Hebbia vs Rogo (2026): which should you pick?

Pick Hebbia if

• Fits if you work in banking, private equity or credit and review big document sets
• Works for law firms pulling terms out of many contracts at once

Look elsewhere if

• Not for you if you want a published price, as only a demo request is offered
• Skip it if you are an individual or small team, since it is aimed at institutional finance and legal work
• Watch out: connectors such as FactSet or PitchBook depend on a licence you pay for separately
• Not for you if you want a free try, because none is offered

Pick Rogo if

• Fits if you work at an investment bank or investment firm
• Works for finance teams that want agents trained for deals and data rooms

Look elsewhere if

• Not for you if you want self-serve signup, as access starts with a demo
• Skip it if you need a published price, because none exists
• Not for you if you are a small shop, since it is built for large finance firms
• Watch out: usage is tracked in credits inside the product, and the SOC 2 and ISO claims are the vendor's own

Hebbia

• No prices are published; the site only offers a demo request.
• It is built for institutional finance and legal work, not for individuals or small teams without those data sources.
• Many data connectors, such as FactSet or PitchBook, depend on the firm having its own license for that data.

Rogo

• No prices, plans or trial terms are published; access starts with a demo request.
• The pricing page address returns not found, and usage is tracked in credits inside the product.
• Rollout includes embedded former bankers and investors, which the vendor calls Forward Deployed Bankers.
• The site lists SOC 2 Type II, ISO 27001, ISO 42001, GDPR, CCPA and EU AI Act, as the vendor's claims.

Hebbia

Max

An agent that takes on deal-team tasks such as modeling, screening a target list, spreading comps and recapping earnings calls from the firm's own data.

Matrix

A grid where rows are companies or documents and columns are questions, so one analysis runs across many sources at once.

Financial and filings data

Integrations listed include FactSet, S&P Global, PitchBook, Fitch Solutions, Octus and Moody's, alongside SEC filings and earnings transcripts.

Data room and file connections

Connectors are listed for Datasite, SharePoint, OneDrive, Box, Dropbox and Snowflake.

API access

The platform page shows firms building their own tools on Hebbia's API, including white-labeled front ends.

Security controls

The vendor says customer data is never used to train models, is siloed per customer, and can be processed regionally in the US or EU or on a dedicated tenant.

Rogo

Agent library and builder

Hundreds of agents made by finance practitioners cover first-pass analysis and monitoring, and new agents can learn a firm's templates and data sources.

Proactive agents

Always-on agents react to breaking news, data room files, research updates, emails, transactions and earnings.

Intelligence and Projects

Intelligence captures a firm's people, deals and expertise for reuse, and Projects ingests data rooms and works through deal requests alongside the deal team.

Watchtower governance

Controls models, permissions and retention, and includes a Credit Center for budgets and a Model Broker that routes tasks to different models.

Notes

A meeting notetaker that turns calls into reusable firm context, described as compliant by the vendor.

Hebbia

Pricing could not be confirmed. See hebbia.com.

Rogo

Pricing could not be confirmed. See rogo.com.