Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Utilize various references and provide genuine confidence levels for each response within every cell, ensuring a completely transparent research methodology. Develop any bespoke automation you can envision to seamlessly integrate Matrices into your operational workflow. By providing context regarding your objectives and preferences, you can achieve outcomes that are specifically customized to meet your needs. Additionally, this approach fosters a more efficient and personalized experience in managing your tasks.

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

Endex

Founded

2022

Country

United States

Website

endex.ai/

Vendor Details

Company Name

Matrices

Website

matrices.app/

Product Features

Spreadsheet

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

Alternatives

Alternatives