Daloopa
AI-powered Excel copilot for financial analysts — automatically updates financial models with data from SEC filings.
| What is it | AI-powered Excel copilot for financial analysts — automatically updates financial models with data from SEC filings. |
|---|---|
| Pricing | Freemium |
| Free tier | Yes |
| Platform | Web Application |
| API | Yes |
| Works with | Claude AI |
| Best for | Updating financial models during earnings season, Building new company models from scratch |
| Domain registered | 2018 |
Data updated Aug. 1, 2026
What does Daloopa do?
Daloopa is an AI-powered assistant built specifically for financial analysts who live in Excel. Its core job is to automate the tedious, manual work of updating financial models with new data from quarterly reports, SEC filings, and investor presentations. Instead of spending hours copying numbers, Daloopa's 'Updater' feature plugs directly into your spreadsheet, matches your formatting, and populates the latest figures in minutes. Every single data point it enters comes with a hyperlink back to the exact source document, creating a clear audit trail—a major win for accuracy and compliance.
What makes Daloopa stand out is its vertically integrated approach. It doesn't just use an AI model; it has built a proprietary AI data infrastructure that parses financial documents using a 'comprehensive extraction' method, capturing far more data points than traditional template-based systems. This results in a rich dataset that includes guidance, KPIs, and segment breakdowns. This high-quality data also powers its 'Scout' feature, which can build a new top-to-bottom financial model from a simple text prompt right inside Excel, and fuels partnerships with major LLMs like Anthropic's Claude and OpenAI's ChatGPT for finance-specific tasks.
The primary beneficiaries are professionals at investment banks, hedge funds, and corporate finance teams where speed and accuracy are critical. The real-world use case is clear: during the hectic earnings season, an analyst can use Daloopa to update models for multiple companies in a fraction of the usual time, saving an average of two hours per ticker. It's also invaluable for quickly spinning up new models for investment research or auditing historical data inputs with verified, quality-assured figures.
Key features
What makes it stand outWho is Daloopa for?
Who benefits most from this toolPricing
Free tier available — start without a credit cardFree
- 3 data sheet downloads
- Access to Marketplace
- 3 data sheets download
- Historical data points per company
- 10+ Years of Historical per Company
- Hyperlink to Source for Every Data Point
- Highest accuracy
Data
- Access to Marketplace
- Unlimited data sheets download
- Unlimited industry model downloads
- Historical data points per company
- 10+ Years of Historical per Company
- Hyperlink to Source for Every Data Point
- Highest accuracy
Standard
Everything in Free, plus:
- Access to Excel add-in
- Unlimited data sheets download
- Unlimited industry model downloads
Plus
Everything in Standard, plus:
- Key metrics within minutes of release
- Incremental updates
- Real-time data status and ETAs
Trust & presence
Gallery
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