Fiscal AI

What Fiscal AI does

Fiscal AI provides a complete investment research platform and API for public company financial data. It offers clean, auditable financial data updated in minutes after earnings, leveraging proprietary agentic infrastructure. The platform includes a web-based terminal, a data feed API, and connectors for AI tools, designed to power leading investors and platforms with institutional-grade financial data.

Products

• TerminalA beautiful all-in-one research platform with modern data infrastructure for public company research, offering auditable fundamentals and powerful tools.
• Data Feed APIAn API that powers data for institutions and investing platforms, providing institutional-quality financial data on tap with clean fundamentals, KPIs, ratios, and filings.
• MCP ConnectorsAccurate financial data connected into AI tools, offering native connections to LLMs like Claude and OpenAI, and custom MCP for other LLMs.

Key capabilities

• Clean auditable financial data
• Updated in minutes after earnings
• Proprietary agentic infrastructure
• Aggregated Filings & IR
• Extraction & Verification with human analyst verification
• Institutional-grade data
• 100% auditable to source
• Fast data availability
• Ability to source back to the filing
• Standardized and As-Reported financials
• Historical data for financials, ratios, and stock prices
• Company Logos API
• Company News with event category and importance filters
• Events Calendar for earnings events
• IR Events & Transcripts with speaker mapping, timestamps, and Q&A section timing
• Fund Letters parsed into structured investment theses
• Ownership data (Insider Form 4 and Institutional 13F holdings)
• Adjusted Metrics like EPS, Revenue, EBITDA, FCF
• Segments & KPIs
• Coverage for US, Canada, US ADRs, UK & Europe public companies

Use cases

• Investment research
• Fundamental analysis
• Powering investing platforms
• Integrating financial data into AI tools
• Automating data aggregation and research workflows
• Building investment theses
• Tracking insider and institutional ownership

AI approach

Fiscal AI provides an AI-powered stock research platform and API for public company financial data. They use proprietary agentic infrastructure to aggregate, clean, and deliver financial data rapidly. Their MCP Connectors integrate accurate financial data into AI tools like OpenAI and Claude, and they offer "Fiscal Skills" which are pre-built prompts for investment research.

Tech named: proprietary agentic infrastructure, AI tools, LLM, ChatGPT, Codex, Claude, Fiscal Skills

Industries served

• Financial Services
• Fintech

What it says sets it apart

• Modern data pipeline with proprietary agentic infrastructure
• Data updated in minutes after earnings
• Human analyst verification for accuracy
• 100% auditable to source filings
• Comprehensive coverage of structured and unstructured financial data
• Native connections to leading LLMs (OpenAI, Claude) for AI integration
• Fiscal Skills catalogue for pre-built AI prompts
• One API for institutional grade financial data covering 13,000+ public companies

Funding rounds we track

From the AI funding tracker — rounds as reported by the linked publications.