Fintool

Fintool is an AI-powered financial research platform, now acquired by Microsoft, designed to serve as a 'financial copilot' for institutional investors. It provides instant, precise answers to complex financial questions by analyzing data from SEC filings, earnings calls, and other financial documents. The platform aims to streamline equity research and uncover insights beyond traditional analysis tools. Fintool is part of a broader suite; following acquisition, its capabilities are being integrated into Microsoft 365 products to enhance knowledge worker workflows in financial services and beyond.

The platform offers a chat assistant for natural language querying of financial data, a company screener that searches based on factors mentioned in earnings calls and filings, a real-time AI feed for updates on news and 8-Ks, and equity research reports. It includes a research management system for organizing projects and team collaboration, as well as an API and internal data integration features. With the V5 release, Fintool introduced an agentic experience capable of autonomously building DCF models in Excel, earnings decks in PowerPoint, and research memos in Word.

Users interact with Fintool through natural language, asking questions and receiving answers sourced directly from underlying documents. The platform is used by thousands of professional investors across hedge funds, asset management, and investment banking. The acquisition by Microsoft positions Fintool to bring its financial AI capabilities to a wider audience within the Office product ecosystem.