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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