Chart is a powerful platform designed to help fintechs automate income verification and client onboarding efficiently. Its flexibility, performance, and ease of use make it an ideal solution for modern financial applications.
Chart is a powerful platform designed to help fintechs automate income verification and client onboarding efficiently. Its flexibility, performance, and ease of use make it an ideal solution for modern financial applications.
Chart is a versatile platform that allows innovative fintech companies to streamline and automate income verification and client onboarding processes. By leveraging flexible integration methods and delivering lightning-fast performance, Chart simplifies the complexities of financial verification, ensuring accurate and timely results. Built for adaptability and efficiency, Chart packages models into high-performant C++ servers, offering secure and reliable deployment into users' cloud accounts.
Who will use Chart?
Fintech companies
Financial institutions
Developers
Data analysts
Compliance teams
How to use the Chart?
Step1: Sign up for an account on Chart.
Step2: Integrate Chart with your existing systems using provided APIs.
Step3: Configure the necessary financial verification parameters.
Step4: Deploy models into your cloud account via the Chart platform.
Step5: Automate and monitor the income verification and client onboarding processes.
Platform
web
Chart's Core Features & Benefits
The Core Features
Automated income verification
Client onboarding automation
Flexible integration methods
High-performance C++ servers
Cloud deployment
The Benefits
Saves time and reduces manual efforts
Increases accuracy of financial verification
Ensures compliance and security
Enhances overall operational efficiency
Chart's Main Use Cases & Applications
Automating income verification for loan applications
Streamlining client onboarding in banks
Simplifying KYC (Know Your Customer) processes
Chart's Pros & Cons
The Pros
Provides instant, verified tax record access directly from IRS and tax software
Transforms tax documents into structured JSON for easy integration
Developer-friendly with REST API, SDKs, and sandbox environments
Enterprise-grade security with SOC 2 Type II compliance and granular user consent
Multiple client submission options for flexibility
The Cons
No indication of AI or automation beyond OCR processing
No public open source code or GitHub repository found
No links to mobile apps or marketplaces
Pricing details not explicitly listed beyond the main website link
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