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ease
features
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support

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Description

Coreworks is an innovative analytics platform driven by artificial intelligence, tailored for finance and operations teams, that converts unrefined business data into comprehensive, ready-to-use outputs such as reports, financial models, and presentations. Functioning as an “AI SuperAnalyst,” it employs specialized agents that establish direct connections to various data sources, including spreadsheets, ERP systems, CRM tools, and financial documents, generating well-crafted deliverables automatically, without the need for manual assembly or editing. Users can engage with the data through natural language, which allows them to query, calculate, and create reports simply by articulating their requirements, thereby bypassing the intricacies of formulas, macros, or disjointed workflows. Coreworks ensures that the outputs produced are fully polished and immediately ready for distribution, adhering to existing company templates for consistency and professionalism. This capability not only streamlines the reporting process but also empowers teams to focus on strategic decision-making rather than getting bogged down by technical details.

Description

Endex is an innovative AI tool designed for Excel that enhances financial modeling and data analysis by integrating sophisticated language models into spreadsheets. It enriches the output with citations, ensuring that every calculation and narrative can be traced back to its source with full transparency. Tailor-made LLMs are capable of grasping intricate accounting techniques, reconciling disparate data sets, and analyzing financial visuals, while Endex consolidates internal documents, external databases, and reliable public information from sources like CapIQ, FactSet, and SEC filings into one comprehensive and searchable platform. Key features include AI-assisted tracking of cell references, in-line citations to facilitate navigation, customizable formatting shortcuts, and templates that can automatically update with new information across the firm. Additionally, the integration of Deep Research offers contextual insights within your workbook, supplemented with verified resources, while Endex’s adaptive "memories" learn to align with your preferred styles and workflows, enhancing user experience even further. This powerful synergy makes Endex an indispensable asset for finance professionals seeking efficiency and accuracy in their analyses.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Claude
FactSet
Microsoft Excel
OpenAI

Integrations

Claude
FactSet
Microsoft Excel
OpenAI

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Coreworks

Founded

2025

Country

United States

Website

www.coreworks.ai/

Vendor Details

Company Name

Endex

Founded

2022

Country

United States

Website

endex.ai/

Product Features

Alternatives

Alternatives