>_ alternatives to Quill AI
14 research tools that do a similar job to Quill AI, with the facts side-by-side.
See full data, pricing and features on the Quill AI profile page.
the tool you're replacing
Quill AI— AI copilot for SEC filings, earnings calls, and PDFs — query in natural language with sentence-level citations.
quill ai is an ai copilot for sec filings, earnings calls, and investor documents. it extracts data into excel, answers natural language queries with sentence-level citations, and automates model updates with earnings releases. delivers historical financials, real-time filings, and earnings call metrics/q&a analysis.
| tool | best for | pricing | plans | who uses it |
|---|---|---|---|---|
| Quill AI (this tool) | analysts building and maintaining equity models from sec filings and earnings data | $$$ | Web Only $250/month · Excel & Web contact us | Hedge Fund, RIA, Mutual Fund, Family Office |
| StockInsights AI | value investors and investment professionals conducting recurring research on public companies and portfolio monitoring. | FREE-$ free tier | Free $0/month · Pro $17/month ($200/year) · Developer Plan (API) 7-day free trial · Business Plan (API) contact sales | Retail, RIA, Family Office, Hedge Fund, Mutual Fund |
| Fira Research | financial analysts conducting quantitative and qualitative research across hundreds of complex filings and data rooms. | FREE-CALL free tier | Free $0/month · Pro $99/month · Enterprise Custom | RIA, Hedge Fund, Investment Bank, Family Office, Mutual Fund |
| SEC Insights | analyzing multifaceted financial documents to extract insights with transparency into how answers are generated | FREE-CALL free tier | — | — |
| Quilt Labs | professionals conducting due diligence on stocks and bonds who need ai-generated insights cited to source documents. | CALL | — | — |
| Finpilot | investment teams at endowments, foundations, ocio/family offices, and rias handling manager research, due diligence, and portfolio monitoring | CALL | — | RIA, Family Office |
| DFIN Pro | fundamental investors who want to track more names and follow earnings without assembling filings from scratch. | FREE-$$ free tier | Pay As You Go $0/mo · Base $9.99/mo · Plus $24.99/mo · Pro $49.99/mo | Retail |
| ValuWiki | retail investors seeking institutional-grade equity research with primary-source citations for every claim. | FREE-$$$ free tier | Free tier $0 | Retail |
| Hudson Labs | institutional investors (asset managers, hedge funds, law firms) conducting equity research and fraud risk assessment on us public companies | $$$ | Core $100/month · Institutional contact sales | Hedge Fund, Mutual Fund, Investment Bank, Private Equity, Family Office, RIA |
| AlphaWatch AI | investors, founders, and operators looking to surface warm paths and off-market deal opportunities from existing network data | CALL | — | Hedge Fund, Private Equity, Venture Capital |
| VouchAPI | hedge funds, pe firms, and fund ccos validating ai-generated diligence and investment memos. | $$-CALL free tier | Free tier $0 · Verification Gas Credits $500 per 500 units | Hedge Fund, Private Equity |
| Fiscal AI | users seeking natural-language access to s&p-grade company financials and segment metrics | FREE-$$ free tier | — | — |
| Chartloom | us stock investors conducting fundamental analysis and financial modeling | FREE-$ free tier | — | Retail |
| Capnote | investors, traders, brokers, and wealth managers seeking to automate research and reporting workflows. | $-$$ | Starter $9/mo or $7/mo annual · Premium $39/mo or $31/mo annual · Unlimited $89/mo or $71/mo annual · Business Group contact sales · Enterprise & White-label contact sales | Retail, RIA |
| Concentration of Risk | links every concentration figure back to its original SEC EDGAR filing source | FREE free tier | — | — |
free alternatives to Quill AI
- StockInsights AI — value investors and investment professionals conducting recurring research on public companies and portfolio monitoring. · Free $0/month · Pro $17/month ($200/year) · Developer Plan (API) 7-day free trial · Business Plan (API) contact sales
- Fira Research — financial analysts conducting quantitative and qualitative research across hundreds of complex filings and data rooms. · Free $0/month · Pro $99/month · Enterprise Custom
- SEC Insights — analyzing multifaceted financial documents to extract insights with transparency into how answers are generated
- DFIN Pro — fundamental investors who want to track more names and follow earnings without assembling filings from scratch. · Pay As You Go $0/mo · Base $9.99/mo · Plus $24.99/mo · Pro $49.99/mo
- ValuWiki — retail investors seeking institutional-grade equity research with primary-source citations for every claim. · Free tier $0
- VouchAPI — hedge funds, pe firms, and fund ccos validating ai-generated diligence and investment memos. · Free tier $0 · Verification Gas Credits $500 per 500 units
- Fiscal AI — users seeking natural-language access to s&p-grade company financials and segment metrics
- Chartloom — us stock investors conducting fundamental analysis and financial modeling
- Concentration of Risk — links every concentration figure back to its original SEC EDGAR filing source
Quill AI alternatives for other asset classes
- Fiscal AI (Multi-asset) — users seeking natural-language access to s&p-grade company financials and segment metrics
- Capnote (Multi-asset) — investors, traders, brokers, and wealth managers seeking to automate research and reporting workflows. · Starter $9/mo or $7/mo annual · Premium $39/mo or $31/mo annual · Unlimited $89/mo or $71/mo annual · Business Group contact sales · Enterprise & White-label contact sales
- StockInsights AI— AI equity-research assistant for value investors — search, summarize, and tag filings, transcripts, and 8-Ks across US and India.
- Fira Research— AI financial-research assistant (YC-backed) — multi-document Q&A across thousands of filings with granular citations, instant P&L Excel extraction, and peer benchmarking.
- SEC Insights— Analyzes SEC filings such as 10-Ks and 10-Qs with natural language queries and provides paragraph-level citations across multiple documents.
- Quilt Labs— Factual generative-AI research over filings, newswires, and presentations — KPI detector + autonomous due-diligence agents with citations.
- Finpilot— AI copilot for analysts, RIAs, and allocators — chat with citations, document extraction, comparison Matrix, and autonomous report agents.
- DFIN Pro— Research dashboard for fundamental investors — verifiable answers and company-history workflows from primary sources only.
- ValuWiki— Institutional-grade fundamental analysis for any public company — decisive bull/bear cases with every claim cited to a primary source.
- Hudson Labs— Co-Analyst AI for institutional equity research — KPI time-series extraction, forensic risk signals, and earnings analysis on 5,500+ US equities and ADRs.
- AlphaWatch AI— Predictive research and due-diligence AI for hedge funds and PE — multi-source synthesis (up to 100 sources/query) over filings, news, and private data.
- VouchAPI— VouchAPI turns SEC filings, CIM data rooms, market intelligence, and agent reasoning into certified investment research — with source-level evidence, method gates, and cryptographic audit trails.EquitiesData & APIs$$-CALL· Generate institutional-grade research with deterministic verification. Every claim vouched, every source traced.
- Fiscal AI— Conversational AI research over institutional-grade financials for 100k+ global companies, powered by S&P Market Intelligence.
- Capnote— Automates portfolio monitoring, company research reports, value chain analysis, and risk alerts for investors and financial professionals.Multi-assetPortfolio Tracking$-$$· one-click AI-generated financial memos that turn weeks of manual work into minutes
- Concentration of Risk— Extracts and standardizes concentration-of-risk disclosures from SEC 10-K and 10-Q filings for S&P 500 companies across customer, geographic, supplier, product, and credit dimensions.