Quill AI AI-powered financial analysis for professionals

What is Quill AI?

Quill AI provides AI-driven tools tailored for financial analysis. Its core features include an Excel Add-in that automatically populates financial models with data from earnings releases, eliminating manual data entry and formatting. This allows users to update models quickly and accurately each quarter directly within their existing spreadsheets. The platform also features a web application for querying investor materials using a financially-tuned AI.

Complementing the Excel Add-in, the web application grants access to up-to-date financial information, unlike models with training cutoffs. Users can ask natural language questions about company filings (10K, 10Q, 8K), earnings call transcripts, insider transactions, and investor presentations. Quill AI retrieves relevant information with sentence-level source citations to ensure accuracy and prevent AI hallucinations. It also offers features like historical financial data downloads, real-time SEC filing access with alerts, and detailed analysis of earnings call metrics, guidance, and Q&A sentiment.

Features

Excel Add-in: Automatically updates financial models with data from earnings releases.
Contextual Model Highlighting: Identifies outliers in Excel models and provides context from filings.
AI-Powered Q&A: Ask natural language questions about SEC filings (10K/10Q/8K), earnings calls, and investor materials.
Up-to-Date Financial Data: Access current financial information, unlike static AI models.
Source Citations: Provides sentence-level source links for verification and preventing hallucinations.
Historical Financial Data: Access complete, verifiable, and downloadable historical financial data tables.
Real-Time SEC Filings Access: View filings, transcripts, insider transactions, and presentations as soon as they are available.
Customizable Alerts: Receive email notifications with analysis when tracked companies release filings.
Earnings Call Analysis: Extracts metrics, guidance, commentary, and analyzes Q&A sentiment.
Data Export: Downloadable data in Excel format.

Use Cases

Automating financial model updates during earnings season.
Quickly researching company performance using SEC filings and earnings calls.
Extracting specific financial metrics and guidance from investor documents.
Verifying financial data points with direct source citations.
Analyzing historical financial trends for investment research.
Staying updated on real-time filings and investor news via alerts.
Understanding analyst sentiment from earnings call Q&A.
Collaborating on financial analysis using shareable highlights.

FAQs

How does Quill AI ensure the accuracy of its data?

Quill AI provides state-of-the-art sentence-level source citations that link back to the original filings, allowing users to verify information and preventing AI hallucinations.
Is Quill AI's financial data up-to-date?

Yes, Quill AI uses up-to-date financial data and provides access to SEC filings, earnings call transcripts, and other materials as soon as they are released, unlike AI models with training cutoffs.
Can I use Quill AI with my existing Excel models?

Yes, the Quill Excel Add-in is designed to work with your existing models without requiring specific templates or formatting changes.
What types of documents can I analyze with Quill AI?

You can analyze SEC filings (10K, 10Q, 8K), earnings call transcripts, insider transactions, and investor presentations.
Does Quill AI offer alerts for new filings?

Yes, Quill Alerts can email you with a customizable analysis whenever a company you track releases a new filing.