The Institutional Stack
Most AI tools are a liability in finance. These aren’t.
Every tool below is scored on data ownership, alpha generation, and execution speed — so you know which ones are safe to use at your desk.
TIS Directory
— AI Tools for Institutional FinanceScored on Data Sovereignty (40%) · Technical Alpha (40%) · Latency/Flow (20%)
Recommended — Staff Picks
Energent.airec
Research Intelligence88
DS
91
TA
84
LF
88
ResearchModeling
Shortcutrec
Workflow & Operations78
DS
78
TA
71
LF
85
AccountingModeling
Hebbiarec
Document Analysis87
DS
89
TA
92
LF
78
ResearchModeling
Mosaicrec
Financial Modeling82
DS
82
TA
83
LF
81
ModelingAccounting
Koyfinrec
Research Intelligence77
DS
69
TA
81
LF
84
ResearchModeling
All 38 Tools — Sorted by SAS Score
Full table with filters →Energent.airec
Research Intelligence88
DS
91
TA
84
LF
88
ResearchModeling
Hebbiarec
Document Analysis87
DS
89
TA
92
LF
78
ResearchModeling
Palantir AIP
Portfolio Analytics85
DS
93
TA
89
LF
67
ModelingResearch
FactSet
Portfolio Analytics85
DS
86
TA
90
LF
76
ResearchModeling
Aladdin Copilot (BlackRock)
Portfolio Analytics85
DS
90
TA
91
LF
70
ModelingResearch
Harvey AI
Document Analysis84
DS
88
TA
85
LF
76
Research
Kensho (S&P Global)
Quantitative Analytics83
DS
80
TA
93
LF
74
ModelingResearch
Workiva
Financial Modeling83
DS
88
TA
83
LF
74
AccountingResearch
Glean
Enterprise Search83
DS
85
TA
80
LF
86
ResearchAccounting
Cohere for Enterprise
Enterprise Search83
DS
88
TA
82
LF
78
ResearchModeling
GitHub Copilot Enterprise
Coding Assistant83
DS
79
TA
84
LF
88
Modeling
Claude for Enterprise
General Purpose AI82
DS
85
TA
80
LF
82
ResearchModelingAccounting
Luminance
Document Analysis82
DS
87
TA
83
LF
74
Research
Mosaicrec
Financial Modeling82
DS
82
TA
83
LF
81
ModelingAccounting
Visible Alpha
Research Intelligence82
DS
80
TA
88
LF
75
ResearchModeling
Ironclad
Document Analysis81
DS
85
TA
79
LF
77
AccountingResearch
Vena Solutions
Financial Modeling81
DS
83
TA
80
LF
79
ModelingAccounting
Writer
Communications AI81
DS
84
TA
78
LF
82
ResearchAccounting
Dataiku
Coding Assistant81
DS
86
TA
84
LF
69
ModelingResearch
Snowflake Cortex
Portfolio Analytics81
DS
87
TA
81
LF
73
ModelingResearch
AlphaSense
Research Intelligence80
DS
74
TA
89
LF
76
Research
Anaplan
Financial Modeling80
DS
85
TA
82
LF
71
ModelingAccounting
Tegus
Research Intelligence80
DS
77
TA
85
LF
76
Research
Sentieo (S&P Global)
Research Intelligence80
DS
76
TA
84
LF
78
ResearchModeling
Cursor
Coding Assistant79
DS
65
TA
86
LF
91
Modeling
Shortcutrec
Workflow & Operations78
DS
78
TA
71
LF
85
AccountingModeling
Koyfinrec
Research Intelligence77
DS
69
TA
81
LF
84
ResearchModeling
Calcbench
Research Intelligence77
DS
74
TA
85
LF
71
ResearchModeling
Superhuman AI
Communications AI76
DS
70
TA
73
LF
91
Research
ChatGPT Enterprise
General Purpose AI75
DS
68
TA
77
LF
79
ResearchAccounting
Quartr
Research Intelligence75
DS
63
TA
80
LF
88
Research
Microsoft Copilot for Finance
Workflow & Operations74
DS
72
TA
69
LF
81
AccountingModeling
Rows.com
Spreadsheet AI73
DS
66
TA
75
LF
85
ModelingAccounting
Airtable AI
Spreadsheet AI73
DS
68
TA
70
LF
85
AccountingResearch
Perplexity Pro (Finance Use)
Research Intelligence71
DS
55
TA
68
LF
90
Research
Julius AI
Spreadsheet AI70
DS
57
TA
77
LF
85
ModelingResearch
Notion AI
Meeting Intelligence70
DS
63
TA
69
LF
83
ResearchAccounting
Otter.ai
Meeting Intelligence66
DS
54
TA
66
LF
88
Research
Market Cap of AI Attention — By Use Case
Research
79%30
Modeling
61%23
Accounting
37%14
Tools may appear in multiple categories. 38 tools total.
Market Cap of AI Attention — By Category
Research Intelligence9
Document Analysis4
Financial Modeling4
Portfolio Analytics4
Spreadsheet AI3
Coding Assistant3
Workflow & Operations2
General Purpose AI2
Communications AI2
Meeting Intelligence2
Enterprise Search2
Quantitative Analytics1
DS — Data Sovereignty40%
Vendor ToS, data isolation, training opt-out
TA — Technical Alpha40%
Finance-domain reasoning, accuracy, depth
LF — Latency / Flow20%
Speed, integrations, onboarding friction