Twelve Data Integrations

Microsoft Excel is the industry-standard spreadsheet application that helps users organize, analyze, and visualize data with precision and power. Whether you’re managing budgets, tracking performance, or analyzing complex datasets, Excel simplifies every task with intuitive tools and intelligent automation. With Copilot, you can now ask Excel to write formulas, summarize data, or create visualizations—all powered by AI. From basic spreadsheets to advanced financial modeling, Excel adapts to your skill level and workflow. Its cloud collaboration through Microsoft 365 lets multiple users edit, share, and comment in real time from any device. With flexible templates, built-in charts, and cross-platform integration, Excel turns numbers into insights you can act on.

ChatGPT is an AI-powered assistant designed to help users get answers, generate ideas, and complete tasks more efficiently. It supports a wide range of activities, including writing, brainstorming, coding, and research. Users can interact with ChatGPT through text or voice, making it flexible for different use cases. The platform can summarize information, analyze data, and provide insights to improve productivity. It also assists with creative tasks such as content creation, planning, and problem-solving. ChatGPT includes workspace agents that can automate workflows, handle repetitive tasks, and operate across tools. These agents can run tasks independently, such as generating reports or managing processes on a schedule. Overall, ChatGPT serves as a versatile tool for both personal and professional use.

Google Sheets is an AI-powered online spreadsheet platform designed to help individuals and teams organize, analyze, and visualize data collaboratively. The platform includes Gemini AI features that allow users to create formulas, generate trackers, analyze datasets, and build data visualizations using simple text prompts. Google Sheets supports real-time collaboration with live co-editing, comments, version history, and customizable sharing controls that help teams work together from any location. Users can streamline workflows with smart tables, pre-built templates, Connected Sheets for BigQuery and Looker data, and integrations with third-party applications such as Salesforce, Intuit, and Asana. The platform also enhances Microsoft Excel files by adding collaborative editing, intelligent suggestions, and task management capabilities directly within spreadsheets.

Model Context Protocol (MCP) is an open protocol designed to standardize how applications provide context to large language models (LLMs). It acts as a universal connector, similar to a USB-C port, allowing LLMs to seamlessly integrate with various data sources and tools. MCP supports a client-server architecture, enabling programs (clients) to interact with lightweight servers that expose specific capabilities. With growing pre-built integrations and flexibility to switch between LLM vendors, MCP helps users build complex workflows and AI agents while ensuring secure data management within their infrastructure.

Finaxus is agentic financial intelligence, not a portfolio tracker, not a robo-advisor, and not a broker. It is an autonomous financial watchdog that monitors your portfolio, watchlist, and markets 24/7, including prices, earnings, news, macro releases, fundamentals, technicals, and on-chain flows. Its default state is silence: when nothing crosses your threshold, you hear nothing; when something actually matters, Finaxus reaches you in the messaging app you already use. It unifies financial context across portfolios, brokers, watchlists, market events, and data sources, then reasons about what could move the assets you actually own. Users can set price targets, percentage moves, or earnings dates in a single message, and Finaxus watches them until a threshold is crossed. It can explain what is driving a move, show portfolio exposure, model an earnings miss before the print, identify next week’s events that may affect current holdings, or run analysis.

FundCount is a partnership accounting and analytical software solution that tracks, analyzes and reports the value of complex investments. Suitable for fund administrators, family offices, hedge funds, and private equity firms, FundCount offers an integrated multicurrency general ledger and automated workflow tools to bring a higher level of efficency to daily processes. It also comes with flexible, effortlesss reporting tools to enable firms to quickly produce and deliver consolidated reports tailored to each client’s unique requirements. FundCount has been voted as the Best Fund Accounting and Reporting Systems Firm by Hedgeweek.