Built for people who work with data every day
Financial advisors & RIAs
Clients expect answers tied to their real holdings — not copy-pasted benchmarks.
Got-Data cites rows from your exports so every reply matches what you already filed.
Chat
Which clients are most concentrated in tech this quarter?
Four households exceed 25% tech weight — see holdings tab rows 18–21.
Agent
Weekly AUM drift digest every Friday 5pm.
Trust companies & family offices
Account narratives and fee analysis live in too many tabs.
One trained model reads the files you trust today — no new system of record.
Chat
Summarize fee anomalies across the Smith family entities.
Two sub-accounts show 12bps variance vs policy — see Fee-Schedule-Q3.
Agent
Alert when any entity crosses the fee band you set.
Small business owners
P&L and AR live in spreadsheets — dashboards never get built.
Upload and ask; agents can email you the highlights on a schedule.
Chat
What's driving the margin dip vs last month?
COGS up 6% on SKU group B — see P&L-Aug column M.
Agent
Monday morning P&L + AR summary to your inbox.
Health & wellness professionals
Client progress is scattered across wearables and notes.
Longevity AI keeps answers in the client's own metrics.
Chat
Is this client's sleep trend improving on the new protocol?
Average sleep up 34 min over 6 weeks — see Oura-export rows 90–120.
Agent
Weekly client progress digest with HRV + sleep.
Individual investors
Brokerage exports are opaque until you merge them yourself.
Train once on your vocabulary — tickers, lots, tax lots.
Chat
What's my largest unrealized gain YTD?
$42k on NBIX — lot opened Mar 14 per Fidelity export.
Agent
Monthly tax-lot reminder before estimated payments.
Operations & HR teams
Headcount and utilization reports are always stale.
Agents pull from the latest upload automatically.
Chat
Any teams under 60% utilization two weeks straight?
Support tier-2 at 58% and 54% — Utilization-Sept tab.
Agent
Slack ping when utilization drops below threshold.