Description
🖼️ Tool Name:
Daloopa
🔖 Tool Category:
AI-powered financial modeling & data extraction platform; it falls under Finance, Forecasting & Dashboards, Business Docs Automation, Data Preparation & Cleaning, و Analytics & Dashboards.
✏️ What does this tool offer?
Daloopa uses advanced AI to automatically extract, structure, and update financial data from filings, earnings calls, PDFs, and reports.
It helps equity analysts, hedge funds, investment banks, and finance teams build accurate financial models without manual data entry.
⭐ What does the tool actually deliver based on user experience?
• Automated extraction of financial data (10-K, 10-Q, earnings)
• Auto-updating Excel financial models
• AI-driven data cleaning & validation
• KPI mapping across historical periods
• Fully auditable data lineage
• Custom financial datasets for investment teams
• Faster equity research workflows
• Real-time updates for earnings numbers & revisions
• Structured outputs ready for Excel, CSV, or APIs
• Multi-company model comparisons
🤖 Does it include automation?
Yes — automation is the core of Daloopa:
• Auto-extraction from PDFs, filings & transcripts
• Automatic Excel model updates
• Automated field mapping & normalization
• AI-based validation of financial statements
• Auto-detection of data errors or inconsistencies
• Scheduled updates for companies on watchlists
• Workflow automation for research teams
💰 Pricing Model:
Enterprise subscription (finance/investment focused)
🆓 Free Plan Details:
• No public free plan
• Demo available
💳 Paid Plan Details:
• Automated model-building
• Unlimited document ingestion
• Custom datasets & KPIs
• API access for quant teams
• Compliance-grade audit trails
• Dedicated account support
• Custom SLAs
• Pricing varies by seat + data volume
🧭 Access Method:
• Web App
• Excel Plug-in
• API integrations
• Cloud SaaS platform
🔗 Experience Link: