What is Fiscal.ai?
Fiscal.ai is a research terminal for investors, formerly called FinChat. It brings together financial statements, ratios, business segment results and company-specific KPIs such as same-store sales or cloud revenue, alongside filings, earnings call transcripts and investor presentations.
Its AI Copilot answers questions across both the numbers and the documents, so you can summarise an earnings call, compare companies or draft a report and then click through to the source. There are also charts, dashboards, a stock screener and a DCF tool, plus an API and Excel add-in for heavier users.
Main Features
- Financial statements and ratios for global stocks
- Segment and KPI data for thousands of companies
- AI Copilot over filings and transcripts
- Charts, dashboards and a stock screener
- DCF valuation tool
- API and Excel add-in
How to Get Started with Fiscal.ai
- Create a free account at fiscal.ai.
- Search for a company by name or ticker.
- Explore its financials, segments and KPIs.
- Ask the Copilot a question and check the linked sources.
Fiscal.ai Pricing
Fiscal.ai has a free tier with limited Copilot prompts. Pro costs about $39 a month billed yearly ($49 monthly), and higher tiers add unlimited prompts, data export and team features.
Who Should Use It?
- Individual stock investors
- Equity analysts
- Finance students
- Investment newsletter writers
- Small funds and advisers
Fiscal.ai Alternatives
- Hebbia: AI research across documents for finance teams.
- MarketAlerts AI: AI alerts and insights on stock markets.
- Shortcut: AI agent for Excel and financial modelling.
Frequently Asked Questions
Is Fiscal.ai free?
Fiscal.ai has a free tier with a limited number of Copilot prompts. Pro costs about $39 a month billed yearly.
Is Fiscal.ai the same as FinChat?
Yes. FinChat rebranded as Fiscal.ai in 2025.
Can I check where the AI got its answer?
Yes. The Copilot links answers back to source filings, transcripts and data.