Freemium

Daloopa

AI data infrastructure that extracts fundamental financial data from filings and feeds it straight into analyst models.

4.4 Finance & Fintech AI
4.4 Very good 4.4

Bottom line: Daloopa is a strong finance & fintech ai tool, best known for automated extraction of line-item data from filings and earnings materials. It has a free plan.

Cuts manual re-keying of earnings data directly out of the analyst workflow Institutional pricing is not published and requires a sales conversation
Reviewed by Challenging Voice Editorial · Updated Jul 2026 How we rate
PricingFree
Free planYes
CompanyDaloopa
PlatformsAPI, Web
Best forFinance & Fintech AI
Founded2019
Visits3
Last reviewedJul 2026
UpdatedJul 2026
Ask AI about Daloopa ChatGPT Claude Perplexity

Overview

Daloopa was founded in 2019 in New York City by Daniel Chen, Thomas Li, and Jie Huang, and has since raised $103 million across multiple rounds, including a $47 million Series C led by Brighton Park Capital that closed in May 2026. Investors across its rounds include Credit Suisse Asset Management's NEXT Investors, Squarepoint Capital, Touring Capital, and Morgan Stanley.

Daloopa pulls line-item financial data out of filings, earnings releases, and investor presentations for more than 6,000 public companies, structures it into an auditable database, and pushes it directly into an analyst's own Excel model rather than a separate dashboard. When a company reports earnings, Daloopa can update a linked model within minutes of the release, letting analysts spend the call itself on questions instead of manually re-keying numbers.

Built for equity research analysts, investment teams, and financial institutions that maintain detailed fundamental models and need fast, auditable data after every earnings release. Daloopa runs a free account for individual analysts to start, with institutional pricing for full data coverage and Excel integration set on request rather than published.

Key features

  • Automated extraction of line-item data from filings and earnings materials
  • Coverage across 6,000+ public companies
  • Direct push of structured data into an analyst's existing Excel model
  • Near-real-time model updates within minutes of an earnings release
  • Auditable data trail linking every figure back to its source document
  • Free account tier for individual analysts

Screenshots & demo

Demo video

Screenshots

Daloopa screenshot 1

Pricing

Daloopa offers a free plan, with paid upgrades for higher limits and more features.

  • Pricing modelFreemium
  • Starting priceFree
  • Free planYes
Visit Daloopa

Pricing is provided as a guide. Check the official site for the latest plans.

Pros & cons

Pros

  • Cuts manual re-keying of earnings data directly out of the analyst workflow
  • Fast post-earnings turnaround (minutes, not hours) versus manual model updates
  • Well-capitalized ($103M raised) with investors experienced in financial data and research tooling
  • Auditability of every data point matters for institutions with compliance requirements

Cons

  • Institutional pricing is not published and requires a sales conversation
  • Coverage and value concentrate on public companies with regular filings, less useful for private-company research
  • Deep integration with Excel models means a learning curve to fit into non-standard workflows
  • Niche fit, built specifically for equity research rather than broader corporate finance use

How it compares

ToolRatingFreeFromBest known for
Daloopa (this tool)4.4YesFreeAutomated extraction of line-item data from filings and earnings materials
Hebbia4.3NoStructured, multi-document analysis across filings, transcripts, and internal research
Hawk AI4.1NoMachine-learning-based AML and counter-financial-terrorism transaction monitoring
Feedzai4.2NoReal-time machine learning applied to transaction data for fraud detection

Our verdict

4.4 / 5 4.4

Daloopa is a strong finance & fintech ai tool, best known for automated extraction of line-item data from filings and earnings materials. It offers a free plan.

What makes it different: Daloopa stands out for automated extraction of line-item data from filings and earnings materials.

How we score it
Overall 4.4
Value for money 4.7
Feature depth 4.9
Popularity 3.7
Best for ProfessionalsTeamsCreatorsCurious learners

Frequently asked questions

What is Daloopa?
Daloopa is a finance & fintech ai tool listed in the Challenging Voice directory. AI data infrastructure that extracts fundamental financial data from filings and feeds it straight into analyst models.
Is Daloopa free?
Yes, Daloopa offers a free plan. Paid plans unlock more features and higher usage limits.
What are the best Daloopa alternatives?
Popular alternatives to Daloopa include Arya.ai, Rossum.ai, and Wisdomise. Browse them all in the Finance & Fintech AI category.
Is Daloopa any good?
Daloopa scores 4.4 out of 5 based on our editorial review.

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