Automate the Enterprise at Scale with Charli

Charli and Multidimensional AI™ enable teams to get more done, with more accuracy, than ever before with AI for Enterprise.

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Time
Savings

Report generation time reduces from several hours to under 30 minutes per report, cutting the time associates spent on such tasks by up to 98%.

Lower
Operational Costs

Operational costs decrease due to less reliance on additional analytical tools and reduced overtime expenses.

Increased Productivity

Spend more time on client-facing activities and strategic investments, leading to increase in client satisfaction and retention.

Easy
Scalability

Expand Charli usage to other departments, including risk management and compliance.

“Charli AI’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.