Chart

For modern fintechs, income verification and client onboarding are supposed to be quick wins—but in practice they're where deals slow down. Chart empowers innovative fintechs to automate both, delivering flexible integration methods, lightning-fast performance, and high-touch support that feels industry-leading from the first handshake.

At the core, Chart connects directly to the IRS and leading tax software, returning verified documents you can actually rely on when it's time to underwrite, approve, or KYC a customer. From there, Chart transforms tax documents into clean, organized JSON through automatic OCR processing, so the records parse straight into well-formed data that's easy to drop into your internal tools.

Developers get a purpose-built REST API with full SDKs, sandbox environments, and top-tier documentation, plus the option to package your own models into high-performant C++ servers deployed into your own cloud account. Whether you're a two-person fintech or a scaled lender, Chart helps you verify faster, onboard smoother, and move deals forward.