Our vision is to redefine how finance professionals engage with data and decision-making by embedding intelligent AI agents directly into the world’s most ubiquitous financial tool—Excel. We strive to empower teams with tools that enhance critical thinking and productivity through seamless integration, not replacement, fostering a new era of finance powered by AI.
Driven by advanced reasoning models and deep domain expertise, we are building a future where financial workflows become automated yet precise, where complex multi-step analyses are accessible with ease, and where data integrity and security underpin every interaction. Our technology connects diverse financial data sources into a unified AI-driven ecosystem that supports faster, smarter financial decisions across industries.
At Endex, we are committed to harnessing the full potential of AI to revolutionize financial intelligence, creating scalable solutions that enable finance professionals to focus on higher-value insights while automation handles repetitive tasks. Through continuous innovation and collaboration with financial institutions, we aspire to transform the landscape of financial analysis and modeling for the better.
Our Review
Excel-native AI agent for automating financial modeling, analysis, and workflows
Integration with diverse financial data sources such as SEC filings and broker estimates
Automated multi-step workflows including data gathering and professional deliverable creation
Repeatable templates for scalable financial intelligence across sectors
Advanced AI reasoning models for high accuracy and multi-step financial reasoning
Compliance with SOC 2, CCPA, and GDPR for data security
FAQs
