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AI financial research platform for querying company financials, KPIs, earnings data, and equity research across 10,000+ public companies.
Editor's take: “AI chat platform with conversational capabilities” — Sohail Akhtar
Free tier (verified July 2026): 10 yrs financials, 1 dashboard (30 rows) — catch: 1 dashboard and 1 earnings event is single-stock scale
Reviewed by Sohail Akhtar
Lead Editor & Founder
What we like
Limitations
✓ Free tier re-verified July 2026: 10 yrs financials, 1 dashboard (30 rows) — 1 dashboard and 1 earnings event is single-stock scale
| Plan | Details |
|---|---|
| Free | Free – 10 years and 6 quarters of financials, 2 years and 2 quarters of KPI data, 1 dashboard with 30 rows, 1 earnings event (calls, transcripts, slides), 1 year and 1 quarter of estimates. Two-week Pro trial included. |
| Pro | $39/month (save up to 20% annually) – 15 years and 20 quarters of financials, 10 years and 15 quarters of KPI data, 10 dashboards with 100 rows, 10 events, 2 years and 4 quarters of estimates, 3 years and 5 quarters of adjusted figures, equity research access. |
| Max | $79/month (save up to 20% annually) – 20+ years and 40+ quarters of financials, 15+ years and 20+ quarters of KPI data, unlimited dashboards and rows, unlimited events, 3 years and 5 quarters of estimates, 5 years and 20 quarters of adjusted figures, data export and download, as-reported and standardized financials, full data auditability to original filings. |
| Api | API access available — contact Finchat.io for pricing and integration details. |
Finchat.io offers a free plan and two paid tiers. Free: 10 years and 6 quarters of financials, 2 years and 2 quarters of KPI data, 1 dashboard (30 rows), 1 earnings event, 1 year and 1 quarter of estimates. Pro: $39/month — 15 years and 20 quarters of financials, 10 dashboards, 10 events, 2 years and 4 quarters of estimates, adjusted figures, equity research. Max: $79/month — 20+ years and 40+ quarters of financials, unlimited dashboards and events, 3 years of estimates, 5 years of adjusted figures, data export, as-reported and standardized financials, full auditability to filings. A two-week free Pro trial is available. Annual billing saves up to 20%. Verify current pricing at fiscal.ai.
Quick Summary
Finchat.io is an AI-powered financial research platform that combines conversational data querying with structured company financial data, allowing investors and analysts to ask natural language questions about public company performance, earnings history, and KPI trends and receive answers backed by verified financial statements. It is designed for individual investors, equity analysts, and portfolio managers who need efficient access to multi-year company data without relying solely on manual spreadsheet analysis or expensive terminal subscriptions. Plans range from a free tier to a Max plan at $79 per month, with a two-week Pro trial available.
Associated Tags
financial research ai, company data analysis, earnings data platform, equity research tool, kpi tracking finance
Who should use Finchat.io?
Discover practical workflows and real-world scenarios where Finchat.io delivers key solutions.
An individual investor queries Finchat.io to compare a company's gross margin progression over 10 years against sector peers, generating a visualization without building a spreadsheet manually.
An equity analyst uses the Max plan's data auditability to trace specific financial figures back to original SEC filings, supporting documentation requirements in formal research reports.
A portfolio manager sets up custom dashboards tracking KPI trends across portfolio holdings, reviewing changes each quarter without manually pulling data from individual company filings.
A student studying corporate finance uses the free plan to query historical income statement data for a case study company, accessing 10 years of verified financial history without a paid subscription.
A research team compares revenue growth, operating margins, and free cash flow trends across a peer group of companies in a sector review, using the conversational interface to build the comparison quickly.
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