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QuillAI

AI-powered financial research tool that extracts insights from SEC filings and earnings data with real-time updates and Excel integration.

QuillAI screenshot

Category: Automation

Price Model: Paid

Audience: Business

Trustpilot Score: N/A

Trustpilot Reviews: N/A

Our Review

QuillAI: AI-Powered Financial Intelligence for Analysts

QuillAI is a powerful AI tool designed for financial analysts and professionals who need fast, accurate, and verifiable insights from SEC filings and earnings data. It combines an Excel extension and a web app to streamline financial research by automatically updating models with SEC filing data, extracting numerical information, and providing AI-driven answers with source citations. Built for precision and efficiency, QuillAI enables users to analyze 10Ks, 10Qs, 8Ks, earnings calls, insider transactions, and investor presentations—all with real-time updates and customizable email alerts. The platform supports sentiment analysis of earnings call Q&A and ensures data integrity through verifiable sources.

Key Features:

  • AI-Powered SEC Filing Analysis: Extracts and answers questions from SEC filings (10K, 10Q, 8K) with source citations.
  • Excel Extension: Updates financial models with SEC data in one click—no copy-paste or templates required.
  • Real-Time Financial Data: Access to SEC filings, earnings call transcripts, insider transactions, and investor presentations.
  • Data Extraction to Spreadsheets: Pull numerical data directly into spreadsheets with verifiable sources.
  • Automated Email Alerts: Receive customizable analysis of filings and automatic spreadsheet updates.
  • Earnings Call Q&A Sentiment Analysis: Understand market sentiment from earnings call transcripts.
  • Web App & Excel Integration: Seamless use across web and desktop environments.

Pricing: QuillAI offers a web-only plan at $250/month. The Excel & Web plan requires contacting sales.

Conclusion: QuillAI is a cutting-edge solution for financial analysts seeking to enhance research speed and accuracy with AI. Its integration of powerful data extraction, automation, and real-time insights makes it an essential tool for professionals in finance and investment research.

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