Filot

Filot is an AI platform for equity research teams that builds and updates financial models in Excel without requiring an analyst to open each file. The launch introduces Financial Modeling Autopilot, which connects to models in OneDrive, SharePoint or Google Drive and works with SEC releases, global filings, transcripts, presentations, internal docs, and data providers like CapIQ and Visible Alpha . The company previously shipped an Excel copilot, and this release moves the product from an assistant that waits to be asked into background infrastructure that acts on a team's entire book of coverage. The timing is tied to how buy-side and sell-side analysts actually work during earnings season. Autopilot follows the earnings calendar, picking up new materials when a company reports or files, updating the model, and emailing the analyst when it is ready for review . It runs tasks in parallel so agents can work across an entire book at once, builds new models from a coverage template when analysts expand coverage, and flags changes such as a decline in a tracked KPI . The pitch to research heads is that the system follows a firm's own methodology rather than imposing a generic template, which matters because spreadsheet architecture, modeling conventions, valuation framework, source preferences, formatting standards, and analytical workflows often represent a firm's competitive advantage . Filot is based in San Francisco and was founded in 2024 by Bjorn Birkelund, Giovanni Birkelund, Shuo Chen, and Sandy Diao, a team that combines investment experience with AI research backgrounds from institutions including Goldman Sachs, Amazon, Stanford, and UC Berkeley . Bjorn Birkelund posted the launch, framing Autopilot as the first system that operationalizes financial modeling across a full coverage universe rather than one name at a time.