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.

Key Features of Endex AI Agent

• 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

Use Cases for Endex AI Agent

• 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