Onnix AI

Paid

Onnix — the AI Co‑Pilot that turns banking data and decks into answers, analysis, and deliverables 10x faster.

#AI Co-Pilot#banking#no-code platform#modern data science tools#personalized slide deck generation#prompt-driven Excel analysis#data source querying#FactSet#CapIQ#Y Combinator#beta

Type

Saas

Visit Website

About Onnix AI

Onnix is an AI Co‑Pilot for bankers: a no‑code platform that brings modern data science tools, personalized slide deck generation, prompt-driven Excel analysis, and instant, traceable data source querying (FactSet, CapIQ) to banking teams—freeing them from rote work to focus on higher‑value insights; launched via Y Combinator and currently in beta.

Key Features

AI Co‑Pilot for bankers

No‑code platform for data analysis and deliverables

Personalized slide deck generation that learns MD preferences

Prompt‑driven Excel analysis with FactSet/CapIQ integration

Instant data source querying with traceable citations

Iterative slide handling: comments, versions, formatting

Outputs via email or messaging for live and ad‑hoc use

Built by bankers for bankers (junior and senior workflows)

Beta access with YC‑backed launch

Autonomous AI agents for end‑to‑end tasks (e.g., outreach, scheduling)

Best For

Investment bankers: Auto‑generate MD‑style pitch book shells and data‑ready slides from a short prompt.Equity research teams: Run quick comps and earnings updates in Excel with FactSet/CapIQ integrations.Corporate banking: Query borrower, sector, and macro data live with traceable sources during client calls.Analyst/Associate teams: Turn messy spreadsheets into clean models and bespoke analyses via prompting.MDs/Partners: Iterate slide comments and formatting instantly without manual versioning.Deal origination: Compile market maps and precedent screens with citations in minutes.Product specialists: Create client‑ready dashboards and KPI summaries from uploaded files.Strategy/FinOps in banks: Automate ad‑hoc analyses and board materials with verifiable data pulls.Client coverage: Email or message instant answers sourced from FactSet/CapIQ during meetings.BD/Marketing in banking: Leverage autonomous outreach agents and scheduling to accelerate banker meetings.

Alternatives to Onnix AI

Telescope

Empower Investment Discovery with Ripple by Telescope

DeFi Lens

DeFi Lens is an innovative AI-powered crypto tool incubated by Oraichain Labs that leverages cutting-edge Generative AI technology

Fina Money

The modular finance tracker that lets you build insightful reports—just like playing with Legos.

cc:Monet

Transform your bookkeeping with AI and unlock unmatched efficiency!

Nume

The AI CFO for Startups

CollegeGrantWizard

Elevate Your Grant Search with AI-Powered College Grant Wizardry