AI TOOL PROFILE
InsightWise: AI Proposal and Analysis Software
- Data and Analytics
- Analytics and Reporting
- Consulting Firms
- Strategy Teams
- Professional Services Firms
- Solo Analysts
Pricing
Paid plans start at $19/month for the Analyst plan and $29/month for the Strategy plan. New users receive 50 free credits with no credit card required.
At a glance
- Best for
- Consulting Firms, Strategy Teams, Professional Services Firms, Solo Analysts
- Key use cases
- Bid Preparation, Research Synthesis, Stakeholder Analysis, Deliverable Drafting
- Integrations
- PowerPoint export, Excel export
- Official website
- Visit InsightWise official website
How AI is used
InsightWise is an AI platform designed for consulting and professional services workflows. It focuses on two primary areas: assisting in the proposal process by surfacing relevant firm credentials and transforming volumes of data into strategic intelligence.
The tool is designed for consultants and strategy teams who handle unstructured data, such as interview recordings, surveys, and reports. It supports the creation of drafts that align with specific client briefs and firm templates, which may reduce manual work involved in searching for past case studies.
For firms with security requirements, the platform is SOC 2 certified and hosted on a private AWS network. The system is designed to generate insights only from provided source documents to help reduce AI hallucinations.
Buyers should confirm which plan fits their team size, as the Analyst and Strategy plans have different project and reasoning engine capabilities compared to the Enterprise tier.
Key Features
Proposal Drafting
Drafts proposals tailored to client briefs by surfacing relevant past wins, team credentials, and case studies.
Strategic Analysis
Analyzes documents, video, and audio to identify themes, trends, and sentiment.
Evidence-Based Insights
Links generated insights to specific quotes and sources within uploaded documents for traceability.
AI Evaluation Panel
Provides feedback on proposal drafts to identify weak points and missing evidence.
Automatic Transcription
Transcribes audio and video interviews for analysis and quote labeling.
Data Privacy Controls
Ensures customer data is not used for training AI models and is hosted within a private network.
Use Cases
Bid Preparation
Using existing firm IP and case studies to draft proposals for new client briefs.
Research Synthesis
Turning multiple interview transcripts, surveys, and reports into structured strategic themes.
Stakeholder Analysis
Comparing sentiment and perspectives across different stakeholder segments within a dataset.
Deliverable Drafting
Creating structured insights and recommendations for export into PowerPoint and Excel.
Integrations
- PowerPoint export
- Excel export
FAQ
Does InsightWise use my firm's data to train its AI?
- No, the platform is designed so that customer data is not used for training AI models.
What types of files can be analyzed in InsightWise?
- It supports Word, Excel, PDFs, text files, as well as audio and video recordings.
Is there a way to try InsightWise before paying?
- Yes, new users receive 50 free credits to explore the platform without requiring a credit card.
How does the software handle AI accuracy?
- InsightWise generates insights based on provided source documents and links every insight to specific evidence for traceability.
Source category: Data & Analytics
Source subcategory: Analytics & Reporting
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