Endex AI Agent
Why Choose Endex AI Agent?
Choosing this is great if you work a lot in Excel and want an AI that not only speeds up financial modeling but also keeps everything auditable and secure. It’s built specifically for finance folks, understands complex docs, and helps you manage data from all over in one spot.
Excel-native AI agent for financial modeling and data analysis automation.
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Endex AI Agent Introduction
What is Endex AI Agent?
Endex AI Agent is an Excel-native AI agent designed to automate Excel work and accelerate financial modeling and data analysis. Backed by OpenAI and ChatGPT, it provides integrated citations for auditable outputs, uses custom-built LLMs engineered for finance to understand complex financial documents, and unifies internal files, external data, and trusted sources into a single searchable plane for comprehensive analysis.
How to use Endex AI Agent?
Endex is an Excel-based add-in that operates as a sidebar within your Excel application. Users interact with it by providing prompts that include their ideal deliverable, formatting standards, data/data sources, specific data manipulation instructions, and any assumptions. Endex can pull data from various trusted public financial data sources and user-uploaded documents, and it can make changes directly to Excel sheets, which can be undone.
Why Choose Endex AI Agent?
Choosing this is great if you work a lot in Excel and want an AI that not only speeds up financial modeling but also keeps everything auditable and secure. It’s built specifically for finance folks, understands complex docs, and helps you manage data from all over in one spot.
Endex AI Agent Features
AI For Finance
- ✓Excel-native AI Agent
- ✓Auditable outputs with integrated citations
- ✓Custom-built LLMs engineered for finance
- ✓Unifies internal, external, and trusted data sources
- ✓AI-labeled tracing of cell references
- ✓Sheet navigation and jump to cells/ranges
- ✓Creation of repeatable firm templates
- ✓Customizable formatting shortcuts
- ✓Native access to OpenAI Deep Research
- ✓Memory for style preferences and workflows
- ✓Integration with major model providers with zero data retention
- ✓One-click undo for changes
- ✓PDF to Table Conversion for data entry elimination
- ✓Enterprise-grade security (AES-256, TLS 1.2/1.3, SOC 2, ISO, CCPA, GDPR)
- ✓No training on user data
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Pricing
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About Endex AI Agent
What Is Endex AI Agent?
Endex AI Agent is an Excel-native AI agent designed to automate Excel work and accelerate financial modeling and data analysis. Backed by OpenAI and ChatGPT, it provides integrated citations for auditable outputs, uses custom-built LLMs engineered for finance to understand complex financial documents, and unifies internal files, external data, and trusted sources into a single searchable plane for comprehensive analysis.
Key Features
- Excel-native AI Agent
- Auditable outputs with integrated citations
- Custom-built LLMs engineered for finance
- Unifies internal, external, and trusted data sources