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AI tools

Knapsack

AI agents built on your email and calendar that draft replies, prep meetings and track follow-ups.

Not only for advisors. A general AI-agent platform for anyone automating work; financial advisors are one case study. Knap Inc.'s page

Made by Knap Inc. Visit Knapsack's website
Starting priceFrom $50/mo
Checked on the vendor's site · Oct 13
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed7 connectionsSalesforce, Wealthbox, Zoho and 4 more. Source and date for each below.
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What their website looks like

Screenshot of Knapsack's homepage
Knapsack's homepage, as it appeared on Oct 20. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Starter $50/mo
per month (the page doesn't say per user or per firm)
 Per month
100 credits per month; fair-use limits apply during trial.

Pro plan: custom pricing for teams and organizations; contact sales.

Free trial; fair-use limits apply during the trial.

Source: Knapsack pricing page. Checked on the vendor's site, Oct 13.

Where Knapsack sits on price

KnapsackOther AI tools

Cheapest plan for one person, per month (our sum from each price page). 16 of 30 AI tools have a US-dollar price we can put per person.

CaddiFreeContioFreeFathomFreeFirefliesFreeGrainFreeSynopsist$25/moMunin$29/moFinmate AI$39/moVega$42/moKnapsack$50/moYourStake$50/moHazel$60/moZocks$67/moFocal$100/moJump$100/moDataDasher$120/mo

Price changes

No price changes recorded yet. We last checked on Oct 13.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Nothing the vendor says sends data in
Knapsack7 connections listed

Data goes out to

SalesforceWealthboxZohoSevantaCopper
Listed, no detail
HubSpotPipedrive
Salesforce
Checked on the vendor's site
  • Data out: meeting notes and activity, saved as CRM records
Source: Knapsack Meeting Notes to CRM page. Checked Oct 13.
Wealthbox
Checked on the vendor's site
  • Data out: meeting notes and activity, saved as CRM records
Source: Knapsack Meeting Notes to CRM page. Checked Oct 13.
Zoho
Checked on the vendor's site
  • Data out: meeting notes and activity, saved as CRM records
Source: Knapsack Meeting Notes to CRM page. Checked Oct 13.
Sevanta
Checked on the vendor's site
  • Data out: meeting notes and activity, saved as CRM records
Source: Knapsack Meeting Notes to CRM page. Checked Oct 13.
Copper
Checked on the vendor's site
  • Data out: meeting notes and activity, saved as CRM records
Source: Knapsack Meeting Notes to CRM page. Checked Oct 13.
HubSpot
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Knapsack financial advisors case study (integrations list). Checked Oct 13.
Pipedrive
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Knapsack financial advisors case study (integrations list). Checked Oct 13.

Leaving later

We haven't read Knap Inc.'s site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for Knapsack yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Knapsack with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

Caddi
Free plan
Checked on the vendor's site · Oct 13
Attio · Listed, no detail given checkedHubSpot · Listed, no detail given checkedPractifi · Listed, no detail given checkedSalesforce · Listed, no detail given checkedWealthbox · Listed, no detail given checkedand 1 more on the profile
View profile
Contio
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data in and out checked
View profile
Fathom
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data out checkedHubSpot · Data out checked
View profile
Fireflies
Free plan
Checked on the vendor's site · Oct 13
Redtail · Listed, no detail given checkedWealthbox · Data out checkedSalesforce · Data link, direction not stated checkedHubSpot · Listed, no detail given checkedMicrosoft Dynamics 365 · Data out checkedand 9 more on the profile
View profile

Corrections

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