Fiscal.ai
Institutional-grade equity data with an AI research copilot
Overview
Financial-data terminal (formerly FinChat) with 10+ years of fundamentals, KPIs, transcripts and analyst estimates on 100,000+ public companies, plus a conversational AI copilot and a developer data API — built for retail investors and analysts.
Pricing
Pricing shown for reference only. These figures reflect RECATOOLS research as of 13 Jul 2026 and may be out of date or incomplete. This is not financial or purchasing advice — always confirm the current price on the provider’s official website before making any decision.
- 10yr annual financials
- 2yr of KPIs
- 1 dashboard
- AI Copilot (basic)
- Full history and KPIs
- Analyst estimates
- Model exports
- AI Copilot
- Maximum data depth
- Advanced exports
- Priority features
- Data API
- Custom limits
- Sales-led pricing
What you can produce with Fiscal.ai
- 10+ years of financial statements, custom KPIs and segment data
- Coverage of 100,000+ global public companies (S&P Market Intelligence)
- AI Copilot benchmarked 2-4x general LLMs on FinanceBench
- Earnings-call transcripts and analyst estimates in one view
- Exportable models to Excel and Google Sheets
- Developer Data API (free trial: 25 companies, 250 calls/day)
- MCP integration plus official ChatGPT and Codex app (2026)
ASEAN Perspective
Fiscal.ai in Southeast Asia
ASEAN-region availability and pricing notes coming soon. Drop the editorial team a note via /contact/ if you can supply local context (Singapore/Malaysia/Indonesia/Thailand/Vietnam).
Fiscal.ai is what FinChat became after its mid-2025 Series A rebrand: a lightweight terminal that pairs S&P Market Intelligence data on 100,000+ global companies with a chat interface tuned for finance questions. Its edge is depth most retail tools skip — custom KPIs, 10+ years of history, segment breakdowns and earnings transcripts in one screen, with a Copilot that scores well on FinanceBench. For an investor who wants Bloomberg-adjacent fundamentals without the Bloomberg bill, the Pro tier is a fair deal, and the developer Data API plus June-2026 ChatGPT/Codex app make it unusually integration-friendly. Two things to watch: the AI summaries occasionally fumble accounting nuance and one-time items, so verify numbers against filings, and coverage and conversational accuracy skew toward US-listed names — check depth for SGX, Bursa or IDX tickers first. A capable, well-priced research tool, not investment advice.
What people say
Reviewers who came over from FinChat mostly kept their affection through the rebrand. The recurring praise is data breadth: custom KPIs and segment-level detail that most consumer stock tools simply don't carry, a clean summary page that surfaces key metrics fast, 10+ years of history with graphing, and analyst estimates and projections sitting alongside the reported numbers rather than in a separate product. Several writeups call it their default first stop for researching a company.
The AI Copilot draws a more split verdict. Fiscal.ai cites internal testing where it scores 2-4x higher than general-purpose LLMs on FinanceBench, and users like being able to ask a question in plain English and get a sourced answer pulled from filings. But independent reviews are consistent on the caveat: the AI can misread accounting nuance or treat one-time items as recurring, so the standard advice is to trust it for navigation and speed, not as the final word — cross-check anything that matters against the primary filing.
Pricing lands as the platform's quiet strength. The free tier is genuinely usable for casual research (reverting after a trial to 10 years of annual financials, 2 years of KPIs and one dashboard), Pro at $49/month monthly (about $39 billed annually) is where most serious retail investors sit, and Max at $99/month unlocks the deepest history and exports. The developer Data API gets its own following, with a free trial covering 25 companies and 250 calls a day before custom enterprise pricing kicks in.
The knocks are the predictable ones. Coverage and conversational quality are strongest for US equities, so non-US and smaller-cap names can feel thinner. API and enterprise pricing is sales-led and opaque. And a handful of Trustpilot notes flag the usual SaaS billing friction. The June-2026 launch as an official app inside ChatGPT and OpenAI's Codex was the headline update of the year and pulled in a wave of new users who'd rather query the data from a chat window than log into another dashboard.
Summary of public user & expert reviews, compiled by RECATOOLS.
About this listing
This entry was compiled from publicly available data including Fiscal.ai's official website, press releases, documentation, and reputable third-party publications. RECATOOLS is not affiliated with Fiscal.ai unless explicitly stated.
Third-party AI tools update their pricing, features, availability, and policies frequently. Information here may be outdated by the time you read this — we make reasonable efforts to keep listings current, but cannot guarantee absolute accuracy.
For the latest details, please refer to Fiscal.ai directly →
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