Endex AI Agent
What it does
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.
How to use: 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.
Core features
- ✦Excel-native AI Agent
- ✦Auditable outputs with integrated citations
- ✦Custom-built LLMs engineered for finance
- ✦Unifies internal, external, and trusted data sources
- ✦AI-labeled tracing of cell references
- ✦Sheet navigation and jump to cells/ranges
- ✦Creation of repeatable firm templates
- ✦Customizable formatting shortcuts
- ✦Native access to OpenAI Deep Research
- ✦Memory for style preferences and workflows
Use cases
- →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