Model at the Speed
of Markets

The AI platform elite investment teams use to power their entire modeling process. Built to follow your methodology and designed for faster, better decisions.

Connect any data source

Earnings Transcripts
PDF Documents
PDF Documents
SEC Filings

The first AI I've used that can actually do my real workflows from start to finish

Senior Analyst at Top 5 Equity Research Firm

Why leading firms choose Filot

Built Around Your Process

Point Filot to your deliverables and it adapts to how your team works: formatting, structure, methodology, and logic. The result is institutional-grade deliverables.

Defensible by Design

Go from “AI did some work” to 100% confidence in the results, in minutes. Every data point traced to the raw source documents, easily reviewable at any time.

Intelligence Others Miss

Best-in-class document parsing on your private files, combined with your existing data providers. Every deliverable starts with the deepest data insights available.

Put Analysts Back in the Driver’s Seat

Free your team from repetitive model work and stress-test your thesis with Filot. Pressure-test assumptions, run scenarios, and go deeper than ever before.

The AI Platform for Investment Teams.

From model initiations to earnings updates, see how teams are automating their highest-value workflows.

Built for Confidence and Control

The tools that make AI-powered modeling reliable, transparent, and yours to command.

Real-Time Validation Tests

Real-time validation tests for every sub-total and total formula cell value to automatically validate its calculated value against its reported number from the source filing. Reviewable at any time to instantly spot discrepancies, to debug address underlying issues quickly.

Validation Checks

Surgical Control Over Changes

Review every change Filot makes with granular accept/revert controls. Select individual cells or entire ranges, with the ability to revert cells to their original state, and accept the ones you want to keep.

Contextual Intelligence

Guide Filot with one click. Select relevant cells to provide instant context, helping Filot understand your model's unique logic and deliver more accurate results tailored to your workflow.

Enterprise Grade Data Protection

We maintain industry-leading data protection standards that exceed regulatory requirements. Our comprehensive security framework ensures your data remains private, secure, and compliant.

SOC 2 Type II

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Zero data retention

We have no data retention agreements with all AI model providers, ensuring your data is never retained or used to train AI models.

Advanced encryption standards

We enforce AES-256 encryption at rest and TLS 1.2+ in transit, with comprehensive access controls and MFA for all infrastructure, ensuring enterprise-grade data protection.

Compliance-ready

Our privacy practices are designed to meet the strictest regulatory requirements (SOC 2 Type II), giving you peace of mind.

Isolated Infrastructure

All data is stored within an AWS Virtual Private Cloud (VPC), ensuring complete network isolation.

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Move at the Speed of Markets

Click below to get in touch with us to see how Filot can boost margins for your team.