Endex AI

What is Endex AI?

Endex AI embeds a powerful AI agent directly into Microsoft Excel, designed primarily for finance professionals. It enhances productivity by automating complex data processing, model building, and multi-step financial tasks within the familiar Excel environment. With native Excel integration, Endex removes the need for additional software, allowing users to stay in their workflows while benefiting from AI-driven insights, data traceability, and context-aware automation. The solution supports seamless integration of internal data, public financial datasets, and uploaded documents, providing comprehensive and auditable outputs. Endex prioritizes security and compliance with industry standards, ensuring data protection while accelerating financial analysis and decision-making.

Key Features

• Seamless Excel Integration

  Operates as a sidebar add-in within Excel, allowing users to leverage AI without leaving their workspace or learning new software.

• Automated Financial Workflows

  Automates complex tasks such as data extraction from financial statements, model creation, and multi-step analysis to save time and enhance accuracy.

• Contextual Understanding & Reasoning

  Powered by advanced models with a deep understanding of financial terminology and data context, enabling intelligent insights and anomaly detection.

• Integrated Source Attribution

  Provides integrated citations linking outputs to underlying Excel cells, public data sources, and uploaded documents for full auditability.

• Enterprise-Grade Security

  Ensures robust data encryption in transit and at rest, adheres to compliance standards such as SOC 2, ISO, CCPA, and GDPR, and guarantees no user data is used for training.

Use Cases

• Financial Modeling : Build three-statement models, discounted cash flow analyses, and other financial models with accelerated accuracy and reduced manual effort.
• Data Analysis and Validation : Identify trends, highlight data anomalies, and validate financial metrics automatically within Excel.
• Report Generation : Convert complex analyses into professionally formatted deliverables aligned with firm style guidelines for Excel, PowerPoint, and Word.
• Research and Due Diligence : Aggregate and synthesize data from internal files, uploaded documents, and trusted external sources to support investment decisions.

FAQs