Fiscal.ai

🖼 Tool Name:

Fiscal.ai

🔖 Approved Categories:

• Summaries, Headlines & Ideas

• RPA & Task Automation

• Integrations & APIs

• Chat/Voice Agents

✏️ What does this tool offer?

• AI-Powered Fundamental Investment Research Terminal: Fiscal.ai (formerly FinChat.io) combines institutional-grade market data with AI research copilot capabilities for equity investors.

• Institutional Market Data Coverage: Covers 100,000+ global stocks, ETFs, and funds, providing historical financials, quarterly KPI/segment data, analyst estimates, price targets, and institutional ratings.

• AI Copilot & Document Intelligence: Integrates an AI assistant to query company earnings call transcripts, SEC filings, slides, and financial models using natural language.

• Interactive Dashboards & Charting: Features customizable financial dashboards, company comparison visualizers, and data table layouts tailored for fundamental analysis.

• Developer REST API & Agent Connectors: Provides a REST API alongside native connectors for AI assistants (Claude, ChatGPT, MCP) to query live market data, financial metrics, and corporate filings.

   

⭐ What does it actually offer based on user experience?

• Drastically Speeds Up Equity Research: Replaces hours of manual SEC filing reads and financial model building with instant, conversational AI answers linked to source data.

• Transparent Audit Links: Provides direct citation links back to specific lines in earnings transcripts and official filings to eliminate AI hallucination risks.

• Accessible Alternative to Legacy Terminals: Delivers high-density segment and company KPI data at a small fraction of the cost of legacy platforms like Bloomberg or FactSet.

   

🤖 Does it include automation?

Yes, Fiscal.ai automates financial data extraction, transcript parsing, and metric aggregation:

• Automated Document & Transcript Parsing: Programmatically extracts, indexes, and categorizes segment KPIs, revenue breakdowns, and transcript dialogues from corporate filings.

• Automated AI Assistant Query Execution: Automatically retrieves relevant financial lines and builds custom comparison tables based on plain-language user prompts.

💰 Pricing Model

• Item Details: Freemium / Tiered SaaS Subscription (Monthly & Billed Annually) + API Tier.

• General Concept: Offers a functional free tier with query and dashboard limits, alongside paid individual and pro tiers scaled by AI Copilot prompts, historical data depth, and event transcripts. Offers a 20% discount on annual billing.

   

🆓 Free Access Details

• Feature: Free Base Terminal Access / 14-Day Pro Trial.

• Details: Includes 10 AI Copilot prompts per month, access to global stocks, 5 years of financial data, 1 dashboard (up to 30 rows), and 3 earnings call transcripts.

• Cost: Free ($0) Base Plan.

   

💳 Access & Subscription Options (Official Standards)

🧭 How to access the tool:

Your fundamental equity research, filing intelligence, and AI financial dashboard workflows can be launched by visiting.

🔗 Official Web Link:

https://fiscal.ai/