Tool profile
Sherpany: cost, fit and limits
Sherpany is a meeting management platform made by Agilentia AG, a Zurich company, that covers agendas, board documents, decisions, digital voting and tasks for boards and executive teams. It adds AI for summaries, draft minutes and translation. It is aimed at Swiss and German-speaking companies in regulated sectors.
What to know first
Sherpany sells packages named Board, Executive, Enterprise and All-inclusive, with price set by users, meeting rooms, features and security needs. No figure is printed. What the product page does print is a security list: ISO 27001, ISAE 3000 Type II, FINMA 18/3 and BaFin alignment, Swiss data centers, AES-256 and SAML. The AI section is a short list of capabilities without detail on models or data use.
Sherpany at a glance
| Maker | Agilentia AG, Switzerland |
|---|---|
| Free plan | No |
| Entry price | Not listed |
| API access | No |
| Category | Best AI Board Management Software in 2026, rank 4 of 11 |
| Website | sherpany.com |
Who Sherpany is best for
Banks and insurers in Switzerland
The page lists FINMA 18/3 and BaFin requirements beside ISO 27001 and ISAE 3000 Type II, which maps to the questions a regulated board secretary gets from auditors.
Companies worried about the US CLOUD Act
Sherpany states that its geo-redundant Swiss data centers protect against extraterritorial access such as the US CLOUD Act, a vendor claim worth testing with counsel.
Executive teams that meet every week
Topic Hub supports cross-department agendas, and agendas, decisions and tasks sit in one place for recurring management meetings and not only board sessions.
IT teams that want identity automation
SAML single sign-on and SCIM user provisioning are listed, so joiners and leavers can be handled from the identity provider.
Sherpany plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| Board | Not listed; sales quote | Meeting management for boards: agendas, documents, decisions and tasks, with price based on users and meeting rooms. |
| Executive | Not listed; sales quote | Meeting management for executive teams, including Topic Hub style cross-department agendas and task follow-up. Aimed at management committees rather than supervisory boards. |
| Enterprise | Not listed; sales quote | Larger deployments with required security features, including 24/7 support, as stated for Standard and Enterprise plans. |
| All-inclusive | Not listed; sales quote | A bundled offering of the packages above, priced by the sales team according to features and users. |
Checked November 2026.
What Sherpany does
- Offline apps
- Mobile and desktop apps work offline, so directors can read papers on a flight and sync later. Offline caching is also a point to cover in the device policy.
- Topic Hub
- Topic Hub lets several departments build one agenda, which suits management committees where items come from many owners and need ordering before the meeting. Each item keeps its owner and time slot.
- Digital voting and resolutions
- Voting and resolutions are handled in the platform, so a decision taken between meetings leaves a record linked to the agenda item. Results stay attached to the minutes and the agenda.
- AI for summaries and minutes
- The page lists AI for summarizing meetings, drafting minutes and improving decisions, but gives no model names or review controls, so ask for a live example.
- Translation Copilot
- Translation Copilot handles multilingual meeting content, which is useful for Swiss boards that work in German, French, Italian and English papers side by side. Papers do not need separate translation first.
How Sherpany handles your data
Sherpany's product page states ISO 27001, ISAE 3000 Type II, GDPR, FINMA 18/3 and BaFin alignment, AES-256 encryption at rest, TLS in transit, two-factor authentication and remote device wiping. It says servers are geo-redundant in Swiss data centers and claims this protects against extraterritorial access. The imprint names Agilentia AG, Zurich. The page does not say where the AI runs or whether board content trains any model, so the vendor's policy was not checked for this point.
Where Sherpany falls short in practice
- No printed prices. Cost depends on users, rooms and security needs and only a salesperson can quote it, so budgeting for a small association is difficult before a call.
- AI is listed, not explained. Summaries, minutes and translation are named without detail on models, review steps or data flows, which leaves the central AI data question open. Ask for a demo.
- Sovereignty is a vendor claim. The CLOUD Act statement is Sherpany's own view. A company with strict legal requirements should get an opinion from its own counsel on contracts and subprocessors.
Works with
Alternatives to Sherpany
Sherpany: common questions
Where does Sherpany store data?
The product page states that Sherpany runs on geo-redundant servers in Swiss data centers, and that this provides data residency. The company legal entity is Agilentia AG in Zurich. Ask which subprocessors can reach the data and where support staff are located.
Which standards does Sherpany list?
The product page lists ISO 27001, ISAE 3000 Type II, GDPR, FINMA 18/3 and BaFin requirements. It also names AES-256 encryption at rest and SSL or TLS in transit. Request the ISAE report and check the period it covers. Also ask about the report scope.
Does Sherpany have single sign-on?
Yes. The page lists SAML-based single sign-on and SCIM user provisioning, plus two-factor authentication and remote device wiping. Whether SSO is limited to certain packages is not stated, so confirm it for the package you plan to buy. Also ask how leavers are removed.
What does Sherpany AI do?
The product page lists AI to summarize meetings, draft minutes and improve decisions, plus Translation Copilot for multilingual content. It gives no accuracy figures or model details. Test minute drafting on one of your own meetings and note the corrections.
How is Sherpany priced?
Pricing is based on packages named Board, Executive, Enterprise and All-inclusive, and depends on the number of users and meeting rooms and the features and security required. No prices are printed, and 24/7 support is stated for Standard and Enterprise plans.