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  • Chart is an innovative tool for financial data automation and visualization.
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    What is Chart?
    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.
    Chart Core Features
    • Automated income verification
    • Client onboarding automation
    • Flexible integration methods
    • High-performance C++ servers
    • Cloud deployment
    Chart Pro & Cons

    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

    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
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