Endex AI Agent

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.

Endex AI Agent's

## Key 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 - Integration with major model providers with zero data retention - One-click undo for changes - PDF to Table Conversion for data entry elimination - Enterprise-grade security (AES-256, TLS 1.2/1.3, SOC 2, ISO, CCPA, GDPR) - No training on user data

## 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