Learn more about Knapsack and AI

Knapsack can provide AI superpowers for evaluating private and public investments, and automating comprehensive due diligence.

Learn more about how to use Knapsack and AI to streamline your advisory work.

Knapsack is the first FINRA- and SEC-compliant AI assistant designed specifically for compliance officers, providing private, secure tools to automate meeting notes, email monitoring, regulatory tracking, and more. With no third-party data storage or model training, Knapsack keeps your firm’s sensitive information fully under your control.

Secure your conversations with Knapsack's private meeting transcription. AI-powered accuracy, privacy-first approach. Try now.

Boost your tech team's productivity with our meeting preparation tips. Learn how to run effective meetings that keep your team aligned and engaged.

Discover how AI forecasting in finance enhances predictions, improves risk management, and strengthens strategic decision-making.

Setting AI meeting reminders with Knapsack AI is easy. Stay prepared, reduce no-shows, and streamline your workflow effortlessly.

See how AI in customer relationship management for finance improves client services, automates processes, and drives efficiency.

Learn automating expense reports and approvals, improving accuracy, efficiency, and employee satisfaction in financial processes.

Will AI take over accounting jobs or augment their skills? Learn how AI in accounting is reshaping the future of human work.

Learn how automated reporting in finance boosts accuracy, reduces errors, and enhances financial decision-making for institutions.

Uncover how loan automation improves lending operations by enhancing efficiency, reducing costs, and boosting customer satisfaction.