Twelve Data Integrations

Microsoft Excel, part of Microsoft 365, transforms the way individuals and organizations work with data. It’s a powerful platform for creating dynamic spreadsheets, conducting financial analysis, and uncovering insights through AI-enhanced tools. The new Copilot in Excel uses natural language prompts to generate formulas, analyze trends, and even automate complex data modeling—no coding required. Excel’s integration with Python allows professionals to perform advanced analytics directly within their spreadsheets, bridging the gap between data science and everyday productivity. With PivotTables, charts, and conditional formatting, users can visualize data patterns and make data-driven decisions with confidence. Cloud-based real-time collaboration makes teamwork seamless, letting multiple people coauthor spreadsheets simultaneously from anywhere. Excel’s security, supported by OneDrive and Microsoft Defender, ensures your data remains protected and recoverable. Whether for budgeting, forecasting, or business intelligence, Excel remains the trusted tool for clarity, collaboration, and confidence in every calculation.

Collaborate seamlessly on online spreadsheets from any device and in real-time, making teamwork more efficient. Create a definitive reference point for your data with user-friendly sharing and simultaneous editing capabilities. Enhance your workflow by utilizing comments to assign tasks and keep discussions active. Features like Smart Fill and formula recommendations allow for quicker analysis while minimizing mistakes. Quickly gain insights by posing questions about your data using straightforward language. Sheets integrates smoothly with other beloved Google applications, streamlining your tasks. Effortlessly analyze data collected through Google Forms in Sheets, or incorporate your spreadsheet charts into Google Slides and Docs. Additionally, you can respond to comments directly within Gmail and easily showcase your spreadsheets during Google Meet presentations, making collaboration even more effective. This interconnectedness not only saves time but also enhances productivity across all your projects.

ChatGPT by OpenAI is a versatile AI conversational platform that provides assistance in writing, learning, brainstorming, code generation, and problem-solving across a wide range of topics. Available for free with optional Plus and Pro subscription plans, it supports real-time text and voice interactions on web browsers and mobile apps. Users can leverage ChatGPT to create content, summarize meetings, debug code, analyze data, and even generate images using integrated tools like DALL·E 3. The platform is accessible via desktop and mobile devices and offers personalized workflows through custom GPTs and projects. Advanced plans unlock deeper research capabilities, extended limits, and access to cutting-edge AI models like GPT-4o and OpenAI o1 pro mode. ChatGPT integrates search capabilities for real-time information and enables collaboration through features like Canvas for project editing. It caters to students, professionals, hobbyists, and developers seeking efficient, AI-driven support. OpenAI continually updates ChatGPT with new tools and enhanced usability.

The Model Context Protocol (MCP) is a flexible, open-source framework that streamlines the interaction between AI models and external data sources. It enables developers to create complex workflows by connecting LLMs with databases, files, and web services, offering a standardized approach for AI applications. MCP’s client-server architecture ensures seamless integration, while its growing list of integrations makes it easy to connect with different LLM providers. The protocol is ideal for those looking to build scalable AI agents with strong data security practices.

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.