QuillAI

AI platform for financial analysts — extract data and get answers from SEC filings and earnings calls.

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quillai.com
Verified API available
Quick facts
What is it AI platform for financial analysts — extract data and get answers from SEC filings and earnings calls.
Pricing Paid — from $250/mo
Free tier No
Platform Web Application
API Yes
Best for updating financial models with latest SEC data, researching companies for investment decisions
Domain registered 2022

Data updated Aug. 1, 2026

What does QuillAI do?

QuillAI is a specialized platform that uses artificial intelligence to help financial professionals work with SEC filings and earnings call data. It lets you extract specific numbers and information from dense financial documents simply by asking questions in a chat interface. The core idea is to replace manual copy-pasting and data hunting with a fast, query-based system that provides answers with direct links back to the source material.

The tool works through a web app and an Excel add-in. In the web app, you can chat with a financially-tuned AI about any public company, and it will pull answers from the latest 10-K, 10-Q, or 8-K filings, complete with sentence-level citations to prevent hallucinations. The Excel add-in is designed for analysts' existing models; it can automatically populate spreadsheets with data from earnings releases the moment they are published, without requiring template changes. QuillAI also maintains a database of historical financials, all linked to their original filings and available for download.

This tool is built for analysts, investors, and anyone who needs to quickly understand public company performance. It's useful for building financial models, conducting due diligence, preparing for earnings seasons, or simply staying updated on companies you follow. By automating the tedious parts of financial data collection, QuillAI aims to let professionals focus on analysis and decision-making rather than data entry.

#ai chat#data extraction#earnings-analysis#excel integration#financial data#investment research#sec filings

Key features

What makes it stand out
01
Excel Add-in pulls financial data directly into your spreadsheets
02
Chat interface to ask questions about any company's public filings
03
Provides historical financial data with source citations for verification
04
Extracts earnings call metrics and management guidance
05
Sends email alerts when tracked companies release new filings

Who is QuillAI for?

Who benefits most from this tool
updating financial models with latest SEC data
researching companies for investment decisions
extracting specific metrics from earnings call transcripts

Pricing

WEB ONLY

$250.0/month
  • SEC filings
  • earnings transcripts
  • alerts
  • custom data extraction
  • PDF to spreadsheet

EXCEL & WEB

Custom
  • API
  • dataroom
  • Excel extension
  • custom workflow automation

Trust & presence

Domain Domain registered 2022

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