Daloopa x Microsoft 365 Copilot
Fuel financial analysis in Copilot with Daloopa’s data infrastructure—audit-ready fundamentals via our MCP—bringing trusted financial data directly into AI workflows.
Why Teams Use Daloopa with Copilot
Enterprise-Grade Coverage
Equip Copilot with data across over 6,000 global tickers and 5–10x more datapoints per ticker than other providers, giving it the breadth and depth needed to support financial analysis within Copilot.
Built for Auditability
Sourced directly from SEC filings and primary source documents, with each datapoint hyperlinked to its original source, giving you confidence in the accuracy of every Copilot output.
AI-Ready Data
Daloopa’s structured data provides a reliable foundation for AI to compare, analyze, and reason over financial data within Copilot in Chat — with the ability to create Word, Excel, and PowerPoint outputs.
Use Cases: Common AI Financial Workflows
Use natural language prompts to run financial analyses directly in Copilot Chat, powered by Daloopa data.
Comparative Tables
Build a comparative table across any set of companies using consistent, source-linked KPIs, financials, and market data.
Earnings analysis
Ask about any covered company’s latest results and get a structured breakdown of reported financials, key drivers, cost structure, and management commentary in a single response.
Financial Research
Ask open-ended questions to explore a company (or group of companies), sector, or market dynamic, from deep dives on thematic trends to one-off analysis.
Guidance Analysis
Track management guidance against reported actuals across every period, returning a beat/miss breakdown and credibility assessment.
Connect to Daloopa within Copilot in 3 Steps
Step 01
Add Daloopa as a Connector
In Copilot, navigate to Agents then search and select Daloopa.
Step 02
Authenticate Access
Log in and authorize access to your Daloopa data.
Step 03
Start Querying
Once connected, retrieve and analyze data across Daloopa’s structured dataset, directly in Copilot.
EXPLORE DALOOPA'S MCP
Want to learn more about how Daloopa powers AI workflows?
Daloopa’s MCP connects structured, source-linked financial data directly into the AI tools your team already uses.