Last updated: May 2026
Novis vs Rogo:Finance-grade AI without the enterprise price tag
Rogo is enterprise finance AI for banks and PE firms. Novis delivers finance-grade research, Tables, and memos, plus legal and consulting workflows, from $50/mo with unlimited seats.
Novis
Novis supports finance workflows (market research, financial analysis, memo drafting, and presentation creation) with Novis Tables for bulk extraction, granular citations, and all top AI models. Plus legal, consulting, and corporate solutions in the same workspace.
Choose Novis when you need finance-grade AI without enterprise-only pricing or finance-only scope, with access to every major LLM and unlimited team seats.
- All top AI models in one workspace
- Tables: bulk extraction at scale
- From $50/mo individual · Team from $100/mo · Unlimited seats
Rogo
Rogo is an enterprise AI platform built for financial institutions: investment banks, private equity, hedge funds, and asset managers. It unifies internal and external financial data, automates research, and generates memos, reports, and presentations with auditable citations.
Choose Rogo when you are a financial institution needing a finance-only platform with proprietary financial LLMs, SharePoint integration, and white-glove banker-led implementation.
- Finance-only vertical
- Multi-LLM platform
- Enterprise custom pricing
Feature comparison
| Feature | Novis | |
|---|---|---|
| What it is | Multi-industry AI workspace with finance, legal, consulting, and corporate solutions. | Finance-only AI platform for research, analysis, memo generation, and workflow automation. |
| AI models | GPT, Claude, Gemini, Grok, Mistral, and more. Full model transparency and Novis Mix. | Multi-LLM platform (GPT, Gemini, Claude, plus proprietary financial models). Vendor-orchestrated routing, no direct model picker. |
| Industry coverage | Finance, legal, consulting, corporate, education, regulated industries. | Financial services only: banking, PE, hedge funds, asset management. |
| Financial research | Deep research with web and document sources. Cited analysis across filings, reports, and uploads. | 65M+ sources including SEC filings, earnings transcripts, news, and proprietary firm data. |
| Deliverables | Native Workspace for Word, notes, presentations, and spreadsheets. | AI-generated memos, reports, and PowerPoint exports. Paste into firm templates. |
| Structured analysis | Novis Tables for bulk AI extraction across up to 10,000 rows and 50 columns, with up to 10 context items (documents, transcripts, web pages) per row. Up to 500,000 cited entities extracted using any AI model. Plus native spreadsheet editing in Workspace. | AI Tables with proprietary financial reasoning models. In-cell citations. |
| Data sources | Web, uploaded documents, and cloud storage connectors (coming Q2). 100+ tool integrations coming soon. | SharePoint, CRM, SEC filings, earnings transcripts, market data, and internal documents. |
| Transcription | Meeting transcription for earnings calls, client meetings, and internal discussions. | Not a core Rogo feature. |
| Pricing | Pro from $50/mo. Team from $100/mo with unlimited seats. Transparent, self-serve. | Quote-only. ~$1,200–$3,500+/seat/yr (~$100–$290/mo). Annual contracts; seat minimums apply. |
| Security | SOC 2 and ISO 27001 aligned (pending Q2–Q3 certifications). GDPR aligned. EU/US data residency. | ISO 27001. Single-tenant deployment. No training on your data. Granular permissions. |
Finance workflows without Finance-only Lock-in.
Rogo is excellent for institutional finance teams with budget for custom enterprise deployment. Novis delivers cited financial research, memo drafting, and presentation creation while also serving your legal and consulting colleagues in one platform.
Direct model control, not Finance-harness routing.
Rogo is multi-LLM (GPT, Gemini, Claude, and proprietary financial models) but routes through its finance harness. Novis gives you direct access to every major model per task, or Novis Mix to combine reasoning across vendors.
From research to finished deliverables.
Rogo generates memos and exports to PowerPoint. Novis lets you research, draft, and edit Word documents, presentations, and spreadsheets natively, with transcription from earnings calls and client meetings built in.
When to choose Rogo vs Novis
Choose Novis if:
- You need finance AI without enterprise-only pricing and sales cycles
- Your organization works across finance, legal, consulting, and corporate
- You want a direct model picker and Novis Mix synthesis, not vendor-orchestrated routing
- You need meeting transcription for earnings calls and client meetings
- You prefer self-serve onboarding from $50/mo
- You want 100+ tool integrations and Office add-ins (coming soon) in one platform, with an in-app Workspace that already supports native creation and editing of Word, PowerPoint, and Excel documents
Choose Rogo if:
- You are an investment bank or PE firm needing finance-only AI at enterprise scale
- Proprietary financial LLMs and 65M+ curated financial sources are essential
- SharePoint-native search across firm CIMs, IC memos, and diligence materials is critical today
- You want white-glove implementation from ex-bankers and custom-trained models
From $50/mo individual · Team from $100/mo · Unlimited seats · No credit card required to request access
Questions people ask before choosing Novis
Start with Novis. Pay only for what you use.
- All top AI models
- Chat, research, workspace, tables & transcription
- From $50/mo individual · Team from $100/mo · Unlimited seats
- SOC 2 & ISO 27001 aligned (pending Q2–Q3 certifications)