The Rogo Insider’s Guide
Everything we know about Rogo in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
Rogo
The Insider’s Guide
AI platform for investment banks and finance firms
Every plan, grade, refund rule and rival among AI agents, read from Rogo’s own pages.
Made by Rogo · checked Nov 13, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from Rogo’s own pages, its app-store listings and our grades. Every fact in it is on Rogo’s page too, where it is kept up to date. Checked Nov 13, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
1.6
GPA, above 0 of the 178 other AI agents we grade
Rogo is an AI platform for financial institutions such as investment banks and investors. It offers a library of finance-specific agents, a builder for custom ones, shared project workspaces for data rooms and deal requests, and Watchtower controls for models, spend and permissions. It is sold through demos, and no prices are published.
To get you started, here are 7 things to know about Rogo, taken from its own pages and our grades.
Access starts with a demo, no prices are published, and the pricing address returns not found.
- 1
Best for AI agents for investment banks
Rogo is an AI platform for investment banks and finance firms, with a library of finance agents, a builder and shared project workspaces.
- 2
It runs on Web
Web.
- 3
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.
- 4
Proactive agents
Always-on agents react to breaking news, data room files, research updates, emails, transactions and earnings.
- 5
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.
- 6
A 1.6 GPA, above 0 of 178
That is against the other AI agents we grade, on value, the free plan, features, ease of use and platforms.
- 7
Keep it
To replace Rogo 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.
Rogo at a glance
- Pricing
- Paid
- Free plan
- No
- Free trial
- None stated
- Runs on
- Web
- Made by
- Rogo
- Category
- AI Agents
- Our grade
- 1.6 GPA, weak
The report card
Best for AI agents for investment banks
Rogo is an AI platform for investment banks and finance firms, with a library of finance agents, a builder and shared project workspaces. Access starts with a demo, no prices are published, and the pricing address returns not found.
| Subject | Grade | Comment |
|---|---|---|
| Value for money | C | No price is published; access starts with a demo request. |
| Free plan and trial | F | No free plan and no trial on record, and access starts with a demo request. |
| Features | C | A library of finance agents and a builder, project workspaces and governance controls. It is aimed at finance firms only. |
| Ease of use | C | No rating on record. Rollout includes embedded former bankers, which suggests real setup work. |
| Platforms and integrations | C | Web platform only, with no integrations named on the pages read. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
Who Rogo is for
- Fits if you work at an investment bank or investment firm
- Works for finance teams that want agents trained for deals and data rooms
Who it is not for
- 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
Good to know
Good for
- Investment banks and advisory teams building models and memos
- Investment firms that want deal knowledge kept and reused
- Firms that need usage budgets and audit trails for AI work
Worth knowing
- 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.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
Rogo's current pricing could not be confirmed from its own site.
No price is published; access starts with a demo request.
We could not confirm Rogo’s current prices from its own site, so this guide lists no plans. rogo.com has them.
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
1
Place it runs: Web
AI platform for investment banks and finance firms. Here is what it does, as its own site describes it, and what it covers: AI features, meeting notes, AI agents, research.
A library of finance agents and a builder, project workspaces and governance controls.
- 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.
Where it runs
- Web
What it works with
Its own pages name no integrations.
Rogo is made by Rogo.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
0/178
Other AI agents it is graded above
Rogo's GPA of 1.6 is higher than 0 of the 178 other AI agents we grade, and level with 29.
It stands best on ease of use (C, above 36 of 178) and worst on free plan and trial (F, above 0).
Each grade against the category
Every bar is all 179 AI agents we grade, cut by the letter each got. Rogo’s own letter is outlined.
- CValue for moneyAbove 28 of 178
- FFree plan and trialAbove 0 of 178
- CFeaturesAbove 2 of 178
- CEase of useAbove 36 of 178
- CPlatforms and integrationsAbove 0 of 178
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
Keep it
To replace Rogo 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: 149 of the 178 other AI agents grade higher.
What you could not
- An AI agent, with the models and the safeguards behind it.
- A library of papers and sources to search.
- A bot that joins your calls and turns the talk into notes.
- What a company asks for before it lets staff use something: roles and permissions.
- Sharing with other people, which means accounts and invitations.
What this rests on. Rogo’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
Hebbia, AlphaSense and Harvey
The 3 tools Rogo is most often weighed against, with where each one differs from it.
- 1.8GPA
Hebbia
Paid
AI research agents for finance and legal teams.
- Rogo also covers meeting notes.
- Hebbia also covers AI search and documents.
- 1.8GPA
AlphaSense
Paid
AI market intelligence search across filings, research and transcripts.
- Rogo also covers meeting notes and AI agents.
- AlphaSense also covers chat assistant and AI search.
- 1.6GPA
Harvey
Paid
AI platform for law firms and in-house legal teams.
- Rogo also covers meeting notes.
- Harvey also covers chat assistant and documents.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
9
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is Rogo free?
No. Rogo is a paid product.
What platforms does Rogo work on?
Rogo is available on Web.
Does Rogo have an Android app?
No Android app was listed when its pages were read on Nov 13, 2026. Rogo is listed for Web.
Does Rogo have an iPhone app?
No iPhone app was listed when its pages were read on Nov 13, 2026. Rogo is listed for Web.
Is Rogo open source?
Rogo is not described as open source on its own site, as read on Nov 13, 2026.
Who makes Rogo?
Rogo is made by a company of the same name.
What are the alternatives to Rogo?
The closest alternatives to Rogo in our directory are Hebbia, AlphaSense and Harvey.
How does Rogo compare with other AI agents?
Rogo's GPA of 1.6 is higher than 0 of the 178 other AI agents we grade, and level with 29.
Could I make my own version of Rogo?
To replace Rogo you would be making an AI agent, with the models and the safeguards behind it.
Where this guide comes from
The prices, plans, platforms and features were read from Rogo’s own pages on Nov 13, 2026, and the grades were given on Nov 13, 2026. Graded from this listing, whose facts were read from Rogo's own pages on 13 November 2026. Not based on using the product, and shorter than our full reviews.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by Rogo. Prices change, so check rogo.com before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
7,721
Tools graded, in 95 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
7,721
tools graded
95
categories
739
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- Rogo, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/rogo
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "Rogo: The Insider's Guide", checked Nov 13, 2026. https://toolgpa.com/tools/rogo
Know someone choosing between AI agents?
Send them this guide: toolgpa.com/tools/rogo/guide
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See our other guides
The best-graded AI agents after Rogo, each with an Insider's Guide of its own.
- AI Agents Insider's GuideEvery one of the 179 AI agents we grade, compared
- Genspark Insider's GuideAI workspace with an agent for research, slides, sheets and docs3.2 GPA
- Manus Insider's GuideGeneral AI agent for research, slides, websites and browser tasks3.2 GPA
- OpenClaw Insider's GuideOpen-source personal AI agent you run yourself and message in chat3.2 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what Rogo’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Rogo is a trademark of its owner, and this guide is not made, paid for or approved by Rogo. Prices and plans change: check rogo.com before you buy.