Find your next 50 accounts in five minutes.

Screen every U.S. bank and credit union by state, size, growth and 21 ratios. Export to CSV, compare side by side, and walk in knowing the numbers.

CSV export is part of Pro. Subscribe below and the export button on the screener downloads every matching institution.

What you get

CharterBench inside your AI assistant. The MCP connector puts every screen, ratio, peer median and change signal in Claude, ChatGPT, Cursor, Copilot or Gemini — ask “which Florida banks under $1B have CRE over 300%?” and get the list. Plus a JSON API, 5,000 requests a day.
Full results in the screener — every filter, every ratio (free shows the top 25)
CSV export of any screen, columns ready for a CRM import
The complete ratio pack on every institution page: efficiency ratio, cost of funds, capital, charge-offs, CRE concentration and more, each with a trend and peer percentile
Compare up to five institutions, or one against its peer median
One-page account briefs with talking points and discovery questions written from the numbers (open that link to see a sample)
Watch up to 250 institutions and get a weekly email when their numbers move — deposits down, delinquency up, crossing $1B (free accounts watch 5)
Data refreshed every week from FDIC and NCUA call reports

Pro

$29/month

$290/year2 months free

You’ll sign in with a one-time email link first — no password. Cancel any time from your account page. Secure checkout by Stripe.

Who it’s for

People who sell to banks and credit unions — fintech and core-banking sales teams, correspondent and ABL lenders, consultants — and analysts who need the public call-report data without a $30,000 terminal. Everything on CharterBench comes from FDIC and NCUA filings; Pro is the tooling on top.