Earnings Reviewer
Earnings call to updated model before the market reacts.
Business Benefits
- Analysts react in minutes, not days, after results
- Every updated figure links back to the transcript line
- Thesis-relevant surprises surfaced automatically
- Coverage teams scale to more names per analyst
Key Features
- Reads earnings call transcripts and filings as they are released
- Updates the Excel financial model with reported figures
- Flags changes relevant to the investment thesis
- Drafts the post-earnings note for analyst review
- Draws on Aiera, Daloopa and S&P data connectors for sources
Interaction Channels and Integrations
Connects to
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MS Teams
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Anthropic Web Chatbot (Claude)
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S&P Capital IQ
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Daloopa
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Aiera
User Interaction Channels
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Microsoft 365 E-Mail
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Google Workspace E-Mail
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Google Chat (Read, Reply)
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Twilio Voice
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MS Word
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MS Excel
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Google Docs
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Google Sheets
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WebChat (Widget)
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Slack
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Microsoft Teams (Chat)
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ElevenLabs
At a Glance
Trigger
an earnings call or filing is released
Human in the loop
an analyst approves the note before it circulates
Modelled time saving
56% across 5 core processes
By the time the call ends, the model is updated and the note is half-written.
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