Endex
endex.ai
Excel-native AI agent for financial modeling and data analysis with enterprise-grade security and deep research integration.
Description
Endex is an Excel-native AI agent specifically designed for financial professionals, offering powerful tools to accelerate financial modeling and data analysis. Built with custom LLMs engineered for finance, it integrates seamlessly with Excel to provide auditable results with source citations. The platform unifies internal files and external data sources while maintaining enterprise-grade security standards like SOC 2 and GDPR compliance. With features like automated financial modeling, deep research integration, and PDF-to-table conversion, Endex serves as a virtual financial analyst within Excel.
Installation
Not sure where to start — ask an assistant to walk you through:
Features
🔍 Auditable Financial Modeling
Endex provides fully cited financial models with traceable references to source cells and external documents, ensuring transparency in complex financial analyses. Users can audit every calculation and verify data sources
📊 Custom Finance LLMs
Specialized language models understand financial terminology, complex charts, and accounting methods to deliver accurate analyses. These models can reconcile conflicting data sources and interpret financial documents wit
🔄 Unified Data Integration
Combines internal Excel files with external sources like CapIQ and SEC filings into a single searchable platform. Users can automatically pull data from PDFs, research reports, and financial statements directly into thei
Use cases
Building DCF models in minutes
Converting PDF statements to Excel
Auditing complex spreadsheet models
Reconciling financial data sources
Automating quarterly reports
FAQ
Endex uses AES-256 encryption for data at rest and TLS 1.2/1.3 for data in transit, complying with SOC 2, GDPR, and CCPA standards. User data is never used for model training.
Yes, Endex integrates with financial data providers like CapIQ, FactSet, and SEC filings, and can extract data from uploaded PDFs and research documents.
All changes are reversible with one-click undo, and users should maintain version control as with regular Excel workflows.
No, it operates as an Excel add-in sidebar without needing separate web applications.
Outputs include verifiable citations to both spreadsheet cells and source documents, allowing thorough auditing.
Currently optimized for tabular data rather than visualization, though charting features are planned.
Handles most financial modeling tasks including three-statement models, data reconciliation, and report generation.
While optimized for finance, it can assist with general Excel tasks though less effectively.
Include desired outputs, formatting standards, data sources, and assumptions in your requests.
Used by major financial institutions globally with enterprise security compliance.
Excel-native integration with financial-specific models and audit capabilities.
Specs
| Type | Tool |
| Section | Data Analysis |
| Pricing | has a free tier |
| Platform | Web only |
| Systems | web |
| Hosting | cloud |
| Install | saas |
| Site language | en |