Quartr Brings First-Party Finance Data to Microsoft 365 Copilot

Quartr, a leading provider of first-party data for institutional finance, has integrated its platform into Microsoft 365 Copilot. This integration allows finance professionals to query structured first-party data from public companies globally directly inside Copilot.

The Quartr connector in Copilot provides access to live and recorded earnings calls, real-time and historical transcripts with speaker identification, slide presentations, filings, and reports for over 16,000 public companies worldwide. This includes major company event types such as earnings calls, sell-side conferences, capital markets days, AGMs, M&A announcements, investor days, analyst days, status updates, fireside chats, R&D days, C-level sit-downs, and more.

According to Quartr, this integration enables finance professionals to work with the cleanest source for financial AI, providing first-party, structured, and real-time data. This allows for cross-source analysis by combining Quartr's IR data with documents, models, and internal research already in Microsoft 365, as well as any other source connected to Copilot.

Quartr's integration into Copilot also enables qualitative research by tracking tone shifts, assessing guidance credibility, and benchmarking narratives across reporting periods and peer groups. Finance professionals can query any company, event, speaker, theme, or metric using the Quartr connector in Copilot.