Chart
Chart automates income verification and client onboarding for fintechs with secure access to tax data.
Chart Introduction
What is Chart?
Chart packages your models into high-performant C++ servers and deploys them into your own cloud account. Chart empowers innovative fintechs to automate income verification and client onboarding. From flexible integration methods to lightning-fast performance and high-touch support, we deliver an industry-leading experience. Chart directly connects to the IRS and leading tax software, providing verified documents you can rely on. Chart transforms tax documents into clean, organized JSON data. Our automatic OCR processing parses records into well-formed JSON, making it easy to integrate to your tools. Chart provides a developer-centric REST API, complete with SDKs, sandbox environments, and top-tier documentation.
How to use Chart?
Clients can submit records by connecting to their IRS Online Accounts, linking their tax preparation software, or filling out official IRS forms. Developers can use Chart's REST API, SDKs, and documentation to integrate the service into their tools.
Why Choose Chart?
You should choose this if you want a fintech-focused AI tool that automates income verification and client onboarding with real-time, verified tax data. It’s super fast, secure, and developer-friendly, making your financial processes way smoother.
Chart Features
AI OCR
- ✓Real-time access to tax transcripts
- ✓Verified documents from government sources and tax software
- ✓Structured JSON data output
- ✓Developer-friendly REST API
- ✓Enterprise-grade security with non-persistent credentials
- ✓SOC2 II Compliance
- ✓Granular access control for users
- ✓PII Reduction
FAQ?
Pricing
Pricing information not available







