Chart

Chart

Description of Chart AI

Chart is a platform designed to automate income verification and customer onboarding in the financial sector. The tool is aimed at banks, fintech companies, and developers who connect the service via API. The system uses high-performance C++ servers to deploy models in the cloud and offers flexible integration options with organizations’ existing systems.

The platform handles routine operations related to financial data verification and simplifies the process of onboarding new customers. Thanks to its cloud architecture and API integrations, Chart fits into the workflows of financial institutions with minimal additional effort.

Chart Features

Characteristic	Value
Type	Platform for fintech companies
Category	AI Charting, AI Plot Generator, AI Infographic Generator, etc.
Platform	Web
Date added	Oct 20 2024
Key functions	Automated income verification, customer onboarding automation, flexible integration methods
Technologies	High-performance C++ servers, cloud deployment
Target audience	Fintech companies, financial institutions, developers, data analysts, compliance departments
Pricing	Not specified; details only on the main website
Availability	Web platform, no additional requirements

Who is Chart for?

Financial institutions and fintech companies

Chart is most useful for banks and fintech organizations that regularly verify applicants’ income and onboard new customers. The platform lets them automate these processes and reduce processing time.

Developers and technical specialists

For developers who connect the service via API, Chart offers convenient integration tools. The platform suits those who want to embed financial verification into their own products with minimal manual effort.

Data analysts and compliance departments

Compliance departments and analysts can use Chart to streamline KYC (Know Your Customer) processes and obtain structured, verified financial data needed to meet regulatory requirements.

How to use Chart?

Registration and integration

To get started, you need to register on the platform and integrate it with your existing systems via API. The platform supports developer-friendly connection methods.

Configuration and deployment

After integration, configure the financial verification parameters to match your organization’s needs and deploy the models in a cloud account. This lets the system run within the company’s own infrastructure.

Automation and monitoring

The final stage is automation and ongoing monitoring of income verification and customer onboarding processes. At this stage, the platform handles the bulk of the routine work.

Key Features of Chart

Automated income verification

The platform automates income verification for credit applications and provides instant access to verified tax records from tax authorities and tax software. Tax documents are converted into a structured JSON format.

Customer onboarding and integration methods

Chart automates the customer onboarding process at banks and fintech companies. The system offers REST API, SDKs, and sandboxes, as well as flexible options for customers to submit data. High-performance C++ servers are used to deploy models in the cloud.

Advantages of Chart

Time savings and accuracy

Using the platform saves time, reduces manual effort for employees, and improves the accuracy of financial verification through process automation.

Security and compliance

Chart ensures compliance and enterprise-grade security (SOC 2 Type II). The system provides instant access to verified tax records and converts documents into a convenient structured format.

Developer convenience and efficiency

The platform is developer-friendly thanks to REST API, SDKs, and sandboxes, and offers flexible options for customers to submit data. All of this improves the overall operational efficiency of financial organizations.

Disadvantages of Chart

Limited AI information

The platform has no clear indications of AI or automation use besides OCR. This may be a downside for those expecting advanced artificial intelligence capabilities from the service.

Openness and transparency

Chart has no public source code or GitHub repository, and there are no links to mobile apps or marketplaces. In addition, pricing is not stated explicitly — details are available only on the main website.

What Problems Does Chart Solve?

Lending and verification

The platform automates income verification for credit applications, allowing financial institutions to process customer requests faster and more accurately.

Onboarding and compliance

Chart optimizes customer onboarding in banks and simplifies KYC (Know Your Customer) procedures, which is especially important for compliance departments and regulatory compliance.

Chart Pricing

Exact prices are not listed on the platform. The cost of using the service and pricing plans are not disclosed in public sources; details are only available on the company’s main website. To obtain pricing information, you need to contact the provider directly.

Chart Terms of Use

Registration is required to start using the platform. After creating an account, users get access to configuring financial verification parameters, API integration, and cloud deployment of models.

Chart Availability

Chart is a web platform available without additional requirements. No VPN or other special connection methods are needed to use the service — a browser and internet access are enough.

How Chart Differs from Alternatives

Chart’s main focus is automating income verification and customer onboarding specifically in the financial sector. Unlike general-purpose solutions, the platform is focused on fintech and offers integration with tax authority data, converting documents into structured JSON.

Its closest competitors include Plaid, Trulioo, and Onfido. While Plaid is traditionally strong in connecting bank accounts, and Onfido and Trulioo focus on identity verification and KYC, Chart emphasizes income and tax record verification, combining this with cloud deployment and API integration. The platform is also distinguished by its use of high-performance C++ servers.

Conclusion

Chart is a specialized platform for the financial sector that automates income verification and customer onboarding. Aimed at banks, fintech companies, and developers, the system offers flexible API integrations, cloud deployment, and security compliance. Despite the lack of public pricing and limited information about AI capabilities, Chart addresses an important need for financial organizations to speed up income verification and customer onboarding processes.