Quill AI

Quill AI is a finance tool that leverages AI to answer questions about public investor materials and automate financial modeling. It provides state-of-the-art sentence-level source citations and an Excel add-in for real-time data updates.

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At a glance

Pricing

Paid · Enterprise

Free tier

API

Yes

Skill level

Technical

About

What is Quill AI?

Quill AI is an AI-powered platform designed to streamline financial analysis by providing quick answers to questions about public investor materials, including SEC filings, earnings call transcripts, and investor presentations. It features financially-tuned AI that delivers responses with sentence-level source citations, preventing hallucinations and ensuring data verifiability. A key offering is its Excel Add-in, which automatically pulls financial data from earnings releases into existing Excel models, eliminating manual data entry and formatting. Quill AI also offers complete tabular historical financial data, all linked to original filing locations and exportable to Excel. Users can ask questions about companies and their filings, extract numerical data, and receive customizable alerts for new filings and updated metrics spreadsheets.

Best used for

Ideal for financial analysts and investors who need to quickly extract and verify information from SEC filings, earnings call transcripts, and investor presentations. Especially valuable for automating the update of financial models with real-time data and gaining insights into company performance and market sentiment.

Common actions

analyze financial data

extract financial information

automate financial modeling

monitor company filings

research public companies

Capabilities

Key features

AI-powered SEC filing Q&A
Sentence-level source citations
Excel Add-in for data updates
Historical financial data
Earnings call analysis
Real-time SEC filing access
Customizable alerts

Target Audience

analystinvestor

Integrations

microsoft-excel

Pricing & Plans

Paid · Enterprise

Not publicly disclosed. Check quillai.com for current pricing.

FAQs

What kind of financial documents can Quill AI analyze?

Quill AI can analyze a wide range of public investor materials, including SEC filings (10K, 10Q, 8K), earnings call transcripts, insider transactions, and investor presentations. It provides up-to-date financial data, unlike general-purpose AI models.

How does Quill AI prevent hallucinations in its responses?

Quill AI prevents hallucinations by providing state-of-the-art sentence-level source citations for every response. These citations link directly back to the relevant sections within the original filings, allowing users to easily verify the information.

Does Quill AI offer an Excel integration?

Yes, Quill AI offers an Excel Add-in that automatically pulls numbers from earnings releases directly into your existing Excel models. This eliminates the need for manual copy-pasting, formatting, or templates, ensuring timely and accurate data updates.

What is included in the 'WEB ONLY' pricing plan?

The 'WEB ONLY' plan, priced at $250/month, provides full access to the Quill Web platform. This includes SEC filings, earnings transcripts, alerts, custom data extraction, PDF to spreadsheet functionality, and more, with a 7-day full refund guarantee.

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AI Agents & Automation › RAG & Document AI

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