Daloopa

Daloopa is a Finance tool that delivers trusted financial data across 5,500+ global tickers, powering AI agents, LLMs, and financial institutions. It automates financial model updates and provides audit-ready data.

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At a glance

Pricing

Freemium · Enterprise

Free tier

Yes

API

Yes

Skill level

Technical

About

What is Daloopa?

Daloopa is an AI-driven platform designed to power the financial services agent ecosystem by delivering trusted financial data across over 5,500 global tickers. It serves AI agents, LLMs, and leading financial institutions worldwide, providing an AI data infrastructure and investment research workflow solutions. Daloopa helps analysts cut up to 70% of the time spent building new models and saves an average of 2 hours per ticker during earnings season updates. Its key differentiators include accurate and auditable data, with every number source-linked and an average accuracy rate of over 99%. The platform offers various products like Data Sheets for quick model building, an Excel Add-In for one-click updates, Scout for AI-driven model maintenance, and an API for custom analytics and AI agents. It also provides MCP for leveraging AI platforms with audit-ready financial data and Cloud Integrations for direct data access.

Best used for

Ideal for financial analysts, investment bankers, and hedge fund managers who need to quickly build and update financial models, ensure data accuracy with source-linked information, and power AI agents with reliable financial data. Especially valuable for reducing time spent on model creation and updates during earnings season.

Common actions

Automate financial modeling

Update financial models

Access financial data

Build AI financial agents

Analyze company financials

Capabilities

Key features

Source-linked financial data
Excel Add-In for updates
AI Excel agent (Scout)
API for custom analytics
Data sheets for models
Cloud-native data delivery

Target Audience

accountant

Integrations

Not yet documented

Pricing & Plans

Freemium · Enterprise

Contact for Pricing

FAQs

Does Daloopa cover international companies?

Yes, Daloopa provides models for most major international companies, including those that report in non-English languages, ensuring comprehensive global coverage for financial analysis.

Do I need to use Daloopa's data to use the one-click updating feature?

No, you do not need to use Daloopa's data sheets to automatically update your models. The plugin works with existing models, and all numbers are hard-coded, ensuring visibility even without the plugin.

What if a company I want is not in Daloopa's library?

Daloopa's technology allows for rapid processing of filings and building of data sheets. They are on pace to add 750 models to their coverage in 2022, averaging 15 companies per week, so you can contact them for specific requests.

Will my financial model work offline if I use Daloopa?

Absolutely. Daloopa models are designed for offline use, providing full access to your data. However, source links and the plugin functionality will only work when you are back online.

How does Daloopa handle different units or signs in financial disclosures?

Daloopa's plug-in is smart enough to recognize and adjust for different units (e.g., thousands vs. millions) and signs (e.g., negative for expense vs. positive in model), ensuring data consistency.

What is included in Daloopa's Free plan?

The Free plan provides access to Data Sheets, allowing users to quickly build models using comprehensive and accurate historical data, with a limit of up to 3 data sheets.

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