QuillAI
Quill AI is an AI-powered investor copilot that serves as a personal financial research assistant. This tool is designed to streamline fina...
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What is QuillAI?
Quill is an AI-powered financial research platform focused on public company investor materials, SEC filings, earnings calls, and related disclosures. It is built to help analysts, investors, and finance teams quickly answer questions about companies using up-to-date filings rather than relying on general-purpose chatbots.
The web app lets users ask questions about 10-K, 10-Q, and 8-K filings, extract numerical data into spreadsheets, and review answers with sentence-level source citations that point back to the original filing. It also includes a document viewer where filings can be highlighted and shared, making collaboration and verification easier.
A major feature is the Excel add-in, which updates existing models in place by pulling figures straight from earnings releases and filings without copy-paste or template work. Quill also contextualizes models by highlighting outliers and explaining figures using relevant filing context, which is especially useful for analysts maintaining recurring financial models.
Quill also offers historical financials organized from filings, earnings call transcripts, insider transactions, investor presentations, and alerts that email users when tracked companies file new materials. It is designed for people who need fast, verifiable, finance-specific data workflows and for teams that want to reduce manual spreadsheet work while staying close to primary sources.
QuillAI pricing
Pricing model: Paid
Quill offers a Web Only plan at $250/month, which includes full access to the web platform, SEC filings, earnings transcripts, alerts, custom data extraction, PDF-to-spreadsheet features, and more. The website also mentions a 7-day full refund guarantee for the Web Only plan. For Excel and Web access, Quill directs users to contact sales and schedule a 30-minute demo for the Enterprise Suite, which includes API access, a dataroom, the Excel extension, custom workflow automation, and more.
QuillAI pros
- Financially tuned AI for public company materials
- Answers questions about SEC filings quickly
- Sentence-level source citations
- Reduces hallucination risk with source-backed answers
- Up-to-date filing coverage
- Excel add-in updates existing models in place
- No copy-paste required for model updates
- No formatting or templates required
- Pulls numbers directly from earnings releases
- Highlights outliers in spreadsheets
- Explains figures using filing context
- Historical financial data is pre-collected and organized
- Each number links back to the original filing
- Data is downloadable to Excel
- Real-time access to SEC filings
- Supports earnings call transcripts
- Supports insider transaction data
- Supports investor presentations
- Shareable highlights in the document viewer
- Customizable email alerts for new filings
QuillAI cons
- Focused mainly on public company financial data
- Not a general-purpose research assistant
- Web app access is priced at a premium monthly fee
- Enterprise pricing requires contacting sales
- Excel add-in appears tied to paid access
- Best value depends on active filing monitoring
- Most useful for analysts rather than casual users
- Requires trust in the company’s internal extraction models
Frequently asked questions about QuillAI
What does Quill do?
Quill is an AI platform for financial research on public companies. It helps users ask questions about SEC filings and investor materials, extract data into spreadsheets, and work faster with earnings releases, transcripts, and historical financials.
Which filings does Quill support?
Quill specifically supports questions and extraction for public company SEC materials, including 10-K, 10-Q, and 8-K filings. It also provides access to earnings call transcripts, investor presentations, and insider transactions.
How does Quill help with Excel models?
Quill’s Excel add-in updates an existing model directly by pulling numbers from filings and earnings releases into the workbook. The website says it works on the user’s model as-is, without copy-paste, formatting, or templates.
Does Quill provide source citations?
Yes. Quill says each response includes sentence-level source citations that take you back to the relevant filings. This is meant to make the answers verifiable and reduce hallucinations.
What historical data does Quill provide?
Quill provides complete tabular historical financial data collected and organized by its in-house models. The website says each number links back to its original filing and can be downloaded into Excel.
What alerts does Quill offer?
Quill Alerts can email users when a tracked company releases a filing. The alerts can include a customizable analysis of the filing, and Quill can also send an updated spreadsheet version when new SEC information is released.
Who is Quill best for?
Quill is best for analysts, investors, and finance teams who need to monitor public companies, update financial models, and verify numbers against original filings. The product is especially suited to people who work frequently with earnings releases, SEC reports, and spreadsheet workflows.
What is included in the Web Only plan?
The Web Only plan costs $250 per month and includes full access to the web platform, SEC filings, earnings transcripts, alerts, custom data extraction, PDF to spreadsheet, and more. The site also advertises a 7-day full refund guarantee for this plan.
Does Quill have an enterprise option?
Yes. Quill offers an Excel & Web Enterprise Suite, but the website says users must contact the company and schedule a 30-minute demo. The enterprise offering includes API access, a dataroom, the Excel extension, custom workflow automation, and more.
Can Quill analyze earnings calls?
Yes. Quill includes earnings call metrics, guidance extraction, and Q&A sentiment analysis. The website shows that it can summarize reported metrics, management commentary, and analyst questions in a structured way that can be exported to Excel.