Enterprise Intelligence for Family Offices
Automated Data connects your documents, emails, CRMs, and systems into one intelligent platform — so you can find answers faster, automate the work that slows you down, and make smarter decisions with confidence.
Built for the complexity of financial data
Enterprise search
Search or ask in plain language — get what you need, instantly.
Unify information
Bring together emails, documents, CRMs, and spreadsheets — all in one place.
Workflow automation
Trigger alerts, updates, and reports — without the manual effort.
Smart organization
Automatically tag and classify data so it’s easy to find, use, and manage.
Data matching
Merge duplicate or fragmented records into a single, trusted view.
Entity graph
See how people, companies, and assets relate — in one clear picture.
See the Full Picture
Bring together insights from across emails, documents, and applications — all in one connected view.
Uncover patterns and relationships buried across disconnected sources.
Bring all your essential information into one unified, searchable view.
Ask Questions. Get Answers.
Your team can ask questions in plain language and get clear, instant answers — without needing a data expert.
Automate with Confidence
Reliable, connected data powers agent-driven workflows — helping your team cut manual work and move faster.
Streamline multi-step processes — from intake to reporting — and reduce prep by over 3 times.
Eliminate repetitive tasks in the front, middle, and back office — so teams can focus on higher-value work.
How Automated Data works
Connect your data
Bring together emails, documents, CRMs, spreadsheets, and systems — no code, no hassle.
Unify and organize
Clean, match, and classify your data into a single source of truth — instantly searchable and ready to use.
Take action
Ask questions, trigger workflows, and uncover insights — all from one intelligent platform.
Connect everything you already use
Integrate with your documents, emails, CRMs, spreadsheets, and systems — no code, no complexity. Just results.
Browse our resources
Explore ideas, insights, and practical guides on data, decision-making, and the future of enterprise intelligence.
