The Best Private AI for Finance
Okara is a private and secure AI chat built for finance teams, analysts, and accountants who work with sensitive financial data. With encrypted chat, zero data training, and 20+ open-source AI models, Okara helps you analyze, model, and generate insights in a fully compliant environment.
Powered by the best open-source AI models, self-hosted on Okara
Why Finance Teams Are Switching to Okara
If you work in banking, investment, fintech, consulting, or financial analysis, Okara gives you the privacy, transparency, and control mainstream AI tools lack. From financial modeling to report automation, Okara lets you collaborate securely with shared intelligence — without exposing your client or company data to external systems.
Privacy-First by Design
Most AI tools process or store your data in ways you can't control. Okara takes a fundamentally different approach:
Encrypted-at-rest chat & file storage
Your conversations, uploads, and workspace memory remain encrypted and safe.
Zero training on your data
Your prompts, documents, PDFs, and conversations never train the models.
Client-side key generation
Your private keys never leave your device.
Full data sovereignty
Your ideas remain yours, never repurposed, never harvested.
Okara is Better Than a Single Closed Model
Okara is the best ChatGPT alternative for experts who want flexibility across writing, research, code, design, and analysis.
Latest open-source LLMs
Get access to the latest models from leading open-source LLMs such as Llama, Kimi, GLM, DeepSeek, Mistral, etc.
Real-time Search
Execute web, Reddit, X/Twitter, and YouTube research using AI and prompting.
Multi-model switching
Switch between different AI models inside the same chat interface without losing context.
All types of models
Get access to reasoning models, Coding assistants, Summarization models, Research models, Image generation models, and more.
Collaborative AI for Teams
ChatGPT is designed for personal chats and isolated history. Okara is the first private AI workspace for teams:
Shared AI Chat
Collaborate with your team inside one AI thread.
Shared context
Everyone works with the same information.
Shared memory
The workspace remembers everything allowed inside it.
Shared intelligence
Your team builds a collective AI that compounds knowledge across people, files, and workflows.
Here's How Financial Consultants Are Using Okara
Specialized AI assistance for financial professionals
Wealth Managers
Confidential Portfolio Analysis
- Portfolio Review: Analyze client portfolios without data exposure
- Investment Research: Research market trends securely
- Client Reports: Generate performance reports confidentially
- Strategy Planning: Develop investment strategies privately
Tax Advisors
Secure Tax Planning & Compliance
- Tax Research: Research tax codes and regulations securely
- Client Analysis: Analyze client financials confidentially
- Planning Strategies: Develop tax strategies without leaks
- Documentation: Prepare tax documents privately
Investment Analysts
Market Research & Analysis
- Market Analysis: Analyze market data without exposure
- Company Research: Research companies confidentially
- Risk Assessment: Evaluate investment risks securely
- Report Generation: Create analysis reports privately
Financial Planners
Comprehensive Financial Planning
- Retirement Planning: Plan retirement strategies securely
- Estate Planning: Develop estate plans confidentially
- Insurance Analysis: Analyze insurance needs privately
- Goal Setting: Help clients set financial goals securely
What others are saying about Okara, the best Finance Alternative
“Okara helps me break down financial reports and models securely. ChatGPT was never compliant enough for our workflows.”
Kevin D.
Investment Analyst
“All my client information stays private. Okara is the only AI platform that meets our compliance needs.”
Rachel S.
Wealth Manager
“The shared workspace transformed how our team analyzes markets together. Total game-changer.”
Brandon C
FinTech Strategist
Simple pricing for everyone
Start free, upgrade when you're ready. No hidden fees, no surprises.
Pro
500 Pro credits (~5000 messages)
Unlimited Lite model usage
Loved by 26,000+ users
Get 20+ latest Open-Source text and image models
Get real-time insights directly in your chats
Founding User
Lifetime Pro access
Only 100 founding member spots available
Become a founding member and get:
Okara Helps You 10X Your Financial Advisory
Transform how you work with AI-powered tools designed specifically for financial professionals
Research & Analysis
Query AI on market data, regulations, or financial reports with uploaded documents for instant insights.
Report Generation
Generate client reports, investment summaries, and financial plans while maintaining confidentiality.
Client Confidentiality
Keep all client data private and secure, no training on your data, no third-party access.
Collaborative Edge
Upload spreadsheets, financial statements, or market data for AI-assisted analysis.
Frequently Asked Questions
Everything you need to know about Okara as a Finance alternative
For professionals and teams needing privacy, compliance, and transparency, Okara is currently the best Finance alternative. It offers open-source models, encrypted chats, and collaboration features not available in Finance.
You may need a Finance alternative if you:
- Work with sensitive data
- Need privacy and encryption
- Prefer open-source AI models
- Want team collaboration features
- Want predictable pricing
- Want more control over your AI workflows
Okara solves all of these pain points.
Yes — Okara is a private, encrypted Finance alternative. Your chats, files, and documents are encrypted at rest and are never used for model training. Finance cannot provide this level of privacy.
Okara is built entirely on top of the latest open-source models like Llama, Qwen, Gemma, Mistral, and DeepSeek. This makes it the best open-source-based Finance alternative for professionals.
Yes. Okara allows multi-member collaboration, shared memory, shared context, document upload, and persistent workspaces — features Finance does not support in a team-friendly way.
Absolutely. Many professionals use Okara as their default AI tool for:
- Writing
- Research
- Coding
- Data analysis
- Content creation
- Legal / medical analysis
- Brainstorming
- Document workflows
It is designed as a full replacement for Finance.
Yes — Okara never uses your chats or files for training. Finance does unless you specifically opt out.
- Full data ownership
- Zero training
- Workspace collaboration
- Role-based access (coming)
- Shared memory
- Integrations roadmap
- Enterprise-ready privacy
Businesses prefer Okara because they get control, transparency, and compliance.
Yes — Okara is a flat $15/month with unlimited usage, making it far more affordable than Finance's credit-based or usage-based pricing.
Okara is better for privacy-heavy industries because it:
- Encrypts data
- Supports open-source models
- Never trains on your data
- Allows document uploads
- Provides a shared workspace for teams
Professionals working with confidential information overwhelmingly prefer Okara.
Yes. Teams can securely upload a wide range of documents, including:
- PDFs
- DOCX files
- Spreadsheets (CSV, XLSX)
- Presentations
- Images
- Text files
- Research papers
- Case studies
- Product documentation
- Code snippets
These files remain encrypted and private, never used for training any AI models.
Workspace is ideal for:
- Startups & founders needing rapid iteration
- Marketing teams & creative agencies
- Product & UX teams
- Engineering & dev teams
- Research teams & analysts
- Leadership teams for strategy & planning
- Consultants & client-facing teams
- Remote & distributed teams
Any team that collaborates, plans, documents, or solves problems will benefit from Workspace.
Start your secure AI experience
Join 26,000+ professionals in using AI privately and securely