Projects
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.
What it does
- Workflow automation
- Agent orchestration
Sources
- Pricing
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Page read; it prints no price, only "Request demo".
- Description
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Official documentation · 18 Oct 2026
"Rogo can coordinate tasks across email, scheduling, trackers, and other recurring work, preparing actions for review as the process progresses."
- What it does
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Official documentation · 18 Oct 2026
"Sync your knowledge base: Connect file repositories, virtual data rooms, and prior work to your project with live syncing. Give every agent you run access to the context of your work."
- Sold within
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The platform page lists it beside Agents, Projects, Watchtower and Notes as parts of one system ("A complete financial AI system"); no page says which plans include it and no price is printed.
- Name
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Official documentation · 18 Oct 2026
"Execute financial work together: Ingest data rooms, execute deal requests alongside your deal team, and run full processes in Rogo."
- URL
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Official documentation · 18 Oct 2026
The product's own page, linked from the Rogo platform page as "Projects".
- Deployment
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Official documentation · 18 Oct 2026
Rogo-wide security page: "We use modern cloud infrastructure, automated security tooling, and independent audits to ensure your information remains secure—always."
Also from Rogo
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Agents AI 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.
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Rogo Platform
Searches and answers questions across a firm's filings, transcripts and internal documents.
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Watchtower Application
Provides controls for AI models, spending, permissions, policies, and agent activity within Rogo.
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Intelligence Application
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.
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Notes Application
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.
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