
Quill AI is building the future of financial research by transforming how professionals access and analyze public investor data. Our vision is to empower investors with precise, real-time insights extracted effortlessly from dense, complex documents like SEC filings and earnings calls, redefining productivity and decision-making in finance.
We harness advanced natural language processing technologies to create a platform that not only understands financial language but also provides actionable answers with transparent sources, enabling users to trust and verify every insight. By integrating seamlessly with existing tools like Excel, we streamline workflows and drive deeper, faster analysis.
Our mission is to elevate financial research through innovation, making critical information accessible and usable for professionals worldwide. We are committed to evolving alongside the financial ecosystem, continuously enhancing how data informs investment strategies and market understanding.
Our Review
We've been tracking Quill AI since they emerged from Y Combinator's S23 batch, and honestly, they've caught our attention for all the right reasons. This isn't just another AI tool trying to reinvent the wheel — it's a focused solution that tackles one of Wall Street's most tedious problems: digging through endless SEC filings and earnings calls.
What struck us immediately was how they've managed to make financial research feel almost conversational. You can literally ask questions like "What are Tesla's main risks?" and get back precise answers with actual source citations from the 10-K filing. No more ctrl+f marathons through 200-page documents.
The Excel Integration That Actually Makes Sense
Here's where Quill AI really surprised us. While most fintech startups are busy building fancy dashboards, these folks went straight for Excel integration. Smart move.
Their Excel extension automatically pulls data from earnings releases into your existing models. We're talking about eliminating those soul-crushing hours of copy-pasting numbers and reformatting cells. For analysts who live in Excel, this feels like finding a $20 bill in an old jacket.
Built for the People Who Actually Use It
The user base tells the story here — hedge fund managers, Morgan Stanley traders, and senior analysts aren't exactly known for adopting flashy tools that don't deliver. They're using Quill AI because it solves a real problem without trying to replace their entire workflow.
We particularly appreciate their earnings call sentiment analysis feature. Instead of sitting through hour-long calls trying to gauge analyst concerns, you get the temperature of the room in minutes. It's not revolutionary, but it's incredibly practical.
Room to Grow
At $500K in funding, Quill AI is still in the early innings. They've proven the concept works with real Wall Street professionals, but we're curious to see how they'll scale beyond their current feature set.
The platform feels purpose-built rather than over-engineered, which we find refreshing in a space where many AI tools try to be everything to everyone. Sometimes the best solutions are the ones that do one thing exceptionally well.
Query SEC filings with concise summaries and source citations
Earnings call Q&A sentiment analysis
Excel extension for automatic financial model updates






