Enterprise Search is now available

Enterprise Intelligence for Family Offices

Automated Data connects your documents, emails, CRMs, and systems into one intelligent platform — so you can find answers faster, automate the work that slows you down, and make smarter decisions with confidence.

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Product features

Built for the complexity of financial data

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Enterprise search

Search or ask in plain language — get what you need, instantly.

deal tracking

Unify information

Bring together emails, documents, CRMs, and spreadsheets — all in one place.

pipeline management

Workflow automation

Trigger alerts, updates, and reports — without the manual effort.

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Smart organization

Automatically tag and classify data so it’s easy to find, use, and manage.

meeting scheduling

Data matching

Merge duplicate or fragmented records into a single, trusted view.

email tracking

Entity graph

See how people, companies, and assets relate — in one clear picture.

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CLARITY

See the Full Picture

Bring together insights from across emails, documents, and applications — all in one connected view.

individual lead profile
Surface hidden insights

Uncover patterns and relationships buried across disconnected sources.

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Centralize critical intelligence

Bring all your essential information into one unified, searchable view.

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SPEED

Ask Questions. Get Answers.

Your team can ask questions in plain language and get clear, instant answers — without needing a data expert.

3.2X
Improvement in research and prep time
90%
Faster access to the right information
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EFFICIENCY

Automate with Confidence

Reliable, connected data powers agent-driven workflows — helping your team cut manual work and move faster.

individual lead profile
Automate complex workflows

Streamline multi-step processes — from intake to reporting — and reduce prep by over 3 times.

advanced deal tracking
Eliminate bottlenecks

Eliminate repetitive tasks in the front, middle, and back office — so teams can focus on higher-value work.

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Get started

How Automated Data works

Get started
01

Connect your data

Bring together emails, documents, CRMs, spreadsheets, and systems — no code, no hassle.

02

Unify and organize

Clean, match, and classify your data into a single source of truth — instantly searchable and ready to use.

03

Take action

Ask questions, trigger workflows, and uncover insights — all from one intelligent platform.

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Plug In. Power Up.

Connect everything you already use

Integrate with your documents, emails, CRMs, spreadsheets, and systems — no code, no complexity. Just results.

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Google
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Amazon
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Azure
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Google
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Amazon
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Azure
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Google
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Amazon
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Azure
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Facebook
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LinkedIn
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Snapchat
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Addepar
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Envestnet
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Archway
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Dynamics
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Addepar
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Envestnet
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Archway
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Dynamics
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Addepar
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Envestnet
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Archway
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Dynamics
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Addepar
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Envestnet
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Archway
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Dynamics
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Postgres
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MySQL
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Microsoft
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Postgres
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MySQL
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Microsoft
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Postgres
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MySQL
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Microsoft
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Postgres
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MySQL
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Microsoft
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Outlook
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Gmail
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SharePoint
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Excel
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Outlook
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Gmail
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SharePoint
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Excel
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Outlook
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Gmail
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SharePoint
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Excel
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Outlook
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Gmail
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SharePoint
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Excel
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Databricks
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Snowflake
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Synapse
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Databricks
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Snowflake
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Synapse
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Databricks
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Snowflake
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Synapse
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Databricks
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Snowflake
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Synapse
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Redshift
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Oracle
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BigQuery
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mongoDB
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Redshift
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Oracle
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BigQuery
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mongoDB
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Redshift
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Oracle
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BigQuery
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mongoDB
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Redshift
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Oracle
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BigQuery
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mongoDB

Start using the enterprise intelligence platform of the future, today.