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Elevating
consultants

Vertical-specific AI for consultants and corporate strategy professionals

product

Giving you more time for the work that matters

Spend more time on critical thinking. Less time writing formulae, copying, pasting, or formatting.
Data

Data visualisation

Seamlessly interrogate and visualise data without the need for writing time consuming Excel formulae.
ai

AI-Powered Insights

Accelerate insight generation from project data using custom-built AI tailored to the consultant use case.
Automation

Automated Powerpoint generation

Export client-ready, end-to-end presentations customised to your firm’s template.
Export

Traceable Excel formulae

Export auditable Excel workbooks with live formulae linked to the raw data sheet.
benefits

Optimize your work

Charter AI is transforming the way consultants work. With our platform, you can automate document creation and analyze project data in no time. Free yourself from manual tasks so you can focus on what matters most.
30%
Improved accuracy
30%
Improved accuracy
30%
Improved accuracy
security

Enterprise Grade Security

Ensuring protection through world-class data security and privacy measures.

Secure data transit

Network restrictions and access control provide security between application components.
ISO Logo – Representing global standards in quality, safety, and efficiency across industries.SOC II Logo – Demonstrating commitment to industry-leading security and data protection practices.

Compliant Infrastructure

Our cloud infrastructure is fully SOC 2 and ISO27001 compliant Azure architecture.

Enterprise security features

We provide SSO, audit logs and IP access control to the Sherpa Application.
Excel Icon – Streamline Excel workflow with traceable formulas and seamless integration.PowerPoint Icon – Automate client-ready presentation creation with Sherpa.

Accelerate your work

Save time working in PowerPoint and Excel
faq

Frequently Asked Questions

FInd out more about Sherpa
What type of data can I analyse using Sherpa?

Sherpa works best with Excel data. Other data types and programmes (e.g., Tableau. PowerBl, expert interview notes) are in our product roadmap.

Who can access my data?

Organisation-level and team-level access management using Auth0 by Okta ensures all data stored on Sherpa remains private. Reach out to our data security specialists to learn more.

Do you have a contract or commercial terms you can share with us?

Of course - please reach out to sales@sherpa.cx and our team will get back to you.

How do you train your AI models?

Our models are trained using proprietary training sets developed by our team. They are fine-tuned to the consulting use case with proprietary infrastructure to limit hallucinations.

What does Sherpa integrate with?

Sherpa integrates with Excel, Powerpoint and Think-cell. In future, we will integrate with SharePoint, Box, Upslide, and others.

Still have questions?

Contact us directly if you have any further questions, we will be happy to answer them.