Intapp (NASDAQ: INTA), the governed AI platform for professional firms in highly regulated industries, announced its DealCloud with Celeste plug-in for ChatGPT for Financial Services. Celeste is Intapp’s Firm AI expert co-worker that knows the firm: its clients, its funds and investors, and the judgment calls partners have made over the years. ChatGPT for Financial Services is a tailored ChatGPT experience that combines built-in financial data with GPT-6 Astra’s reasoning to help teams develop research, financial models, and client materials in their firm’s formats.

Thousands of firms run their business on Intapp, roughly 1,700 of them in private capital and investment banking. That is the foundation Firm AI arrives with – deal, investor, and relationship history already structured and governed at scale, across the firms that shape the market. Intapp has spent more than a decade building that understanding into DealCloud. Now with Celeste, it’s available in ChatGPT for Financial Services.

What this makes possible

With the DealCloud with Celeste plug-in for ChatGPT for Financial Services, professionals can:

  • Walk into any meeting carrying the firm’s entire history with that relationship, not just their own.

  • Find the shortest path to a decision, through the colleagues who already hold the relationship.

  • Know where every live deal stands and what it needs next, without chasing it down.

Why only Intapp can do this

A firm can only put its knowledge in front of a model if what’s confidential stays confidential. Intapp has spent two decades enforcing material non-public information, information barriers, and independence obligations — long before frontier models made any of this a live question. The firm sets those rules once, inside Intapp, and they hold wherever its knowledge goes next. Today, that includes ChatGPT for Financial Services.

Availability

The DealCloud with Celeste plug-in is available in ChatGPT for Financial Services to eligible Intapp clients beginning today.

Supporting quotes

Thad Jampol, Co-founder and Chief Product Officer, Intapp

“Frontier models know the world. But they don’t know your firm: who you cover, what you’ve committed to, what your people are and aren’t permitted to see. Intapp built Celeste to be that intelligence, and we’re proud to bring this plug-in into ChatGPT for Financial Services for the world’s leading financial firms. Everything else in this market can be bought. What a firm knows cannot.”

Additional resources

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Forward-looking statement

This press release contains express and implied “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding Intapp’s products and services and the expected results or benefits from use of our products and services. By their nature, these statements are subject to numerous uncertainties and risks, including factors beyond our control, that could cause actual results, performance, or achievement to differ materially and adversely from those anticipated or implied in the statements. Additional risks and uncertainties that could cause actual outcomes and results to differ materially from those contemplated by the forward-looking statements are included under the caption “Risk Factors” and elsewhere in our Annual Report on Form 10-K, our Quarterly Reports on Form 10-Q, and any subsequent public filings. Forward-looking statements speak only as of the date the statements are made and are based on information available to us at the time those statements are made and/or management’s good faith belief as of that time with respect to future events. We assume no obligation to update forward-looking statements to reflect events or circumstances after the date they were made, except as required by law. Any unreleased services, features, or functions referenced in this document, our website, or other press releases or public statements that are not currently available are subject to change at Intapp’s discretion and may not be delivered as planned or at all.

About Intapp

Intapp (NASDAQ: INTA) is the governed AI platform for professional firms in highly regulated industries. Intapp’s vertically tailored agentic solutions are built for the specialized workflows, complex relationship networks, and professional compliance requirements of accounting, consulting, investment banking, law, private capital, and real assets firms. By applying Firm AI to core processes and data, Intapp helps partners, dealmakers, and advisors drive firm growth, manage compliance, and improve profitability. Learn why the world’s top firms trust Intapp’s industry-specific enterprise solutions at intapp.com.

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