Fintool

Fintool

Paid

AI equity research copilot for institutional investors that autonomously analyzes SEC filings, earnings calls, and builds financial models — acquired by Microsoft in 2026.

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What is Fintool?

Fintool was an AI-native equity research copilot for institutional investors, built to analyze SEC filings, earnings transcripts, and financial documents with 98% accuracy on financial queries — outperforming all competing financial LLM applications on FinanceBench by 58%. Its agentic platform autonomously read earnings calls, analyzed filings, synthesized research, and surfaced investment signals in seconds. Fintool V5, launched in January 2026, introduced a fully agentic experience where AI worked in the background to build DCF models in Excel, earnings decks in PowerPoint, and research memos in Word. The platform was acquired by Microsoft in April 2026 and is being integrated into Microsoft 365 Copilot for financial professionals — its capabilities are expected to surface inside Excel, PowerPoint, and Word for M365 subscribers.

Key Features

Autonomous Equity Research AgentSEC Filing Analysis (10-K, 10-Q, 8-K)Earnings Call Transcript AnalysisDCF Model Building in ExcelEarnings Deck Generation in PowerPointResearch Memo Drafting in WordNatural Language Financial Q&AMulti-Agent Verification SystemReal-Time SEC Filing AlertsCompany Financial ScreenerPortfolio Watchlist MonitoringThomson Reuters News IntegrationTable Extraction and Bulk DownloadIn-Document Annotation and CollaborationFinanceBench-Leading Accuracy (98.3%)Private Document Upload with EncryptionMicrosoft 365 Integration (via Acquisition)

Integrations

Data & Spreadsheets
Microsoft Excel
Other
Microsoft PowerPointMicrosoft Word
Database
SEC EDGAR
Analytics
Thomson Reuters
Webhooks & API
API

How to Use Fintool

1Search for any public company or connect your portfolio watchlist
2Ask a financial question in natural language about filings or earnings
3Review AI-generated answers with citations to the exact source document
4Use the agentic mode to build a DCF model or earnings summary automatically in Excel or PowerPoint
5Set up real-time alerts for new SEC filings, earnings events, or price movements on tracked companies

✅ Best For

  • Institutional equity analysts and portfolio managers at hedge funds and asset management firms who need to process SEC filings, earnings calls, and conference transcripts faster than manual reading allows, with source-cited answers they can trust.
  • Investment research teams that build financial models in Excel and earnings decks in PowerPoint and want AI to automate the data extraction and model-building steps while they focus on investment judgment.
  • Microsoft 365 enterprise users in financial services who want Fintool's equity research capabilities embedded directly in Excel, PowerPoint, and Word through the Microsoft Copilot integration following the April 2026 acquisition.

❌ Not For

  • Finance teams focused on internal FP&A, budgeting, or operational accounting rather than equity research and public market analysis, as Fintool is purpose-built for external market intelligence and SEC document analysis.
  • Retail or individual investors without institutional workflows, as Fintool was designed for professional-grade research workflows at hedge funds, asset managers, and investment banks rather than personal portfolio tracking.

Reviews

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Pricing

RegularCustom
  • ✓Full platform for small to medium-sized investment firms
  • ✓SEC analysis
  • ✓earnings calls
  • ✓screener
EnterpriseCustom
  • ✓API access
  • ✓custom integrations
  • ✓dedicated support
  • ✓Microsoft 365 integration roadmap

Prompts to Try

What is Amazon's AWS revenue as a percentage of total revenue and the 3-year CAGR from 2021 to 2024?

Summarize the key risk factors from Tesla's most recent 10-K

Build a DCF model for Apple based on the last four years of SEC filings

What guidance did the CFO give on margins during the last earnings call?

Show me all companies with EBITDA margin above 20% and revenue growth above 15%

Use Cases

A hedge fund analyst asks Fintool 'What is Netflix's total projected material cash requirements for 2025?' and receives a precise, cited answer sourced from the company's 10-K in 40 seconds — a task that previously took a junior analyst 17 minutes and $26 in labor cost.
A portfolio manager sets up Fintool alerts for 30 portfolio companies and receives an AI-generated daily digest of new SEC filings, guidance changes, and earnings surprises without opening a single PDF manually.
An investment banking associate uses Fintool V5's agentic mode to build an earnings presentation in PowerPoint — the AI autonomously reads the last four earnings calls, extracts key metrics, and drafts a slide deck that previously took two analysts half a day.
A research analyst uses Fintool's financial screener to identify software companies with net revenue retention above 120% and free cash flow margins above 15% — Fintool scans thousands of companies and returns a ranked list in under a minute.
A corporate development team at a Fortune 500 company uses Fintool to rapidly assess public company acquisition targets, extracting comparable financial metrics from SEC filings and generating preliminary valuation summaries for the CFO in hours instead of days.

Frequently Asked Questions