AI for Finance. Tailored to Your Data.

Turn every question into an opportunity to impress. From portfolio details to new ideas - SheetChat makes you the expert around the clock.

From the people who built

acquired by eToro

Everything you need to add a smart financial chatbot to your platform

SheetChat plugs right in so your clients can chat about portfolios, discover new investments, and get the right answers instantly.

Connect Your Data

Securely sync your instruments, portfolios, and client data for answers that feel personal and on-brand.

Tailor the Experience

Control tone, compliance, and recommendations. Your firm’s expertise, always available.

Grow Engagement

Help clients discover new assets and make smarter decisions, building loyalty and trust.

Your Data. Your Brand. Your Chatbot.

SheetChat works wherever you do. Embed it in your app and deliver the smartest financial assistant under your own name—no AI PhD required.

Ridiculously Easy Integration: Drop it in and go live quickly. No months-long projects.
Rock-Solid Security: SOC2-ready practices to keep client data locked down.
Seriously Customizable: Your voice. Your compliance. Your recommendations.
Client Insights: See what people ask, what they want, and where you can help next.
Always Up to Date: Stays synced with your latest company data.
Human Support (if you want it): We’re here to help you onboard and thrive.

SheetChat helps brokers turn every question into an answer, and every answer into client loyalty.

Your clients have questions. Be the one with answers they trust.