Endex AI Agent
PaidExcel-native AI Agent for financial modeling and data analysis
About 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
Key Features
Pros & Cons
- Native Excel integration eliminates context switching
- Auditable outputs with source citations for compliance
- Custom finance-specific LLMs understand complex accounting and financial documents
- Unifies internal documents, public data, and trusted sources in one interface
- Enterprise-grade security with SOC 2, ISO, CCPA, GDPR compliance
- Zero data retention agreements with major LLM providers
- One-click undo allows safe experimentation
- PDF-to-table conversion automates data extraction from reports and decks
- Requires Microsoft Excel (no standalone web app)
- Pricing is contact-based, no public pricing available
- May have a learning curve for users unfamiliar with AI-assisted Excel add-ins
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