# Hebbia review (2026): is it worth it? > AI research agents for finance and legal teams Checked Nov 12, 2026 ยท graded Nov 12, 2026 by ToolGPA. Hebbia is an AI platform for investment, banking, legal and corporate finance teams. Its Max agent works on deal tasks across a firm's documents and market data, and Matrix runs the same question over many documents at once in a table. Access is by demo request, and no prices are published. - **Category:** AI Agents - **Made by:** Hebbia - **Website:** https://www.hebbia.com - **Runs on:** Web - **Who should skip it:** Not for you if you want a published price, as only a demo request is offered. - **Facts last checked:** Nov 12, 2026 ## Pricing Hebbia's current pricing could not be confirmed from its own site. ## Key features - **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. ## Good for - Investment banks, private equity and credit funds reviewing large document sets - Law firms and corporate teams extracting terms across many contracts - Firms that want AI built on their own data rooms and market data licenses ## Worth knowing - 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. ## ToolGPA grades **GPA: 1.8 out of 4**, graded Nov 12, 2026. Hebbia runs AI research across deal documents, filings and data rooms, with a grid view where one question is asked of many files at once. No price is published, and many of its data connectors only work if your firm already holds the licence for that data. - **Value for money: C.** No price is published, only a demo request, so it sits at the middle of the category by default. - **Free plan and trial: F.** No free plan and no trial. You request a demo. - **Features: C.** A deal-team agent, a document grid, API access and connectors to FactSet, PitchBook, Datasite and Box. The listing notes several connectors need your own data licence. - **Ease of use: C.** No store rating on record, and it has to be connected to your data rooms and licences before it does anything. - **Platforms and integrations: B.** Web, with a long list of finance and storage connectors, plus an API for building your own front ends. These are ToolGPA's own grades. Graded from this listing, whose facts were read from Hebbia's own pages on 12 November 2026. Not based on using the product, and shorter than our full reviews. ## Where it stands among AI agents - Hebbia's GPA of 1.8 is higher than 11 of the 101 other AI agents we grade, and level with 14. - It stands best on platforms and integrations (B, above 20 of 101) and worst on free plan and trial (F, above 0). The category's chart of price against score: https://toolgpa.com/charts/ai-agents ## Keep it, or make your own? **Keep it.** To replace Hebbia you would be making an AI agent, with the models and the safeguards behind it. That is not a weekend's work, with an AI app builder or without one. That makes this kind of software worth paying for, not this one in particular: 76 of the 101 other AI agents grade higher. - You could make: Documents: an app builder makes this well. - You could not: An AI agent, with the models and the safeguards behind it. - You could not: A library of papers and sources to search. - You could not: A search engine with an AI model behind it. - You could not: It plugs into other products, FactSet, S&P Global and PitchBook among them. A judgement by ToolGPA from this listing, by rules that are the same for every tool. Nothing was built to test it. ## Works with FactSet, S&P Global, PitchBook, Snowflake, Datasite, SharePoint, Box, Salesforce **Tags:** AI agents, Research, Documents, AI search ## Alternatives - [Harvey](https://toolgpa.com/tools/harvey): AI platform for law firms and in-house legal teams. [Compare](https://toolgpa.com/compare/harvey-vs-hebbia) - [Elicit](https://toolgpa.com/tools/elicit): AI research assistant for literature search and systematic reviews. [Compare](https://toolgpa.com/compare/elicit-vs-hebbia) - [Glean Assistant](https://toolgpa.com/tools/glean-assistant): Workplace AI assistant that searches and acts across company apps. [Compare](https://toolgpa.com/compare/glean-assistant-vs-hebbia) - [Dust](https://toolgpa.com/tools/dust): Platform for building AI agents on your company's knowledge. [Compare](https://toolgpa.com/compare/dust-vs-hebbia) - [Sema4.ai](https://toolgpa.com/tools/sema4-ai): Governed workspace for enterprise agents, projects and workflows. [Compare](https://toolgpa.com/compare/hebbia-vs-sema4-ai) ## Sources The prices, plans, platforms and features above were read from these pages on Nov 12, 2026: - https://www.hebbia.com - https://www.hebbia.com/max - https://www.hebbia.com/matrix - https://www.hebbia.com/platform - https://www.hebbia.com/integrations - https://www.hebbia.com/security Page: https://toolgpa.com/tools/hebbia Listed by ToolGPA (toolgpa.com).