Model at the Speed
of Markets

The AI platform elite investment teams use to power their entire modeling process. Built to follow your methodology and designed for faster, better decisions.

Connect any data source

Earnings Transcripts
PDF Documents
PDF Documents
SEC Filings

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

Customize

Works Exactly How Your Team Does

Show Filot a previous model and it captures your methodology, formatting, and style. Reuse what it learns across your team so every deliverable stays consistent.

SBUX 3-Statement Model.xlsx2.4 MB
Starbucks Income Statement Model
Automate

Teach It Once, Run It Forever

Show Filot how you run an earnings update and it remembers for every future quarter. Your preferences are saved as rules that any team member can apply, so recurring workflows stay consistent no matter who runs them.

Workflows
SBUX Earnings3
Roll up store-level revenue into geographic segments
Pull guidance figures from the press release, not the 10-Q
Back into same-store sales growth from reported comps

Built for Correctness

The only AI platform with validation checks built in, to ensure deliverables are grounded in the truth. A robust auditing interface lets you go from output to institutional-grade deliverable in minutes.

Step 1

Bird’s Eye Validation

Real‑time validation tests for every sub‑total and formula cell, automatically checked against reported figures from the source filing. Spot discrepancies at a glance.

Validation Checks
Step 2

Auditing Interface

Audit every datapoint in your workbook in minutes. Each value traces back to the source filing, with citations left as comments to strengthen your deliverable.

Take Control

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.

See Filot in Action

From model initiations to earnings updates, see how teams are automating their highest-value workflows.

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.

SOC 2 Type II

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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.

Seen At

Move at the Speed of Markets

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