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.
