How is Knapsack different from other AI tools?

Knapsack allows you to connect to your third party data sources and run Knaps or automated routines across them. It also embeds easily on SaaS tools.

What can I do with Knapsack?

Knapsack provides AI tools for common advisor tasks like client communication, research, financial analysis, and planning - all while keeping client data private. Our tools integrate with popular CRMs and other advisor software.

Is Knapsack a support chatbot?

Knapsack goes well beyond providing an AI support chatbot. The embedded chat and other Knaps are connected to the data you care about, allowing users to ask questions, assign tasks, and run automations directly from your app.

How does Knapsack help with compliance?

By keeping client data under your control and providing clear data handling documentation, Knapsack helps you meet regulatory requirements and demonstrate your commitment to protecting client information.

You are on a journey.

Pack accordingly.

Free

$0/mo • 20 credits/month

Start today

Basic

$20/mo • 100 credits/month

Pro

$50/mo • 300 credits/month

Business

$100/mo • 750 credits/month

Enterprise

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Scheduled Knaps

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Knapsack on your site

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You are on a journey.

Free

Basic

Pro

Business

Enterprise

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