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Endex AI

Endex AI: Automate Excel tasks with an AI agent for financial modeling and data analysis. Integrates with OpenAI.

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Introduction

Overview

Endex AI is a cutting-edge, Excel-native AI agent designed to revolutionize financial modeling and data analysis. By integrating seamlessly within Excel, Endex empowers users to automate complex tasks, accelerate workflows, and gain deeper insights from their data. Backed by OpenAI and with significant funding, Endex is built for power teams seeking to enhance productivity and accuracy in their financial operations.

What is Endex AI?

Endex AI is an intelligent agent that operates directly within Microsoft Excel. It leverages advanced AI models, including those from OpenAI, to understand, process, and manipulate data within spreadsheets. Unlike traditional AI tools that require data to be exported, Endex works natively in Excel, providing a more integrated and efficient user experience. It's engineered to handle intricate financial documents, reconcile data from various sources, and reason over extensive datasets.

Key Benefits

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Accelerated Financial Modeling: Significantly reduce the time spent on building three-statement models and DCFs, with some users creating them in minutes.
Enhanced Data Analysis: Gain deeper insights through AI-powered analysis that can spot trends, highlight anomalies, and provide reasoning.
Auditable Outputs: All AI-generated outputs are auditable with integrated citations, linking back to the underlying data sources within your workbook or external documents.
Unified Data Access: Consolidate internal files, external data, and trusted sources into a single, searchable plane for a complete data picture.
Streamlined Workflows: Automate repetitive tasks like formatting, data entry from PDFs, and navigating complex workbooks.

Main Features

The platform offers several standout features:

Auditable AI Outputs: Integrated citations provide attribution to underlying sources, ensuring transparency and trust.
Custom LLMs for Finance: Specialized models understand financial documents, accounting methods, and complex charts.
Reasoning Over All Data: Unifies internal, external, and trusted data sources for comprehensive analysis.
Trace References: AI-powered tracing helps navigate complex workbooks end-to-end.
Deep Research Integration: Native access to OpenAI's Deep Research with contextual understanding of your workbook.
PDF to Table Conversion: Eliminates manual data entry from financial statements and reports.

Who Should Use It

Endex AI is ideal for financial analysts, portfolio managers, hedge fund professionals, investment bankers, and any professional who relies heavily on Microsoft Excel for data analysis, financial modeling, and reporting. Its ability to understand financial intricacies makes it particularly valuable in the finance industry.

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Frequently Asked Questions

Web App

English

GDPR Compliant

Privacy Focused

Product Information

Pricing Model

📞 Contact Sales

Supported Platforms

Windows

Mac

Supported Languages

English

Key Features

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Trace References

AI-powered tracing that helps navigate complex workbooks from start to finish, with AI-labeled references.

finance

LLMs Engineered for Finance

Custom-built AI models specifically designed to understand the complexities of financial documents, accounting methods, and charts.

🗄️

Reason Over All Data

Unifies internal files, external data, and trusted sources into a single searchable plane for a complete data picture.

✅

Auditable Outputs

Provides integrated citations for all outputs, augmenting them with attribution to underlying sources for auditability.

📄

PDF to Table Conversion

Automates data entry by converting tables from PDFs (financial statements, reports) directly into Excel.

🔬

Deep Research Integration

Seamless integration with OpenAI's Deep Research, providing contextual understanding of your workbook and verified sources.

Pros & Cons

Pros

Significantly accelerates financial modeling and data analysis tasks in Excel.
Provides auditable AI outputs with integrated citations for transparency and trust.
Features custom-built LLMs specifically engineered for the nuances of financial data.
Unifies diverse data sources for comprehensive analysis within a single interface.
Offers advanced features like AI-powered reference tracing and PDF data conversion.

Cons

Currently optimized for tabular data, charting capabilities are on the roadmap but not yet available.
While powerful, the tool's full potential may require a learning curve for users unfamiliar with advanced Excel functions or AI prompting.

Use Cases

1Automating the creation of three-statement models and DCFs in minutes.
2Reconciling data from multiple disparate sources, both internal and external.
3Performing deep research and analysis directly within Excel using AI.
4Extracting and structuring data from financial statements and reports in PDF format.
5Enhancing the auditability and transparency of AI-generated financial analyses.

Who Should Use This?

👤Financial Analysts
👤Portfolio Managers
👤Hedge Fund Professionals
👤Investment Bankers
👤Data Analysts using Excel

Endex AI