Endex AI Agent

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

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