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.
Request a DemoModel 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
“Speed, accuracy, and transparency are non-negotiable for our clients. Filot enhances all three — delivering standardized, source-traceable, and review-ready financial models faster than ever before.”
— Vishal Shah, Chief Product Officer at TresVista
Works Exactly How Your Team Does
Show Filot a previous model and it captures your methodology, formatting, and style. Reuse what it learns across your team so every deliverable stays consistent.
SBUX 3-Statement Model.xlsx2.4 MB
Teach It Once, Run It Forever
Show Filot how you run an earnings update and it remembers for every future quarter. Your preferences are saved as rules that any team member can apply, so recurring workflows stay consistent no matter who runs them.
Built for Correctness
The only AI platform where every output is auditable end to end. Built for capital markets workflows, with validation checks and source tracing that take you from AI-generated output to full confidence in minutes.
Bird’s Eye Validation
A live look at whether every formula total and subtotal in your model matches source filing data. Passing checks and flagged mismatches tell you at a glance which area(s) to take a closer look at in Step 2.
Spot-Check Auditability
Select a range of cells and instantly see the source document, page, and exact figure behind every value - full auditability for any part of the model, in seconds.
Take Control
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.
See Filot in Action
From model initiations to earnings updates, see how teams are automating their highest-value workflows.
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 Certified
Independently audited for security, availability, and confidentiality - exceeding the compliance bar enterprise investment teams require.
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
See how Filot can accelerate your team's investment research workflows.