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.
Excel-native AI agent for financial modeling and data analysis automation.
- Accelerating financial modeling and data analysis
- Creating three-statement models and DCFs rapidly
- Automating nearly any Excel task across diverse professional work categories
- Eliminating manual data entry from financial statements, pitch decks, and research reports
- Spotting trends, highlighting data anomalies, performing calculations, and providing intuitive reasoning across analyses
- 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.
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