Effortlessly generate detailed financial research reports with Charli AI, delivering rapid insights and analysis at a fraction of the time and cost.

Simply enter a ticker and the Automated Analyst goes to work pulling and analyzing real-time information from FactSet Fundamentals, Street Accounts, Transcripts, Global Filings and more to deliver comprehensive reports in minutes right to your inbox.

As financial analysts, we spend hours combing through data and lengthy documents to find the information we need. Although it’s a critical exercise for us to gain insights into the portfolio of companies we manage, it is tedious and gruelling work. Work that can “suck the air of the room” and reduce the energy level needed for critical analysis and decision making. Data and information are scattered across different systems that make it more difficult and require us to connect, copy-and-paste, massage, and curate data before getting to the heart of analysis.

Charli AI allows us to get to the point quickly. It has unleashed a new energy level to perform critical thinking or take a deeper dive into the data to discover hidden insights. AI-Powered Decision Intelligence is making a difference; and Charli AI can demonstrate clear productivity gains – gains that can increase the capacity and quality of work.

Charli AI automation deals with the headaches of integration; it handles the data mining and data curation; and it enables intelligent Q&A across a variety of rich financial details. The power of Charli AI natural language processing, data normalization, and analytical/sentiment focused analysis has changed the game.

Unlock the potential of our Charli AI Due Diligence product offering, “The Automated Analyst for Wall Street,” with this interactive video experience. Click “get started” below to learn how you can maximize the capabilities of your Automated Analyst. Follow the prompts to discover its features and gain valuable financial insights first hand.

Multidimensional AI and advanced adaptive systems mean you won’t be stuck in front of the computer prompting and dealing with inconsistent and error prone output.

Thousand Brain Architecture leverages a network of AI models and many optimized Large Language Models, specifically trained and adapted to operate in a secure fashion with privacy and compliance at the forefront.

Autonomous and Dynamic Learning ensures Charli can perform in new scenarios and successfully problem-solve issues without requiring human intervention, while remaining fully explainable and auditable.