No-code financial workflow automation

Automate financial analysis. Spend more time deciding what to do with it.

Monitor earnings, analyse SEC filings, generate client reports, and screen tickers. Pull live financial data, run your calculations, and produce the output, without rebuilding the spreadsheet each time.

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What Formt automates

Financial workflow automation from data to deliverable

Formt connects to live financial data and SEC filings directly. Pull it, run calculations, and generate a PDF all in the same workflow. Set it on a schedule so your analysis stays up-to-date. No switching between tools, no manual data entry.

Stock screening pipeline

Import a universe of tickers, fetch live financial data and historical metrics for each, apply your own scoring criteria, filter to qualifying tickers, and export a ranked list to Google Sheets.

Company deep dive

Pull live financials and SEC filing data for a single ticker, calculate the key metrics, and produce an AI-written research note as a PDF.

Portfolio check-in

Track a list of holdings, calculate current values and period returns, and email a PDF summary on a schedule.

Annual results alert

Watch a list of companies for newly reported annual results. When a new set lands, summarise the headline numbers and send an alert.

Weekly earnings digest

Summarise the latest annual results across a watchlist and send a periodic digest to your inbox or the team.

Custom metrics and scoring

Build your own formulas (ratios, growth, CAGR) and run them across a list of tickers, with your derived numbers next to the live data.

How it works

Up-to-date financial data and SEC filings, built in.

You don't need a separate data tool to pull stock prices or SEC filings. Formt has built-in steps for live financial data and SEC filings. The same workflow that fetches the data runs your calculations, generates the PDF, and sends the email. No separate data subscription, no Excel export.

40+ financial metrics per ticker.Revenue, net income, gross profit, free cash flow, ROE, EBITDA, debt, operating cash flow, and more, across multiple years.

SEC XBRL data direct from filings.Pull structured XBRL data straight from SEC filings by ticker. No paid data vendor, no PDF parsing on your end.

Custom calculations in the same workflow.Build your own formulas (arithmetic, comparisons, CAGR, date math) and use them to derive your own metrics before they go into the report.

Scheduled runs.Set a workflow to run weekly or monthly. Formt handles the schedule and only fetches fresh data when it needs to.

Templates

Ready-to-run financial workflows

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Clone a template and it's live in minutes. Each template is built around real financial workflows, not generic data-moving patterns.

Find Stocks Worth Looking At

Screen a universe of tickers down to a qualifying shortlist against your own metrics (P/E, growth, margins, debt, FCF yield), and export the ones that pass to Google Sheets.

See template

Deep Dive on a Company

Produce a research one-pager on a name for the desk or a client: live financials plus SEC filing data, key metrics, an AI-written note, and a PDF.

See template

Weekly Earnings Digest

Distribute a periodic earnings digest across a coverage list. Monitor a watchlist for newly reported annual results, summarise the headline figures, and send.

See template

Start automating your financial workflows

Free to start. Pull financial data, run your first screen, and see the output in minutes. No credit card required.

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