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Overview

Experio is an AI-powered knowledge management platform that transforms your organization’s scattered documents and data into a living, intelligent system. Purpose-built for consulting and professional services firms, Experio preserves organizational memory and delivers instant, context-aware insights through specialized AI agents.

The Problem

Professional services firms face persistent knowledge challenges:
  • Knowledge chaos — Critical information is scattered across Box, Google Drive, SharePoint, and other systems with no unified way to search or access it.
  • Memory loss — When team members leave, their institutional knowledge disappears with them.
  • Inefficient operations — Consultants spend hours searching for existing work, past proposals, and project insights that already exist somewhere in the organization.
  • Poor knowledge reuse — Teams can’t leverage past projects to accelerate current client delivery.

How Experio Works

Experio connects to your existing cloud storage, ingests and processes your documents using AI, and builds a knowledge graph that understands the relationships between your people, projects, clients, and expertise.
1

Connect your data sources

Link Box, Google Drive, or SharePoint accounts. Experio continuously scans for new and updated files.
2

Automatic processing

Documents are ingested, parsed, and enriched with AI. Entities, relationships, and taxonomies are extracted and stored in a knowledge graph.
3

Ask your AI agents

Team members interact with specialized AI assistants that search across all connected sources, cite their references, and provide context-aware answers.

Key Capabilities

AI Assistants

Multiple specialized assistants for different tasks — data exploration, knowledge transition planning, conflict of interest analysis, and more.

Document Intelligence

Automatic document processing with entity extraction, classification, and semantic search powered by vector embeddings.

Knowledge Graph

Neo4j-powered graph that maps relationships between people, projects, clients, topics, and expertise across your organization.

Enterprise Integrations

Native connectors for Box, Google Drive, and SharePoint with OAuth authentication and real-time sync.

Citations & Provenance

Every AI response includes source citations linked back to the original documents, so you can verify and trust the answers.

Export & Collaboration

Share conversations, export responses as PDF, Word, or Markdown, and organize work into folders for team collaboration.

Who Uses Experio

Experio serves two types of users:
RoleWhat They Do
End UsersConsultants and team members who chat with AI assistants, search organizational knowledge, and export insights for client work.
AdministratorsSystem administrators who configure data sources, manage the knowledge graph, set up AI models, and control user access.

End User Guide

Learn how to chat with AI assistants, organize conversations, and export insights.

Admin Guide

Set up data sources, configure the knowledge graph, manage users, and monitor the system.