AlphaSense Product Updates — July 2026 – Help Center

New integrations bring your CRM and Office tools directly into AlphaSense, alongside smarter search and AI-driven research agents

AlphaSense for PowerPoint & Excel — Use AlphaSense natively within your Microsoft apps to pull research, financials, and expert insights directly into your models and decks
Enhanced Slide Generation in Generative Search — Custom templates, financial data, and 50+ new layouts
AlphaSense Salesforce Connector — Combine CRM data with market intelligence in one view
Call Project Reports — Auto-synthesized, always-current call project summaries

What's New

AlphaSense for PowerPoint and Excel is a native AI add-in that brings the power of AlphaSense directly into the tools where your teams build, refine, and deliver their work.
In PowerPoint, users can create, edit, refresh, and polish presentation content without leaving their deck workflow.
In Excel, users can use natural-language prompts to help build, update, and analyze models, tables, and financial workflows while preserving existing workbook structure.
Together, these tools help connect AlphaSense research, market intelligence, and source-backed insights to the models and decks users rely on every day.

Why It Matters

Users can move from research to analysis to presentation faster, with less manual copying, formatting, and context switching.
Teams can reduce repetitive “last mile” work across models and decks, from updating assumptions to refreshing exhibits and polishing slides.
Keep your outputs more consistent, traceable, and decision-ready by bringing trusted intelligence into the native tools where deliverables are produced.

What's New

Our Template Library lets you upload, save, rename, and set default slide templates for brand-consistent output
50+ new professionally curated layouts purpose-built for Investment Banking, Corporate Development, and Private Equity
Pull financial data, share price time-series, multiples, margins, and segment data, directly into slides, with inline citations now rendering as clean superscripts.

Why It Matters

Apply your firm's branding automatically and cut down on manual data entry while keeping presentations accurate.
Produce polished, board-ready decks faster, with more layout options and less visual clutter.

What's New

Connect your Salesforce account to AlphaSense via the new Connectors page or Integration Center .
Search and analyze CRM data in natural language, including Accounts, Opportunities, Contacts, Tasks, attachments, and more.
Citations link to the source record in Salesforce, with access that mirrors your permissions.

Why It Matters

Combine live CRM data with market intelligence, with every insight cited back to Salesforce.
Prepare for meetings faster, identify whitespace earlier,and monitor companies, competitors, partners, and other key relationships with richer context.

What's New

Call Project Reports turns all call project transcripts into a single, living, investor-ready output that updates automatically as new interviews are completed.
Each call project report includes pre-screening-question answers, thematic key takeaways, bull/bear quote groupings, directional quantitative framing, cited evidence snippets linked back to source transcripts.

Why It Matters

Skip manual synthesis and move straight from calls to decisions.
Always work from a single, evidence-backed report that stays current as your team completes more interviews.

New Workflow Agents for Thesis Validation: Thesis Validator, Thesis-Filtered Earnings Analysis, Thesis Refresh, and Thesis Postmortem agents now stress-test, update, and audit investment theses.
Private Company Primer and Meeting Prep agents now draw on internal content and firm relationship history.
Document Search now auto-diagnoses "no results" queries and suggests one-click fixes.
Fixes include widening company mentions, removing narrow date ranges, or loosening keyword proximity.