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Description
The Reporting Solution (TRS) is an online platform designed for local governments to generate their Annual Report efficiently. It empowers users to compile the complete report by utilizing database-driven financial statements, an integrated online word processor, and unique spreadsheet functionalities. Any modifications made to the financial statements are instantly reflected in the narrative sections of the Annual Report, ensuring consistency throughout. As a web-based solution, it facilitates simultaneous collaboration among multiple users. Additionally, the finished report can be exported at any moment in a well-formatted .PDF or .DOCX format, catering to various presentation needs. This versatility enhances the overall effectiveness and accessibility of the reporting process for local governments.
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
Integrations
ChatGPT
No
Claude
No
Google Sheets
No
Imperva CDN
Yes
Imperva DDoS Protection
Yes
Imperva WAF
Yes
Microsoft Excel
No
Model Context Protocol (MCP)
No
Perplexity
No
Scuba Database Vulnerability Scanner
Yes
Integrations
ChatGPT
Yes
Claude
Yes
Google Sheets
Yes
Imperva CDN
No
Imperva DDoS Protection
No
Imperva WAF
No
Microsoft Excel
Yes
Model Context Protocol (MCP)
Yes
Perplexity
Yes
Scuba Database Vulnerability Scanner
No
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
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)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Thales Consulting
Founded
2002
Country
United States
Website
thereportingsolution.com
Vendor Details
Company Name
Wisesheets
Founded
2020
Country
Canada
Website
www.wisesheets.io
Product Features
Government
Budgeting & Forecasting
No
Code Enforcement
No
Compliance Management
No
Fixed Asset Management
No
Inventory Management
No
License Issuance
No
Permit Issuance
No
Purchasing & Receiving
No
Self Service Portal
No
Taxation & Assessment
No
Utility Billing
No
Work Order Management
No
