The Automated Analyst for Wall Street

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

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Trusted, Reliable & Secure Data

Discover how Charli transforms complex financial tasks into streamlined, efficient processes with just a few clicks

One-stop solution for financial professionals
AI-powered efficiency in everyday tasks
Easily integrates with your current tools

01

Capture the power of AI to leverage the data within FactSet, SEC EDGAR and other important data sources

02

Eliminate hours of tedious work gathering data, copying and pasting data, and generating basic reports

03

Interact with the data like never before and ask questions of the AI to perform deep analysis

Charli AI Recognized in 2024 Gartner® Hype Cycle™ for Generative AI in Banking

We are proud that @Charli AI has been named a #SampleVendor in the July, 2024 Hype Cycle™ for Generative AI in Banking report.
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