Earnings Reviewer
Earnings call to updated model before the market reacts.
Business Benefits
- Analysts react in minutes, not days, after results
- Model updates traceable to transcript and filing sources
- 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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Aiera (earnings calls)
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Daloopa / S&P Capital IQ
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Excel models
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Research platform
User Interaction Channels
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Chat (Claude / Cowork)
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Excel add-in
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Word add-in
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Managed agent (API)
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