Endex AI Agent
UnknownExcel-native AI agent that accelerates financial modeling and data analysis for enterprise finance teams.
Informations sur l’outil
Qu'est-ce que 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.
Fonctionnalités principales
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.
Cas d'utilisation
- #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.
Plans tarifaires
Positioned for enterprise deployments with Request Demo and Join Waitlist options; no public pricing tiers or amounts listed on the official homepage.
Alternatives
Foire aux questions
What is Endex AI Agent?
How does Endex ensure auditability?
What platforms does Endex work with?
Can Endex convert PDFs into spreadsheets?
Is public pricing available for Endex?
Who is Endex designed for?
Endex AI Agent Contacts et réseaux sociaux
- SociétéEndex
- E-mail d'assistance
- Assistance
- Site Internet :
- Twitter
- LinkedIn
Avis
Partagez votre expérience avec cet outil...