Clarity Across Funds, Teams, and Timelines, Minus the Scramble
Org IQ helps finance leaders keep critical conversations, decisions, and client relationships in plain sight, even when people change roles, projects shift, or inboxes overflow.
Trusted by small and medium-sized financial businesses across North America
No more duct-taped
workflows for finance
teams
Stop chasing status updates, buried approvals, and lost context.
With Org IQ, every decision-driving conversation is captured, searchable, and ready to act on, so you move faster without the messy handoffs.
Controllers, analysts, and CFOs turn to our insight-driven platform to:
Preserve vendor contacts, client history, and project momentum when staff changes
Give leadership a full view of performance and sentiment without extra meetings
Provide scoped, secure access for legal, compliance, or external partners
Track contract status and approvals without waiting for progress updates
Surface client complaints or escalations before they affect retention
All from a single, searchable hub that your “audit folder” wishes it could match.
Finance moves faster (and smarter) when the full story’s at your fingertips
See Every Financial Interaction in Context
From investor updates to vendor payment follow-ups, nothing slips through the cracks.
Spot Shifts Before They Hit Revenue
Track sentiment changes, response lags, and engagement drops while they’re still fixable.
Save Hours on Requests
Pull exactly what you need for legal, board, or compliance queries in minutes, not weeks.
Achieve Transparency Without the Tech Pile-Up
Skip the integration headaches and IT bottlenecks. Get the complete picture as soon as you need it.
Org IQ features + Your Finance Team =
Smarter, Faster, Lower-Risk Decisions
Comprehensive Heatmaps
Spot communication bottlenecks and approval delays during audits, close cycles, and reporting sprints.
Insightful Email Activity Graphs
Visualize message volume across teams to catch breakdowns, backlogs, or critical silences.
Predictive Sentiment Analysis
Detect tone shifts or disengagement in financial threads before they lead to costly misunderstandings.
Proactive PII Detection
Automatically flag emails with sensitive financial or customer data to help maintain trust and compliance.
Smart, Exhaustive Search
Find approvals, contracts, disclosures, and audit trails in seconds, no time-sucking follow-ups required.
Secure Guest Access
Let auditors or consultants review only what’s needed, without exposing your entire archive.
Full, Immutable Archiving
Capture every message (even deleted ones) to protect your records and prove who said what, when.
Effortless Import & Export
Export full threads instantly for audits, board packets, or supporting docs.
Comprehensive Heatmaps
Spot communication bottlenecks and approval delays during audits, close cycles, and reporting sprints.
Insightful Email Activity Graphs
Visualize message volume across teams to catch breakdowns, backlogs, or critical silences.
Predictive Sentiment Analysis
Detect tone shifts or disengagement in financial threads before they lead to costly misunderstandings.
Proactive PII Detection
Automatically flag emails with sensitive financial or customer data to help maintain trust and compliance.
Smart, Exhaustive Search
Find approvals, contracts, disclosures, and audit trails in seconds, no time-sucking follow-ups required.
Secure Guest Access
Let auditors or consultants review only what’s needed, without exposing your entire archive.
Full, Immutable Archiving
Capture every message (even deleted ones) to protect your records and prove who said what, when.
Effortless Import & Export
Export full threads instantly for audits, board packets, or supporting docs.
With Org IQ, Catalyst Financial lowered legal exposure and raised service standards
Delta Advisory Group traded in discovery chaos for plug-and-play clarity with Org IQ
With Org IQ, Catalyst Financial lowered legal exposure and raised service standards
“Org IQ transformed our approach to protected customer interactions. We can quickly access critical records, ensure compliance, and improve efficiency, all while reducing legal risks and providing better service to our clients.”
Riley Feldman,
Managing Partner
Delta Advisory Group traded in discovery chaos for plug-and-play clarity with Org IQ
“Discovery requests used to mean hours of inbox hunting. With Org IQ, we can pull exactly what we need in minutes. Compliance has become refreshingly painless for us, and a major relief for our clients.”
Bill Daggett,
Founder and Managing Director
Finance-Grade Protection and Controls, Out of the Box
One security slip can ruin your Tuesday—and your year. But not on our watch.
Permanent Record-Keeping
No gaps, deletions, or risky manual forwarding.
Full Encryption Coverage
Data is secured in motion and at rest, 24/7/365.
Audit-Ready Logs
Track every access, search, and download in timestamped detail.
Scoped, Time-Limited Access
Invite external reviewers or board observers without compromising confidentiality.
Keyword Triggers for Disclosure Risk
Surface patterns that suggest backchannel deals, approval gaps, or emerging friction.
Retention & Compliance Standards
Aligned with SEC, FINRA, and internal policies by default.
Permanent Record-Keeping
No gaps, deletions, or risky manual forwarding.
Full Encryption Coverage
Data is secured in motion and at rest, 24/7/365.
Audit-Ready Logs
Track every access, search, and download in timestamped detail.
Scoped, Time-Limited Access
Invite external reviewers or board observers without compromising confidentiality.
Keyword Triggers for Disclosure Risk
Surface patterns that suggest backchannel deals, approval gaps, or emerging friction.
Retention & Compliance Standards
Aligned with SEC, FINRA, and internal policies by default.
Business Pricing
Only pay for what you archive
Org IQ gives businesses simple, transparent pricing with no surprise fees, clunky setup, or long-term lock-ins.
Monthly
Annual
3-Year
Insights
Includes 1 free month
$465/mo
$5,580 per year, paid annually
Want 6 months free? Check out our 3 year plan
Includes
Unlimited Archiving
1 Year Lookback Period
Every message you send us is always permanently saved in our database, but only messages received in the past 1 or 2 years will appear in search results, reports, or be available for alerts.
If you need a longer Lookback Period or access to messages in your archive, you can increase your lookback period on the settings page.
Includes: Basic Search
Includes: Basic Alerts
Intelligence
Includes 1 free month
$649/mo
$7,788 per year, paid annually
Want 6 months free? Check out our 3 year plan
Includes
Unlimited Archiving
2 Year Lookback Period
Every message you send us is always permanently saved in our database, but only messages received in the past 1 or 2 years will appear in search results, reports, or be available for alerts.
If you need a longer Lookback Period or access to messages in your archive, you can increase your lookback period on the settings page.
Includes: Basic + AI Search
Includes: Basic + AI Alerts
Enterprise
Let’s talk
500–50,000 employees
Multi-site, multi-country
Everything in intelligence plus:
Dedicated Servers
Single Sign-On
API Access
Priority Support
Not sure what to choose? Small Business? Try the on-demand model
See every conversation that keeps your deals, clients, and team on track.
Try Org IQ free. Stay if your inbox is easier to navigate at crunch time.