Experio vs.
Why teams choose Experio over
Why teams choose
Why teams choose
Sana
Experio over
Experio over
Experio over
Sana
Sana
See how Experio's professional-services ontology, customer-operated infrastructure, and controlled implementation approach compare with Sana's connected knowledge and agent workflows.
Professional-services knowledge graph vs. connected knowledge and RAG
Professional-services knowledge graph vs. connected knowledge and RAG
Professional-Services Knowledge Graph
Customer-Operated Kubernetes
Customer-Operated Kubernetes
Four-Week Pilot
Experio
Experio combines a professional-services knowledge graph with 45+ document engines and tenant-specific context. Its architecture supports customer-operated Kubernetes, air-gapped deployment, source-linked workflows, and a scoped four-week pilot.
Sana
Sana provides organization-wide knowledge and task automation through connected knowledge and RAG. Its platform includes no-code agents, grounded search, workflow triggers, enterprise integrations, and configurable approval processes.
Professional-services knowledge graph vs. connected knowledge and RAG
Professional-Services Knowledge Graph
Customer-Operated Kubernetes
Four-Week Pilot
Experio
Experio combines a professional-services knowledge graph with 45+ document engines and tenant-specific context. Its architecture supports customer-operated Kubernetes, air-gapped deployment, source-linked workflows, and a scoped four-week pilot.
Sana
Sana provides organization-wide knowledge and task automation through connected knowledge and RAG. Its platform includes no-code agents, grounded search, workflow triggers, enterprise integrations, and configurable approval processes.
Feature Comparison
Side by side.
Locates contracts, deliverables, proposals, and reports across your archive using a natural language query, then links directly to the source file.
Capability
Capability
Industry intelligence
Built for
Built for
Built for
Professional services—not generic enterprise search
Professional services—not generic enterprise search
Professional services—not generic enterprise search
Organization-wide knowledge and task automation
Organization-wide knowledge and task automation
Organization-wide knowledge and task automation
Knowledge model
Knowledge model
Knowledge model
IQ1 tenant-specific knowledge + context graph
IQ1 tenant-specific knowledge + context graph
IQ1 tenant-specific knowledge + context graph
Connected knowledge and RAG; schema not public
Connected knowledge and RAG; schema not public
Connected knowledge and RAG; schema not public
Industry-specific context
Industry-specific context
Industry-specific context
45+ document engines; professional-services-specific starter ontology
45+ document engines; professional-services-specific starter ontology
45+ document engines; professional-services-specific starter ontology
Industry workflows; no stated packaged ontologies
Industry workflows; no stated packaged ontologies
Industry workflows; no stated packaged ontologies
Cross-system understanding
Cross-system understanding
Cross-system understanding
Projects, people, contracts and work—connected
Projects, people, contracts and work—connected
Projects, people, contracts and work—connected
Reasons across systems, documents, meetings and CRM
Reasons across systems, documents, meetings and CRM
Reasons across systems, documents, meetings and CRM
Source traceability
Source traceability
Source traceability
Every answer source-linked and audit-ready
Every answer source-linked and audit-ready
Every answer source-linked and audit-ready
Source lists and inline citations
Source lists and inline citations
Source lists and inline citations
Deployment and control
Deployment options
Deployment options
Deployment options
SaaS, dedicated, VPC, Kubernetes or air-gapped
SaaS, dedicated, VPC, Kubernetes or air-gapped
SaaS, dedicated, VPC, Kubernetes or air-gapped
Managed SaaS; customer-cloud and regional options
Managed SaaS; customer-cloud and regional options
Managed SaaS; customer-cloud and regional options
Private cloud / single-tenant support
Private cloud / single-tenant support
Private cloud / single-tenant support
Fully isolated in Azure, AWS or GCP
Fully isolated in Azure, AWS or GCP
Fully isolated in Azure, AWS or GCP
Enterprise single tenancy; details contract-specific
Enterprise single tenancy; details contract-specific
Enterprise single tenancy; details contract-specific
Model flexibility
Model flexibility
Model flexibility
Commercial, managed-cloud or self-hosted models
Commercial, managed-cloud or self-hosted models
Commercial, managed-cloud or self-hosted models
Approved models; Enterprise adds more options
Approved models; Enterprise adds more options
Approved models; Enterprise adds more options
Data isolation and residency
Data isolation and residency
Data isolation and residency
Your boundary, region, keys and network
Your boundary, region, keys and network
Your boundary, region, keys and network
Logical isolation, regions and Enterprise tenancy
Logical isolation, regions and Enterprise tenancy
Logical isolation, regions and Enterprise tenancy
Permissions, governance, and auditability
Permissions, governance, and auditability
Permissions, governance, and auditability
IdP + RBAC/ABAC + full audit trail
IdP + RBAC/ABAC + full audit trail
IdP + RBAC/ABAC + full audit trail
Roles, SSO, SCIM and logs; permissions vary
Roles, SSO, SCIM and logs; permissions vary
Roles, SSO, SCIM and logs; permissions vary
Policy and identity graph
Policy and identity graph
Policy and identity graph
Model policies by identity, attributes, nodes and access controls
Model policies by identity, attributes, nodes and access controls
Model policies by identity, attributes, nodes and access controls
Relies on source-system ACLs and permissions
Relies on source-system ACLs and permissions
Relies on source-system ACLs and permissions
Use of customer data for training
Use of customer data for training
Use of customer data for training
Never used to train any model
Never used to train any model
Never used to train any model
Subscriber data excluded from model training
Subscriber data excluded from model training
Subscriber data excluded from model training
Agents and integrations
Core approach
Core approach
Core approach
Context-first: build memory, then execute
Context-first: build memory, then execute
Context-first: build memory, then execute
No-code agents with grounded search and reasoning
No-code agents with grounded search and reasoning
No-code agents with grounded search and reasoning
Autonomous and event-driven agents
Autonomous and event-driven agents
Autonomous and event-driven agents
Scheduled, triggered and event-driven AgentFlows
Scheduled, triggered and event-driven AgentFlows
Scheduled, triggered and event-driven AgentFlows
Time, meeting and email-triggered workflows
Time, meeting and email-triggered workflows
Time, meeting and email-triggered workflows
Human review and approval
Human review and approval
Human review and approval
Source-linked drafts; your team always approves
Source-linked drafts; your team always approves
Source-linked drafts; your team always approves
Approval for writes and external actions
Approval for writes and external actions
Approval for writes and external actions
Actions in business systems
Actions in business systems
Actions in business systems
Multi-step workflows across connected systems
Multi-step workflows across connected systems
Multi-step workflows across connected systems
Writes Salesforce, ServiceNow and Slack records
Writes Salesforce, ServiceNow and Slack records
Writes Salesforce, ServiceNow and Slack records
Enterprise integrations
Enterprise integrations
Enterprise integrations
Content, CRM, ERP, PSA, email and chat
Content, CRM, ERP, PSA, email and chat
Content, CRM, ERP, PSA, email and chat
100+ marketed apps; tier and action depth vary
100+ marketed apps; tier and action depth vary
100+ marketed apps; tier and action depth vary
Implementation approach
Implementation approach
Implementation approach
Read-only connectors; scoped four-week pilot
Read-only connectors; scoped four-week pilot
Read-only connectors; scoped four-week pilot
Partnership-led Enterprise deployment; duration unstated
Partnership-led Enterprise deployment; duration unstated
Partnership-led Enterprise deployment; duration unstated
Other comparisons
Compare Experio with leading AI platforms to understand what sets our approach to enterprise intelligence apart.
FAQ
Frequently asked questions.
What you need to know about IQ1™ and how it works for your firm.
General
Agent
Support
Security
01
What does Experio IQ1™ actually do?
IQ1™ maps the relationships between your projects, contracts, experts, clients, and past performance into a discoverable knowledge graph. Then it powers agents that handle proposals, capture, contracts, onboarding, compliance, and knowledge insights — all grounded in your firm's actual data, fusing unstructured documents with structured systems of record.
02
How is Experio different from ChatGPT or Copilot?
Generic AI guesses. IQ1™ knows. It builds a knowledge graph of your firm — who knows what, which projects relate to which clients, what you've delivered before — so every answer is grounded in your actual data, traceable to a source, and auditable. Generic tools retrieve documents; IQ1™ understands your business context.
03
What types of firms use Experio?
Government contractors, management consultancies, accounting firms, and AEC organizations. Any professional-services firm where knowledge is the competitive advantage and compliance is non-negotiable.
04
How long does setup take?
Most firms are live within 30 business days. We connect your data sources, configure your ontology, and activate your environment. No custom development required.
05
What's involved in setup?
Three steps: connect your existing data sources (SharePoint, Teams, CRM, ERP, email, network drives), configure your domain ontology so IQ1™ understands your business language, and activate your secure deployment. No content migration, no manual tagging.
06
How do I get started? Is there a trial?
Book a demo with our team — we'll show you IQ1™ working with your actual data. Many firms qualify for low-cost pilots. Most know within the first week if it's right for them.
General
Agent
Support
Security
01
What does Experio IQ1™ actually do?
IQ1™ maps the relationships between your projects, contracts, experts, clients, and past performance into a discoverable knowledge graph. Then it powers agents that handle proposals, capture, contracts, onboarding, compliance, and knowledge insights — all grounded in your firm's actual data, fusing unstructured documents with structured systems of record.
02
How is Experio different from ChatGPT or Copilot?
Generic AI guesses. IQ1™ knows. It builds a knowledge graph of your firm — who knows what, which projects relate to which clients, what you've delivered before — so every answer is grounded in your actual data, traceable to a source, and auditable. Generic tools retrieve documents; IQ1™ understands your business context.
03
What types of firms use Experio?
Government contractors, management consultancies, accounting firms, and AEC organizations. Any professional-services firm where knowledge is the competitive advantage and compliance is non-negotiable.
04
How long does setup take?
Most firms are live within 30 business days. We connect your data sources, configure your ontology, and activate your environment. No custom development required.
05
What's involved in setup?
Three steps: connect your existing data sources (SharePoint, Teams, CRM, ERP, email, network drives), configure your domain ontology so IQ1™ understands your business language, and activate your secure deployment. No content migration, no manual tagging.
06
How do I get started? Is there a trial?
Book a demo with our team — we'll show you IQ1™ working with your actual data. Many firms qualify for low-cost pilots. Most know within the first week if it's right for them.
Ready to activate your intelligence?
See how IQ1™ works. Book a demo with our team and get a personalized walkthrough in 20 minutes.
Growth & Pursuits
Knowledge & Insights
Risk & Governance
Projects & Delivery
Knowledge & Insights
People & Expertise
Growth & Pursuits
Knowledge & Insights
Risk & Governance
Projects & Delivery
Knowledge & Insights
People & Expertise
Growth & Pursuits
Knowledge & Insights
Risk & Governance
Projects & Delivery
Knowledge & Insights
People & Expertise
Ready to activate your intelligence?
See how IQ1™ works. Book a demo with our team and get a personalized walkthrough in 20 minutes.
Growth & Pursuits
Knowledge & Insights
Risk & Governance
Projects & Delivery
Knowledge & Insights
People & Expertise
Growth & Pursuits
Knowledge & Insights
Risk & Governance
Projects & Delivery
Knowledge & Insights
People & Expertise
Growth & Pursuits
Knowledge & Insights
Risk & Governance
Projects & Delivery
Knowledge & Insights
People & Expertise
Ready to activate your intelligence?
See how IQ1™ works. Book a demo with our team and get a personalized walkthrough in 20 minutes.
Growth & Pursuits
Knowledge & Insights
Risk & Governance
Projects & Delivery
Knowledge & Insights
People & Expertise
Growth & Pursuits
Knowledge & Insights
Risk & Governance
Projects & Delivery
Knowledge & Insights
People & Expertise
Growth & Pursuits
Knowledge & Insights
Risk & Governance
Projects & Delivery
Knowledge & Insights
People & Expertise
Ready to activate your intelligence?
See how IQ1™ works. Book a demo with our team and get a personalized walkthrough in 20 minutes.
Growth & Pursuits
Knowledge & Insights
Risk & Governance
Projects & Delivery
Knowledge & Insights
People & Expertise
Growth & Pursuits
Knowledge & Insights
Risk & Governance
Projects & Delivery
Knowledge & Insights
People & Expertise
Growth & Pursuits
Knowledge & Insights
Risk & Governance
Projects & Delivery
Knowledge & Insights
People & Expertise
© 2026 Experio Labs. All rights reserved.
© 2026 Experio Labs. All rights reserved.
© 2026 Experio Labs. All rights reserved.
© 2026 Experio Labs. All rights reserved.