Endex AI Agent: Excel-Native AI for Financial Modeling and Data Analysis

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Introduction

Endex AI Agent is an Excel-native AI agent designed to automate financial modeling and data analysis. It integrates seamlessly with Excel, providing powerful automation capabilities for professionals in finance and data analysis. Learn more about the product here.

What is Endex AI Agent?

Endex AI Agent is an Excel-based add-in that operates as a sidebar within your Excel application. It leverages 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.

Core Features

• Excel-native AI Agent: Seamlessly integrates with Excel.
• Auditable outputs: Provides integrated citations for transparency.
• Custom-built LLMs: Engineered specifically for finance.
• Data unification: Combines internal, external, and trusted data sources.
• Enterprise-grade security: Complies with AES-256, TLS 1.2/1.3, SOC 2, ISO, CCPA, and GDPR.

Use Cases

1. Accelerating financial modeling and data analysis.
2. Creating three-statement models and DCFs rapidly.
3. Automating Excel tasks across diverse professional work categories.
4. Eliminating manual data entry from financial statements and research reports.
5. Spotting trends and highlighting data anomalies.

FAQ

• Is Endex a separate web application? No, it operates within Excel.
• Can Endex pull external data? Yes, it can pull data from trusted public sources and user-uploaded documents.
• Is Endex accurate? It provides actionable insights with auditable outputs.

Support

For customer service, contact support@endex.ai. Visit the contact page for more information.

Company

Endex AI Agent is developed by Endex. Learn more here.

Pricing

Pricing details are available here.