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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Express Business Valuation serves as a simplified version of ValuSource Pro, featuring a condensed chart of accounts and lacking the intricate DCF method, as well as offering fewer assumptions and options. This business valuation software enhances the efficiency of your valuation processes, enabling you to create superior valuations and reports in a shorter timeframe. Notably, Express Business Valuation was honored with the 2016 CPA Advisor Reader Choice award for being the top choice in business valuation software. ValuSource's valuation software commands over 90% of the market share and has supported thousands of CPAs, valuators, and financial professionals for more than thirty years. With this software, users can conduct a thorough financial analysis, as a detailed financial statement analysis is generated automatically once the financial data is entered. Additionally, it offers both internal and external benchmark comparisons, while resources from RMA and IRS can be accessed to align with industry standards. This comprehensive functionality ensures that professionals can make well-informed decisions based on reliable data.

Description

Wisesheets is a financial data solution designed for individual investors, analysts, developers, and investment firms. Its Excel and Google Sheets add-ins facilitate the retrieval of financial statements, valuation metrics, dividends, stock prices, and other essential market data directly into spreadsheet models. A REST API is also available, offering structured financial datasets that support applications and automated workflows. Furthermore, the platform includes direct connectors and an MCP server, ensuring that data is accessible to compatible AI assistants for thorough company research and screening purposes. Additionally, Wisesheets provides SQL access to a comprehensive financial database, allowing users to query various securities, historical statements, prices, and metrics effectively. Users can create comparisons, screeners, dashboards, valuation models, and portfolio research workflows, and they can trace reported financial figures back to their original filings whenever possible. The availability of data and the rights for commercial use differ across various products and subscription plans, allowing users to choose options that best suit their needs. Ultimately, Wisesheets empowers users with the tools necessary for enhanced financial analysis and decision-making.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ChatGPT No 
Claude No 
Google Sheets No 
Microsoft Excel No 
Model Context Protocol (MCP) No 
Perplexity No 

Integrations

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

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$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 Trial No 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

ValuSource

Founded

1986

Country

United States

Website

www.valusource.com/products/business-appraiser-software/express-business-valuation/overview/

Vendor Details

Company Name

Wisesheets

Founded

2020

Country

Canada

Website

www.wisesheets.io

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Product Features

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