Audience
Finance professionals requiring a solution to improve their investment research
About Finpilot
Finpilot is an AI copilot for finance to speed up investment research. Financial analysts can use it to scour financial data, analyze companies, write reports, and visualize data, all from verifiable sources. Find the information you need without searching through hundreds of documents. Instead of spending hours sifting through SEC filings, transcripts, presentations, and the web, let Finpilot do the work for you. Spend time analyzing information, not collecting it. Let AI do the repetitive tasks so you can focus on more important things. Get direct answers to your questions. Our AI finds the answers from all related documents and the web to get exactly what you need. Ask it to compile data into neat Excel-compatible tables. Compare companies with a single question and build your own comp sets with key metrics. Visualize trends across companies and time periods. All answers and numbers are linked to original source documents for instant verification.
Other Popular Alternatives & Related Software
Rogo
Empower your firm with generative AI tools designed for finance. Rogo combines cutting-edge LLMs with deep financial services knowledge, allowing you to create the perfect AI platform for your team. Conduct research, make data-driven decisions, and produce smarter materials in minutes, not days. Work with an AI tool that has financial services in its DNA. Rogo’s proprietary financial AI adapts to understand the language and data of your firm. Rogo searches analyzes, and cites across millions of documents, including your proprietary internal content and our extensive library, saving you hours of manual digging. Rogo is the secure, enterprise AI platform purpose-built for elite financial institutions, helping you save time, unlock insights, and automate workflows. Use a suite of productivity tools to supercharge your work. Spend less time on manual tasks, let your junior team members focus on higher-value work, and empower executives to answer their own questions.
Learn more about Rogo
Fintool
Fintool scans millions of SEC filings, earnings calls, and conference transcripts to provide precise answers. It quotes sources and suggests follow-up questions. Fintool organizes financial metrics, KPIs, and unstructured data from filings and transcripts into easy-to-use tables. FinanceBench is the industry standard for LLM performance on financial questions. Fintool was benchmarked against two state-of-the-art applications and models and outperformed the leading one by 58%. Fintool works in the background reading thousands of filings and informing you with real-time alerts on the information you care about. Securely upload your own data with enterprise-grade security. Fintool seamlessly connects to cloud providers, integrating your information for comprehensive analysis and insights. Fintool has developed an extensive infrastructure designed to extract pertinent information from numerous companies and decades of filings.
Learn more about Fintool
Datarails
Datarails is an AI-powered financial planning and analysis (FP&A) platform designed for Excel users who want to keep their existing models while automating tedious tasks. With FinanceOS, finance teams can consolidate data from multiple sources, generate automated reports, and streamline month-end close without leaving the familiar Excel environment. The platform integrates with leading accounting software, ERPs, and CRMs to centralize all financial data in one place. Built-in visualization tools make it easy to present KPIs, drill into real-time data, and answer stakeholder questions instantly. Datarails’ FP&A Genius uses conversational AI to deliver quick, accurate insights from fully consolidated data. By reducing manual work, the platform frees finance teams to focus on strategic analysis and business growth.
Learn more about Datarails
Microsoft Copilot
Meet your everyday AI companion for work and life. Work smarter, be more productive, boost creativity, and stay connected to the people and things in your life with Copilot—an AI companion that works everywhere you do and intelligently adapts to your needs. Copilot empowers you with smarter ways to be more productive, creative, and connected to the people and things that matter to you. Find just what you’re looking for. Get relevant answers to your questions. And shop online knowing you’ve gotten the best deal. Get answers to your questions, inspiration for your projects, and solutions for your to-do list. Transform your ideas effortlessly. Creating beautiful images and polished drafts is easy and fun. Whatever you’re into—browsing the web, searching for answers, exploring your creative potential, or coming up with more useful content, Copilot can help you uncover new possibilities.
Learn more about Microsoft Copilot
Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
Finpilot
United States
www.finpilotai.com
Videos and Screen Captures
Other Useful Business Software
Our Free Plans just got better! | Auth0
You asked, we delivered! Auth0 is excited to expand our Free and Paid plans to include more options so you can focus on building, deploying, and scaling applications without having to worry about your security. Auth0 now, thank yourself later.
Product Details
Platforms Supported
Cloud
Training
Documentation
Videos
Support
24/7 Live Support
Online
Finpilot Frequently Asked Questions
Q: What kinds of users and organization types does Finpilot work with?
Finpilot works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Finpilot support in their product?
Finpilot supports these languages: English.
Q: What kind of support options does Finpilot offer?
Finpilot offers support via 24/7 live support and online.
Q: What other applications or services does Finpilot integrate with?
Finpilot integrates with: Microsoft Excel.
Q: What type of training does Finpilot provide?
Finpilot provides training in the form of documentation and videos.
Q: Does Finpilot offer a free trial?
Yes, Finpilot offers a free trial.
