Chart is a powerful platform designed to help fintechs automate income verification and client onboarding efficiently. Its flexibility, performance, and ease of use make it an ideal solution for modern financial applications.
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Chart
Chart is a powerful platform designed to help fintechs automate income verification and client onboarding efficiently. Its flexibility, performance, and ease of use make it an ideal solution for modern financial applications.
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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.
Who will use Chart?
- Fintech companies
- Financial institutions
- Developers
- Data analysts
- Compliance teams
How to use the Chart?
- Step1: Sign up for an account on Chart.
- Step2: Integrate Chart with your existing systems using provided APIs.
- Step3: Configure the necessary financial verification parameters.
- Step4: Deploy models into your cloud account via the Chart platform.
- Step5: Automate and monitor the income verification and client onboarding processes.
Platform
- Web
Chart's Core Features & Benefits
The Core Features
- Automated income verification
- Client onboarding automation
- Flexible integration methods
- High-performance C++ servers
- Cloud deployment
The Benefits
- Saves time and reduces manual efforts
- Increases accuracy of financial verification
- Ensures compliance and security
- Enhances overall operational efficiency
Chart's Main Use Cases & Applications
- Automating income verification for loan applications
- Streamlining client onboarding in banks
- Simplifying KYC (Know Your Customer) processes
Chart's Pros & Cons
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
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
FAQs of Chart
Chart Company Information
- Website:
- Company Name: Chart
- Support Email:
- Facebook:
- X(Twitter):
- YouTube:
- Instagram:
- Tiktok:
- LinkedIn:
Chart Reviews
5/5
Chart's Main Competitors and alternatives?
Plaid
Trulioo
Onfido
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