Zillion
Zillion provides artificial intelligence (AI) analysts for finanical firms. Its AI technology aims at enabling finance teams to focus on hi...
Last verified:
What is Zillion?
Zillion is an AI-powered platform that provides AI analysts specifically designed for financial firms, investment managers, and finance professionals. The tool automates tedious financial tasks, handles increasing workloads, and allows users to focus on more impactful and meaningful work. Zillion's AI analysts have domain expertise across multiple sectors and can conduct complex financial analysis in minutes instead of days.
Key features include the ability to analyze large documents and find important trends in seconds, automate recurring reports and workflows, generate spreadsheets/Excel files, financial models (3-statement, DCF, LBO), PowerPoints, and charts. Users gain access to 12,000+ issuers, 40+ economic datasets, and custom alternative data from a single sentence query. The platform provides real-time data and news, handles Excel and PowerPoint files, and cites all data sources for easy verification.
Zillion is ideal for investment managers, financial analysts, investment researchers, smaller firms that need a standalone AI solution before hiring, and teams looking to increase efficiency. The AI can be fully customized to match a firm's specific methodologies and processes. It helps users reduce manual research time by up to 80%, improve accuracy of financial analysis, quickly handle client inquiries, and save time for higher-level strategy and leadership.
The platform was founded by experts with extensive experience automating processes at past firms, and the AI analysts were curated by an expert team to accurately assist with a wide variety of financial workflows. Zillion positions itself as a cost-effective solution for growth that doesn't replace humans but rather outsources tedious generic work to AI.
Zillion pricing
Pricing model: Free
Zillion offers two paid plans with no free tier. Lite plan costs $25/month (12% savings with annual plan) for ad-hoc analysis and research, including base AI model, 100 queries per month, Excel & PowerPoint handling, first-rate data sources with citations (EDGAR, SEC, BLS, FRED), insights for 12,000+ issuers, 40+ economic indicators, and confidential data storage. Executive plan costs $45/month (12% savings with annual plan), most popular for smaller teams, includes expert AI analyst, unlimited queries, automated financial modeling (3-statement, DCF, LBO), custom PowerPoint handling, chart generation, and all Lite features. Enterprise solution available for custom plans with full customization, contact [email protected].
Zillion pros
- AI analysts with domain expertise in multiple finance sectors
- Access to 12,000+ issuers for comprehensive research
- 40+ economic datasets and custom alternative data available
- Automates recurring reports and tedious workflows
- Generates 3-statement, DCF, and LBO financial models
- Handles Excel, PowerPoint, spreadsheets, and charts
- Analyzes large documents and finds trends in seconds
- Cites all data sources for easy verification and spot-checking
- High accuracy equivalent or better than human analysts
- Does not hallucinate - asks for missing data instead
- Fully customizable to firm's specific methodologies
- Real-time data and news access
- Reduces manual research time by up to 80%
- Cost-effective solution compared to hiring additional employees
- State-of-the-art authentication and secure data storage
- Enterprise plan available for full customization needs
Zillion cons
- No free tier - only paid plans starting at $25/month
- Lite plan limited to 100 queries per month
- Executive plan has limits on model/template size
- Enterprise customization requires contacting sales
- Primarily focused on finance sector only
- New company founded in 2024 with limited reviews
- No ratings or user reviews available yet
- Annual plan needed to get 12% discount
Frequently asked questions about Zillion
How does Zillion's AI compare to traditional financial analysts in terms of accuracy and reliability?
Zillion AI analysts have extremely high accuracy and are often equivalent or better when compared to human analysts. The AI is built in two layers: an interface layer for user interaction and a skillset layer that conducts analysis and retrieves financial data from first-rate data sources. This allows extreme accuracy in calculations and reliability. The AI analyst responds asking for necessary data if something is missing rather than hallucinating, and cites all sources for easy spot-checking.
What security measures does Zillion have in place to protect sensitive financial data?
Zillion uses state-of-the-art authentication and storage solutions to ensure all platform data is secure and private. They do not store file inputs provided by users and only store AI output to show chat history and allow downloading of generated financial models, PowerPoints, and spreadsheets. For CIM and documents requiring NDA, they provide encryption and anonymization solutions. Contact [email protected] for more details on data security measures.
How customizable are the AI analysts for our firm's specific methodologies and processes?
The AI analyst can be fully customized to your firm's methodologies and processes. Zillion can have the AI source alternative datasets, automate custom workflows, and perform analysis matching your firm's methodology. To access full customization, you need to reach out about the Enterprise plan.
What data sources does Zillion's AI use for financial analysis?
Zillion accesses first-rate data sources including EDGAR, SEC, BLS, FRED, and over 40 key economic indicators. The platform provides insights, pricing, filings, and news for 12,000+ issuers. The AI also has access to 40+ economic datasets and custom alternative data, all retrievable from a single sentence query.
Can Zillion handle Excel spreadsheets and PowerPoint presentations?
Yes, Zillion's AI analysts can handle Excel spreadsheets and PowerPoint presentations. The Lite plan includes Excel and PowerPoint handling capabilities. The Executive plan includes Excel handling and custom PowerPoint handling with chart generation. The AI can generate spreadsheets, financial models, PowerPoints, and charts automatically.
What financial models can Zillion's AI generate?
The Executive plan includes automated financial modeling for 3-statement models, DCF (Discounted Cash Flow), and LBO (Leveraged Buyout) models. The AI can automate and generate unique models and analysis templates, though there are limits on size for the Executive plan.
How many queries can I make per month with each plan?
The Lite plan provides 100 queries per month. The Executive plan offers unlimited queries per month, making it better for users who need more frequent analysis and research.
Does Zillion offer a free trial?
Yes, Zillion offers a free trial to start working with the AI analyst. The website mentions 'Start a Free Trial' allowing users to begin having AI work for them today before committing to a paid plan.
What use cases are Zillion AI analysts best suited for?
Zillion AI analysts are used for recurring report automation, workflow streamlining, large document analysis to find trends and information in seconds, due diligence streamlining, financial model creation, template generation, client inquiry handling, comparative analysis across multiple companies, SEC filing analysis (10-K, 10-Q), and economic indicator integration. They help reduce manual research time and improve analysis accuracy.
Who founded Zillion and what is their background?
Zillion was founded by experts with extensive experience automating processes at past firms. The team consists of experts who have served on large and small teams and worked with some of the largest companies in the world. They have extensive experience within the finance sector and are now shaping the future of finance with AI-driven technology. The company was founded in 2024 and is based in Austin, Texas.