Fintool

Fintool was an AI-powered financial analysis tool that automated qualitative analysis for professional investors. It read earnings calls, analyzed filings, and synthesized research to surface key signals.

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At a glance

Pricing

Likely Not Free

Free tier

API

Skill level

Technical

About

What is Fintool?

Fintool was an AI-powered platform designed to provide instant answers to complex financial questions for professional investors. It leveraged AI agents to read earnings calls, analyze filings, and synthesize research, surfacing signals that would take humans hours to find manually. The tool became a daily research solution for thousands of investors across hedge funds, asset management, and investment banking. Fintool V5 introduced a fully agentic experience, where AI autonomously built DCF models in Excel, earnings decks in PowerPoint, or research memos in Word. Fintool has since been acquired by Microsoft, with its expertise and IP being integrated into Microsoft 365 to benefit financial services and other knowledge workers.

Best used for

Ideal for professional investors who need to quickly analyze financial documents, synthesize complex research, and automate the creation of financial models and reports. Especially valuable for hedge funds, asset management, and investment banking professionals seeking to enhance their qualitative analysis.

Common actions

analyze financial data

synthesize investment research

automate financial modeling

generate financial reports

API integrationai news feedsresearch managementequity researchchat assistantai-driven insightsfinancial copilotinstitutional investorsFinancenatural language processing+ 1 more

Capabilities

Key features

Read earnings calls
Analyze financial filings
Synthesize research
Surface investment signals
Build DCF models
Create earnings decks
Generate research memos

Target Audience

investment bankershedge fund managersasset managersfinancial analysts

Integrations

microsoft-excelmicrosoft-powerpointmicrosoft-wordmicrosoft-365

Pricing & Plans

Likely Not Free

Regular

FAQs

What happened to Fintool after the Microsoft acquisition?

Fintool's expertise and intellectual property are being integrated into Microsoft 365. The goal is to enhance Office products for financial services and other verticals, benefiting a wider range of knowledge workers by bringing Fintool's advanced AI capabilities to Microsoft's ecosystem.

Can I still use Fintool as a standalone product?

No, Fintool has been acquired by Microsoft and is no longer available as a standalone product. Its functionalities are being incorporated into Microsoft 365, aiming to provide similar benefits within Microsoft's suite of tools for financial professionals.

How did Fintool help financial professionals before the acquisition?

Before the acquisition, Fintool served as a daily research tool for thousands of professional investors. It used AI agents to read earnings calls, analyze filings, and synthesize research, helping users find critical signals and automate tasks like building DCF models and creating earnings decks.

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