Endex

Endex is an AI agent for Excel that accelerates financial modeling and data analysis. It is designed for enterprise finance, offering institutional-grade security and privacy.

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At a glance

Pricing

Enterprise

Free tier

API

Skill level

Technical

About

What is Endex?

Endex is an institutional-grade, privacy-centric AI agent built specifically for Excel, designed to accelerate financial modeling and data analysis within enterprise finance. Backed by OpenAI, it offers an Excel-native experience with features like AI-labeled tracing of cell references, sheet navigation, and data source integration. Endex uses custom-built LLMs engineered to understand complex financial documents, accounting methods, and reconcile disagreeing sources. It unifies internal files, external data, and trusted sources into a single searchable plane, providing a complete picture for analysis. Key capabilities include auditable outputs with integrated citations, firm template creation, formatting shortcuts, and native access to OpenAI Deep Research. It also supports PDF to table conversion to eliminate manual data entry and integrates with major model providers with zero data retention agreements, ensuring enterprise-grade security with AES-256 and TLS 1.2/1.3 encryption.

Best used for

Ideal for financial professionals and enterprise finance teams who need to accelerate financial modeling, perform complex data analysis, and automate data entry from financial documents. Especially valuable for firms requiring institutional-grade security, privacy, and auditable outputs within Excel.

Common actions

automate financial modeling

analyze financial data

convert PDFs to tables

trace Excel references

integrate financial data

Capabilities

Key features

Excel-native AI agent
Financial modeling acceleration
Data analysis acceleration
Integrated citations
Custom financial LLMs
PDF to table conversion
Enterprise-grade security

Target Audience

developer

Integrations

Not yet documented

Pricing & Plans

Enterprise

Not publicly disclosed. Check endex.ai for current pricing.

FAQs

What kind of security measures does Endex implement for financial data?

Endex ensures enterprise-grade security by encrypting data both in transit and at rest. It utilizes AES-256 for storage and TLS 1.2/1.3 for secure communication. The tool also adheres to compliance standards such as SOC 2, ISO, CCPA, and GDPR, ensuring robust data protection.

How does Endex handle data sources for financial analysis?

Endex integrates natively with both internal files and external data sources, unifying them into a single searchable plane. This allows users and AI agents to access a complete picture of information, enabling the building and contextualization of models with verifiable sources.

Can Endex help with converting financial documents into Excel data?

Yes, Endex offers a PDF to Table Conversion feature. This capability is designed to eliminate manual data entry from various financial documents, including financial statements, pitch decks, and research reports, streamlining the data import process into Excel.

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