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Daloopa

AI extraction of financial data from filings into audit-ready Excel models.

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About

Daloopa uses AI plus human analyst verification to pull structured financial data from 10-Ks, 10-Qs, and earnings transcripts across 6,000+ public companies, updating models within minutes of an earnings release.

Every data point hyperlinks to its source document, and an Excel add-in refreshes models with one click. In 2026 it launched Scout, an Excel-native AI assistant that builds and updates models from plain-language prompts, plus an MCP feed for LLMs. It is built for institutional equity teams, so pricing runs through sales rather than a public self-serve page.

What it can do

  • AI extraction from filings and transcripts
  • 6,000+ companies with 10+ years of history
  • Source-hyperlinked, auditable data points
  • Excel add-in with one-click refresh
  • Scout AI modeling assistant
  • MCP feed for LLMs

Setup

  1. Contact Daloopa sales for institutional access.
  2. Install the Excel add-in.
  3. Pull coverage for your watchlist companies.
  4. Use Scout prompts to build or refresh models in Excel.
  5. Optionally connect the MCP feed to your AI copilots.

Prerequisites

An institutional Daloopa subscription; Microsoft Excel.

Use cases

dataresearchautomation

Works with

Generic APIAny agent (.md)

Trust score — 6/10

/10 trustMetrics-checked

Scored 6/10 (metrics tier, metrics-v1). Evidence: Institutional focus — buy-side and sell-side equity research teams; Claims 99.9% accuracy with human analyst verification; every datapoint source-linked; Scout AI assistant launched September 2026; Anthropic partnership for LLM workflows. License: Proprietary enterprise; pricing via sales..

How the trust score is built

Full methodology →
Adoption · stars/downloads, log-scaled vs peers
7.0/10
Maintenance · recency, releases, issue load
7.0/10
Openness · license + docs
3.0/10
Manual review · sanity read + red-flag check
7.0/10
  • · Institutional focus — buy-side and sell-side equity research teams
  • · Claims 99.9% accuracy with human analyst verification; every datapoint source-linked
  • · Scout AI assistant launched September 2026; Anthropic partnership for LLM workflows

Sources

Every fact above was checked against these sources. Where a claim comes from the provider and couldn't be independently verified, the text says so.