Daloopa

Daloopa is an AI tool for automating work with financial data. It’s designed for investment firms, banks, funds, and analysts who need to turn reports and presentations into structured, model-ready numbers.

What it does

• Extracts key metrics from financial reports and investor presentations
• Structures data for use in financial models
• Builds and updates models quickly as new filings or sources appear
• Keeps a change log so updates can be reviewed and audited

How to use it

• Upload a financial report or select a data source
• Let Daloopa extract the relevant line items and populate a model
• Review the results with manual checks when needed
• Update data and refresh the model in a single click

Daloopa also provides onboarding materials such as written guides and video tutorials to help teams standardize workflows and reduce time spent on data entry and reconciliation.