Endex AI Agent
What is Endex AI Agent?
Endex AI Agent is an Excel-native AI agent designed to automate Excel work and accelerate financial modeling and data analysis. Backed by OpenAI and ChatGPT, it provides integrated citations for auditable outputs, uses 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.
How to use Endex AI Agent?
Endex is an Excel-based add-in that operates as a sidebar within your Excel application. Users interact with it by providing prompts that include their ideal deliverable, formatting standards, data/data sources, specific data manipulation instructions, and any assumptions. Endex can pull data from various trusted public financial data sources and user-uploaded documents, and it can make changes directly to Excel sheets, which can be undone.
Endex AI Agent's Core Features
Excel-native AI Agent
Auditable outputs with integrated citations
Custom-built LLMs engineered for finance
Unifies internal, external, and trusted data sources
AI-labeled tracing of cell references
Sheet navigation and jump to cells/ranges
Creation of repeatable firm templates
Customizable formatting shortcuts
Native access to OpenAI Deep Research
Memory for style preferences and workflows
Integration with major model providers with zero data retention
One-click undo for changes
PDF to Table Conversion for data entry elimination
Enterprise-grade security (AES-256, TLS 1.2/1.3, SOC 2, ISO, CCPA, GDPR)
No training on user data
Endex AI Agent's Use Cases
Accelerating financial modeling and data analysis
Creating three-statement models and DCFs rapidly
Automating nearly any Excel task across diverse professional work categories
Eliminating manual data entry from financial statements, pitch decks, and research reports
Spotting trends, highlighting data anomalies, performing calculations, and providing intuitive reasoning across analyses
FAQ from Endex AI Agent
Is Endex its own web application separate from Excel?
Can Endex pull in data from outside my excel workbook?
Can Endex give me actionable insights, rather than just AI-generated summaries?
Is Endex limited to a specific set of workflows?
How does Endex manage the data in my Excel files? Are my Excel files and queries used for model training?
How can I trust Endex’s outputs to be accurate?
Am I allowed to download Endex at my firm?
What if Endex builds an analysis I don’t like?
How do I best prompt Endex to complete a task?
Can Endex help me build charts and create other visualizations?
Endex AI Agent Support Email & Customer service contact & Refund contact etc.
Here is the Endex AI Agent support email for customer service: [email protected] . More Contact, visit the contact us page(https://endex.ai/contact)
Endex AI Agent Company
Endex AI Agent Company name: Endex .
Endex AI Agent Company address: .
More about Endex AI Agent, Please visit the about us page().
Endex AI Agent Login
Endex AI Agent Login Link: https://app.endex.ai/
Endex AI Agent Sign up
Endex AI Agent Pricing
Endex AI Agent Pricing Link: https://endex.ai/contact
Endex AI Agent Linkedin
Endex AI Agent Linkedin Link: https://www.linkedin.com/company/endexai
Endex AI Agent Twitter
Endex AI Agent Twitter Link: https://x.com/EndexAI
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