Overview
FinChat has officially rebranded to Fiscal.ai. The product has expanded from a chat-first financial research assistant into a modern financial data platform with a Terminal for investors and APIs for builders and institutions.
Fiscal.ai combines global financial data for public equities, ETFs, and funds with AI summaries, KPI data, dashboards, data visualization, investor-relations content, earnings calls, filings, hedge fund letters, portfolio monitoring, and click-through auditability to source filings. The company says FinChat launched in 2023 and rebranded after raising a $10M Series A to build broader financial data and AI infrastructure.
Use FinChat / Fiscal.ai for investment research workflows where you need structured fundamentals, company-specific KPIs, AI-assisted summaries, and API access. Treat it as a research terminal, not financial advice: every AI answer should be checked against filings, transcripts, and source data before making investment decisions.
Pricing
Freemium
Detailed plans have not been confirmed in our catalog. Check the official website for current limits and billing terms.
Visit WebsiteFiscal.ai pricing page lists a Free plan, Pro plan, Enterprise plan, and API option. Promotional prices may change; verify the current pricing page before subscribing.
Prices and limits may change. Confirm the currency, billing period, seat minimum and usage caps on the official website.
Use Cases
- Research public companies with financials, KPIs, transcripts, filings, and dashboards
- Use AI summaries for faster first-pass analysis while checking source filings
- Build fintech apps or internal dashboards with Fiscal.ai APIs
- Compare companies, sectors, estimates, ownership, dividends, and valuation models
- Replace a basic stock screener with a deeper fundamentals workflow
Features
AI financial research terminal
Global public equity, ETF, and fund data
Fiscal.ai API access
AI summaries and Copilot prompts
Company KPIs and segments
Dashboards and watchlists
Filings, transcripts, and investor-relations content
Click-through source auditability
Reviews
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FAQ
How does FinChat generate answers?
FinChat uses advanced AI algorithms to analyze and synthesize financial data.
Is FinChat suitable for beginners?
Yes, FinChat is designed for users of all experience levels.
Can I access historical data?
Yes, FinChat provides access to historical financial data for analysis.