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Endex AI Agent

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Excel-native AI agent that accelerates financial modeling and data analysis for enterprise finance teams.

网站：https://endex.ai/
收录时间：2026年7月13日
月访问量：
21.0K
社交与联系：
AI AgentExcelFinancial ModelingData AnalysisEnterprise FinanceInvestment Banking
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Endex AI Agent
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工具信息

什么是 Endex AI Agent？

Endex AI Agent is an institutional-grade, privacy-centric AI agent built directly into Microsoft Excel. It helps enterprise finance teams speed up financial modeling, data analysis, and related workflows while providing full auditability, source attribution, and secure handling of internal and external data.

核心功能

  • Integrated citations and auditability

    Provides integrated citations that augment outputs with attribution to underlying sources, enabling full auditability from start to finish.

  • Finance-engineered LLMs

    Custom-built models designed to understand financial documents, accounting methods, reconciling sources, and complex financial charts.

  • Unified data reasoning

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

  • Trace references

    AI-labeled tracing of cell references to navigate complex workbooks end-to-end.

  • Spreadsheet navigation

    Jump to cells and ranges directly from Endex in-line citations.

  • Firm templates

    Create repeatable templates that autocomplete with new input data.

  • Formatting shortcuts

    Apply consistent formatting instantly with customizable keyboard shortcuts.

  • Deep Research integration

    Native access to OpenAI Deep Research with contextual understanding of the workbook and verified sources.

  • Memories

    Remembers user preferences for style and recurring workflows.

  • Powerful model integrations

    Deeply integrated with all major model providers under zero data retention agreements.

  • Undo changes

    Revert unwanted changes with one click.

  • PDF to table conversion

    Converts financial statements, pitch decks, and research reports into tables to eliminate manual data entry.

使用场景

  • #1

    Financial modeling

    Accelerate creation of financial models such as three-statement models and DCFs inside Excel.

  • #2

    Data analysis in spreadsheets

    Perform data analysis over unified internal and external sources with AI assistance and source attribution.

  • #3

    Document-to-spreadsheet conversion

    Convert PDFs of financial statements, pitch decks, and research reports into usable tables.

  • #4

    Template-driven workflows

    Build and reuse firm templates that autocomplete with new data for consistent modeling.

适用人群：Enterprise finance teamsInvestment banksPrivate equity firmsHedge fund portfolio managersFortune 500 finance teamsPublicly traded real estate developersGlobal multi-strategy hedge funds

定价方案

Positioned for enterprise deployments with Request Demo and Join Waitlist options; no public pricing tiers or amounts listed on the official homepage.

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常见问题

What is Endex AI Agent?
Endex AI Agent is an Excel-native, institutional-grade AI agent that accelerates financial modeling and data analysis for enterprise finance teams, with built-in privacy, auditability, and source attribution.
How does Endex ensure auditability?
Endex provides integrated citations that augment outputs with attribution to underlying sources, enabling full auditability from start to finish. It also supports AI-labeled tracing of cell references.
What platforms does Endex work with?
Endex is built as an Excel-native AI agent for Microsoft Excel and integrates with OpenAI Deep Research, major model providers, internal data sources, and external data sources.
Can Endex convert PDFs into spreadsheets?
Yes. Endex converts financial statements, pitch decks, and research reports into tables to eliminate manual data entry.
Is public pricing available for Endex?
No public pricing tiers or amounts are clearly published on the official homepage. It is positioned for enterprise deployments with Request Demo and Join Waitlist options.
Who is Endex designed for?
Endex is designed for enterprise finance teams, investment banks, private equity firms, hedge fund portfolio managers, Fortune 500 finance teams, publicly traded real estate developers, and global multi-strategy hedge funds.

Endex AI Agent 联系方式与社交媒体

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工具信息

定价模式Unknown
分类生产力
二级分类
AI AgentExcelFinancial ModelingData AnalysisEnterprise FinanceInvestment Banking
语言英语
最后更新2026年7月16日
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