Accelerate

Equity Research

Model faster, with higher accuracy. Built specifically for equity research workflows.

The first AI I've used that can actually do my real workflows from start to finish
Senior Analyst at Top 5 Equity Research Firm

Watch Filot perform a full earnings update in minutes

Leverage earnings mode - tuned specifically for earnings updates, to autonomously update your models at earnings for your entire coverage universe, following your exact formatting, formulas, and model structure.

Model Smarter,  Move Faster.

AI Built for Equity Research

Filot can autonomously complete comprehensive earnings updates, initiate new coverage, fix broken models, and much more. Capable of virtually any excel modeling task, Filot adheres to your firm's unique modeling style, structure, and formatting to deliver accurate, reliable results.

Connect Any Data Source

Connect data sources with ease by either dragging and dropping pdfs, or by using our filing picker to select full sets of financials for any public company, giving Filot everything it needs to power your models.

Upload documents interface

Auditable from Start to Finish

Click any cell to see its source highlighted directly in the filing. Audit dozens of values in seconds with page level audits, and deliver higher quality models with the confidence that comes from transparent, verifiable citations on every cell.

Built for Confidence and Control

The tools that make AI-powered modeling reliable, transparent, and yours to command.

Real-Time Validation Tests

Real-time validation tests for every sub-total and total formula cell value to automatically validate its calculated value against its reported number from the source filing. Reviewable at any time to instantly spot discrepancies, to debug address underlying issues quickly.

Validation Checks

Surgical Control Over Changes

Review every change Filot makes with granular accept/revert controls. Select individual cells or entire ranges, with the ability to revert cells to their original state, and accept the ones you want to keep.

Contextual Intelligence

Guide Filot with one click. Select relevant cells to provide instant context, helping Filot understand your model's unique logic and deliver more accurate results tailored to your workflow.

Enterprise Grade Data Protection

We maintain industry-leading data protection standards that exceed regulatory requirements. Our comprehensive security framework ensures your data remains private, secure, and compliant. Visit our Trust Center to learn more about our security practices and certifications.

Zero data retention

We have no data retention agreements with all AI model providers, ensuring your data is never retained or used to train AI models.

Advanced encryption standards

We enforce AES-256 encryption at rest and TLS 1.2+ in transit, with comprehensive access controls and MFA for all infrastructure, ensuring enterprise-grade data protection.

Compliance-ready

Our privacy practices are designed to meet the strictest regulatory requirements (SOC 2 Type II), giving you peace of mind.

Isolated Infrastructure

All data is stored within an AWS Virtual Private Cloud (VPC), ensuring complete network isolation.

Move at the Speed of Markets

Click below to get in touch with us to see how Filot can boost margins for your team.