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features
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support

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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

Melder is an innovative Excel add-in powered by AI that seamlessly integrates generative intelligence into spreadsheets, allowing users to effortlessly upload documents and web content while utilizing user-friendly AI formulas within Excel itself. Users can easily insert PDFs and other file types into cells and employ formulas to summarize, extract, classify, and analyze the content, with each output providing clickable citations to the original source for easy verification. Moreover, a dedicated chat assistant in the sidebar enables users to ask questions or create workflows directly within their workbooks, enhancing productivity. Melder is particularly proficient at automating tedious tasks, such as extracting valuable insights from data rooms, reviewing contracts by highlighting essential terms, facilitating market research through competitor website data collection, and synthesizing transcripts from interviews or calls, all accomplished through the functionality of Excel formulas without the need to switch applications. With Melder, users can transform their Excel experience and save significant time and effort in managing their data.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
Claude
FactSet
OpenAI

Integrations

Microsoft Excel
Claude
FactSet
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

Melder

Founded

2024

Country

United States

Website

www.melder.io

Product Features

Alternatives

Alternatives

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