InSync Consensus®

Granular near real-time consensus of 1,500+ comparable financial line items and KPIs sourced directly from working sell-side models

We are the industry's first and only platform with a direct, structural link between every reported actual and its corresponding sell-side estimate metric, with robust, user-friendly proprietary taxonomy making it easier and faster to map, query, and analyze at scale

InSync's consensus dataset delivers the industry's most comprehensive KPI coverage - delivering more datapoints than any other provider via its Web App, Excel Add-in, APIs and now MCP Server.

Consensus Bordered

Fundamental Data Overview

Timely near real-time access to the most well traded companies globally

  • 5,000 +

    Mapped Consensus Templates

  • 3,000 +

    Financial Line Items and KPIs (Max)

  • 300 +

    Sell-side Brokers (entitlement based)

  • 60 +

    Industry Subsectors

  • 65 +

    Countries Covered Globally

Granular Consensus
Financials & KPIs
  • 4,500+ Active Actuals Coverage
  • 3,700+ Active Consensus Coverage
  • 3,500+ Active Guidance Coverage
  • 2,000+ Pre-built Models
  • ~400K Standardized Industry Metrics
  • ~400 Average Consensus Line Items and KPIs
  • 30+ Average Forecasted Periods
  • 8+ Average Earnings Revisions per Q

Data Delivery: ISTARI Platform, Excel Add-in, APIs, MCP Server, Agentic AI

  • Expanding coverage of 3,700+ global companies with consensus seamlessly standardized with historical line items
  • Granular consensus of financials and KPIs sourced directly from working sell-side models
  • 3,000+ Financial Line Items and KPIs updated in 4 hours
  • Near real-time consensus updates in 10 minutes based on sell-side revisions received
  • Independent firm with 15+ years of deep consensus expertise with entitlement-based access to 400+ research providers
  • Agreements in place with Research Providers globally to protect IP and facilitate model collection based on client entitlements
AI powered smart icon

AI-powered Smart Updates

  • AI-powered fastest and accurate earnings and guidance update
    • Smart update of key data within minutes of earnings release
    • Actuals and variance (beat/miss vs. estimates, guidance) updated for key financials and KPIs within 15 minutes of earnings report
    • Incremental continuing updates of additional data when ready
  • Full earnings update scrubbed for 1x time items; proforma for acquisitions/divestments; re-segmentation
  • Earnings and Guidance data sourced directly from company filings, supplementals, investor presentations, earnings transcripts, etc.
  • All updates are customizable as per client system requirements

Consume Our Consensus Data via API, Cloud, Datafeed, and Excel Add-in

Sophisticated API Technology

Sophisticated API Technology

Direct system data feed, and API to Excel from our secure server. API provides simple access to data. The key feature is its ease-of-use libraries in Python

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Cloud-based Consensus UI - ISTARI

A smart and intuitive cloud-based SaaS platform to provide instant access to our fundamental data and products

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Datafeeds

Receive our data directly into your data warehouse, enabling you to query and synthesize data using your preferred applications or internal systems

excel add-in

InSync Excel Add-in

InSync Excel Add-in allows you to seamlessly integrate Consensus data and sell-side models per broker entitlement(s) into your financial models. We provide one of the most stable Excel Add-ins backed by our smart data engineering

ISTARI - InSync Street Alpha & Research Intelligence
Our Smart and Intuitive Consensus® UI

A sophisticated cloud-based SaaS platform to provide instant access to our fundamental data and products

User-friendly wired template with every historical and consensus (entitlement-based) KPI of importance.

One-click near real-time earnings update.

ROIC, guidance, comps, credit ratios, valuation.

Models added upon request at no additional cost.

Automated Fundamental Models

Deepest dataset of near real-time mapped accurate consensus for 1,500+ comparable line items and KPIs sourced directly from working sell-side models (8Qs + 5 Annuals).

Access to 400+ entitlement-based research providers/brokers.

InSync Consensus

Access 10+ years of clean, comparable historical operating trends with five years of consensus across companies and industries.

Valuation comps with forward-trading multiples.

Historical forward multiples for 10+ years.

Operating & Trading Comps

Detailed guidance history sourced from company filings and transcripts.

Near real-time earnings variance of actuals reported vs. sell-side consensus vs. guidance for all major line items, including KPIs that matter.

Guidance & Earnings Variance

Tableau-based visual dashboards and displays, with UI flexibility in choosing comprehensive financial data, metrics, and brokers.

Search for KPIs/time series to identify trends.

Drag and drop features for viewing data via charts.

Flexible Visual Dashboards

Earnings calendar downloadable to clients' Outlook.

Centralized repository for source documents including filings, transcripts, and investor presentations.

Secure storage with easy upload/download for client models and projects.

Earnings Calendar & Source Documents