Gen AI For Finance Teams

Embed next-gen, secure AI insights across your operations, tailored for ambitious businesses.

the Apokto edge

Your intelligent business command center​

Apokto is designed to transform how managers run their companies, embodying a blend of professionalism, friendliness, and authority in every interaction.

Day to Day Operations

Keep your finger on the pulse of every moving part of your business. 

Prepare For Anything

Navigate complex financial landscapes and make informed decisions with real-time insights.

Native Software Integrations

Integrate seamlessly with your existing tech stack, centralizing data for a comprehensive overview.

Generative AI you can trust

Leverage cutting-edge Generative AI to derive actionable insights from complex financial data.

Your On-Demand Analyst

Zoe is here to simplify fact-finding, providing on-tap insights whenever you need them, turning decision-making into a breeze.

Stay Alert & Informed

With real-time alerts, you’re never caught off guard. Know the pulse of your operations the moment something shifts.

Seamless Integrations & Syncing

Centralize and analyze data from all your business systems swiftly with seamless integrations.

Craft Clarity with Metis

Transition from manual reporting to intuitive, AI-driven report crafting with Metis, your smart report builder.

TESTIMONIALS

Apkoto's closed beta feedback

FAQ

Frequently Asked Questions

Your Questions, Answered

What is Apokto?

Apokto is a generative AI finance platform for CFOs and financial teams, leveraging advanced knowledge graph technology for deeper insights beyond traditional Gen AI approaches, and is set to further enhance its offerings with a proprietary family of small models later this year, aiming to save companies an average of $80,000/year in operational costs

How does Apokto tailor insights to our specific business needs?

Apokto’s unique combination of language models and knowledge graphs is fine-tuned with your specific data and operational context in mind. This approach allows us to deliver highly relevant insights, predictive analytics, and decision support that’s directly applicable to your unique business challenges and opportunities.

How does Apokto ensure the security and protection of our data?

Apokto prioritizes data security through advanced encryption, role-based access control (RBAC), and continuous security audits, including penetration testing and a dedicated Trust and Safety team. Our platform also offers data residency options to meet regulatory needs, supported by 24/7 monitoring and a rapid incident response framework, ensuring your financial data is secure and protected at all times.

What systems can Apokto integrate with?

Commerce:

  • Amazon Seller Central
  • BigCommerce
  • Magento 1
  • Magento 2
  • Shopify
  • Walmart
  • WooCommerce
  • Wix

Accounting:

  • FreshBooks
  • Intuit QuickBooks Desktop
  • Intuit QuickBooks Online
  • Microsoft Dynamics 365 Business Central
  • NetSuite
  • Oracle ERP Cloud
  • Sage 50cloud Accounting
  • Sage 100
  • Sage 300
  • Sage Intacct
  • Xero

Payment:

  • Adyen
  • Braintree
  • Checkout.com
  • Payoneer
  • PayPal
  • Plaid
  • Square
  • Stripe

Marketplace:

  • Faire
  • Mercado Libre
  • Wayfair

Point of Sale:

  • Clover
  • Lightspeed Retail
  • Square
  • Toast

ERP:

  • Acumatica
  • Epicor
  • Odoo
  • SAP Business One
What makes Apokto stand out from other AI platforms?

Apokto distinguishes itself by focusing on deep integration into businesses’ existing infrastructure and preparing to launch bespoke AI solutions later this year. Our commitment to customization and security, alongside a proprietary family of small models for deeper, more tailored insights—expected later this year—displays our commitment to privacy, accuracy and security.

How Secure is Apokto?

Data Encryption

  • Apokto: Utilizes data encryption at rest (AES-256) and in transit (TLS1.2+), similar to OpenAI’s practices.
  • OpenAI: Employs AES-256 for data at rest and TLS 1.2+ for data in transit, ensuring high levels of security during storage and transfer.

Compliance and Standards

  • Apokto: In the process of pursuing SOC 2 Type 2 compliance, indicating a commitment to security standards.
  • OpenAI: SOC 2 Type 2 compliant and adheres to regulations such as GDPR and CCPA, showcasing a robust security and compliance posture.

Access Controls

  • Apokto and OpenAI: Both implement strict access controls and authentication mechanisms to limit data access to authorized personnel only, ensuring sensitive data is safeguarded against unauthorized access.

Third-Party Security Assessments

  • Apokto and OpenAI: Undergo annual third-party penetration testing to identify and mitigate security vulnerabilities, a crucial step in proactive security management.

Data Privacy

  • Apokto: Does not use customer data for training purposes and performs de-identification and anonymization before sharing data with OpenAI.
  • OpenAI: Ensures that data submitted through the API is not used to train models or for any other purposes, protecting user data from exposure.

Additional Measures by Apokto

  • Data Collection: Collects minimal user data, such as name, email, and usage patterns, without storing sensitive financial information directly (e.g., credit cards are stored on Stripe).
  • Future Security Enhancements: Plans include enhanced authentication, data protection, network segmentation, regular security audits, disaster recovery plans, incident response plans, and improved auditing and logging.

Comparatively, Apokto’s security measures align well with OpenAI’s practices, particularly in areas of data encryption, compliance, access controls, and third-party assessments. The additional measures Apokto is planning to implement further reinforce their commitment to data security and privacy. While no system can be entirely foolproof, the steps Apokto and OpenAI are taking indicate a strong security posture aimed at protecting user data effectively.

Is Apokto suitable for enterprises in specific industries?

We pull in industry specific data when you’re adding your company, building a very rich database of all of the available historical information of your company. This gives us comparable data and gives you the full ability to reference industry standards and more.

Does Apokto just make API Calls to OpenAI?

Currently Apokto uses several closed and open source LLMs, including GPT-4.

We’re currently taking a unique approach that involves building an in-house suite of Small Language Models (SLMs) that are fine-tuned for the complexities and nuances of finance. This bespoke methodology offers several benefits:

  1. Data Security: By not depending on third-party APIs like OpenAI, Apokto ensures that sensitive financial data remains within the control of the client’s environment, mitigating potential security risks associated with external data processing.

  2. Customization: Apokto’s models are specifically tailored to the tasks and data of the finance sector, leading to higher accuracy and relevance in outputs such as financial forecasting, risk assessment, and reporting.

  3. Performance: The SLMs are optimized for the specific computational and data needs of financial operations, leading to faster processing times and more efficient data handling compared to generalized models.

  4. Cost Efficiency: Avoiding external API calls can reduce operational costs, as it eliminates the fees associated with these services and the need for excessive data transfer bandwidth.

  5. Continuous Improvement: Since the models are proprietary, Apokto has the agility to rapidly iterate and improve upon them based on user feedback and emerging financial trends.

  6. Regulatory Compliance: Having complete ownership of the AI technology allows for better alignment with financial regulations and compliance standards, which is a critical concern for financial institutions.

Product
MSA
© 2023 Apokt
© 2023 Apokto