CRM-vendor AI inside DealCloud

Arvya vs Intapp Celeste

Celeste is AI inside the Intapp platform, reasoning over what DealCloud already holds. Arvya verifies the CRM against evidence from outside it — your email, meetings, transcripts, and live sources — and works whichever CRM you own.

What Intapp Celeste is

Celeste is Intapp's AI coworker for professional firms, generally available since July 2026. Inside the Intapp platform it offers meeting briefs, relationship context, conversational pipeline updates, sponsor-intelligence refreshes, and approval-gated company-data cleanup, with firm playbooks and connectors to data providers like PitchBook as part of the Intapp ecosystem. It is strongest for firms deeply invested in DealCloud's premium packages who want AI on top of the data already inside the platform.

What Arvya is

Arvya starts from the opposite assumption: the CRM's own data is the thing that needs verifying. It builds a verified deal and relationship memory from evidence the CRM never sees — Outlook email, meeting transcripts, call notes, trackers, documents, data rooms, firm websites, SEC sources, and the firm's own licensed data — then reconciles that evidence against the CRM field by field, shows the old value, new value, source, and date, and writes back only what a human approves. It is vendor-neutral: DealCloud and Salesforce are live today, and the same loop is configured per deployment for other systems of record.

Where each is stronger

Intapp Celeste is stronger at

  • Native, zero-integration access to everything inside the Intapp platform
  • Breadth of an incumbent: 1,000+ prebuilt playbooks, compliance infrastructure, implementation partners
  • Bundled pricing for firms already on DealCloud premium packages

Arvya is stronger at

  • Verifies CRM fields against outside evidence — email, transcripts, live sources — instead of reasoning over the CRM's own (often stale) data
  • Vendor-neutral: same loop on DealCloud, Salesforce, and firm-specific systems; no premium-tier bundle required
  • Every proposed change carries old value, new value, source, and date; every write is approval-gated and audited in your tenant

Arvya vs Intapp Celeste: FAQ

How is Arvya different from Intapp Celeste?

Celeste is Intapp's AI inside the DealCloud platform: briefs, relationship Q&A, and cleanup that reason over data already in the CRM. Arvya is a vendor-neutral verification layer: it reconciles the CRM against evidence from outside it — email, meeting transcripts, documents, firm websites, SEC sources, and the firm's licensed data — and stages field-level, evidence-backed updates for human approval. If the CRM is stale, AI that trusts the CRM inherits the staleness; Arvya's job is to fix it.

We use DealCloud. Should we use Celeste or Arvya?

They solve different problems and can coexist. Celeste is strongest as AI convenience on top of the Intapp platform for firms on premium packages. Arvya is strongest when the underlying records can't be trusted — stale sponsor criteria, unmatchable buyers, blank fields — and the firm wants them verified against email, transcripts, and live sources with approval on every write. Many teams need the data fixed before platform AI is useful.

Does Arvya compete with DealCloud?

No. Arvya is not a CRM and does not replace DealCloud. It reads from and writes to the DealCloud a firm already owns, keeps its records verified against live evidence, and routes every change through human approval with a full audit trail.

What if we're not on DealCloud at all?

That is exactly where a CRM-vendor AI can't follow. Arvya runs the same verify-and-approve loop on Salesforce today and is configured per deployment for other systems of record, so firms on any stack — or mid-migration — keep one consistent trust layer.

See the Deal Brain on a live deal

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