Financial Modeling Copilot
Introducing Financial Modeling Autopilot
The investment research platform elite teams use to scale their edge.
Trusted by leading hedge funds, asset managers, and global banks.
Trusted by teams who need the best.
“Our investors each have their own way of building models, and now Filot actually replicates that. Each person on my team can cover significantly more names than before.”
“After trying other providers, Filot has become our platform of choice for financial modeling and time-series analysis. What got us excited is Filot’s ability to adapt to how we work while giving us clear visibility into the underlying output. The results we’ve seen so far have reinforced that decision.”
Independent sell‑side research“Filot saves our analysts significant time building and updating models in their own format and methodology, enabling them to increase coverage and focus on higher-value work.”
Research partner, 1,000+ investment clients“Speed, accuracy, and transparency are non-negotiable for our clients. Filot enhances all three – delivering bespoke, source-traceable, and review-ready financial models faster than ever before. This partnership represents a direct investment in raising the quality bar across every engagement we deliver.”
Products
Financial Modeling Copilot and Autopilot
Financial Modeling Copilot and Autopilot
Financial Modeling Copilot
Watch the model build demoBuilds and updates models inside Excel, alongside the analyst.
AutopilotNewIn the background
Financial Modeling AutopilotNew
Read the launch postAutomatically updates your models when new earnings are released, and easily builds new models like you would to scale your coverage.
Customize
Works Exactly How Your Team Does
Show Filot a previous model and it captures your formatting, structure, and style. Every model build and update then follows each analyst's precise methodology, consistently across your entire coverage.
SBUX 3-Statement Model.xlsx2.4 MB
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 where every output is efficiently auditable from end to end. Built specifically for investment research workflows, with validation checks and source tracing that take you from AI-generated output to full confidence in minutes.
Step 1
Bird’s Eye Validation
A live look at whether every formula total and subtotal in your model matches source filing data. Passing checks and flagged mismatches tell you at a glance which area(s) to take a closer look at in Step 2.
Step 2
Spot-Check Auditability
Select a range of cells and instantly see the source document, page, and exact figure behind every value - full auditability for any part of the model, in seconds.
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.
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 Certified
Independently audited for security, availability, and confidentiality - exceeding the compliance bar enterprise investment teams require.
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.
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Move at the Speed of Markets
See how Filot can accelerate your team's investment research workflows.