Rogo vs Blueflame vs o11: The Battle of the 'Finance Agents'

The market is flooded with “Finance Agents”—AI chatbots trained on financial data. Two of the hottest names are Rogo and Blueflame.

They promise to answer your financial questions instantly. But there is a fundamental split in philosophy happening: Chat vs. Native Integration.

Here is why o11 believes that “Chatting with data” is only half the battle.

The Consensus: We Need Better Search

Everyone agrees that searching through 100 PDFs sucks.

Rogo: The “Chat” Specialist

Rogo is a slick, fast interface for querying financial data. It sits on top of your filings and internal documents.

• Pros: Great UX. Fast answers. Good for “quick checks.”
• Cons: It’s another window. You chat in Rogo, get an answer, then Copy-Paste it into Excel/PPT. It creates a disconnect between the Insight and the Deliverable.

Blueflame: The Buy-Side Agent

Blueflame is targeted heavily at Hedge Funds and Asset Managers. It connects to disparate data sources to answer research questions.

• Pros: Good integrations with buy-side specific data. Strong focus on research workflows.
• Cons: Similar to Rogo, it is primarily a “Research/Read” tool. It doesn’t help you build the slide deck or the model that results from that research.

o11: The “Native Integration” Layer

o11 takes a different approach. We believe that the interface should be the work itself.

You shouldn’t have to leave Excel to ask a question about your model. You shouldn’t have to leave PowerPoint to find data for your slide.

The “Command” vs “Chat” Difference

• Rogo/Blueflame (Chat):

  You: “What was Apple’s revenue in 2023?” Bot: “Apple’s revenue in 2023 was $383 billion.” (You then type 383 into Excel)

• o11 (Command):

  You (Inside Excel): “Populate cell B10 with Apple’s 2023 revenue.” o11: Fills the cell with 383,000,000,000 and links the source.

Why Integration Wins in Banking

In Investment Banking and PE, accuracy and formatting are everything. Copy-pasting from a chat window introduces risk.

• Did you copy the right number?
• Is the unit correct ($M vs $Bn)?
• Did you format it correctly?
• Where is the audit trail?

By operating inside the document, o11 eliminates these risks. The data lands exactly where it needs to be, with the source attached as a comment.

Conclusion

Rogo and Blueflame are excellent “Research Assistants.” They help you find answers faster. o11 is an “Execution Engine.” We help you finish the work.

Don’t just chat with your data. Build with it. Try o11.