Research that cites its sources — and calls a human when it can't.

Ask it like you'd ask your sharpest analyst. expertOS answers from verified sources, marks what it can't confirm, and lines up calls with the people who actually know — no retainer, no per-seat network.

See how it works
< 24h
Brief to report
~70%
Under GLG / Third Bridge
100%
Every claim cited
Built forMergers & AcquisitionsPrivate EquityCorporate StrategyCompetitive IntelligenceMarket Research
How we earn your trust

The rare AI willing to admit “I don't know.”

Each answer carries a confidence label. Once the evidence thins out, expertOS hands the question to a human expert rather than filling the gap with a guess.

Verified

Grounded in a citable primary source — filings, annual reports, transcripts, or earlier expert sessions. Click any claim and you land on the evidence behind it.

“At large IDNs, ambient-scribing cap-ex climbed 38% year over year.”

HFMA 2026 · pg 22
Inferred

Stitched together from a handful of verified data points. Flagged as inference every time — never dressed up as fact. The weight you give it is your call.

“For mid-market, per-seat pricing works out to roughly ~$900/mo.”

~ from 4 sources
Unknown — route to an expert

Guessing is off the table. Instead, the agent writes the exact question and sends it straight to the single person in our network equipped to answer it.

“What terms did your procurement team actually land on?”

? route to expert
The way it works

From open question to board-ready answer, inside a day.

Every hand-off waits on your sign-off. Rewrite the questions, pick a different expert, rewatch the transcript. There are no moves made behind your back.

01Ask

Type it the way you’d say it.

Ask in plain language. The agent digs in like your sharpest analyst would — no query syntax, no setup.

prompt ›

Which vertical SaaS platforms have embedded payments live today, and where do the economics get tricky?

02Source

Every claim traces back to where it came from.

Answers are grounded in primary material — briefs, transcripts, prior sessions — and each one is one click from its evidence.

Embedded finance 2026 briefpg 14
Adyen earnings Q1 2026transcript
Prior session · Priya N.2025-11-04
03Gaps

Every blank spot becomes an editable question.

What the documents can’t answer turns into a precise list of questions for a human — yours to rewrite before anything is sent.

  • 01What net take rate did they actually negotiate?
  • 02Who owns the payments P&L — product or finance?
  • 03What broke in the first 90 days of go-live?
04Expert routing

Sent straight to the one expert who can answer it.

The agent matches each open question to the single person whose lived experience covers it — and waits for your approval.

P
Priya N.
Head of Payments · vertical SaaS
1 Q
D
Diego R.
PayFac lead · Series C fintech
1 Q
S
Sam T.
CFO · mid-market platform
1 Q
05Schedule

Booked around the expert’s calendar, not yours.

Short, well-scoped calls slot into the expert’s availability automatically — usually 15 to 30 minutes, a handful of questions each.

Priya · TUE 09:15
15 min · 3 questions
Diego · WED 17:30
30 min · 2 questions
06Report

One living report — citations on every claim.

Forward it to the board, paste it into your strategy doc, or keep questioning it. Every expert call replays on demand and the audit trail stays with your team.

report_4af2.md

Platforms are split on whether to build or buy embedded payments 3 sources. The real lever is the net take rate Priya N. · interview. Expect provider terms to stay in flux through Q3 ~ from 2 calls.

The bill covers only what the AI can't answer on its own.

A typical project takes a few brief expert calls rather than hours of them. You're charged by what you use — no yearly seat license, no minimums.

Why switch

First it was booked calls, then transcript libraries — now it's an agent that knows exactly when a call is worth making.

expertOS
GLG
Third Bridge
AlphaSense
Tegus
Mercor
Chat-first research agent
Answers grounded in verified sources
Flags what it can’t verify
Calls the right expert for you, end-to-end
Pay only for the knowledge you’re missing
Claim-level citations + full call trail
Always on — no scheduling, no retainer
Built in Limited Not offered
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Ten expert calls
shouldn't stand between you and a decision.

Design partners are coming aboard now across tech, healthcare, and financial services. Pilots run two weeks. Nothing locks you in for a year.