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About

The TagniFi Console is an intuitive and powerful search engine for finding any of our 3 billion financial data points within seconds. The TagniFi Excel Add-In connects your Excel models to 2 billion financial data points on the TagniFi platform. Automate your DCFs, public comps, transaction comps, segment analysis, footnote analysis, interest rates, and more. TagniFi's advanced financial data technology offers an affordable, all-in-one solution that makes the business valuation process more profitable. Search for public companies with the TagniFi Console. Simply enter your valuation date and ticker symbols in Excel to run a guideline public company method. Search for public and private M&A deals with the TagniFi Console. Run your transaction comps within seconds by pasting the Deal ID into your Excel model. Calculate forward multiples for your guideline public company method as of your valuation date. Estimates are available for revenue, EBITDA, and EPS.

About

Wisesheets is financial data software for individual investors, analysts, developers, and investment businesses. Its add-ins for Microsoft Excel and Google Sheets retrieve company financial statements, valuation metrics, dividends, stock prices, and other market data into spreadsheet models. A REST API provides structured financial datasets for applications and automated workflows, while direct connectors and an MCP server make data available to compatible AI assistants for company research and screening. Wisesheets also offers SQL access to a financial database for querying securities, historical statements, prices, and metrics. Users can build comparisons, screeners, dashboards, valuation models, and portfolio research workflows, and can trace reported financial figures to source filings where available. Data availability and commercial-use rights vary by product and plan.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Enterprises needing a solution to manage and visualize all their financial data

Audience

Individual investors, financial analysts and researchers, developers and software engineers, financial advisors and investment firms, AI developers and automation specialists, and business and enterprise teams.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$359 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

$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 Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

TagniFi
United States
about.tagnifi.com

Company Information

Wisesheets
Founded: 2020
Canada
www.wisesheets.io

Alternatives

Alternatives

SiftingIO

SiftingIO

SaltingIO LLC
Deriscope

Deriscope

5.0 out of 5 stars

Categories

Categories

Integrations

Microsoft Excel Supported
ChatGPT Not Supported
Claude Not Supported
Fintech Sandbox Supported
Google Sheets Not Supported
Model Context Protocol (MCP) Not Supported
Perplexity Not Supported

Integrations

Microsoft Excel Supported
ChatGPT Supported
Claude Supported
Fintech Sandbox Not Supported
Google Sheets Supported
Model Context Protocol (MCP) Supported
Perplexity Supported
Claim TagniFi and update features and information
Claim TagniFi and update features and information
Claim Wisesheets and update features and information
Claim Wisesheets and update features and information