Hebbia

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🔍 People also searched for

Finance & Trading AI Insurance AI serious work, offering ai

About this Tool

Hebbia

AI platform for complex workflows and data analysis.

FEATURED ON
Sponsored by EverMemOS – Infinite memory. Persistent identity. Evolving intelligence. EverMemOS, powered by EverMind, is
[Toolify ![Toolify logo](https://www.toolify.ai/3.3.2/img/logo.f3a91ce.png)](https://www.toolify.ai/tool/)
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* [ Openclaw Skills](https://www.toolify.ai/tool/)

Pros & Cons

✓ Pros

✓Handles large document volumes efficiently
✓Source citations for transparency
✓Built for enterprise finance workflows

✗ Cons

✗No public pricing information
✗Web-only platform
✗Enterprise-focused, less suited for individuals

Key Features

🤖

AI-powered document analysis and data extraction

🔧

Bulk processing of thousands of documents simultaneously

🔍

Contextual search across large document collections

🤖

Source citations and traceability for AI-generated insights

📊

Integration with spreadsheets, reports, and financial data

🔍

Designed for investment research and due diligence

🔐

Enterprise-grade security and compliance features

👥

Team collaboration and shared workspace capabilities

🔧

Customizable analysis workflows for specific use cases

📊

Natural language querying for complex data questions

📋 Scripts & Prompts for Hebbia +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template

Fine Tuning

Intermediate ⏱ 10 min

Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…

📄 Template

Give a Bot a Fish

Advanced ⏱ 10 min

The “give a bot a fish” bucket is for scenarios when you can explicitly give the bot, in the hidden…

🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for Hebbia +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌

osaurus

Intermediate ⭐ 4,448 📱 Claude Desktop, Cursor, Continue.dev

Own your AI. The native macOS harness for AI agents -- any model, persistent memory, autonomous execution, cryptographic identity. Built in Swift. Fully offline. Open source.

GitHub

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Plaid MCP Server

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MCP server exposing Plaid banking and financial-account APIs.

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Brex MCP Server

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MCP for Brex corporate cards and expense data.

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Alpaca MCP Server

Medium 📱 macos, linux, windows

MCP for Alpaca brokerage trading and market data.

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🤖 AI Agents for Hebbia +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CLAUDE CODE

Claude Sub-agent: Tax-Loss Harvester

▶ On-demand

Claude Code sub-agent that takes a brokerage CSV, applies wash-sale rules across linked accounts, and outputs a ranked harvest list with substitute-security suggestions.

https://github.com/anthropics/claude-code

⬇ Import Agent Docs

🤖 CLAUDE CODE

AlphaSense Claude Agent

▶ On-demand

Claude Code agent that uses an AlphaSense API key to perform expert-call and broker-research lookups, then synthesizes findings into a brief.

https://github.com/anthropics/claude-cookbook

🔓 Sign Up Free to Import

🔄 N8N

n8n Mortgage Refi Analyzer

⏰ Scheduled

n8n workflow that triggers on rate-feed changes, compares the user's existing loan terms, computes months-to-breakeven net of closing costs, and emails a recommendation.

https://n8n.io/workflows/

🔓 Sign Up Free to Import

🤖 CREWAI

CrewAI Crypto Treasury Manager

⏰ Scheduled

CrewAI crew that pulls on-chain holdings, evaluates stablecoin vs volatile exposure, and proposes treasury allocation changes with a governance-post draft.

https://github.com/crewAIInc/crewAI-examples

🔓 Sign Up Free to Import

🤖 Browse All AI Agents →