Jotup for finance

Jotup boosts productivity and saves up to 20% of time spent on information management, industry analysis, and collaboration

Efficiency and accuracy are key in the demanding field of finance, but professionals often grapple with time-consuming tasks like data management, information integration, and collaboration. Additionally, the challenge of staying updated on industry trends while processing large volumes of data from various sources can be daunting.

Jotup employs AI, real-time collaboration, clear and visual note organization, and its tool and content ecosystems to make work more efficient and streamlined. It not only automates routine tasks and centralises data but also fosters team synergy, enhancing productivity and efficiency. The following table elaborates on these features, their role in task optimization, and the likely efficiency improvements based on recent research.


Task Corresponding Jotup Feature(s) How Jotup Supports the Task Efficiency Gains (Time Saved)
Managing deal flow, due diligence, and portfolio data Note platform, tool ecosystem Facilitates data management with organized, easily accessible notes and files, enhancing the efficiency and usability of information. 1-2 hours/week (5-10%)[1]
Interpreting and gaining insights from data Summarisers, tool ecosystem Expedite data interpretation and unearth crucial insights, supporting better decision-making and risk evaluation. 2-4 hours/week (10-20%)[2]
Keeping updated about industry trends, news, and research JotAI, Newsfeeds Seamlessly access and keep abreast of pertinent industry information, empowering you to make more informed decisions and spot opportunities. 1-2 hours/week (5-10%)[3]
Sharing insights and cooperating with team members and external collaborators Note platform Boost teamwork and communication by maintaining a synchronized "collective knowledge base," leading to more effective strategies. 2-3 hours/week (10-15%)[4]
Processing and understanding large amounts of data from various sources JotAI, Newsfeeds Streamline data management and understanding by automatically importing, extracting, and summarizing relevant data. 2-4 hours/week (10-20%)[5]


Note platform

Our note platform is distinguished by 3 main elements:

  1. It's visual and hierarchical
  2. It supports numerous types of content (including 3rd party formats)
  3. It's collaborative

At this time, Jotup supports the following content types, although many more are planned for:

  • Basic:
    •  Topic 
      Group all other types of content.
    •  Note
      Basic note, similar to default entries in other notes tools. Ideal for jotting down quick ideas, meeting minutes, or brief financial observations.
    •  File
      Safely store any file with an optional description field. Useful for important financial documents, spreadsheets, datasets, or any other file type.
  • AI-powered:
    • Self-summarising:
      •  Web page
        Automatically capture and condense the critical insights from financial pages, market news, or research publications, with embedded content displayed within the summary.
      •  Document
        Upload and view common document types within a compatible editor; perfect for financial reports, data sheets, strategy documents or presentations.
      •  Academic paper 
        Ideal for analysts, researchers or anyone handling research. Automatically generates a concise summary; upload as PDF or import via URL. Comes with further reading suggestions.
    • News system:
      •  Newsfeed
        Receive a personalized stream of financial  News based on your interests, helping you make informed decisions and stay ahead of market trends.
      •  News
        Access the latest information crucial to your work, including financial news, market research, and regulatory updates.
      •  News copy
        Make and modify copies of any  news item, allowing you to tailor the information to your needs and incorporate it into your workflows.
    • CRM / ERP - style functionality:
      •  Task
        Set tasks for yourself or team members, whether it's about client follow-ups, financial report completions, or team meetings, with optional deadlines.
      •  Organisation
        Maintain a clear record of important contacts within a client's organisation or in your network, aiding relationship management and communication.
      •  Contact
        Maintain a clear record of important contacts within Organisations, aiding relationship management and communication.
      •  Event
        Document important events, like scheduled earnings calls, client meetings, or even macroeconomic announcements, ensuring you never miss a beat.
  • Every Jotup Notebook is designed for teamwork
  • Experience automatic, wiki-style co-editing across all content types
  • Keep track of changes with event logs at both global and individual Notebook levels
  • Engage in discussions and clarify points with the commenting feature
  • Enhance team interaction with Jotbot, offering deep integration with Slack and other external collaboration tools
  • Foster collective ideation and strategizing with our collaborative note/document editing feature

Tool Ecosystem

Jotup's tool ecosystem is designed for seamless integration with the tools you already use and love, fostering a productive work environment:

  • Collaborative and visual editing of any content type
  • AI-powered automatic reference management
  • Seamless integration with Google Docs and MS Office
  • Jotup serving as a remote drive

For organization and task management, we provide:

  • Integration with other platforms, like Slack and MS Teams
  • Efficient task management, including reminders
  • CRM and ERP features
  • Syncable calendar feature

AI / Summarisation:

Jotup's proprietary AI plays a vital role in improving productivity and efficiency. It automatically summarizes, tags, and generates insights from a variety of sources and formats, helping you focus more on analysis than data entry:

There are currently several AI-powered tag vocabularies, each with its own purpose:

  • Content tags
    with a range of ~5m different subjects and an infinite number of combinations thereof, these provide accurate and user-friendly means of discovering and organising information on any possible subject, no matter how simple or complex
  • Locations
    provide accurate geolocation for any content item and enable convenient location-based search
  • Organisations
    identifies and overviews commercial, governmental, non-profit and other entities, as well as certain stand-alone projects, e.g. scientific collaborations
  • Stock symbols
    augments the Organisations vocabulary by providing a database of ticker symbols linking almost all publicly-traded stocks with their respective companies

Automatic content extractor-summarisers are triggered when saving or updating certain content types, and in case of News this happens continuously as Jotup receives news from our content partners and other sources.

Content Ecosystem

With Jotup, you're connected to a broad range of premium sources in the financial sector. Be it news, research, regulatory, or corporate information, Jotup processes and presents relevant data in a user-friendly format:

  • Create a Newsfeed, specify your interests, and receive the latest information relevant to your work
  • Add RSS URLs to include your favorite sources
  • Connect Jotup with your organization's knowledge management systems
  • View news results within individual Newsfeeds or on an aggregated basis across Notebooks


[1] The percentage of time saved was estimated based on McKinsey's research suggesting that knowledge workers can spend up to 20% of their time searching for and retrieving information. Enhanced data organization could save a significant portion of this time.

Reference: McKinsey Global Institute (2012) 'The social economy: Unlocking value and productivity through social technologies.' [Online] Available at:

[2] The time saved was calculated based on the premise that AI-powered tools can help automate data analysis and improve decision-making, potentially reducing time spent on manual data analysis by 50% or more.

Reference: Brynjolfsson, E. and McAfee, A. (2017) 'Reshaping business with artificial intelligence.' MIT Sloan Management Review [Online] Available at:

[3] The estimated time saved is based on a 2018 Reuters report stating that professionals spend up to 20% of their work time reading news and research. Integrating information sources can reduce this time by up to 50%.

Reference: Reuters (2018) 'Reuters Institute Digital News Report 2018.' [Online] Available at:

[4] The increase in productivity is based on a McKinsey report showing that real-time collaboration tools can boost productivity by up to 30%.

Reference: McKinsey & Company (2017) 'The great re-make: Manufacturing for modern times.' [Online] Available at:

[5] The percentage of time saved was calculated based on a Forrester Research report stating that importing and summarizing data can save up to 50% of the time spent on processing and understanding large volumes of information.

Reference: Forrester Research (2017) 'The sorry state of digital transformation in 2018.' [Online] Available at: