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support

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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.

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 Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

$359 per month
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 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 Yes 
Live Rep (24/7) Yes 
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) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

TagniFi

Country

United States

Website

about.tagnifi.com

Vendor Details

Company Name

Wisesheets

Founded

2020

Country

Canada

Website

www.wisesheets.io

Product Features

Product Features

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