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Fiscal.ai

by Fiscal AI • Canada • Founded 2021

AI-Powered Investment Research Platform For Global Equities Analysis

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Pricing
From $24/mo
Platforms
API
Available
Last Updated
Mar 26, 2026

What is Fiscal.ai?

Fiscal.ai, formerly FinChat, is an AI-powered investment research platform delivering institutional-grade financial data for global equities.

Built on verified S&P Market Intelligence data, it covers 100,000+ public companies with real-time fundamentals, KPIs, analyst estimates, and earnings transcripts.

The AI Copilot answers financial questions with sourced responses, scoring 2-4x higher than general LLMs on FinanceBench.

Users can build custom dashboards, run DCF models, and screen stocks. Backed by $13M in funding, it serves retail investors, analysts, and portfolio managers seeking faster equity research.

Fiscal.ai — AI-Powered Investment Research Platform For Global Equities Analysis Whether you're evaluating Fiscal.ai for your team or comparing it to alternatives in the AI Business Tools category, this in-depth review covers everything: features, pricing, real user reviews, pros and cons, integrations, and direct comparisons against competitors.

Key Features 8

AI Copilot for Earnings Summaries, Financial Q&A, and Custom Report Generation
Institutional-Grade Data on 100,000+ Global Stocks, ETFs, and Funds
Proprietary Segment and KPI Tracking for 2,250+ Companies With Source Auditability
Advanced Stock Screener With 300+ Metrics and Natural Language AI Filtering
Customizable Dashboards With Portfolio Stats, Watchlists, and Real-Time Notifications
Fundamental Charting for Multi-Company Comparison With Shareable Chart Links
Transcript Annotations, Query Tabs, and Cross-Document Keyword Search Tools
Robust Financial Data APIs Powering 70+ Platforms and Enterprise Institutions

Who Is Fiscal.ai For

1 Retail Stock Investors
2 Financial Analysts
3 Portfolio Managers
4 Equity Research Professionals
5 Finance Students
6 Independent Investment Advisors

Pros & Cons

Pros 4 benefits
  • FinanceBench-Leading AI Accuracy
  • 100K+ Global Company Coverage
  • Verified Sourced Data Responses
  • Affordable Vs Institutional Terminals
Cons 3 limitations
  • Limited Technical Analysis Support
  • Advanced Features Behind Paywall
  • Sparse Small-Cap International Data

Frequently Asked Questions

5 questions

How Fiscal.ai works

Fiscal.ai is positioned as aI-Powered Investment Research Platform For Global Equities Analysis. Under the hood it ships 8 headline capabilities, including AI Copilot for Earnings Summaries, Financial Q&A, and Custom Report Generation, Institutional-Grade Data on 100,000+ Global Stocks, ETFs, and Funds, Proprietary Segment and KPI Tracking for 2,250+ Companies With Source Auditability, Advanced Stock Screener With 300+ Metrics and Natural Language AI Filtering, Customizable Dashboards With Portfolio Stats, Watchlists, and Real-Time Notifications and Fundamental Charting for Multi-Company Comparison With Shareable Chart Links. Together these features cover the core workflows most teams expect from a modern ai business tools, from initial setup through day-to-day production use.

Fiscal.ai runs as a self-contained product, so you can adopt it without touching the rest of your stack — useful when you want to evaluate the tool in isolation before wiring up integrations.

Who is Fiscal.ai for?

Fiscal.ai is most useful for Retail Stock Investors, Financial Analysts, Portfolio Managers and Equity Research Professionals. If your team falls into one of those buckets, the feature set lines up well with how you already work — you won't be forcing a square peg into a round hole.

Beyond the obvious use case, the product tends to attract users who want a low-friction starting point option in the ai business tools space.

Fiscal.ai pricing explained

Fiscal.ai runs on a freemium model. You get a usable free tier to evaluate the product, and you only pay when you outgrow the limits — usage volume, seat count, or premium features. Headline pricing: From $24/mo.

Across the AI Gear Base rubric, we score freemium pricing models on transparency, rate-limit honesty, and how predictable spend is at scale. Fiscal.ai's freemium approach is standard for the category — useful for evaluation, but always re-check tier limits before you depend on the free plan.

Our verdict on Fiscal.ai

Fiscal.ai hasn't been rated by enough reviewers yet to publish an aggregate score. The strongest signal in those reviews is that financebench-leading ai accuracy. The most common complaint is that limited technical analysis support — worth knowing before you commit, but rarely a deal-breaker for teams that already match the use case.

If you're evaluating Fiscal.ai against alternatives, weigh it on the same 7-criteria rubric we apply to every tool: capability, integrations, pricing transparency, support, security posture, roadmap velocity, and community signal. Built by Fiscal AI, founded in 2021, the product has a clear track record you can verify before adopting it. The bottom line: Fiscal.ai is a solid pick in the ai business tools category, and it deserves a spot on your shortlist if your workflow matches what it was built for.

What's New

Rebrand From FinChat To Fiscal.ai 2.0

Complete platform rebrand from FinChat to Fiscal.ai alongside $10M Series A funding led by Portage Ventures with participation from Social Leverage and VanEck.

Jun 16
Enterprise API Product Launch 2.1

Introduced Enterprise API product for institutional clients, enabling programmatic access to financial data, estimates, and transcripts at scale.

Jul 15

User Base

100K+ users
Active Users

Security & Privacy

HTTPS encryption for all connections Secure user authentication

Learning & Support

Resources

Documentation Blog

Support Channels

Email Priority

Localization

1
UI Languages
1+
Content Languages

Recognition & Trust

Featured on PH VC Funded
Media: Featured in TMCnet, WallStreetZen, TinySeed

All Features of Fiscal.ai

1
AI Copilot for Earnings Summaries, Financial Q&A, and Custom Report Generation
2
Institutional-Grade Data on 100,000+ Global Stocks, ETFs, and Funds
3
Proprietary Segment and KPI Tracking for 2,250+ Companies With Source Auditability
4
Advanced Stock Screener With 300+ Metrics and Natural Language AI Filtering
5
Customizable Dashboards With Portfolio Stats, Watchlists, and Real-Time Notifications
6
Fundamental Charting for Multi-Company Comparison With Shareable Chart Links
7
Transcript Annotations, Query Tabs, and Cross-Document Keyword Search Tools
8
Robust Financial Data APIs Powering 70+ Platforms and Enterprise Institutions

Fiscal.ai User Reviews

No reviews yet. Be the first to review Fiscal.ai!

Fiscal.ai Pricing

From $24/mo

Free
$0
  • 10 AI Copilot Prompts Per Month
  • 5 Years Financial Data History
  • 6 Quarters Of Historical Data
  • Basic Company Profiles And Overviews
POPULAR
Plus
$24 /mo
  • 100 AI Copilot Prompts Per Month
  • 10 Years Financial Data History
  • 12 Quarters Of Historical Data
  • Stock Screener Access
Save 25% with annual billing
View Pricing

Company Info

Company Fiscal AI
Location Canada
Founded 2021
Team Size 11-50

Fiscal.ai Popularity

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