automated agent workflows.
Maya Okonkwo
Maya Okonkwo
Head of Operations, @Northwind
Our agents handle the reporting and data entry that used to eat our mornings. Now we just review the results instead of doing the busywork.
We turn noise into
conviction.
