Quill AI

Quill AI is a generative artificial intelligence tool that streamlines the process of extracting key information from investor materials such as SEC filings and earnings calls. It enables users to interact with these documents through a chat interface, significantly enhancing research efficiency and speed.

Key features:

- Chat with SEC Filings and Earnings Calls: Allows users to query SEC filings and earnings calls directly, similar to using an advanced search function, for quick information retrieval.
- Multi-Document Interaction: Supports simultaneous interaction with multiple documents, enabling comprehensive research across various sources.
- Custom Document Upload: Users can upload their own documents to the platform for personalized and specific queries.
- Excel Add-In: Offers an Excel add-in that integrates Quill AI's capabilities directly within Excel, enhancing data analysis and manipulation.
- Excel Automation: Automates tedious Excel tasks such as filling in historical data, building comparables, and writing Capital IQ formulas.
- Insider Transaction Insights: Provides insights into insider transactions to aid in informed decision-making.
- SEC Alerts: Allows users to set up alerts for SEC filings to stay updated with the latest information.

How it works:

1. Users access Quill AI through a web app interface.
2. They type queries into the chat interface to interact with documents.
3. The AI processes the query and extracts relevant information from the documents.
4. Users receive detailed responses based on their queries.
5. For Excel integration, users can leverage Quill AI's capabilities directly within their spreadsheets.

Integrations:

- Excel (via add-in)
- Custom document uploads

Use of AI:

Quill AI employs generative artificial intelligence to understand and extract information from complex financial documents. It uses advanced natural language processing techniques to interpret user queries and provide relevant responses.

Target users:

- Investors seeking quick extraction and analysis of information from financial documents
- Financial analysts looking for efficient ways to gather insights from multiple sources
- Corporate researchers requiring detailed and accurate data from SEC filings and earnings calls

How to access:

Quill AI is available as a web app and an Excel add-in. Users can access the platform through these interfaces to utilize its document querying and analysis capabilities.