Purpose-built for earnings coverage teams

Ingest every earnings call and ship insights before the street reacts.

Fainancial automates transcript analysis, sentiment deltas, and follow-up routing so desks spend more time acting on catalysts instead of stitching together prep in spreadsheets.

Live call intelligence

Notes, tone deltas, and compliance-ready summaries ship to every stakeholder moments after management leaves the line.

Trusted by coverage teams at

SnowflakeCrowdStrikeAtlassianHubSpotServiceNowMongoDBOktaDatadog

Live desk feed

Signal console

AI briefings, market deltas, and workflow automations refresh every few seconds.

Realtime sync
Coverage watchlistDesk drift +0.74%
  • AAPL

    Apple Inc.

    $189.62

    +1.12%
  • MSFT

    Microsoft

    $412.35

    +0.78%
  • NVDA

    NVIDIA Corp.

    $1.1K

    +1.96%
  • TSLA

    Tesla Inc.

    $206.42

    -0.84%
  • SHOP

    Shopify

    $74.13

    +0.66%

Latest signal

NVDA earnings call wrapped

Alert

+2.9% after-hours drift

Tone delta flagged supply chain upside; alert sent to growth desk.

Automation queue

  • Briefing handoff

    Large-cap growth desk

    ETA 00:42
  • Options flow sync

    Derivatives pod

    ETA 03:18

Signal velocity

Coverage desks alert clients an average of 27 minutes faster after adopting automated recaps.

  • 0+tickers monitored
  • 0earnings briefed last quarter
  • 0 minsaved per call

Teams stay ahead of guidance shifts with richer context.

Share instant recaps, track tone deltas, and benchmark leadership commentary across quarters—without maintaining sprawling note docs.

3.5 hours
Average time saved per earnings season
85%
Miss rate reduction across coverage
240%
Team efficiency increase after rollout

Trusted by

Goldman SachsJ.P. MorganMorgan StanleyBlackRockCitadelPoint72FidelityBridgewaterWellington ManagementT. Rowe PriceCharles SchwabFranklin Templeton
4h -> 15m
Head of Research
Reduced prep time from 4 hours to 15 minutes

Atlas Ridge Capital

3 signals captured
Director of Trading
Captured 3 alpha opportunities we would have missed

Lattice Partners

+240% productivity
Senior Analyst
Increased team productivity by 240%

Horizon Bridge

Trust and Credibility Boosters

Built with institutional-grade controls and transparent operations.

Compliance teams, CISOs, and portfolio managers rely on Fainancial knowing every workflow is hardened and auditable. Share our security pack internally with one click.

Objection handling

Answers for your diligence checklist.

The questions compliance, research leads, and technology teams ask most often—addressed with the same transparency we offer during evaluations.

Fainancial vs Traditional Research Process
See how automated intelligence removes the friction slowing today's coverage desks.
CriteriaFainancialTraditional
Prep time per earnings call15-minute AI brief ready moments after the call3-4 hours stitching transcripts, decks, and models
Coverage breadth100% of watchlist monitored with sentiment scoringLimited to priority tickers; long tail uncovered
Compliance readinessAudit trails, retention, and approvals applied automaticallyManual archiving and hand-offs increase regulatory risk
ActionabilityReal-time alerts with task routing into CRM and chatUpdates land in inboxes hours later with no workflow
Team capacityScale coverage without adding headcountAnalysts capped by manual prep bandwidth

Replace hours of manual prep with guided AI automation.

Manual reconciliations and spreadsheet macros can't keep pace with live calls. Fainancial centralises coverage into one signal layer built for regulated teams.

Manual process today
  • 4+ hours of manual note-taking
  • Human error and missed opportunities
  • Limited coverage capacity
  • Delayed reaction time
Fainancial automation
  • 5-minute AI-generated briefs
  • 100% coverage with sentiment analysis
  • Real-time alerts and signals
  • Instant competitive advantage

AI-generated coverage packs route directly to CRM, research hubs, and client distribution lists with compliance guardrails applied.

ROI calculator
Team savings model
Estimate analyst time reclaimed when AI handles prep. Assumes $180/hour blended cost and 12 earnings calls per season.
120
Hours saved per call
3.9 hrs
Hours reclaimed per year
1128 hrs
Annual analyst savings
$203,040
Per season savings
$50,760

Savings assume 4 hours of manual prep per call versus 5 minutes with Fainancial. Adjust the team size slider to model different outcomes.

How it works

A streamlined analyst workflow from ticker import to client touch.

Automate prep, surface catalysts, and hand off action lists without switching tools.

Input tickers
Sync coverage lists or drop in CSV files to onboard your book in seconds.
Get AI briefings instantly
Transcripts, tone deltas and action lists generate moments after the call wraps.
Act faster with conviction
Route follow-ups to each desk with compliance guardrails already applied.
Product walkthrough

Command AI-generated dashboards tuned to every ticker.

From transcript search to automated outreach, explore the modules desks rely on daily.

Guided product demo
Watch the earnings console in action
Follow the same workflow your desk would use from call kickoff to automation handoff�complete with alerts, collaboration and playback.
Brief ready in 4m 12s
Live transcriptAI parsing
  • Moderator

    Welcome to the Q3 earnings call. All participants are in listen-only mode.

  • CEO

    We expanded recurring revenue 26% year over year with record pipeline velocity.

  • CFO

    Gross margin improved 180 bps as automation efficiencies rolled through.

  • AI Summary

    Key takeaways queued for desk briefing with bullish sentiment and action items.

NE

Naomi Ellis

Head of Research, Atlas Ridge Capital

Our desk saves hours every Monday. The transcript briefs hit the right nuance and the automations keep us aligned.
JP

Jordan Patel

Director of Trading, Lattice Partners

Fainancial lets us prep before management even leaves the line. The accuracy and context are a decade ahead.
PD

Priya Dorsey

Equity Analyst, Horizon Bridge

The similarity search and watchlist signals surface catalysts before they trend anywhere else.
Join 50+ desks already using Fainancial this earnings season

Don't waste another earnings call. Start today.

Pick the plan that matches your desk’s rhythm; every option starts with a 14-day free trial.

Starter

Perfect for individual analysts

$249/month
Ideal for emerging managers getting started with automated prep.
  • Up to 50 tickers
  • AI earnings briefs & alerts
  • Email + Slack delivery
  • Portfolio-ready exports
Pro

For active trading desks

Most popular
$799/month
Everything in Starter plus automations and collaboration for multi-seat desks.
  • Unlimited watchlists
  • Smart alerts & automations
  • Shared workspace with roles
  • CRM & chat integrations
Enterprise

For institutional deployments

Custom pricing
Compliance-first rollouts with dedicated success and bespoke integrations.
  • Dedicated success desk
  • Private cloud or hybrid
  • Custom integrations & SLAs
  • Advanced permissions & audit
Feature comparison by plan
FeaturesStarterProEnterprise
AI earnings briefs with sentiment scoring
Real-time smart alerts & automations
Shared workspace & collaboration rooms
Custom integrations & API accessAdd-on
Dedicated success managerCommunityQuarterly check-ins24/7 desk

Every subscription begins with a risk-free 14-day trial�no credit card required and cancel anytime.

Need enterprise controls?

Enterprise customers unlock SOC 2-ready deployments, private cloud options, and bespoke integrations across research and compliance stacks.

  • Custom entitlements & SSO/SAML
  • Dedicated implementation desk
  • White-glove onboarding with data migration