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Daloopa Scout

Daloopa Scout

AI-Native
Best output quality
Easiest to use
Most customizable

Trusted financial data & AI automation for equity research

GDPR
EU AI Act: Limited
No training on your data
Runs inside Microsoft365
Global
+3
Copilot
Last updated: Aug 28, 2026
Enterprise
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Quick Answer

AI

Daloopa Scout is an AI Excel agent for financial analysts that automates the building and maintenance of financial models. It delivers source-linked, hallucination-free outputs across 6,000+ global tickers, ensuring accuracy and auditability. Best for investment professionals at hedge funds and mutual funds seeking to accelerate decision-making with trusted financial data. Available as part of Daloopa's enterprise plans.

About Daloopa ScoutAI

Daloopa Scout is an AI Excel agent for financial analysts that automates the building and maintenance of financial models. It delivers source-linked, hallucination-free outputs across 6,000+ global tickers, ensuring accuracy and auditability. Scout integrates with Daloopa's comprehensive financial data infrastructure, saving analysts significant time during earnings season and new model.

AI-extracted from public sources. May contain errors. Methodology · Report an error
What Makes Daloopa Scout UniqueAI

Daloopa Scout is an AI Excel agent that leverages Daloopa's native, source-linked, and auditable financial data layer to provide hallucination-free outputs for financial modeling, covering 6,000+ global tickers.

Decision Intelligence

Best For

AI
Financial analysts at hedge funds and mutual funds automating model updates during earnings season
Investment banking professionals building new financial models quickly and accurately
Equity research teams needing auditable and comprehensive fundamental data for 6,000+ global companies
Quantitative analysts integrating verified financial data into their AI tools and LLMs
Private equity firms performing in-depth due diligence with extensive historical financial data

Consider Alternatives If

AI
Non-financial professionals needing general data analysis tools
Individuals or small teams with limited budgets for enterprise-grade financial solutions
Users requiring real-time market data or complex derivatives analysis
Pricing Overview

Type

Enterprise

Starting Price

$0/mo

Free Trial

No

Credit Card

Not Required

Free Plan

Yes

Dimension Scores

· 6.4 avg

How good it is, across universal quality axes

Ease of Use6/10
Output Quality9/10
Value for Money7/10
Customization6/10
Support6/10
Integration1/10
Accuracy & Reliability10/10
Compliance & Data Protection4/10
Performance5/10
Task Completion8/10
Tool Use Correctness8/10
Planning Quality7/10
AI-analyzed from product data·Medium confidenceHow we score

Task Scores

· 6.5 avg

What it can do, on category-specific tasks

Audit Support9/10
Financial Reporting8/10
Budget Forecasting7/10
Cash Flow Analysis7/10
Transaction Processing6/10
Expense Management5/10
Reconciliation5/10
Regulatory Compliance5/10

Scores are AI-estimated from publicly available data — not an independent test or a verified user rating. How we rank →

Capabilities
Data Analysis
Automation
Agent
RAG
ProsAI
  • +Delivers unparalleled transparency with every number hyperlinked to its original source document
  • +Achieves an average accuracy rate of >99% across millions of data points
  • +Automates data updates in Excel, saving an average of 2 hours per ticker during earnings season
  • +Provides 4-10x more data points per company than other providers, with 14 years of history
  • +Integrates with leading AI platforms like Anthropic Claude and OpenAI ChatGPT via Model Context Protocol (MCP)
LimitationsAI
  • -Primarily focused on public equity data, limiting use for private market analysis without additional data sources
  • -Requires familiarity with Excel and financial modeling concepts for optimal utilization
  • -Pricing is enterprise-focused, potentially inaccessible for individual analysts or smaller firms
  • -Relies on Daloopa's proprietary data infrastructure, which may lead to vendor lock-in for data sourcing
  • -No explicit mention of real-time data streaming, focusing more on historical and updated filings
Fit Score

Complexity

Advanced

Company Size

Medium
Enterprise

Team Size

Large Team

Skill Level

Expert
Features
Agentically build financial models
Maintain financial models
Source-linked data points
Hallucination-free outputs
Covers 6,000+ global tickers
Automates data updates in Excel
Access to 14 years of data history
One-click verification for all data points
Technical Capabilities
SDK Available
MCP Compatible
Multi-Agent (unknown)
Human-in-Loop (unknown)
Can Use Tools (unknown)
Team Features
Webhook Support
Has Demo
Function Calling (unknown)
Sandbox Mode
Audit Logs
No Signup
Works Offline
Requires Host App
Framework
MCP Server
Digital Employee

Deployment

Cloud

Runs Inside

Microsoft365
A2A Protocol:
MCP
Developer Access
API
Public
Sandbox
Login required
Compliance, Privacy & Trust
GDPR (as claimed): Yes
SOC 2 (as claimed): No
HIPAA (as claimed): No
Trains on user data: No
Human review:
Always
Tech Specs
Response time (est.):
Moderate

The Model(s) Behind It

Model details — extracted from public vendor sources by our pipeline (Smart Generator + A3 cross-referencing) or admin-entered. Shown as claimed by the vendor; not independently audited by Intelloro.

Model Weight Availability
Closed API (no weights)
Training Data Provenance
Not disclosed
Relevant to EU AI Act Art. 53 / Annex XI (GPAI)
Supported Tools
Excel Add-in
API
Free
Free
  • Access to Data Sheets (up to 3)
Daloopa Core
Custom
  • Access to Data Sheets
  • Access to Excel Add-in
  • Access to Scout
  • Access to MCP (with monthly limits)
Daloopa Premium
Custom
  • All Daloopa Core features
  • Enhanced access
  • Access to Data Sheets
  • Access to Excel Add-in
  • Access to Scout
  • Access to MCP
  • Access to API
Daloopa Fundamentals API
Custom
  • Programmatic access to power client deliverables and analyst benchmarking
  • Comprehensive, research-ready data

Pricing verified from the vendor pricing page.

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User Reviews

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Who It's For
3 roles
1 industries
Financial and Investment AnalystsAccountants and AuditorsPersonal Financial AdvisorsOther Financial Investment Activities
Platform, Content & Languages
2 content types
1 languages
SpreadsheetTextEnglish+6 more

Output Languages

English

Content Types

Spreadsheet
Text

Accepts

Text
Spreadsheet
API

Produces

Spreadsheet
Text
API
Languages: English

Frequently Asked Questions

Trust Score

75/100

Very Good

Based on 8 data signals

Confidence: High

Reflects publicly available data, not an independent audit

Compliance & Verified21/38
GDPRYes
EU AI ActYes
Human ReviewYes
Operational35/35
Data ResidencyUS
Market Proof10/10
Notable CustomersAnthropic, OpenAI, Perplexity
Company17/17
Company ListedYes
Team Size501-1000
FundingSeries C
Health

Not yet checked

AI-Assisted Data

Some details are AI-generated estimates — verify with the vendor.

AI-generated estimate: Best For, Description, Limitations, Not Good For, Pros, Quick Answer, What Makes Unique

How we source data

AI Governance & Regulatory Disclosures

Legally-sensitive fields — extracted from public vendor sources by our pipeline (Smart Generator + A3 cross-referencing) or admin-entered. Shown as claimed by the vendor; not independently audited by Intelloro.

EU AI Act Risk Tier
Limited (Article 50 transparency)
EU AI Act Article 50 Disclosure
Not declared
COPPA Compliance (US under-13)
Not declared

Switching & Migration

Migration Difficulty
Significant Effort
Data portable as:
JSON
CSV

Email

Quick Stats
Agent TypeCopilot
PlatformsWeb, API
Launched2018
Company & Links

Company Name

Daloopa

Founded

2019

Based in

United States

Last major update

Jun 2026

Funding

Series C · $100M