Execute with AI Powered Insights, Due Diligence, Portfolio Monitoring, Financial Analysis, Credit Monitoring
Drive deal and operational productivity while executing 4x faster with Apokto.

the Apokto edge
Your intelligent business command center
Apokto is designed to transform how managers run their companies, embodying a blend of professionalism, friendliness, and authority in every interaction.
Day to Day Operations
Keep your finger on the pulse of every moving part of your business.

Acquisitions & Financings
Navigate complex financial landscapes and make informed decisions with real-time insights.

Native Software Integrations
Integrate seamlessly with your existing tech stack, centralizing data for a comprehensive overview.

Generative AI you can trust
Leverage cutting-edge Generative AI to derive actionable insights from complex financial data.

Your On-Demand AI Assistant
Zoe is here to simplify your inquiry process, providing on-tap insights whenever you need them, turning decision-making into a breeze.
- Chat with Zoe as you would with a colleague, making data retrieval straightforward and hassle-free.
- No more waiting, get instant, well-sourced answers to keep your decision-making on the fast track.
- Let Zoe dive into the data and bring back actionable insights, paving the way for informed decisions.
Stay Alert, Stay Informed
With real-time alerts, you’re never caught off guard. Know the pulse of your operations the moment something shifts.
- Get nudges about the things that really matter, helping you focus where it counts.
- Uncover what's working and what's not, so you can shuffle your resources to create an impact.
- With instant updates, you’re always in the loop, ready to make the next smart move.
Seamless Integrations & Syncing
Centralize and analyze data from all your business systems swiftly with seamless integrations.
- Gather data from various business systems in one place.
- Stay updated with real-time or customized data syncing for accurate analysis.
- Leverage rapid data analysis for quicker insights compared to traditional methods.

Crafting Clarity with Metis
Transition from manual reporting to intuitive, AI-driven report crafting with Metis, your smart report builder.
- You can simply tell Metis what report you need, using your own words.
- Metis drafts your report, clarifying details to meet your specifications.
- Quickly review, finalize, and share your report with peers for feedback.
Discover Apokto's Impact Across Roles
Explore how Apokto empowers different roles within your organization. Delve into tailored solutions for CFOs to Managing Directors, driving efficiency and clarity in every task.
Chief Financial Officer
Apokto’s seamless financial monitoring will revolutionize our quarterly review process, even in beta. The real-time data integration with Zoe will have a large impact in my day to day workflows.
Active Monitoring
Real-time insights into revenue, expenses, and cash flow. Detect anomalies and make informed decisions promptly.
Intelligent Q&A
Engage with Zoe for day-to-day inquiries. Get instant, intelligent responses to support daily operational decisions.
Automated Alerts
Stay ahead with automated alerts for crucial metrics like EBITDA and working capital. React promptly to financial changes.
AI Report Building
Utilize Metis to generate custom reports effortlessly. Transform data into actionable insights and drive decision-making.
Historical Analysis
Quickly analyze historical data to identify trends and benchmark against industry standards, saving time and effort.
Event Preparation
Seamlessly prepare for any financial event. Quickly generate summaries, trend analyses, and forecasts for presentations.
Chief Executive Officer
Even in its beta preview phase, Apokto’s Event Preparation feature will transform how we approach pivotal company events. It’s a game-changer in strategy execution.
Strategic Vision
Gain a clear, real-time view of your financial landscape for informed strategic decision-making and planning.
On-Demand Insights
Access immediate answers to critical financial inquiries with Zoe, propelling efficient executive decisions.
Swift Due Diligence
Navigate through investment or acquisition due diligence swiftly with automated data management and analysis.
Event Readiness
Ensure you’re always ready for investor meetings, board reporting, and strategic planning with streamlined preparation processes.
Deal Execution
Securely manage document sharing and track deal progress in real-time for a seamless execution for any type of deal.
Timely Reporting
Stay abreast with the latest financial data through automated executive and investor reporting, promoting transparency.
Sr. Managing Director
The automated report generation feature in Apokto’s Metis promises to streamline our reporting process significantly. The glimpse into its capabilities was certainly promising.
Deal Evaluation
Conduct real-time financial analysis for quicker, insightful deal evaluations and negotiations.
Instant Decision Support
Leverage Zoe for on-the-spot financial insights, fostering efficient and informed decisions.
Expedited Due Diligence
Accelerate investment and acquisition evaluations with automated data collection and analysis.
Event Preparedness
Streamline preparation for investor meetings, board reporting, and strategic planning events with automated processes.
Agile Adaptability
Harness real-time financial data to pivot strategies swiftly and maintain a competitive edge.
Comprehensive Reporting
Automate executive and investor, reporting for a seamless, transparent communication flow.
Apokto’s preview hinted at a platform that could potentially simplify the complex stages of deal execution. Metis, on top of the centralized deal tracking will be a major time-saver .
Director of M&A
Holistic Viewpoint
Seamlessly aggregate financial data for a consolidated perspective, crucial in appraising M&A prospects.
Event Analysis
Utilize Apokto’s analytics to evaluate the financial outcomes of events, identifying areas of success and opportunities for optimization in future endeavors.
Due Diligence
Simplify data room preparations and document categorization for a smooth, efficient due diligence journey.
Post Acquisition
Leverage real-time data to track and analyze the financial performance post-acquisition, ensuring alignment with initial projections and goals.
Deal Execution
Employ workflow automation and secure document exchanges to navigate deal execution with precision and trust.
On-Demand Analysis
Leverage Zoe for immediate financial analysis on deal structures, valuations, or synergy assessments, accelerating deal negotiations.
Financial Analyst
Apokto’s Metis shows promise in significantly expediting our reporting process. Generating comprehensive reports in minutes is no longer a dream
Real-Time Analytics
Gain instant insights into financial metrics and make swift, informed decisions.
Secure Collaboration
Facilitate secure document sharing and collaboration during deal executions.
Doc Automation
Accelerate due diligence with automatic doc retrieval and organization.
Instant Answers
Ask questions to Zoe and receive immediate responses during your analysis process.
Trend Analysis
Benchmark financial performance easily with automated data tools.
Interactive Reporting
Create engaging reports allowing for a deep dive of data making decisions more clear and effective.
Controller
The potential of Metis for creating customized reports on-demand during our preview was impressive. Apokto seems to be on the verge of redefining financial reporting.
Simplified Data Gathering
Effortlessly aggregate financial data from various sources, ensuring accurate and current information for precise financial oversight.
Quick Q&A
Utilize Zoe for immediate responses to all types of questions, facilitating quicker decision-making with real-time insights.
Real-Time Insight
Stay updated with real-time tracking of crucial metrics like cash flow, expenses, and revenue, enabling swift identification and resolution of financial issues.
Seamless Sharing
Share sensitive financial information securely with internal and external stakeholders, ensuring smooth deal execution and compliance.
Alert on Variance
Get notified with custom alerts for significant variances in budget versus actuals, promoting timely awareness and corrective actions.
Due Diligence Prep
Accelerate the due diligence process with organized, easy-to-access documents, saving valuable time during critical evaluations.