Daloopa

Powering the Financial Services Agent Ecosystem

Data & Analytics

Server LocationUnited States

About Daloopa

A platform for financial data automation that extracts structured data from filings, investor presentations, earnings reports, and other official documents. It automates data capture and aggregates the data for use in investment research workflows across teams.

What Cakewalk Does With Daloopa

Govern who on your team and which agents can access Daloopa. AI agents can act inside Daloopa with the permissions of the person who asked. Cakewalk checks each call against policy, holds risky actions for approval and writes an audit record for every one.

Integration Capabilities

Agent Connection

A Connection lets an AI agent act in Daloopa through Cakewalk instead of with its own API key. The agent operates with the permissions of the person who made the request, only for the duration of that task. Every call is checked against policy and written to the audit log.

Use Cases

Use Case	Description
Let an Agent Handle Daloopa TasksAgent Connection	A person asks their agent to do something in Daloopa, like find a record, update a field or pull a report. The agent does it through Cakewalk with that person's own access, not a shared key.
Every Action Checked and LoggedAgent Connection	Every agent action in Daloopa is checked against your access rules and written to the audit log. Safe actions go through, risky ones wait for approval or are blocked.