Get As-Reported Financials
Return one page of issuer-reported financial statement fields without normalization for one statement family or all statements.
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Integrate Financial Datasets
with your AI CRM
Access company fundamentals, financial statements, market data, SEC filings, ownership data, macroeconomic series, and financial analytics.
Explore Triggers and Actions
Get Beneficial Ownership
Return one page of current or historical SEC Schedule 13D and 13G stakes by subject ticker or beneficial-owner CIK.
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Get Company Facts
Return a company's identity, classification, exchange, and active-status facts by ticker or SEC CIK.
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Get Company KPIs
Return one page of reported operating KPIs, forward guidance, or non-GAAP metrics for a company, including source provenance.
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Get Earnings
Return one page of recent company earnings filings with quarterly and annual financial metrics, detected signals, and a continuation cursor.
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Get Financial Metrics
Return a company's current metrics snapshot or one historical page of valuation, profitability, efficiency, liquidity, leverage, growth, and per-share metrics by ticker or SEC CIK.
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Get Financial Statements
Return one provider page of normalized income statements, balance sheets, cash-flow statements, or all three for a company.
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Get GPU Prices
Return today's GPU rental price index or one page of historical daily prices for a GPU model, including provider spread, changes, and source attribution.
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Get Index Fund Holdings
Return one page of a fund's constituents by fund ticker, or one page of funds containing a security by holding ticker.
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Get Inflation
Return the latest CPI values for all or one inflation series, or monthly history for one series.
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Get Insider Ownership
Return one page of company insider holdings reported on SEC Forms 3 and 5, including common and derivative positions.
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Get Institutional Holdings
Return one page of SEC 13F holdings by institution CIK or held-company ticker.
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Get Interest Rates
Return a central bank's current policy rate or one newest-first page of historical daily rates for a date range. Historical pages contain up to 10 rows; use next_cursor to continue.
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Get Labor Market
Return the latest print for all or one US labor series, or one page of historical monthly or weekly observations for one series.
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Get Price History
Return one page of historical OHLCV stock prices for an inclusive date range at a daily, weekly, monthly, or yearly interval.
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Get Price Snapshot
Return a real-time price snapshot for one ticker or snapshots for the broad market.
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Get SEC Filing Items
Extract selected sections from a 10-K, 10-Q, or 8-K, optionally including 8-K exhibits, and wait for asynchronous preparation when needed.
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Get Segmented Financials
Return one page of company-reported business or product segments for one statement family or all statements.
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Get Treasury Yield Curve
Return the latest US Treasury par yield curve or historical daily curves for a date range. Historical results are newest first and return one provider page.
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List Dataset Identifiers
List every ticker, CIK, or sector returned by one selected Financial Datasets data-family catalog.
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List Filing Options
List supported SEC filing types or the documented section-selector catalog for filing extraction. The item catalog is not exhaustive: live 10-Q extraction accepted Part-1,Item-1 even though discovery omitted it.
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List Insider Trades
Return one page of reported insider purchases, sales, gifts, awards, and other transactions for a company.
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List IPO Filings
Return one page of IPO, SPAC, shell-company, resale, or other SEC offering filings with optional company and filing-date filters.
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List Macro Options
List valid central-bank codes or inflation, GPU price, and labor series IDs and metadata for macroeconomic queries.
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List News
Return one page of recent company-specific or broad-market news articles.
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List Screener Filters
List all financial fields, company classifications, and comparison operators currently accepted by the company screener.
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List SEC Filings
Return one page of SEC filing metadata and source URLs with optional company and form filters.
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Screen Companies
Find companies whose financial fields, ticker, CIK, sector, or industry satisfy structured comparison filters.
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Search Financial Line Items
Return selected financial line items for one or more company tickers and a reporting period type.
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Search Institutional Investors
Find institutional investor names and SEC CIKs by a case-insensitive name prefix, or omit name to return the provider's discovery list.
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How the Financial Datasets integration works
The Financial Datasets integration connects your Dench AI CRM directly to Financial Datasets, so agents can read and act on your Financial Datasets data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
30 actions are available for agents to invoke on your behalf. Every call runs through Financial Datasets's own authorization, scoped to the account you connect.
Set up Financial Datasets in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Financial Datasets and click Connect — you'll authorize access through Financial Datasets's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Financial Datasets in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Financial Datasets integration work with Dench?
The Dench Financial Datasets integration connects your AI CRM to Financial Datasets, so AI agents can work with your Financial Datasets data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Financial Datasets via Dench?
The Financial Datasets integration currently exposes 30 actions, including Get As-Reported Financials, Get Beneficial Ownership, Get Company Facts, Get Company KPIs, Get Earnings, and Get Financial Metrics. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Financial Datasets to Dench?
No. You connect Financial Datasets from your Dench workspace using Financial Datasets's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Financial Datasets integration secure?
Connections are authorized through Financial Datasets's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Financial Datasets connection from your workspace settings at any time.