Last month, we shipped major upgrades across our Sheets Agent, AI Tables, integrations, and exports—bringing more trust and analytical horsepower to every workflow in Rogo.

1. SharePoint as a Source: Connect your firm’s SharePoint and use it alongside every other Rogo data source.

2. In-Cell Citations for Sheets: Every cell in a Rogo-generated spreadsheet now cites its original source.

3. PDF Exports: Export to PDF in addition to PowerPoint and Word.

4. Improved Copy-Paste: Paste Rogo outputs into PowerPoint, Word, and emails while keeping rich formatting intact.

5. AI Tables Upgrade: Rogo’s proprietary financial reasoning model now powers AI Tables for unmatched analytical depth.

   
   

SharePoint Integrations

Rogo now supports SharePoint as a first-class data source. Once connected, your entire company SharePoint can be searched and cited inside Rogo, right alongside filings, transcripts, market data, and every other integrated source.

This makes Rogo feel truly firm-native: you can leverage your CIMs, pitch decks, IC memos, diligence materials, and more with the same AI workflows you already use on public and market data—then get structured, cited insights on top of it all.

In-Cell Citations for Sheets

Transparency now extends to every cell. All data generated in Rogo’s agentic spreadsheets now includes source citations, just like Rogo’s text responses.

You can click directly from any hard-coded datapoint back to its originating source—whether it’s a filing, transcript, web, or otherwise—ensuring every number is verifiable and traceable.

PDF Exports

In addition to exporting directly to PowerPoint and Word, you can now export to PDF—either emailed to you or downloaded locally.

Perfect for quick sharing, offline review, or dropping into data rooms and deal folders without extra formatting steps.

Improved Copy-Paste

All Rogo responses can now be pasted cleanly into PowerPoint, Word, and email while maintaining rich formatting (tables, bulleting, bolding, structure).

That means less cleanup, fewer screenshots, and a dramatically faster path from insight to client-ready material.

AI Tables — Now Powered by Rogo’s Proprietary Models

Our AI Tables feature just got a massive upgrade. It’s now powered by Rogo’s proprietary financial reasoning models. That means smarter, faster, and more accurate analyses—no matter how complex the query.

• Handle multi-step logic and comparative analyses directly in-cell

• Automatically reference filings, ownership data, and news in real time

• Produce structured, reliable outputs across even the most nuanced financial workflows

This upgrade makes AI Tables an incredibly powerful analytical tool—purpose-built for institutional finance.

That’s all for November. See you next month!