Endex – AI Built for Excel
Endex is an Excel‑native AI agent designed to super‑charge financial modeling, data analysis, and spreadsheet workflows. Backed by OpenAI’s large language models and a suite of proprietary financial‑focused LLMs, Endex lives as a sidebar add‑in inside Microsoft Excel, eliminating the need for separate web apps. It provides auditable, citation‑rich outputs, integrates with internal and external data sources, and adheres to enterprise‑grade security standards.
Key Features
- Trace References – AI‑labeled tracing of cell references lets you navigate complex workbooks end‑to‑end.
- Sheet Navigation – Jump directly to cells or ranges from in‑line citations.
- Firm Templates – Create repeatable templates that auto‑complete with new input data.
- Formatting Shortcuts – Apply consistent formatting instantly via customizable keyboard shortcuts.
- Deep Research Integration – Native access to OpenAI Deep Research with contextual understanding of your workbook and verified sources.
- Memories – The agent remembers your style preferences and favorite workflows.
- LLM Integrations – Seamless connection to major model providers with zero data‑retention agreements.
- Undo Changes – One‑click revert of unwanted modifications.
- PDF to Table Conversion – Turn financial statements, pitch decks, and research reports into structured tables without manual entry.
- Security & Compliance – AES‑256 encryption at rest, TLS 1.2/1.3 in transit, SOC 2, ISO 27001, CCPA, GDPR compliance.
Use Cases
- Three‑Statement Modeling & DCF – Build full financial models in minutes, with AI‑generated calculations and scenario analysis.
- Data Extraction – Convert PDFs, SEC filings, and broker research into Excel tables automatically.
- Audit Trails – Every AI‑generated insight includes citations to source cells and external documents, ensuring traceability.
- Enterprise Reporting – Generate consistent, formatted reports across teams while preserving corporate templates.
- Research & Insight Generation – Leverage Deep Research to surface market trends, anomalies, and actionable insights directly within the workbook.
Frequently Asked Questions
- Is Endex a separate web app?
- No. It is an Excel add‑in that runs as a sidebar, requiring no extra login.
- Can Endex pull external data?
- Yes. It integrates with CapIQ, FactSet, SEC filings, and allows uploading of documents such as transcripts and research reports.
- Does Endex provide actionable insights?
- Absolutely. The AI agents can spot trends, highlight anomalies, perform calculations, and explain reasoning.
- Is the tool limited to specific workflows?
- No. While optimized for finance, it works for any Excel task, from data cleaning to complex modeling.
- Are my Excel files used for model training?
- No. Endex does not train on user data and follows strict enterprise security policies.
- How accurate are the outputs?
- Outputs are fully auditable with citations to cells and external sources, enabling verification.
- Can I undo unwanted changes?
- Yes, a one‑click undo restores previous states; versioning is still recommended.
- What about charting and visualizations?
- Currently focused on tabular data; charting capabilities are on the roadmap.
Getting Started
- Join the Waitlist – Get early access and be among the first to experience AI‑enhanced Excel.
- Enterprise Sales – Contact the team for tailored deployments, security reviews, and compliance documentation.
Endex empowers analysts, associates, and finance teams to work faster, smarter, and with greater confidence, turning spreadsheets into collaborative AI‑driven workspaces.
