Hundreds of agents for finance tasks
The page speaks of hundreds of agents designed for end-to-end finance workflows. The examples cited are building and reviewing LBO models, reading investment memos and searching for precedent transactions.
AI tools · Research
Rogo pricing, use cases, and first steps
Rogo is an AI platform for finance. It offers hundreds of agents designed for the tasks of bankers and investors: reviewing LBO models in Excel, reading investment memos, refreshing public comparables, searching for precedent transactions, updating the CRM. It plugs into your files and your databases and keeps a memory for each user.
Rogo has no free plan. The recommended plan to start with: Enterprise contract, by quote. Prices checked on October 20, 2026 on the vendor’s official page.
RogoAgents for bankers and investors, working on your files- Vendor
- Rogo (United States)
- Free plan
- No
- Recommended plan
- Enterprise contract, by quote
- In the European Union
- Partly available
- Page checked on
- October 20, 2026
What Rogo does
Who it’s for: investment banks, private equity funds and asset managers who want agents ready for their working routines, with a supported rollout.
Excel file review
The agent checks an Excel model: construction, consistency, assumptions. It adds to model building.
Refreshing public comparables
The agent refreshes the public comparables from your data sources.
Also
- Relationship notes and deal history
- Context and preferences per user
- Connections to company systems
Rogo pricing
The page publishes no prices.
| Plan | Price | Who it’s for |
|---|---|---|
| Enterprise contract Recommended to start | By quote | Banks, funds, asset managers |
Nova’s advice
Ask to test on one of your real models, not on an example. The test is the quality of the comments on a file you know.
A first try, in 15 minutes
Your data. Rogo states that it never uses your private data to train or update its models.
What it does less well
- No public price, no self-service trial: everything goes through a contract.
- The features listed are examples from the home page. We did not see agent-by-agent documentation.
Have an LBO model reviewedRogo- Open the model of a completed deal, whose weak points you know.
- Drop the Excel file into Rogo.
- Paste the prompt below.
- Compare the comments with those you would have made.
- Note the errors the agent missed: they tell you where not to trust it.
The prompt to copy
Review this LBO model. List the formula inconsistencies, the assumptions outside the usual range and the broken links between tabs. For each point, give the tab, the cell and the proposed fix. Do not change any of them.
Jobs that use Rogo
In the starter kit for one job.
Alternatives to Rogo
Hebbia
For company-by-question grids with sources in each cell.
Claude
A general-purpose assistant that works in Excel and connects to licensed data.
Microsoft Copilot
If your company already has Microsoft 365 and wants to stay in Excel.
Frequently asked questions about Rogo
How much does Rogo cost?
Enterprise contract: by quote. Prices checked on October 20, 2026 on the vendor’s official page.
Can you use Rogo for free?
No: Rogo has no free plan. Ask to test on one of your real models, not on an example.
What happens to my data with Rogo?
Rogo states that it never uses your private data to train or update its models.
What are the alternatives to Rogo?
Hebbia: For company-by-question grids with sources in each cell. Claude: A general-purpose assistant that works in Excel and connects to licensed data. Microsoft Copilot: If your company already has Microsoft 365 and wants to stay in Excel.
Official pages consulted
Page checked on October 20, 2026. Brands are named to identify the tools. No affiliation.