Endex - AI Agent to Automate Excel Tasks

Endex is an Excel-native AI agent designed to automate financial modeling and data analysis. It enhances productivity by integrating seamlessly within Excel, allowing users to leverage AI capabilities without the need for a separate application. The tool is tailored for financial professionals, providing features that simplify complex tasks and improve efficiency.

1. Excel Integration

   Endex operates as an add-in within Excel, allowing users to access its features directly in their existing workflow without switching applications.

2. Data Integration

   The tool integrates with trusted public data sources such as CapIQ, VisibleAlpha, and FactSet, enabling users to pull in relevant data alongside their Excel workbooks.

3. Auditable Outputs

   Endex provides integrated citations for all outputs, ensuring that users can trace back to the original data sources for verification and accountability.

4. Powerful AI Models

   Custom-built models are designed to understand financial documents, enabling users to perform complex analyses and generate insights quickly.

5. Undo Functionality

   Users can easily revert unwanted changes made by Endex, ensuring that they maintain control over their workbooks.

6. Formatting Shortcuts

   The tool allows for consistent formatting across spreadsheets with customizable keyboard shortcuts, enhancing user efficiency.

7. Deep Research Integration

   Endex offers native access to OpenAI's Deep Research, providing contextual understanding of the workbook and verified sources for deeper insights.

1. Ensure that you have the latest version of Excel to maximize compatibility with Endex.
2. Familiarize yourself with the sidebar interface to efficiently navigate through Endex features.
3. Utilize the undo functionality to manage changes effectively while experimenting with different analyses.
4. Take advantage of the formatting shortcuts to maintain consistency in your reports and presentations.
5. Regularly check for updates on Endex’s roadmap for new features, especially regarding charting capabilities.

Is Endex its own web application separate from Excel?

No, Endex is an Excel-based add-in that operates as a sidebar within your Excel application.

Can Endex pull in data from outside my Excel workbook?

Yes, Endex integrates with trusted public data sources and allows users to upload documents for data extraction.

Can Endex give me actionable insights, rather than just AI-generated summaries?

Yes, Endex agents can reason over Excel workbooks and financial data, providing insights similar to those of an analyst.

How does Endex manage the data in my Excel files?

Endex maintains strict security and compliance frameworks, ensuring no training on user data.

How can I trust Endex’s outputs to be accurate?

Endex outputs are auditable with direct citations to cells and public documentation.

Price data is not available yet; please visit the official website for more information.

1. Endex effectively streamlines financial modeling tasks, making it a valuable tool for professionals in the finance sector.
2. The integration with Excel enhances user experience, allowing for a seamless workflow without the need for additional applications.
3. While the AI capabilities are robust, users may need to invest time in learning how to prompt the tool effectively for optimal results.
4. The current limitations in charting and visualization features may hinder users who require comprehensive data presentation capabilities.
5. Overall, Endex presents a significant advancement in automating Excel tasks, but continuous updates and feature expansions will be essential to meet evolving user needs.