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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.
Description
Create analyses effortlessly using data from your own database, regardless of your familiarity with SQL. Leveraging native data connections makes it ten times simpler to generate and automate various analyses, from cohort studies to funnel assessments and presentations for board meetings. Investors and future employees alike will want to understand the origins and methodologies behind these analyses, so it's crucial to always present your findings transparently. Equip your less technical colleagues with the ability to execute complex SQL queries and utilize import scripts effectively. When updates occur, ensure any workbook utilizing a saved query reflects those changes seamlessly. Avoid the redundancy of extracting the same data in multiple formats, especially as the landscape of data and dashboarding tools continues to expand. Despite the plethora of options available, we often find ourselves returning to spreadsheets, the only tool that offers unparalleled flexibility to cater to the unique needs of your organization. There is truly no substitute; spreadsheets serve as an interactive canvas where you can manipulate and engage with data, enabling the creation of intricate and evolving analyses. Their versatility allows for a deeper exploration of data, fostering innovative insights and solutions that can drive your business forward.
API Access
Has API
API Access
Has API
Integrations
Amazon Redshift
Claude
FactSet
Google Analytics
Google Cloud BigQuery
Microsoft Excel
MySQL
OpenAI
Plaid
PostgreSQL
Integrations
Amazon Redshift
Claude
FactSet
Google Analytics
Google Cloud BigQuery
Microsoft Excel
MySQL
OpenAI
Plaid
PostgreSQL
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$49 per month
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
Endex
Founded
2022
Country
United States
Website
endex.ai/
Vendor Details
Company Name
Equals
Founded
2021
Country
United States
Website
equals.com
Product Features
Product Features
Spreadsheet
Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates