Stock research on primary sources with an AI analyst that cites every figure
Business operations software with AI built in, unifying customer engagement, scheduling, billing, payments, analytics, and AI in one platform
Stage
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Founded
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Based in
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Pricing model
Freemium
Freemium
Pricing
Free: 100 API requests/day, ALVIS access, SEC filings and earnings intelligence. Plus: $9.99/month with 100 ALVIS credits weekly, 10,000 API requests/day, delayed stock prices and indicative option quotes. Pro: $19.99 first month, then $49.99/month with 1000 ALVIS credits weekly, real-time stock and
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Key features
SEC filings full-text and semantic search
Earnings-call transcripts with speaker attribution and audio
13F institutional holdings tracked over time
ALVIS AI analyst with source citations
MCP server and REST API integration
AI stock screener with plain English queries
Supply chain tracking including private companies
Pro Trackers: turn websites into verified datasets
International listings for European, Chinese and Hong Kong stocks
Index rebalancing forecasts and probabilities
Unified customer records across calls, scheduling, invoicing, and payments
Built-in call center with SMS, video, and AI receptionist
Scheduling and appointment management with location-based routing
Payments and GenayaPay for cards and invoicing
Automations triggered by business events
AI assistant for operational questions in plain language
Client portal for estimates, invoices, and messaging
Email campaigns and lead capture forms
Self-serve booking with deposit collection
Live analytics and performance dashboards
What makes it different
Every extracted figure cites its source filing
Primary-source data parsed from original filings, never third-party estimates
Open-source foundation with publicly available code
Data available through CSV exports for Excel and Google Sheets
One login and one platform replaces the 10-tool stack
Built for 8 different industries with industry-specific workflows
Enterprise-grade features like call routing and role-based permissions for small teams
AI integrated throughout the platform, not in isolated screens
All data scoped to your organization and never sold
Equibles
Genaya