Power Your Financial Data with Charli

Charli Integration Framework and Insights API are built for seamless enterprise integration. Our Multidimensional AI™ provides developers and data teams with the ability to connect real-time, high-fidelity insights delivered with accuracy, scale, and speed.

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Whether you’re enriching data pipelines, powering custom dashboards, or building predictive financial tools, Charli gives you the infrastructure to make it happen.

Large Data Sets

Ingest and analyze diverse data streams at scale, including regulatory filings, private company signals, and macroeconomic indicators.

Easy Automation

Automate complex workflows using adaptive, Agentic AI agents designed for reflective reasoning and what-if scenario simulation.

Instant Reporting

Produce custom output formats including PDFs, Word documents, and Excel models—instantly.

“Charli’s Automated Analyst has been a game-changer for Compass Strategic Advisory clients, providing clear and accurate financial analysis with insights. This enables intelligent, faster decisions based on real-time data-driven, fact-based reports. The report engine can deliver comprehensive financial analysis quickly, representing a next-generation leap in risk assessment, market prediction, and short-term investment strategy formulation. This should be a must-have for every investment bank, financial analyst, or anyone who is responsible for due diligence.”

Carine Schneider and Paul Arens 
Compass Strategic Advisors

“Charli gives me a reliable and trusted way to gather public company proxy information and saves me significant research time allowing me to focus on strategic decision making. Charli also helps me explore and rapidly deepen my thesis around companies that fit into markets I’m evaluating.” 

Joe Schipani 
Managing Partner, Cross/Section

Charli Easily Integrates With the Tools & Software You’re Already Using

Charli has a vast array of 600+ integrations available for use right out of the box. Align Charli with the software, tools, and products you use every day so you can get more done, in less time, than ever before.

See Charli in action and discover how it can revolutionize your financial strategies by making complex data accessible and actionable.

Get in touch with our team to learn how Charli can enhance your market research, trading strategies, and corporate finance analysis.

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