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.
- Chat with Zoe like a colleague for easy data access.
- Get instant, credible answers for swift decision-making.
- Zoe's Knowledge Graph doubles accuracy vs traditional methods.
Stay Alert & Informed
With real-time alerts, you’re never caught off guard. Know the pulse of your operations the moment something shifts.
- Get nudges for what matters, focusing where needed.
- Discover what works, allocate resources for impact.
- Instant updates keep you ready for smart decisions.
Seamless Integrations & Syncing
Centralize and analyze data from all your business systems swiftly with seamless integrations.
- Gather data from various business systems in one place.
- Real-time or customized data syncing for accurate analysis.
- Rapid data analysis for quicker insights vs traditional methods.
Craft Clarity with Metis
Transition from manual reporting to intuitive, AI-driven report crafting with Metis, your smart report builder.
- Tell Metis what report you need, using your own words.
- Metis drafts your report, clarifying details.
- Quickly review, finalize, and share your report.
TESTIMONIALS
Apkoto's closed beta feedback
Aaron Henley
Apokto transformed our financial operations with AI, Zoe alone helps reduce my manual workload by 30% and allowing us to focus on strategic growth. It's a game-changer for startups aiming to scale efficiently.
Charles Andrade
With Apokto, we've unlocked new levels of operational efficiency. It's not just about saving costs; it's about empowering our entire team with instant actionable insights for smarter decision-making.
Mary Barajas
Integrating Apokto was a strategic move that paid off beyond expectations. We've seen a 5% increase in operational efficiency and significantly reduced our dependency on external consultants for financial analysis.
FAQ
Frequently Asked Questions
Your Questions, Answered
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
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.
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.
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
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.
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.
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.
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:
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.
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.
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.
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.
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.
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.