The Deal Brain. Not document Q&A. Not an autonomous analyst. Not a CRM.
Most AI for finance falls into three buckets: tools that read documents, tools that try to replace the analyst, and the CRM itself. Arvya occupies a different lane: cited firm memory that prepares the next action and keeps a human in approval.
Arvya vs. document Q&A / research tools (e.g. Hebbia)
Their lane
Document Q&A and research platforms reason over large document sets to produce answers and research deliverables. They are excellent when the job is reading and synthesizing a corpus.
Arvya
Arvya is not a research tool. It builds a Deal Brain from live work: email, meetings, CRM, trackers, documents, research, relationship history, and data rooms. Then it turns that memory into actions the team can approve. CRM trust is one workflow, not the product.
Arvya vs. autonomous agents (e.g. Rogo)
Their lane
Autonomous "AI analyst" platforms aim to generate deliverables such as models, CIMs, and outreach with minimal human steps. They optimize for speed and automation.
Arvya
Arvya keeps a human in approval. It prepares the work, then waits before anything is written, sent, or scheduled. The goal is not to replace deal judgment. It is to keep firm memory current and turn it into safe next actions.
Arvya vs. the CRM itself (e.g. Affinity, DealCloud)
Their lane
A CRM is the system of record. Some add AI inside their own platform, or expose their own data to AI tools. The data is only as good as what the team types in.
Arvya
Arvya does not replace your CRM. It connects the CRM to the broader Deal Brain, alongside Outlook, Teams, trackers, documents, research, calls, and data rooms. The CRM stays a system of record; Arvya is the memory layer around it.
What only Arvya does
Three things no document tool, autonomous agent, or CRM credibly claims together
Human approval, not silent autonomy
Every CRM write, email, and calendar action waits for a human to approve it. Human approval is the design center, not a fallback.
Evidence on every answer and action
Each answer, update, brief, tracker change, or CRM field Arvya proposes carries its source, the quote or document it came from, and how recent it is.
Inside your tenant
Single-tenant inside your firm's Microsoft Azure. Raw emails and transcripts are never stored or used to train models.
FAQ
How Arvya compares
How is Arvya different from Hebbia?
Hebbia is a document Q&A and research platform that reasons over large document sets to produce answers and deliverables. Arvya builds a Deal Brain from live work across email, meetings, CRM, trackers, documents, research, relationship history, and data rooms, then turns that memory into work the team can approve. Hebbia helps you read a corpus; Arvya helps the firm remember and act.
How is Arvya different from Rogo?
Rogo is an agentic platform that automates analyst deliverables like models and CIMs. Arvya prepares follow-ups, briefs, tracker updates, CRM updates, and deal answers, then waits for a human before anything is written or sent. Arvya is not trying to replace the analyst; it gives the team a durable Deal Brain and safe execution loop.
How is Arvya different from Affinity or DealCloud?
Affinity and DealCloud are CRMs. Arvya is not a CRM and does not replace one. It connects CRM records to the broader Deal Brain across email, meetings, trackers, documents, research, calls, and data rooms, so the CRM becomes one trusted surface inside the firm memory rather than the whole product.
Does Arvya replace my CRM?
No. Arvya works around the DealCloud, Salesforce, Affinity, or firm-specific system you already own. Your CRM remains a system of record; Arvya is the Deal Brain around it.