AI TOOL PROFILE
Chat2Report: AI Financial Report Analysis
- Finance and Accounting
- Analytics and Reporting
- Financial Advisors
- Investment Firms
- Financial Analysts
- Value Investors
Pricing
Pricing starts at $11.9/month for the Pro plan. Paid tiers increase historical data access from 10 years (Free) up to 30 years and provide monthly AI credits.
At a glance
- Best for
- Financial Advisors, Investment Firms, Financial Analysts, Value Investors
- Key use cases
- Analyzing 10-K and 10-Q Reports, Investment Research, Comparative Financial Analysis, Financial Jargon Simplification
- Integrations
- PDF export
- Official website
- Visit Chat2Report official website
How AI is used
Chat2Report is an AI-powered analysis tool designed for users who process financial data from SEC filings, including 10-K, 10-Q, 8-K, and 20-F reports. It allows users to interact with these documents through a natural-language chat interface, which may help in identifying specific data points.
The software is built for value investors, financial analysts, and investment firms. It provides tools to generate summaries and visual charts of financial statements and includes a quoting feature that links AI answers back to the original PDF page to help users verify sources.
Buyers should confirm that the depth of AI analysis and the amount of historical data available align with their needs, as these depend on the chosen subscription tier.
Key Features
SEC Filing Search
Provides access to reports for over 3,000 US companies, which may reduce the need to download files manually from the SEC.
Natural Language Q&A
Allows users to ask questions about financial reports and receive answers with traceable source links to specific PDF pages.
AI-Generated Summaries
Creates summaries and mind map visualizations of financial statements to help users view a company's financial picture.
Multi-Language Support
Supports conversation and translation in multiple languages for analyzing English-language reports.
PDF Export
Supports downloading financial reports in PDF format.
Use Cases
Analyzing 10-K and 10-Q Reports
Using AI to search and extract financial metrics from annual and quarterly filings.
Investment Research
Supporting the discovery of investment value by analyzing financial reports and earnings call transcripts.
Comparative Financial Analysis
Comparing metrics like gross margin or R&D spend across different companies.
Financial Jargon Simplification
Using AI to explain financial terms and executive phrasing in real time.
Integrations
- PDF export
FAQ
What types of financial reports does Chat2Report support?
- It supports the analysis of 10-K, 10-Q, 8-K, and 20-F reports for over 3,000 US companies.
How does Chat2Report help verify AI answers?
- The tool includes a quoting feature that links AI-generated answers to the specific page in the original PDF report.
What is the difference between the Pro and Max plans?
- The Pro plan starts at $11.9/month with 1,000 credits and 15 years of data, while the Max plan is $15.9/month with 2,000 credits, 30 years of data, and additional AI-driven research report generation.
Source category: Finance & Accounting
Source subcategory: Analytics & Reporting
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