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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.

Website:https://endex.ai/
Added on:Jul 13, 2026
Monthly Visitors:
21.0K
Social & Email:
AI AgentExcelFinancial ModelingData AnalysisEnterprise FinanceInvestment Banking
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Endex AI Agent
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Tool Information

What is 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.

Core Features

  • 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.

Use Cases

  • #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.

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

Pricing Plans

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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Frequently Asked Questions

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 Contact & Social Media

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Tool Information

Pricing ModelUnknown
CategoryProductivity
Tags
AI AgentExcelFinancial ModelingData AnalysisEnterprise FinanceInvestment Banking
LanguageEnglish
Last UpdatedJul 16, 2026
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