← Back to AI Agents Directory

Daloopa

Developer: Daloopa

Autonomous AgentGenerally Available
Visit Website
Quick Answer β€” What are AI agents for finance?Daloopa is an AI platform that automatically extracts financial data from SEC filings and populates financial models in Excel β€” eliminating manual data entry for equity research analysts and investment bankers building financial models.

AI platform that extracts financial data from SEC filings and automatically populates Excel financial models for equity research and investment banking.

Pricing Model: subscription

Professional
Free
Enterprise
Free

Daloopa is an AI platform eliminating manual financial data entry by automatically extracting structured financial data from SEC filings and populating Excel financial models with historical data. It dramatically reduces the time equity research analysts and investment bankers spend on manual model building from days to minutes for standard financial statement models. The platform continuously updates financial models with new data as companies file quarterly and annual reports with the SEC. Daloopa is rapidly adopted by sell-side and buy-side financial professionals who need accurate, up-to-date financial models without manual data entry.

Key Use Cases

Automated financial model population from filingsSEC filing data extraction to ExcelHistorical financial data model buildingEarnings update automation for analystsFinancial model maintenance automation

Data Connectors

SEC EDGARBloombergFactSetExcel add-inREST API

Best For

Equity Research AnalystInvestment BankerPortfolio ManagerBuy-Side AnalystFinancial Modeler
AI Model: Daloopa AIDeployment: cloudEnterprise Clients: β€”

Finatune Ecosystem

MCP Servers

Data & Intelligence

Finance RAG

Related Resources

View All AI Agents β†’Get copy-paste-ready prompts to use with this AI agent.Browse our software directory for the tools that work with this agent.Understand key financial terms referenced in this agent's domain.