Celeste

byIntapp

Intapp Celeste is an agentic AI platform designed specifically for professional firms operating in highly regulated industries. It automates and orchestrates core workflows such as fundraising, business development, client intake, conflicts clearance, and work delivery, all while ensuring strict compliance with professional standards. Celeste agents function as expert colleagues, interacting with both humans and other agents, leveraging a firm's proprietary knowledge, and adhering to firm-specific methodologies and best practices.

Features

  • AI agents that understand and integrate with a firm's data, terminology, relationships, and work patterns
  • Governed AI framework that enforces compliance with ethical walls, material non-public information (MNPI), and independence requirements
  • Ability to execute high-volume, complex workflows, uncover growth opportunities, screen deals, and flag conflicts more efficiently than human counterparts
  • Native integration across Intapp applications, firm systems, and other AI tools, providing agents with the necessary data to be effective

Product Details

Pricing
Custom
Deployment
Cloud
Location
🇺🇸 Palo Alto, United States

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