# Hebbia

> Finance research agent that analyzes filings, data rooms and market data in matrices for investors and bankers

Source: https://dontaskagain.com/hebbia
Website: https://www.hebbia.com/?utm_source=dontaskagain
Pricing: Paid
Categories: [Finance](https://dontaskagain.com/categories/finance.md), [Research](https://dontaskagain.com/categories/research.md), [Documents](https://dontaskagain.com/categories/documents.md)
Listed: 2026-10-23
Updated: 2026-10-23

Hebbia is an AI platform for finance professionals. Its agent, Max, works like an analyst across a firm's documents and financial data, answering questions, extracting information and filling Matrix grids where each row is a company or document and each column is an analysis.

**Key features:**

- Max agent for analyst-style research across documents and data.
- Matrix grids with columns such as financials, leverage, acquisitions and pitch angles.
- Public sources including SEC filings, earnings transcripts and UK, European and Australian filings.
- Market data from FactSet, S&P Capital IQ, PitchBook, Preqin and Fitch.
- Internal repositories such as SharePoint, Box, Dropbox, IntraLinks, DealCloud, Snowflake and Databricks.
- Shared deal projects that can be published firm-wide.

Hebbia serves investors, bankers, lawyers, consultants and large enterprises. Access is arranged through a demo request rather than self-serve sign-up, and pricing is available on request.

## More finance agents

- [Shortcut](https://dontaskagain.com/shortcut.md): Finance agent for Excel that builds DCF, LBO and three-statement models and traces numbers to source files
- [Digits](https://dontaskagain.com/digits.md): AI-native general ledger that categorizes transactions, closes the books, pays bills and sends invoices automatically
- [Rillet](https://dontaskagain.com/rillet.md): AI-native ERP whose Aura agents automate close tasks, flag anomalies, propose accruals and answer ledger questions
- [Zeni](https://dontaskagain.com/zeni.md): AI accountant and AI CFO that categorize, reconcile and close your books, backed by a human finance team
- [Ramp](https://dontaskagain.com/ramp.md): Finance platform with agents that process receipts, code expenses, review spend and handle invoices around the clock
- [Rogo](https://dontaskagain.com/rogo.md): Finance AI platform with hundreds of agents that build Excel models, draft investment memos and prepare diligence
- [Navan](https://dontaskagain.com/navan.md): Business travel and expense platform whose AI agent books trips, honors loyalty status and handles disruptions
