Quill

Quill AI: Revolutionizing Financial Analysis with AI

What is Quill AI? Quill AI is an innovative platform that uses artificial intelligence to streamline the analysis of SEC filings and integrate financial data directly into Excel models. It's designed for analysts, investors, and anyone who needs quick access to accurate financial information.

Core Functionality

• SEC Filing Analysis: Quill AI allows users to ask questions about any company’s public investor materials and receive answers with sentence-level source citations, ensuring data accuracy and preventing information hallucination.
• Excel Integration: The Excel Add-in pulls numbers straight from earnings releases into existing Excel models, eliminating the need for manual copy-pasting and formatting. Quill updates models with accurate, timely data every quarter.
• Historical Financial Data: Quill AI provides complete tabular historical financial data, collected and organized with links to the original filings, making the data easily verifiable and Excel-downloadable.
• Real-time SEC Filings & Alerts: Access real-time SEC filings, earnings call transcripts, insider transactions, and investor presentations. Receive customizable email alerts when companies release new filings, along with updated metrics spreadsheets.
• Earnings Call Analysis: Quill AI offers sentiment analysis of earnings call Q&A sessions, providing insights into Wall Street analysts’ main concerns regarding public companies.

How does Quill AI work?

Quill AI leverages financially-tuned AI models to extract and analyze data from SEC filings. Its Excel Add-in uses APIs to pull data directly from these filings into Excel models. The platform's historical financial data is collected and organized by in-house models, ensuring accuracy and verifiability.

How to use Quill AI?

1. Web App: Use the chat interface to ask questions about companies and their filings.
2. Excel Add-in: Install the Excel Add-in and connect it to your Quill AI account. It automatically updates your existing models with the latest data from SEC filings.

Key Features and Benefits

• Accuracy and Reliability: Sentence-level source citations ensure data accuracy and prevent AI hallucination.
• Time Savings: Automates data extraction and integration, saving time on manual tasks.
• Contextualization: Highlights outliers in Excel models and provides context from relevant filings.
• Real-time Data: Access to real-time SEC filings and customizable alerts.
• Comprehensive Data: Complete tabular historical financial data with links to original filings.

Who is Quill AI for?

Quill AI is designed for:

• Financial Analysts: Automate data gathering and analysis.
• Investors: Quickly access and verify financial data.
• Researchers: Streamline research on public companies.
• Accountants: Simplify updating financial models with accurate data.

Pricing

• Web Only: $250/month for full access to the web platform, including SEC filings, earnings transcripts, alerts, custom data extraction, PDF to spreadsheet, and more.
• Excel & Web: Contact for pricing and demo of the Enterprise Suite, including API, dataroom, Excel extension, and custom workflow automation.

Use Cases

• Updating Excel Models: Automatically update Excel models with accurate, timely data from earnings releases.
• Analyzing SEC Filings: Quickly answer questions about companies and their filings with AI-powered analysis.
• Monitoring Companies: Receive real-time alerts when companies release new filings or financial data.
• Understanding Earnings Calls: Analyze earnings call Q&A sessions to understand analysts' concerns.

Why Choose Quill AI?

Quill AI stands out due to its focus on financial data and its ability to provide accurate, verifiable information. Unlike general-purpose AI tools like ChatGPT, Quill AI is specifically designed for analyzing SEC filings and integrating with Excel models. It is trained on financial data, updated with real-time information, and provides clear source citations.

What is [Quill AI]? It is an AI-powered SEC filing platform that automates financial data extraction and analysis. How does [Quill AI] work? It uses financially-tuned AI models to extract data from SEC filings and integrate it into Excel models. How to use [Quill AI]? Use the web app or Excel Add-in to ask questions, extract data, and receive alerts. Why choose [Quill AI]? It provides accurate, verifiable financial data and saves time on manual data gathering. Who is [Quill AI] for? Financial analysts, investors, researchers, and accountants. Best way to [analyze SEC filings]? Use Quill AI for accurate, AI-powered analysis and Excel integration.

By leveraging Quill AI, financial professionals can improve their efficiency, accuracy, and decision-making, making it a valuable asset for any financial analysis workflow.