Sweep

What Sweep does

Sweep is a New York-based software company founded in 2021 that builds an AI-driven agentic layer for managing complexity in enterprise systems. Its platform continuously ingests metadata from connected systems — Salesforce, Snowflake, ServiceNow, HubSpot, and Salesforce Data 360 — and maintains a Unified Metadata Graph that maps dependencies, automations, permissions, and business logic. On top of this graph, the company offers a suite of Metadata Agents (Documentation, Permissions, Monitoring, User Support), a Visual Workspace, Impact Analysis, an Agentic Governance layer, and a Cross-Platform Agent for reasoning across multiple systems simultaneously. The platform also exposes a Model Context Protocol (MCP) that connects its metadata context to external AI systems such as Claude and ChatGPT, enabling natural-language Q&A over enterprise system behavior. Sweep also ships an Agentic Ops Toolkit with lead routing, deduplication, real-time alerts to Slack and Teams, no-code automations, and marketing attribution for revenue operations teams.

Sweep sells primarily to Salesforce-heavy enterprise and mid-market customers — business systems administrators, architects, revenue operations leaders, and Salesforce consulting partners — with named enterprise customers including SailPoint, Varonis, Vanta, Wiz, Brex, and Deputy. The go-to-market blends self-serve PLG (Agentic Starter tier with 'Start Free' / 'Apply now' CTAs, priced at $2,500/month annually) with sales-led enterprise motion (Enterprise tier requires 'Contact Sales' and includes SSO, dedicated success manager, and multi-org support). Mid-tier plans (Foundation $5,000/month, Platform $7,000/month) layer on additional agents, sandboxes, MCP, and Agentforce Navigator. Distribution leverages the Salesforce AppExchange listing (5.0 rating), TDX 2026 event presence, customer case studies, and an exclusive consulting launch partnership with Coastal for Agentforce adoption assessments. The company is venture-backed, having raised $22.5M in a Series B in May 2025 led by Insight Partners with Bessemer Venture Partners, and is led by CEO and co-founder Ido Gaver.

Name

Sweep

Legal name

Sweep

Website

https://sweep.io

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

Sweep builds an AI-driven agentic layer for enterprise systems, continuously mapping metadata, dependencies, and business logic across Salesforce, Snowflake, ServiceNow, HubSpot, and Data 360. It serves Salesforce administrators, revenue operations teams, and enterprise architects with AI metadata agents, impact analysis, and governance tools.

Ownership category

akta.pro rank

Product category

Enterprise Metadata Management Software

NAICS

Computer Systems Design and Related Services (54151), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Agents & Autonomous Workflows (Tool Use, Planning, Multi-Agent) (HDAAACAF)

akta.pro secondary industries

Robotic Process Automation (RPA) & Hyperautomation Platforms (HDAEAKAF), Marketing Automation & Campaign Management CRM (HDAEAFAB)

Keywords

• Salesforce metadata management
• Enterprise AI agents
• Revenue operations automation
• Salesforce governance platform
• Cross-platform data lineage

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription SaaS - Agentic Starter: Entry-level subscription tier at $2,500/month billed annually, targeting companies under 300 employees with documentation agent, 2 users, visual workspace, ops bundle (10 users), single Salesforce org, and 1 sandbox.
2. Subscription SaaS - Foundation: Mid-tier subscription at $5,000/month billed annually, including documentation agent with visual workspace access, 5 users, permission agent, monitoring agents, single Salesforce org, and 1 sandbox.
3. Subscription SaaS - Platform: Advanced tier at $7,000/month billed annually, adding build mode, process agents, artifacts, Model Context Protocol (MCP), Agentforce Navigator, and 3 sandboxes (vs 1 in Foundation).
4. Subscription SaaS - Enterprise: Custom enterprise pricing with complete agentic suite including multi-org support, multiple platform support, 10 sandboxes, priority support & SLA, custom integrations, dedicated success manager, and single sign-on (SSO).
5. Agentic Ops Add-ons: Per-user per month add-ons including Routing and Matching ($40/user), Alerts ($20/user), Scheduling ($20/user), Dedupe ($10/user), and bundled Ops Bundle ($75/user). Plus Marketing Attribution at $6K/year.
6. Additional User Licenses: User Support Agent at $5/user per month, additional sandbox environments at $20K/year, and additional Sweep administrators at $6K/year for 5 admins.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Sweep provides an AI-driven agentic layer platform that continuously ingests and maps metadata across enterprise systems (Salesforce, Snowflake, ServiceNow, HubSpot, Data 360) into a Unified Metadata Graph. The platform delivers AI Metadata Agents for documentation, impact analysis, permissions, and monitoring, alongside an Agentic Ops Toolkit for lead routing, deduplication, alerts, and no-code automations. Customers subscribe to tiered SaaS plans (Agentic Starter, Foundation, Platform, Enterprise) to govern and accelerate changes in complex CRM and enterprise environments.

Product overview

Sweep is an AI-driven enterprise tooling company founded in 2021 that positions itself as the 'agentic layer' for enterprise systems. The offering is a platform-plus-modules architecture built around a core Agentic Layer (also called the Agentic Workspace) that continuously ingests and maps metadata across connected enterprise systems into a Unified Metadata Graph. The core platform includes AI Metadata Agents (Documentation Agent, Permissions Agent, Monitoring Agents), a Visual Workspace, a Cross-Platform Agent, and the Model Context Protocol (MCP) for connecting to external AI systems. Agentic Ops Toolkit modules (Lead Routing, Deduplication & Matching, Alerts, Automations, Scheduling) layer on top to handle revenue operations. Sweep also offers platform-specific modules for Salesforce, Snowflake, ServiceNow, HubSpot, and Data 360. Pricing follows a tiered model: Agentic Starter ($2.5K/mo), Foundation ($5K/mo), Platform ($7K/mo), and Enterprise (custom), with add-ons for Marketing Attribution ($6K/yr), User Support Agent ($5/user/mo), Additional Sandboxes ($20K/yr), and Sweep Admins ($6K/yr).

Differentiator

Problem solved

Functional benefit

Brands

• Agentic Layer: Agentic workspace platform for enterprise systems including Salesforce, Snowflake, ServiceNow, HubSpot, and Data 360

Products and services

• Agentic Layer / Agentic Workspace Core AI-driven platform that serves as an agentic layer for enterprise systems (Salesforce, Snowflake, ServiceNow, HubSpot, Data 360). It continuously ingests metadata, builds a Unified Metadata Graph, and provides metadata agents, visual workspace, impact analysis, documentation, routing, alerts, and automation in one governed platform.
• Documentation Agent AI-powered agent that generates and maintains always-current documentation for Salesforce metadata including objects, fields, flows, Apex, validation rules, and dependencies, and answers natural language questions about system components.
• Metadata Agents Suite of AI agents purpose-built for Salesforce metadata operations including Documentation Agent, Permissions Agent, User Support Agent, and Monitoring Agents that document, monitor, and optimize Salesforce orgs.
• Permissions Agent AI agent that answers natural language questions about Salesforce security, analyzes permissions, troubleshoots access issues, identifies high-risk permissions, and prepares for audits.
• Monitoring Agents Always-on agents that continuously scan Salesforce environments for risks, misconfigurations, governor-limit threats, overlapping flows, missing error handling, redundant fields, and security blind spots, ranked by severity with remediation steps.
• Multi-Org Agent for Salesforce Capability for enterprises managing multiple Salesforce organizations that maps dependencies, automations, and rules across fragmented multi-org environments, enabling cross-org comparison, redundancy identification, consolidation assessment, and AI readiness evaluation.
• Cross-Platform Agent AI agent that reasons across Salesforce, Snowflake, and Data 360 simultaneously through a continuously updated dependency graph, supporting Discover, Design, Build, and Monitor capabilities across the enterprise delivery lifecycle.
• Model Context Protocol (MCP) Protocol that connects Sweep's Salesforce metadata context to external AI systems (Claude, ChatGPT), providing natural language access to governed insights on pipeline health, conversion rates, and system behavior.
• Visual Workspace Interactive visual canvas that maps Salesforce business processes and metadata dependencies, replacing static diagrams with live, collaborative process maps connected directly to technical context.
• Lead Routing AI-powered lead and account routing engine with territory-aware routing, round-robin and weighted distribution, PTO-aware workload balancing, SLA timers, escalation logic, and embedded deduplication at assignment.
• Deduplication & Matching Real-time Salesforce deduplication and matching engine detecting duplicates across leads, contacts, accounts, and cases with configurable merge logic, fuzzy and exact matching, and tie-breakers.
• Alerts Real-time Salesforce alerts delivered to Slack and Microsoft Teams with bi-directional field updates, automated deal room creation, SLA breach notifications, and dynamic contextual messaging.
• Sweep Automations No-code automation engine for Salesforce with If-This-Then-That logic, supporting data triggers, time-based triggers, and funnel triggers with async processing and smart job chaining to avoid Salesforce governor limits.
• Marketing Attribution HubSpot-to-Salesforce marketing attribution layer connecting HubSpot engagement data to Salesforce opportunity logic, supporting first-touch, last-touch, even distribution, and custom multi-touch attribution models; sold as an annual add-on.
• User Support Agent AI support agent that identifies the source of Salesforce errors from pasted messages, explains the condition in plain English, and lists involved objects and fields; available as an add-on per user.
• HubSpot Platform Module Platform module that connects HubSpot marketing engagement data to Salesforce for automated campaign enrollment and attribution, ingesting campaigns, lifecycle stages, forms, emails, ads, and list membership.
• Salesforce Data 360 Platform Module Platform module bringing Salesforce Data 360 metadata (Data Streams, DLOs, DMOs, Identity Resolution rulesets, Calculated Insights, Segments, Activation Targets, Data Spaces) into the Unified Metadata Graph.
• Snowflake Platform Module Platform module bringing Snowflake metadata (tables, views, stored procedures, tasks, streams, UDFs, stages, sequences) into the Unified Metadata Graph with SQL parsing to map object- and column-level references.
• ServiceNow Platform Module Platform module bringing ServiceNow configuration metadata (Business Rules, Flows, Client Scripts, ACLs, scoped applications) into the Agentic Layer for impact analysis, automation conflict detection, permission audits, and drift detection.
• Agentic Assessment for Agentforce Industry's first assessment for Salesforce Agentforce adoption, helping organizations identify high-ROI opportunities within Salesforce, particularly in regulated industries, to accelerate AI transformation.
• Ops Bundle Agentic Ops Toolkit bundle combining Routing and Matching, Alerts, Scheduling, and Dedupe at $75/user/month, offered as the best-value consolidated RevOps add-on package.

Quantifiable outcome

• 70% faster project execution
• +11 more outcomes

Named customers12 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration15 records

AI capability9 records

Feature12 records

Partnerships

One partnership is on record.

• CoastalcoreImplementation/ SI/ Consulting Partner · 14 October 2025Exclusive consulting launch partner for Sweep's Agentic Assessment for Agentforce adoption. The assessment helps organizations identify high-ROI opportunities within Salesforce, especially in regulated industries, and accelerates AI transformation processes. Coastal serves as the exclusive partner bringing this assessment to market.

Scale indicators10 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Elements.cloud: Elements.cloud is a Salesforce metadata analysis and documentation platform that maps dependencies, fields, and automation across Salesforce orgs. It competes directly with Sweep's Documentation Agent, impact analysis, and Visual Workspace capabilities for the same Salesforce administrator persona.
• Copado: Copado is a leading Salesforce DevOps and release management platform covering CI/CD, testing, and governance. It overlaps with Sweep's impact analysis, monitoring, and agentic governance features, particularly for enterprises standardizing Salesforce change management.
• Gearset: Gearset provides Salesforce DevOps, deployment, and backup tooling with strong metadata comparison and release pipelines. It competes with Sweep on metadata analysis and change impact, targeting the same Salesforce business-systems buyer.
• Flosum: Flosum is an enterprise Salesforce DevOps platform offering version control, release management, and security/compliance tooling. It overlaps with Sweep's monitoring, permissions analysis, and impact analysis features for regulated Salesforce customers.
• AutoRABIT: AutoRABIT provides Salesforce CI/CD, release management, and data backup tooling, primarily for large regulated enterprises. It competes with Sweep on metadata-aware deployment, change impact, and Salesforce governance use cases.

Broad incumbents

• MuleSoft: MuleSoft (owned by Salesforce) is the dominant enterprise integration platform that maps APIs and data flows across systems. Its Anypoint platform overlaps with Sweep's cross-platform dependency graph ambitions, and as a Salesforce-owned asset it represents both a partner channel and a competitive bundling risk.
• Boomi: Boomi is a broad enterprise integration platform (iPaaS) connecting SaaS, on-prem, and data systems. It competes indirectly with Sweep on cross-platform orchestration, particularly for enterprises integrating Salesforce with back-office systems.
• Salesforce Data Cloud / Agentforce: Salesforce's Agentforce and Data Cloud initiatives embed native AI agent and metadata capabilities directly into the Salesforce platform. As the incumbent ecosystem owner, Salesforce is both Sweep's primary distribution channel (AppExchange) and its most important competitive threat via native bundling.

Emerging players

• Workato: Workato is an enterprise automation and iPaaS platform that connects SaaS systems and orchestrates workflows with low-code tools. It overlaps with Sweep's no-code automation builder, alerts, and routing capabilities, and competes for RevOps automation budgets.
• Tray.io: Tray.ai is an enterprise integration and automation platform (iPaaS) targeting RevOps and IT teams. It competes with Sweep for cross-platform workflow automation and Salesforce integration use cases.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/sweephq

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sweep