FAQs

General

Ans. No. You do not have to use our data to automatically update your models. In fact, we would like you to try our plug-in with any existing models you may already have and see how simple it is to update earnings figures or fill in details for any missing quarters.

Ans. We cover 4,000+ companies globally and have a comprehensive and growing model library of detailed, accurate historicals, and estimates data (entitlement-based) for 1,500+ financial line items and KPIs, and guidance for 18+ years, which is not available anywhere else.

Ans. Email us: inquiries@insyncanalytics.com. Our technology enables us to process filings and build models at an unprecedented scale.

Ans. Yes. The models can be accessed online and offline. While you may have full access to all your data in both modes, the source links and Excel plug-in refresh can only work in an online mode (as links and plug-in fetch data from our databases in the cloud).

Ans. No need to worry. Our plug-in is smart enough to read and standardize different units and currencies from company disclosures to a client-ready format.

Ans. It’s simple. Request for a demo via inquiries@insyncanalytics.com.

Ans. Focus on the "trifecta"—pre-built/custom models, near real-time consensus estimates, and dedicated analyst support—all tailored for the buyside workflow, leveraging a hybrid of AI and human expertise.

Ans. Buy-side firms, including asset managers, hedge funds, and other institutional investors who require granular, accurate, and timely fundamental data, financial models, and research support.

Data & Coverage

Ans. Key data is updated within minutes, and full model/earnings update is scrubbed for one-time items and available within 2 hours.

Ans. It is a deep dataset of near real-time mapped, accurate comparable consensus (estimates) sourced directly from a network of 400+ working sell-side models (broker entitlements).

Products & Technology

Ans. You can try our Excel Add-in, ISTARI Web App (cloud-based UI), API, and Datafeeds to integrate your data and models.

Ans. Yes, they are user-friendly Excel templates, allowing clients to change estimates to drive the models, compare to consensus, and download/customize comps.

Ans. MCP is an open standard that enables AI assistants to connect securely with external data sources. Think of it as a "universal bridge" that allows your AI to query InSync’s databases directly. Instead of relying solely on its training data (which can be outdated), MCP gives the AI real-time access to our verified fundamental data, ensuring that every answer is grounded in current financials and filings without requiring complex custom integration code.

Ans. Our dataset is optimized for the Model Context Protocol by integrating deep fundamental data (Actuals, Consensus, Guidance) and market context (Pricing, Valuation, Economic Indicators) with unstructured sources (Filings & Transcripts). This comprehensive context window allows your AI applications to move beyond simple data retrieval, enabling them to correlate hard numbers with management sentiment, explain variances, and support complex workflows like thesis validation and automated reporting with full context.

Ans. AI models often struggle to perform accurate math or interpret nuance directly from raw text. We solve this by providing "Ground Truth"—a layer of pre-standardized, verified data where disparate reporting units, currencies, and non-GAAP metrics are already normalized. Whether you are generating earnings reviews, running comparative screens, or using an AI Co-pilot for ad-hoc analysis, the AI references this structured precision rather than guessing, ensuring every output is mathematically exact.

Ans. During earnings releases, speed is critical. Our AI leverages the MCP-ready data to instantly generate Earnings Review drafts. It automatically calculates variances between Reported Actuals, Consensus Estimates, and Management Guidance, and pulls relevant context from the press release. This allows your analysts to start with a 90% complete note within minutes of the print, rather than spending hours copy-pasting numbers.

Dedicated Analyst Solutions

Ans. Some examples are: building custom financial models or developing models from scratch, conducting comps analysis, tracking real-time company performance, and supporting strategic financial management.

Ans. Yes, a complimentary trial is available. Please contact our business development team at inquiries@insyncanalytics.com

Experience the InSync
Multiplier Effect

Data-driven Analytics x Proprietary AI Technology x Human-centered Financial Modeling x Process Excellence = InSync Solutions