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Fiscal.ai

AI-powered investment research platform for equities

Overview

FinChat is an AI-powered investment research platform for global equities. It uses the FinChat Copilot, an AI assistant that answers complex financial questions in plain language and draws on institutional-grade data (KPIs, earnings transcripts, revenue by segment, analyst estimates) for over 100,000 public companies; users access via a research console, with a tiered subscription and an API for embedding the chat into other systems. It differentiates itself by pairing broad, high-quality financial data with a finance-specific AI and easy API integration for both retail investors and professional institutions. Its goal is to save time on research, improve decision quality, and scale access to sophisticated financial analytics.

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About Fiscal.ai

Simplify's Rating
Why Fiscal.ai is rated
B
Rated B on Competitive Edge
Rated A on Growth Potential
Rated C on Differentiation

Industries

Data & AnalyticsEnterprise SoftwareAI & Machine LearningFinancial Services

Company Size

51-200

Company Stage

Grant

Total Funding

$14.4M

Headquarters

Toronto, Canada

Founded

2021

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Simplify's take

What believers are saying

  • Google Cloud listed Fiscal.ai as a Gemini Enterprise connector on August 25, 2026.
  • Microsoft published Fiscal.ai among federated Copilot connectors in October 2026.
  • Parallel adopted Fiscal.ai for citable financial queries, validating developer demand in production.

What critics are saying

  • FactSet, LSEG, Morningstar, and S&P already own financial research workflows.
  • Google and Microsoft can squeeze Fiscal.ai by bundling connectors into broader enterprise suites.
  • If Copilot or Gemini replace partners, Fiscal.ai becomes a commodity backend within 12 months.

What makes Fiscal.ai unique

  • Fiscal.ai embeds source-audited financial data directly into Microsoft Copilot and Gemini Enterprise.
  • Its MCP connector gives analysts traceable numbers minutes after filings, not stale scraped data.
  • Employee Data and Fund Letters widen coverage beyond statements into workforce and investor behavior.

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Funding

Total Funding

$14.4M

Below

Industry Average

Funded Over

5 Rounds

Grant funding comparison data is currently unavailable. We're working to provide this information soon!
Grant Funding Comparison Coming Soon

Benefits

  • Remote Work Options
  • Unlimited Paid Time Off
  • Dental Insurance
  • Vision Insurance
  • Stock Options
  • Company Equity
  • Hybrid Work Options

Growth & Insights and Company News

6 month growth

-3%

1 year growth

-13%

2 year growth

0%
Fiscal.ai
Oct 29th, 2026
Fiscal.ai launches an MCP Connector for Microsoft Copilot.

Fiscal.ai launches an MCP Connector for Microsoft Copilot. Fiscal.AI is proud to announce that Fiscal.ai is working with Microsoft as an MCP connector for Microsoft Copilot, giving analysts, portfolio managers, and researchers the ability to query institutional-grade financial data directly within their Microsoft Copilot agents. The integration covers the full breadth of Fiscal.ai's data feed: * Financials & Ratios * Stock Prices * Segments & KPIs * Filings * Investor Relations (Transcripts, Audio, Press Releases, Slides) * Fund Letters * Adjusted Metrics * News * Ownership Data * And much more... All of it was brought directly into Microsoft Copilot agents without switching context or rebuilding data pipelines. The MCP connector enables Microsoft Copilot agents to seamlessly interact with external data sources and tools using a standardized, open protocol. With this launch, analysts and portfolio managers can now prompt and converse with Fiscal.ai's real-time financial data from within any agent built on Microsoft Copilot. What makes this so powerful is straightforward: AI responses grounded in fast verified data, with near-zero latency. The open web is a great starting point for research, but it isn't built to deliver clean, structured, source-audited financials at the speed and reliability capital markets workflows demand. For those gaps, teams turn to specialized providers like Fiscal.ai, so every number an agent surfaces can be traced back to its source filing. "Microsoft products are at the backbone of the financial services industry. We are thrilled to be a launch partner and have the Fiscal.ai data available as a connector in Copilot." - Braden Dennis, CEO, Fiscal.ai "Fiscal.ai's MCP connector brings institutional-grade financial data directly into Microsoft Copilot," said Chantrelle Nielsen, Principal Product Manager, Microsoft. "The data is available within minutes of filing, fully auditable back to the source. We're proud to collaborate with Fiscal.ai as they bring Copilot deeper into the financial services industry." About Fiscal.ai. Fiscal.ai is the modern financial data company, building the infrastructure that powers the world's leading investors and platforms. Fiscal.AI deliver institutional-grade financial data with click-through auditability, available within minutes after filings, through Terminal, its all-in-one research platform; its Data Feed API, which powers institutions and investing platforms; and its MCP Connector, which brings accurate, source-linked data directly into AI tools. Its mission is to provide 100 million investors with high-quality financial data. Contact Fiscal.AI. A member of its team will reach out shortly.

Fiscal.ai
Oct 29th, 2026
Meet the Fiscal.ai team: Taiwo Adenusi, Head of Legal.

Meet the Fiscal.ai team: Taiwo Adenusi, Head of Legal. At a lot of companies, legal is where deals go to wait. At Fiscal.ai, it's part of how deals move fast, and Taiwo Adenusi is the reason why. Taiwo joined Fiscal.ai on July 6, 2026, as the 56th person on the team. The team has since grown to 61, and she calls joining the best decision she's ever made. As Head of Legal, she helps shape how Fiscal.ai's data reaches customers, from the contracts behind every deal to the terms that protect how that data is used. Taiwo has practiced corporate law since 2010. Before Fiscal.ai, she worked at Farm Mutual Re. and Royal Bank of Canada. Across every role, her job has stayed the same: help businesses scale, and keep them protected while they do. Q: What excites you most about working at Fiscal.ai? Fiscal.AI is early, and Fiscal.AI is moving fast. Fiscal.ai turns financial data into something AI can actually use, and customers are plugging it into their own apps and AI agents right now. On the legal side, I get to help shape how that works, alongside a team that trusts each other to make the call. Q: What's your favourite part of Fiscal.ai's data products? The API and the MCP connector. Some customers pull its data straight into their own apps. Others connect AI tools so their teams can ask questions in plain English and get answers back. Same data, so many ways to use it. And the source links let customers see where the numbers come from. Q: Tell Fiscal.AI about yourself outside of work. Running and reading are my things, and the best part of my typical day is the gym. I also love the beach, and I wish I swam more. My favourite quote: "Just do it. Do what you need to do, and do it well." Q: What's a story from inside the team that captures what it actually feels like to work here? A counterparty's counsel sent back a redline with a change that would have limited how Fiscal.AI use data. I flagged it in Slack with a short note on what it meant for its product plans. CEO saw it within minutes and said he'd call their exec himself. By the end of the day, the two of them had agreed a one-line compromise that protected what Fiscal.AI cared about and gave them what they needed. I turned it into a redline that evening, and the final went out for signature the same day. There was no steering committee and no waiting on a review cycle. The founders are in the same Slack thread as legal, and when something needs a relationship call, they pick up the phone. My job is to make the issue clear enough that a decision can happen in one conversation. Fiscal.ai is the modern financial data company, building the infrastructure that powers the world's leading investors and platforms. Fiscal.AI deliver institutional-grade financial data with click-through auditability, available within minutes after filings, through Terminal, its all-in-one research platform; its Data Feed API, which powers institutions and investing platforms; and its MCP Connector, which brings accurate, source-linked data directly into AI tools. Its mission is to provide 100 million investors with high-quality financial data. Contact Fiscal.AI. A member of its team will reach out shortly.

Fiscal.ai
Oct 7th, 2026
Fiscal.ai launches MCP Connector for Microsoft Copilot.

Fiscal.ai launches MCP Connector for Microsoft Copilot. Powering Microsoft Copilot's financial data. Fiscal.AI is proud to announce that Fiscal.ai is working with Microsoft as an MCP connector for Microsoft Copilot, giving analysts, portfolio managers, and researchers the ability to query institutional-grade financial data directly within their Microsoft Copilot agents. The integration covers the full breadth of Fiscal.ai's data feed: * Financials & Ratios * Stock Prices * Segments & KPIs * Filings * Investor Relations (Transcripts, Audio, Press Releases, Slides) * Fund Letters * Adjusted Metrics * Financials Sourcing * News * Ownership Data * Earnings Calendar All of these datasets are brought directly into Microsoft Copilot agents without switching context or rebuilding data pipelines. The MCP connector enables Microsoft Copilot agents to seamlessly interact with external data sources and tools using a standardized, open protocol. With this launch, analysts and portfolio managers can now prompt and converse with Fiscal.ai's real-time financial data from within any agent built on Microsoft Copilot. What makes this so powerful is straightforward: AI responses grounded in fast verified data, with near-zero latency. The open web is a great starting point for research, but it isn't built to deliver clean, structured, source-audited financials at the speed and reliability capital markets workflows demand. For those gaps, teams turn to specialized providers like Fiscal.ai, so every number an agent surfaces can be traced back to its source filing. "Microsoft products are at the backbone of the financial services industry. We are thrilled to be a launch partner and have the Fiscal.ai data available as a connector in Copilot." - Braden Dennis, CEO, Fiscal.ai "Fiscal.ai's MCP connector brings institutional-grade financial data directly into Microsoft Copilot," said Chantrelle Nielsen, Principal Product Manager, Microsoft. "The data is available within minutes of filing, fully auditable back to the source. We're proud to collaborate with Fiscal.ai as they bring Copilot deeper into the financial services industry." About Fiscal.ai. Fiscal.ai is the modern financial data company, building the infrastructure that powers the world's leading investors and platforms. Fiscal.AI deliver institutional-grade financial data with click-through auditability, available within minutes after filings, through Terminal, its all-in-one research platform; its Data Feed API, which powers institutions and investing platforms; and its MCP Connector, which brings accurate, source-linked data directly into AI tools. Its mission is to provide 100 million investors with high-quality financial data. Contact Fiscal.AI. A member of its team will reach out shortly.

Fiscal.ai
Sep 23rd, 2026
Parallel partners with Fiscal.ai to access financial data.

Parallel partners with Fiscal.ai to access financial data. When AI agents are asked a financial question, like a company's adjusted EBITDA or the exact filing date of an annual report, accuracy alone isn't enough. The answer needs to be traceable back to a real source. Parallel builds web infrastructure for AI agents, with APIs including Search, Extract, Task, FindAll, Responses, and Monitor, powered by a proprietary index of the open web. To turn financial research that used to take people days into agentic workflows that take seconds, Parallel needed data that was not just accurate, but citable down to the underlying filing. The challenge: financial data the open web doesn't expose cleanly. Parallel believes the open web is the best source, but for gaps, Parallel works with specialized providers like Fiscal.ai. Structured financial data is one such gap: fundamental figures, filing dates, and other financial fields are often buried in investor-relations pages or SEC filings that aren't built for programmatic retrieval, and for an AI agent to be trustworthy, it can't just return a number; it needs to point back to exactly where that number came from. Why Parallel chose Fiscal.ai. Fiscal.ai checked the boxes that mattered most: * Source-level citations: every response includes a URL, and where relevant, the exact SEC filing and page number * Coverage of financial fields the open web doesn't expose cleanly * A responsive team that got Parallel set up quickly "Our experience working with the Fiscal.ai API has been positive. Responses come back with a source URL and, where relevant, the underlying SEC document with a page number, which is exactly what we need for citations. The coverage is also aimed at the fields the open web doesn't expose cleanly, and the Fiscal.ai team was very responsive in getting us set up." - Miguel Aroca-Ouellette, Member of Technical Staff, Parallel Powering Search and agent workflows. Access to Fiscal.ai data is made possible through Parallel's Index product, where data and content owners can better understand how their properties are sourced in AI. Fiscal.ai is now live across two parts of the Parallel product: Parallel Search and Tasks. "It backs accurate fundamental financial queries in Parallel Search... It's also available as a tool to our agents on the Task API, so when a user asks a financial question (a company's adjusted EBITDA, the exact filing date of an annual report, etc.), the agent reaches for Fiscal instead of reading investor-relations pages. On that class of questions, it's well ahead of web search on both accuracy and citability." - Miguel Aroca-Ouellette, Member of Technical Staff, Parallel Supporting the next generation of financial AI. As more AI companies build agents that need to reason over financial markets, access to structured, citable data becomes increasingly important. Fiscal.ai is helping make that possible through modern, developer-friendly APIs. "There are now two users of the web with both Humans and Agents. Both require high quality financial data to support investment research and we are thrilled to partner with Parallel to combine two innovative products." - Braden Dennis, CEO, Fiscal.ai "We were impressed by Fiscal AI's flexible solution for distributing vital, high-quality financial data. Fiscal's model of processing and structuring fundamental data is both innovative and efficient, and we were excited to offer Fiscal's products to our customers." - Miguel Aroca-Ouellette, Member of Technical Staff, Parallel About Fiscal.ai. Fiscal.ai is the modern financial data company, building the infrastructure that powers the world's leading investors and platforms. Fiscal.AI deliver institutional-grade financial data with click-through auditability, available within minutes after filings, through Terminal, its all-in-one research platform; its Data Feed API, which powers institutions and investing platforms; and its MCP Connector, which brings accurate, source-linked data directly into AI tools. Its mission is to provide 100 million investors with high-quality financial data. About Parallel web systems. Parallel develops web infrastructure for AI agents. Its tools offer agents fresh, deep, and efficient context from the web from billions of pages and data providers, delivering the high-quality information agents need to perform real-world knowledge work. Get started with Parallel. Contact Fiscal.AI. A member of its team will reach out shortly.

Fiscal.ai
Sep 2nd, 2026
Introducing Employee Data, now live in Fiscal.ai Terminal, MCP & API.

Introducing Employee Data, now live in Fiscal.ai Terminal, MCP & API. Since its founding, Fiscal.ai has been building the modern financial data company, combining a powerful research Terminal with developer-friendly APIs that serve thousands of customers and millions of end-users globally. Today, Fiscal.AI is launching Employee Data, live across the Fiscal.ai Terminal, MCP, and API. It answers a question that sits underneath almost every efficiency and productivity analysis: how many people does a company employ, and how much is each of them generating? What Employee Data does. Employee Data brings company headcount together with the fundamental line items analysts already use, calculated on a per-employee basis. Metrics include: * Total Employee Count * Revenue per Employee * Gross Profit per Employee * EBITDA per Employee * Free Cash Flow per Employee * And more Coverage spans more than 13,000 companies globally, with history reaching back over 20 years and 40 quarters. What makes this so useful is straightforward: workforce efficiency is one of the clearest signals of how well a company is run, and it's historically been one of the hardest metrics to pull cleanly across a large set of companies. "Fiscal.ai's Employee dataset goes beyond the standard financial statements to provide a more granular view of a company's underlying efficiency. Now, through both the Fiscal.ai Terminal, MCP, and API, clients can easily analyze and compare multiple companies simultaneously across a variety of employee-based metrics." - Ryan Henderson, Head of Research, Fiscal.ai Getting started. Employee Data is available now in the Fiscal.ai Terminal, MCP, and API. This launch is another step toward its mission: making institutional-quality financial data as accessible and actionable as possible, wherever and however investors choose to work. Full documentation and information are available at docs.fiscal.ai. Fiscal.ai is the modern financial data company, building the infrastructure that powers the world's leading investors and platforms. Fiscal.AI deliver institutional-grade financial data with click-through auditability, available within minutes after filings, through Terminal, its all-in-one research platform; its Data Feed API, which powers institutions and investing platforms; and its MCP Connector, which brings accurate, source-linked data directly into AI tools. Its mission is to provide 100 million investors with high-quality financial data. Contact Fiscal.AI. A member of its team will reach out shortly.

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