← Back to AI Agents DirectoryFinChat (Fiscal AI)
Developer: FinChat (Fiscal AI)
AssistantGenerally Available
Quick Answer — What are AI agents for finance?FinChat (Fiscal AI) is an AI-powered financial data Q&A engine covering 100,000+ public companies globally. Ask natural language questions about financial statements, SEC filings, earnings transcripts, and KPIs — get structured answers instantly. Free tier available. Best for fundamental investment research and equity analysis.
FinChat is an AI-powered financial data Q&A engine covering 100,000+ public companies globally. Ask natural language questions against any company's financial statements, filings, and earnings transcripts instantly.
Pricing Model: Free tier + per-user subscription; Plus approximately $30-40/month per public sources; Institutional custom quoted
FinChat (Fiscal AI) is an AI-powered financial data Q&A engine that allows users to ask natural language questions about any public company's financial statements, SEC filings, earnings transcripts, and KPIs — and get structured answers instantly. Covering 100,000+ public companies across global markets, FinChat is the broadest-coverage AI fundamental research tool available. It is designed for fundamental investors, equity researchers, self-directed investors, and financial analysts who need rapid access to structured financial data without manually reading through 10-Ks and 10-Qs. FinChat supports peer comparison, segment and geographic revenue analysis, historical trend analysis, and structured financial data export for financial modeling. It is also available as a data connector within Perplexity Finance mode. FinChat has a free tier with limited queries, a Plus tier for unlimited queries and full model export, and institutional pricing for team access and API. FinChat is a research tool only — it does not provide stock scores, signals, recommendations, or trade execution.
Key Use Cases
Company data Q&A — natural language questions against financial statements, filings, and earnings transcripts for any public companyKPI and metric lookup — instantly surface specific financial metrics, growth rates, and operating KPIs from company filingsEarnings transcript analysis — query specific statements, themes, and guidance from earnings calls using natural languagePeer comparison — compare financial metrics across competitor sets with natural language queriesFinancial model data export — pull structured financial data into spreadsheet-compatible formatSegment and geographic revenue analysis — decompose revenue by business segment and geographyHistorical trend analysis — query multi-year financial trends and identify inflection pointsFilings Q&A — ask questions directly against 10-K, 10-Q, and proxy statement content
Data Connectors
SEC/EDGAR filings (global coverage)Earnings transcriptsFinancial statements (100,000+ companies)KPI databasesAnalyst estimates
Best For
fundamental investorequity researcherself-directed investorfinancial analystvalue investor
Integrations
Perplexity Finance (data connector)Excel exportAPI access (institutional)
AI Model: FinChat AI — LLM-based financial data Q&A engine trained on structured and unstructured financial data. Also available as a connector in Perplexity Finance mode.Deployment: cloudEnterprise Clients: