Financial Datasets

Give your phone agent live company financials, filings and market data from Financial Datasets.

Financial Datasets connects company fundamentals, financial statements, SEC filings, ownership stakes and KPIs to your AgentCalls voice agent. During a call, your agent can look up a company by ticker, read its latest earnings and key metrics, check who holds significant stakes, and answer caller questions with figures from the filings. It works inside the call, so callers get answers at the moment they ask, not a callback later.

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What your agent can do with Financial Datasets

Look up company identity, exchange and active status by ticker during a call
Read latest earnings, financial statements and key valuation metrics on request
Check reported operating KPIs and forward guidance for a company
See current beneficial ownership stakes from SEC Schedule 13D and 13G filings

Financial Datasets exposes 30 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Investor asks for a quick company check

Caller
Hi, I'm looking at NVDA for a client. Can you tell me the latest earnings quarter and the headline numbers?
Agent
Sure. The most recent filing I have for NVIDIA is the quarter reported in late February. Revenue was about 22.1 billion dollars and net income about 12.3 billion. Do you want the gross margin and guidance next?
Caller
Yes, the guidance please.
Agent
Management guided next quarter revenue to around 24 billion dollars, plus or minus two percent. I can email you the full summary if that helps.

Owner asks who holds a stake

Caller
Good morning. Can you tell me whether any large holders have filed on Peloton recently?
Agent
Let me check. There are two current Schedule 13G filings on Peloton Interactive in the last year, both from institutional investors holding a little over five percent each.
Caller
Thanks. Can you send me the names?
Agent
Of course. I'll text the two filer names and filing dates to the number you're calling from.

Follow-up call on a valuation question

Caller
We spoke Tuesday about Shopify. Where did the price to earnings ratio stand after the last report?
Agent
I can pull that. Shopify's current trailing price to earnings ratio is around 85 based on the latest reported earnings. Would you like the price to sales ratio as well?
Caller
No, that's all, thank you.
Agent
Happy to help. Call back anytime and I can pull fresh figures.

How to connect Financial Datasets

1
Create your agent
Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.
2
Connect Financial Datasets
From Integrations in the dashboard, choose Financial Datasets and enter the connection details from your Financial Datasets account settings.
3
Choose the actions
In the agent editor, enable the Financial Datasets actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent use this during the call or only after it?

During the call. When a caller asks about a company, your agent can look up the figures live and answer in the same conversation. It can also send a summary by text or email once the call ends.

What do I need to connect Financial Datasets?

You need an account with Financial Datasets. Copy your credentials from the tool's settings, then add them in the AgentCalls dashboard under Integrations. Once connected, the agent can use the tool on your calls.

Is this included in my plan?

Integrations are included from the Growth plan. Financial Datasets data access is governed by your own Financial Datasets subscription.

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Put your agent to work with Financial Datasets.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.