Question: Do you know of a platform that allows me to extract and export financial data in a tabular format, including KPIs and balance sheets, for further analysis?

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Fintool

If you need a platform to pull out and export financial data in tabular format, including KPIs and balance sheets, for further analysis, Fintool is a great choice. Fintool is an AI-powered equity research copilot for institutional investors based on a data foundation of SEC filings, earnings calls and conference transcripts. It organizes financial metrics, KPIs and unstructured data into tables and can pull out data and export it in CSV format. The tool also provides real-time alerts and can help you draft memos and reports, so it's a good way to streamline and accelerate your equity research process.

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Quilt Labs

Another powerful tool is Quilt Labs, which marries AI to help you find insights and extract data from its own unified database of financial information for more than 6,000 active companies. Quilt Labs offers sophisticated keyword search, AI-powered table extraction and a KPI Detector to find key performance indicators. It also offers custom solutions and enterprise-grade security, so it's good for large-scale financial data analysis.

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FinChat

If you want a more integrated research experience, FinChat combines institutional-quality financial data with conversational AI. It offers vetted financial data validated by human equity analysts, including financials, estimates, KPIs and transcripts. FinChat offers advanced data visualization, DCF modeling and AI-driven competitor comparisons, so it's a good tool for investment research. It covers more than 100,000 global public companies and offers tiered pricing for different users.

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FinanceGPT

Last, FinanceGPT is a powerful system for making financial decisions, with tools for real-time data aggregation, financial health monitoring and customizable forecasting. With 14 financial analysis tools, including balance sheet and cash flow analysis, it offers actionable insights through advanced analytics and expert knowledge. It's geared for investors, financial managers and accountants who want to make decisions based on rich financial data.

Additional AI Projects

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Finpilot

Automates financial analysis workflows, providing direct answers to questions, simplifying data analysis, and visualizing trends, all linked to source documents for verification.

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Facta

Centralize and automate financial data from multiple sources into one unified set, enabling customized business intelligence and real-time analysis.

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AlphaSense

Surfaces critical insights from millions of research documents, automating manual research and eliminating blind spots for informed decision-making.

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AlphaResearch

Automates complex research with AI-powered search and advanced data analytics, extracting insights from unstructured text and fundamental data to inform investment decisions.

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Tableau

Connect to any data source, create visualizations, and share insights with an intuitive, AI-infused analytics platform that drives better decision-making.

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Datarails

Automates financial data consolidation, reporting, and budgeting, freeing finance teams to focus on strategy and business development.

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TABLUM.IO

Automatically converts raw, unstructured data from various sources into analytics-ready SQL tables, streamlining data preparation and integration.

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StockInsights

Combines large language models with financial data to provide actionable insights, amplifying investment research and enabling better, faster decision-making.

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FIN-GPT

Consolidates financial data from multiple sources, providing AI-driven insights and real-time market intelligence to inform investment decisions at a fraction of the cost.

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AlphaWatch

Combines human oversight with AI-driven workflows to enhance decision-making and efficiency in financial services, with features like multilingual models and self-improving accuracy.

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Vena

Turns Microsoft Excel into a powerful financial planning and analysis tool, streamlining planning, reporting, and analysis with AI-driven data modeling and flexibility.

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SEC Insights

Analyze complex financial documents, comparing up to 10 files at once, to extract useful information and cut through financial jargon.

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BeeBee AI

Analyze US stock market earnings reports, news, and calls with daily rankings, AI scores, and voting systems to streamline investment research and decision-making.

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Toggle Terminal

Analyze data with ease using natural language queries, scenario testing, and asset intelligence, without requiring programming or spreadsheet expertise.

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Stock Market GPT

Analyze company balance sheets, sentiment, and candlestick charts to make informed investment decisions with AI-powered insights and trading ideas.

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Tabula

Automate data workflows, standardize disparate sources, and gain real-time insights without coding, empowering data-driven decision-making across departments.

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Alteryx

Automates workflows, delivers self-service insights, and aligns data analysis with strategic business outcomes, empowering enterprise analytics for all users and roles.

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Trullion

Automates financial processes, ensuring compliance, with AI-powered lease accounting, revenue recognition, audit, and data extraction capabilities for efficient accounting.

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DataGPT

Get instant, analyst-level answers to data questions in seconds, with automated insights and visualizations, making complex data analysis accessible to everyone.

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ArkiFi

Automates finance workflow tasks, eliminating manual errors and freeing professionals to focus on strategic, high-level thinking and innovation.