Daloopa Scout

Daloopa Scout

Verified
AI-Native
Easiest to use
Most customizable

Trusted financial data & AI automation for equity research

SOC 2 Type II
GDPR
Public status page
No training on your data
Runs inside Microsoft365
+5
Copilot
Last updated: Oct 30, 2026
Enterprise
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Quick Answer

Daloopa Scout is an AI Excel agent that builds and maintains financial models inside the analyst's own spreadsheet. Every number is hyperlinked to its original source, with an average accuracy rate above 99% across 6,000+ public companies and 5-13+ years of history.

About Daloopa Scout

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 draws on Daloopa's financial data infrastructure, which saves an average of 2 hours per ticker when updating models during earnings season.

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 delivers source-linked, hallucination-free financial model outputs by leveraging Daloopa's native, auditable data layer, covering 6,000+ global tickers with high accuracy.

Decision Intelligence

Best For

AI
Public equity professionals accelerating investment research
Analysts building and updating financial models
Investment firms seeking auditable financial data
Hedge funds automating model updates
Mutual funds generating alpha through efficient research
Pricing Overview

Type

Enterprise

Starting Price

$0/mo

Free Trial

No

Credit Card

Not Required

Free Plan

Yes

Dimension Scores

· 5.1 avg

How good it is, across universal quality axes

Ease of Use3/10
Customization7/10
Support5/10
Integration5/10
Compliance & Data Protection5/10
Performance5/10
Planning Quality6/10
AI-scored from up to 37 public sources, reviewed by a person·High confidenceHow we score

Task Scores

· 3.7 avg

What it can do, per category it works in · showing 4 of 10 tasks scoring 5+

Audit Support8/10
Financial Reporting7/10
Budget Forecasting7/10
Cash Flow Analysis6/10

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

Capabilities
Data Analysis
Automation
Extraction
Categories
Finance Accounting
Data Analytics
Automation Agents
Multi Agent Systems
Integrations & Connections
5 connections
D
D
R
+1
Databricks
Databricks

Leading Data and AI Platform for Enterprises

Rogo
Rogo

AI for the most ambitious firms in finance

AW
Amazon Web ServicesNative

Receive financial data as Parquet files in S3 buckets

SN
SnowflakeNative

Access fundamental dataset cloud-natively within Snowflake environment

ME
Microsoft ExcelPlugin

Automates data updates in Excel via an Add-in

Auto-updated

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
5-13+ years of history across covered companies
Average accuracy above 99% across millions of data points
Technical Capabilities
SDK Available (unknown)
MCP Compatible
Multi-Agent (unknown)
Human-in-Loop
Team Features
Webhook Support
Has Demo
Function Calling (unknown)
Sandbox Mode (unknown)
Audit Logs
No Signup
Works Offline
Requires Host App
Framework
MCP Server
Digital Employee

Deployment

Cloud

Runs Inside

Microsoft365
MCP transport:
Streamable HTTP
A2A Protocol:
MCP
Authentication
Single Sign-On
OIDC
Microsoft Entra ID
Developer Access
Webhooks→ Docs
HITL mode:
Approve
Compliance, Privacy & Trust
GDPR: Stated by vendor
SOC 2: Stated by vendor
Type II
HIPAA: No info available
Trains on user data: No
Data deletion: Upon Request
Model isolation: Shared
Human review:
Recommended

Compliance audit trail

1 event
  1. SOC 2

    SOC 2 Type II certification mentioned.

    10mo ago · 2026 · source

Tech Specs
Response time (est.):
Moderate

The Model(s) Behind It

Model details — extracted from public vendor sources by our pipeline (AI extraction plus a source check) 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)
Pricing Plans
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
  • 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

    No reviews yet. Be the first to review!

    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+4 more

    Content Types

    Spreadsheet
    Text

    Accepts

    Text
    API

    Produces

    Text
    Spreadsheet
    Languages: English

    Frequently Asked Questions

    What can Daloopa Scout do?

    Daloopa Scout can: Agentically build financial models, Maintain financial models, Source-linked data points, Hallucination-free outputs. Best for: Public equity professionals accelerating investment research.

    How much does Daloopa Scout cost?

    Daloopa Scout uses enterprise pricing. Contact their sales team for a custom quote.

    Is Daloopa Scout free?

    Daloopa Scout offers a free plan with limited features. Paid upgrades are available for advanced usage.

    What makes Daloopa Scout unique?

    Daloopa Scout is an AI Excel agent that delivers source-linked, hallucination-free financial model outputs by leveraging Daloopa's native, auditable data layer, covering 6,000+ global tickers with high accuracy.

    Does Daloopa Scout have an API?

    Yes, Daloopa Scout offers an API on its enterprise plan. Contact their sales team for access.

    What platforms does Daloopa Scout support?

    Daloopa Scout is available on web and API.

    What languages does Daloopa Scout support?

    Daloopa Scout supports English.

    Does Daloopa Scout work offline?

    No, Daloopa Scout requires an active internet connection to function.

    Who is Daloopa Scout for?

    Daloopa Scout is designed for Public equity professionals accelerating investment research; Analysts building and updating financial models; Investment firms seeking auditable financial data.

    Trust Score

    100/100

    Excellent

    Based on 15 data signals

    Confidence: High

    Reflects publicly available data, not an independent audit

    Compliance & Verified38/38
    VerifiedYes
    GDPRYes
    SOC 2 reportYes
    SOC 2 Type IIYes
    Human ReviewYes
    Human-in-the-loopYes
    HITL TypeYes
    Operational25/25
    Status PageYes
    Data ResidencyUS
    Reliability10/10
    Uptime (measured)100.00%
    Market Proof10/10
    Notable CustomersAnthropic, OpenAI, Google
    Company17/17
    Company ListedYes
    Team Size501-1000
    User Base100K-1M
    FundingSeries C
    Health—

    Not yet checked

    AI-Assisted Data

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

    AI-generated estimate: Best For, What Makes Unique

    How we source data

    AI Governance & Regulatory Disclosures

    Legally-sensitive fields — extracted from public vendor sources by our pipeline (AI extraction plus a source check) or admin-entered. Shown as claimed by the vendor; not independently audited by Intelloro.

    EU AI Act Risk Tier
    Unclassified

    Switching & Migration

    Migration Difficulty
    Moderate Effort
    Data portable as:
    JSON
    CSV
    Support:
    Email
    Help Center
    Documentation
    Quick Stats
    Agent TypeCopilot
    MemoryLong Term
    PlanningBasic
    PlatformsWeb, API
    User Base100K-1M
    LaunchedSep 2026
    VerifiedOct 2026
    Company & Links
    Company NameDaloopa
    Founded2019
    Based inUnited States
    Last major updateJun 2026
    FundingSeries C · $100M
    DocumentationChangelog