The AI-powered single source of truth for finance organizations

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Guru brings your lending policies, investment guidelines, claims procedures, and more together by combining enterprise AI search, intranet, and wiki—giving business analysts, financial advisors, claims adjusters, and appraisers fast, trusted access to what they need daily while providing insights to optimize customer service.

With Guru, finance teams get a single trusted platform to centralize regulations, product specs, market data, and benchmarks—enabling employees to self-serve information and work smarter.

Key capabilities for finance

Instant, trusted AI answers to policy and procedure questions

Finance staff get quality guidance the moment they need it, reducing interruptions and accelerating client service. Answers are sourced from connected apps and surfaced directly in-workflow so the knowledge your team needs to do their job is always available in the tools they’re already using.

Works with:
+ more
saved for every question answered by Guru
reduction in noisy internal chat channels using Answers
time-saved using Answers compared to conventional search

Central repository for latest rates, claims guidelines

Consolidate shifting finance statutes, benchmarks, and compliance data in one up-to-date platform teams can rely on.

Secure automation and financial accuracy for client trust

Guru uses smart automation to draft docs and identify gaps and duplicate content, then taps your top finance experts to verify accuracy, maintaining a trusted single source of truth.

Get instant AI Answers from your content

An intuitive AI-powered engine that swiftly navigates your company's information and market data, delivering trusted and precise information when you need it.

Keep tabs on what your team is searching for with expert review

Guru shows admins the questions employees are searching for that produced no results, making it easy to identify and fill information gaps.

Write like a pro with AI-powered content assist

Your very own writing assistant, powered by generative AI. Assist makes generating and improving investor presentations, earnings summaries, and compliance reports fast and simple.

Add trust to your company knowledge with verification

Good information is like a good friend: you know you can trust it. Guru's layer of verification ensures content is accurate, and automated reminders to keep data and content current.

Proactively push relevant info where it’s needed with knowledge triggers

Real-time alerts can be pushed your team based on set parameters directly in the environment they need it.

Send critical updates that can’t be missed with announcements

Push timely information to teams, individuals, or everyone at your company and know when they've read it with a personalized, AI-powered homepage customized for every employee.
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Unlock potential across your finance roles


Business Analysts

  • Reduce project delays by centralizing requirements
  • Improve visibility into initiative progress and issues
  • Ensure alignment on processes across banking products

Financial Advisors

  • Demonstrate value with access to personalized client insights
  • Save time generating quarterly portfolio reports
  • Consistently apply latest investment selection criteria

Insurance Claims Adjusters

  • Shorten claims cycle times using up-to-date guidelines
  • Retain specialized knowledge as senior staff retire
  • Improve regulatory compliance over time

Commercial Real Estate Appraisers

  • Expand expertise with access to unique property profiles
  • Complete appraisals faster with custom templates
  • Maintain access to the most recent sales comps