Endex

Endex AI is an Excel-native AI agent designed to automate financial modeling and data analysis, integrating directly as a sidebar add-in without requiring separate apps.

It features custom LLMs tailored for finance, enabling understanding of accounting methods, source reconciliation, and complex charts, while unifying internal files, external data from sources like CapIQ and SEC filings, and uploaded documents into a searchable interface.

Key functionalities include Trace References for navigating workbooks, Firm Templates for autocompleting with new data, Formatting Shortcuts customizable by users, Deep Research Integration with OpenAI, Memories for style preferences, Powerful Models from major providers with zero data retention, Undo Changes with one click, and PDF to Table Conversion to eliminate manual entry.

Outputs provide full auditability through citations to cells, ranges, and sources, supporting enterprise security with AES-256 encryption, TLS 1.2/1.3, and compliance to SOC 2, ISO, CCPA, and GDPR standards, ensuring no training on user data.

While optimized for tabular data, it lacks current support for charting, with such capabilities planned for future updates, and recommends clear prompts including deliverables, standards, and assumptions to minimize ambiguity.

Compared to competitors like Microsoft Copilot for broader integration and Numerous AI for formula focus, Endex targets finance-specific tasks with deeper domain expertise.

General pricing is enterprise-oriented, competitive in the market, though specifics require direct inquiry.