GURU FOR financial services ORGANIZATIONS
Smarter answers for finance teams
Guru delivers verified knowledge so your team moves faster and with confidence.
Trusted by thousands of companies
Cut the search. Find what matters.
Answers from policies to reports—no digging required.
Stay compliant with confidence
Verified info, always current and easy to find.
Onboard finance hires faster
Trusted knowledge from day one, no hand-holding.
Answers from every app
See all sources
One platform to find, document, and share
Work smarter in every tool
Guru connects to your finance systems—CRMs, spreadsheets, email—delivering fast, trusted answers wherever your team works.
Guru works alongside:
+ more
Accuracy that adapts to the task
Knowledge Agents personalize every response by understanding who's asking and why—ideal for compliance, client insights, and approvals.
Docs, aligned and accessible
Draft, edit, and refine key content in Guru or pull it in from other systems. AI helps clarify language and keep everything accurate.
Share what matters—right when it matters
Create centralized Pages for teams or accounts. Push out urgent updates like regulatory changes, and confirm they’re seen.
Browser extension
Whether in a CRM, trading platform, or compliance portal, always have access critical info without needing to switch tabs.
Verification
Set automatic reminders for SMEs to review content, ensuring the info that employees are accessing is reliable and up-to-date.
Knowledge triggers
Proactively surface info exactly when and where teams need it, helping them avoid errors and solve problems before they even arise.
Role-based access control
Users only see (and get AI-powered answers from) content they already have access to, keeping information secure.
Unlock potential across finance roles
Compliance Officers
Financial Analysts & Risk Managers
Client Services & Wealth Management Teams
Finance Operations & Internal Audit Teams
Director of Data Strategy and Analytics
Advertising services | 501-1K employees
VP of GTM
Information technology and services | 201-500 employees
Human Resources and Support
iGaming Technology | 501-1K employees
Training Manager
Insurance | 201-500 employees
Marketing Director
Internet | 1-10 employees
“It makes creating, sharing, and organizing documentation easy. This is important for building redudancy within a team so that when one member is out another member can cover using the Guru cards.”
Marketing Operations Manager
Mid-Market | 51-1000 employees
“Our business scaled by 2x in the 1st month of Guru subscription because of no hassle and workload confusions.”
Marketing Manager
Marketing and Advertising
“I can't imagine working in my role without Guru, as it is a constant guiding light, especially in a profession like mine where the norms do change and we need to follow the regulations as a regulated bank.”
Customer operations
Banking | 5001-10,000 employees
“Guru is a game-changer for every employee in every department. Everyone has questions that arise during the day and asking those questions takes others away from their job and out of their flow. When every question has an answer in Guru it increases productivity.”
VP of Sales
E-Learning Technology | 11-50 employees
“I love that it empowers employees to figure out questions, as well as make it easy to fill gaps where questions are still being asked.”
Compliance Manager
Consumer Services
“Our business was streamlined like never before in just 2 months.”
Marketing Manager
Marketing and Advertising
“Guru has become our company’s internal “knowledge hub”. We have folks from all departments using Guru to share teaching materials as well as basic troubleshooting tips and tricks.”
CEO
Broadcast Media
“Teams I’ve worked with have adopted this quickly and found value in the platform almost immediately.”
VP of Customer Success
Professional Training and Coaching
“Guru has a phenomenal integartion section for all my team’s tools. At the click of their mouse, they can get all of the answers to their questions effortlessly, regardless of where they are in the processes.”
Customer Support Manager
Mid-market | 51-1000 employess
“We use Guru to streamline operations and make information handy for our various teams. Prior to Guru, a lot of information and processes were held in someone’s head.”
GM Finance & Accounting
IT services
“Google Docs is very limited and truly a nightmare to locate information once it’s been lost in the Google Doc abyss. Guru has helped us not only find our lost data, but make sure the data is up to date and helpful for our respective teams.”
Support Manager
FinTech | 50-200 employees
“It allows our team to communicate company-wide changes.”
Head of HR
Writing and Editing | 11-50 employees
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