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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

Finicom is an advanced platform for syncing financial data from over 12,000 banks across the US and Canada with popular tools such as Google Sheets, Notion, and Airtable. Whether you're an individual or part of a team, Finicom simplifies the process of automating financial workflows, generating reports, and tracking spending. The platform’s bank-grade security ensures that sensitive financial data is fully encrypted, while custom formulas and filtering options let you tailor the data sync to meet your needs. With support for a wide range of integrations and destinations, Finicom enables real-time financial tracking and seamless collaboration, making it a go-to solution for businesses looking to manage their financial operations more efficiently.

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

No images available

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

$10/month
Free Trial Yes 
Free Version Yes 

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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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 No 
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 No 
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

Finicom

Founded

2023

Country

United States

Website

finicom.com

Vendor Details

Company Name

Wisesheets

Founded

2020

Country

Canada

Website

www.wisesheets.io

Product Features

Product Features

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