Endex AI Agent
Excel-native AI agent for financial modeling and data analysis automation.
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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.
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.
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.
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