# Fiscal.ai vs Investi

> Fiscal.ai is a financial data terminal and API with an AI copilot. Investi is an AI analyst and workspace over the SEC record. How they differ, and who should pick which.

Canonical: https://tryinvesti.com/compare/fiscal-ai

_By Gabri Ansaldo · Published 2026-10-23 · Reviewed 2026-10-23_

Fiscal.ai is a financial data company: a research terminal, a data API and connectors that put its data inside AI tools, with an AI copilot across the terminal. Investi is an AI analyst and workspace on the SEC record, where your notes and theses persist and every number links to its filing.

## How do Fiscal.ai and Investi differ?

Fiscal.ai, formerly FinChat, is built around data: clean financials, segments and KPIs, delivered through its terminal, its API and its connectors for AI assistants. Investi is built around the work: an analyst that reads the filings and your own notes, in a workspace where research accumulates.

Both care about sources. Fiscal.ai lets you click through a data point to its source; Investi cites the passage or cell in the filing for every number in an answer.

|  | Fiscal.ai | Investi |
| --- | --- | --- |
| Approach | A data terminal with an AI copilot, plus an API and AI connectors | An AI analyst in a workspace you keep |
| Coverage | Public companies globally, with standardized and as-reported financials | US-listed SEC filers and funds, plus US and international macro data |
| Depth | A large database of company-specific segments and KPIs | The full SEC record from 1993, including footnotes and exhibits |
| Your work | Custom metrics, charts and spreadsheet export | Notes, theses and folders next to each company, read by the analyst |

_Approach and features only, from each product's public pages. Reviewed October 2026._

## What we compared

We rank tools on the same four criteria everywhere: how deep they reach into the filed record, whether a number links to its source, whether your work persists, and price. Prices change often, so check each product's pricing page. See [how we compare](https://tryinvesti.com/compare).

## Where is Fiscal.ai better?

Standardized global data. Fiscal.ai covers companies outside the US, presents financials in both standardized and as-reported form, and tracks company-specific segment and KPI data in depth. It offers call transcripts, which Investi doesn't. If you want that data inside a chat assistant you already use, its connectors do that, and its API serves teams building their own tools.

## Where is Investi better?

The work around the numbers. In Investi your notes and theses sit next to each company, the analyst reads them before it answers, and any change it proposes to your notes shows as a diff you approve. It reaches into the whole filing, not just the financial statements, so a question about a footnote, a risk factor or an exhibit gets an answer with the passage cited. You can teach it your process with skills, run Python in a notebook, connect your own data through MCP, and set routines that rerun a question on a schedule.

## Who should pick which?

Pick Fiscal.ai if you want clean, standardized data on companies worldwide, or a data feed for your own models and tools. Pick Investi if you follow US companies and want a workspace where the analyst knows your thesis and every answer traces to a filing. We wrote about the trade-off in [Why we built Investi as an app](https://tryinvesti.com/blog/why-an-app-not-an-mcp).