LuminaData vs Rogo

LuminaData — Application · Private · Undisclosed  |  Rogo — Application · Private · Late-stage · 2 of 2 figures sourced

Relationship

FinEdge LLM and Rogo both list financial analysis; scale not recorded for either.

Assembled from the recorded fields for this pair, not hand-checked. The comparison below is read from each company’s own profile.

3 shared capabilitiesShared product type

3 shared capabilities — Across all their products, both list agent orchestration, financial analysis and workflow automation.

Ludbee capability tags · every product each company sells

Shared product type — Both ship AI agent and platform.

Ludbee product records

Aligned comparison

FieldLuminaDataRogo
StageUndisclosedLate-stage
Founded—2022
StatusPrivatePrivate match
CategoryApplicationApplication match
Stack layerAI agent, PlatformAI agent, Application, Platform
Headquarters—New York, USA

Capability overlap

Shared · 3

Agent orchestrationFinancial analysisWorkflow automation

Not verified for Rogo · 1

Accounting automation

Recorded for LuminaData. Rogo’s product records say nothing either way — a missing record is not a missing capability.

Not verified for LuminaData · 6

Document extractionEvaluation and observabilityGuardrails and safetyMeeting notesKnowledge retrievalSummarization

Recorded for Rogo. LuminaData’s product records say nothing either way — a missing record is not a missing capability.

Products, side by side

Algorithmic pairing — assembled from recorded fields, not hand-checked

LuminaData

AI agent

Lumina ActivateAI agent

Deployed finance agents that run the client's workflows, such as reconciliation, invoicing and cash application, autonomously and end to end across its existing systems, configured on the business rules the Discover diagnostic mapped and connected to Excel, ERP and banking without migration, going live in about two weeks; no price is published.

Lumina DiscoverAI agent

Agent-led diagnostic for finance operations in which AI agents interview the client's team, ingest its systems and trace data flows, then return a quantified, board-ready EBITDA number and a live playbook in 2 to 4 weeks, positioned as roughly ten times cheaper than a consulting engagement; no price is published.

Reconciliation AgentAI agent

Live finance agent that matches millions of transactions across bank, ledger, sub-ledger and intercompany records, with 99.8% accuracy stated as in production; it is delivered through Lumina Activate and further agents for cash application, invoicing, collections, reporting and customer lifecycle are marked coming soon; no price is published.

Platform

FinEdge LLMPlatform

Proprietary finance-native model that powers the LuminaData agents: it creates a blueprint for executing a task and aligns the agents, which are trained on finance data and understand GAAP, SOX, IFRS and audit trails; it is described as part of the platform and no separate access or price is published.

Rogo

AI agent

AgentsAI agent

Library of hundreds of finance agents for first-pass analysis and recurring monitoring that launch in one click, an Agent Builder for agents that learn a firm's templates, conventions and data sources, proactive always-on agents that react to news, data-room files, emails and earnings, and compliance controls for sharing them.

ProjectsAI agent

Shared workspace in Rogo where teams ingest data rooms, execute deal requests and run full financial processes, with agents that coordinate tasks across email, scheduling and trackers and prepare actions for review.

Platform

RogoPlatform

Searches and answers questions across a firm's filings, transcripts and internal documents.

No counterpart

Rogo sells these in a stack layer with no product recorded for LuminaData yet — nothing on the other side to compare them against.

Application

IntelligenceApplication

Firm memory layer of Rogo that records the people, companies, deals and decisions that matter as work happens, keeps them in sync with CRM and email through connectors and CRM writeback, and makes the knowledge searchable and reusable by agents.

NotesApplication

Compliant AI notetaker for regulated financial firms that turns meetings into detailed notes, action items and tailored summaries, with configurable retention, consent and MNPI guardrails and finance-specific templates and terminology.

WatchtowerApplication

Provides controls for AI models, spending, permissions, policies, and agent activity within Rogo.