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ease
features
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support

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Description

Finpilot serves as an intelligent assistant for finance professionals, streamlining the process of investment research. With this tool, financial analysts can efficiently navigate through a wealth of financial data, conduct company analyses, draft comprehensive reports, and create data visualizations, all sourced from credible references. It eliminates the tedious task of sifting through countless documents to find vital information. Rather than dedicating hours to review SEC filings, conference transcripts, corporate presentations, and online resources, users can rely on Finpilot to handle the labor-intensive aspects of research. This allows analysts to devote their time to interpreting information rather than gathering it. By leveraging AI technology, the tool takes on repetitive duties, enabling users to concentrate on more significant analytical tasks. Users can quickly obtain direct answers to their inquiries, as the AI adeptly retrieves information from relevant documents and online resources to deliver precisely what is sought. Additionally, it can organize data into well-structured tables that are compatible with Excel. With a simple question, analysts can compare companies and create custom sets featuring essential metrics. Trends can be visualized across different companies and time frames, ensuring that all data and figures are linked to the original source documents for immediate verification. This innovative approach not only enhances efficiency but also improves the accuracy of investment research.

Description

The TagniFi Console serves as a user-friendly yet robust search engine, enabling users to access any of the 3 billion financial data points in mere seconds. In addition, the TagniFi Excel Add-In seamlessly links your Excel models to an impressive 2 billion financial data points available on the TagniFi platform. This integration allows for the automation of various analyses, including discounted cash flows, public and transaction comparisons, segment evaluations, footnote investigations, interest rates, and much more. TagniFi's cutting-edge financial data technology provides a cost-effective, comprehensive solution designed to enhance the profitability of the business valuation process. Users can easily search for public companies using the TagniFi Console by simply inputting their valuation date and ticker symbols into Excel to conduct a guideline public company method. Furthermore, the console facilitates the search for both public and private M&A transactions, allowing for rapid transaction comparisons by pasting the Deal ID directly into your Excel model. You can also calculate forward multiples for your guideline public company method as of your specified valuation date, with estimates available for key financial metrics such as revenue, EBITDA, and EPS. With its extensive capabilities, TagniFi empowers financial professionals to make informed decisions efficiently.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
Fintech Sandbox

Integrations

Microsoft Excel
Fintech Sandbox

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$359 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Finpilot

Country

United States

Website

www.finpilotai.com

Vendor Details

Company Name

TagniFi

Country

United States

Website

about.tagnifi.com

Product Features

Product Features

Alternatives

Alternatives