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What is Wisesheets?

Wisesheets serves as a comprehensive financial data solution tailored for individual investors, analysts, developers, and investment firms alike. By utilizing its add-ins for Excel and Google Sheets, users can seamlessly gather financial statements, valuation metrics, dividends, stock prices, and other critical market data directly into their spreadsheet models. Additionally, the platform provides a REST API that delivers structured financial datasets, perfect for enhancing applications and streamlining automated workflows. The inclusion of direct connectors and an MCP server further ensures that this data can effortlessly reach compatible AI assistants, facilitating in-depth company research and effective screening. Moreover, Wisesheets grants SQL access to an extensive financial database, enabling users to perform queries on a wide range of securities, historical statements, prices, and metrics with ease. This capability allows for the creation of detailed comparisons, screeners, dashboards, valuation models, and portfolio research workflows, while also offering the ability to trace reported financial figures back to their original filings when feasible. Users benefit from a variety of products and subscription plans, each with different data availability and commercial usage rights, enabling them to select the most appropriate options for their individual needs. In essence, Wisesheets equips users with an array of robust tools, fostering superior financial analysis and informed decision-making in the investment landscape. With its user-friendly interface and diverse functionality, Wisesheets is an invaluable resource for anyone looking to enhance their financial insights.

What is TagniFi?

The TagniFi Console functions as an intuitive yet powerful search engine, allowing users to swiftly access an extensive 3 billion financial data points within seconds. Moreover, the TagniFi Excel Add-In effortlessly connects your Excel models to a remarkable 2 billion financial data points hosted on the TagniFi platform. This integration streamlines the automation of diverse analyses, such as discounted cash flows, public and transaction comparisons, segment assessments, footnote reviews, interest rates, and beyond. Utilizing TagniFi's advanced financial data technology offers a cost-effective, all-encompassing solution tailored to boost the efficiency of the business valuation process. Users can conveniently search for public companies using the TagniFi Console by entering their valuation date and ticker symbols directly into Excel to perform a guideline public company method. In addition, the console supports the exploration of both public and private M&A transactions, enabling quick transaction comparisons by inserting the Deal ID straight into your Excel model. You also have the ability to compute forward multiples for your guideline public company method based on your designated valuation date, with forecasts provided for essential financial metrics such as revenue, EBITDA, and EPS. Furthermore, the extensive features of TagniFi empower financial professionals to conduct thorough analyses and make well-informed decisions with unprecedented efficiency. With such comprehensive capabilities, it's clear that TagniFi is designed to meet the evolving needs of today's financial landscape.

Media

Media

Integrations Supported

Microsoft Excel
ChatGPT
Claude
Google Sheets
Model Context Protocol (MCP)
Perplexity

Integrations Supported

Microsoft Excel
Fintech Sandbox

API Availability

Has API

API Availability

Has API

Pricing Information

$0
The API free tier includes 5,000 requests/month. API Pro costs $180.12/year and API Elite costs $369.72/year when billed annually. Spreadsheet Pro costs $60/year and Spreadsheet Elite costs $120/year. These plans are licensed for individual use; Enterprise pricing is custom and includes commercial-use licensing.
Free Version

Pricing Information

$359 per month

Supported Platforms

SaaS
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Wisesheets

Date Founded

2020

Company Location

Canada

Company Website

www.wisesheets.io

Company Facts

Organization Name

TagniFi

Company Location

United States

Company Website

about.tagnifi.com

Categories and Features

Financial Data APIs

Not specified

Categories and Features

Financial Analytics

Not specified

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