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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
AI Agents is a software-as-a-service (SaaS) solution powered by large language models (LLMs) designed to streamline workflows for small and medium-sized enterprises (SMEs) while prioritizing data sovereignty.
Key features include:
1. Data-Sovereign Agents: These are specifically fine-tuned using retrieval-augmented generation (RAG) techniques on open-source LLMs to enhance optimization for particular business processes.
2. No AI Hallucinations: This feature ensures reliability with citations from sources, pages, and sections for database-enforced tokens.
3. Multimodal Support: The platform accommodates various file types, including PDF, Excel, Word, TXT, and image formats like PNG and JPEG.
4. Integration with CRM/ERP Systems: It includes comprehensive API documentation and is compliant with MCP, providing R&D integration and support.
5. Regularly Updatable LLMs: The system continuously implements new versions, such as Qwen 70B and Gemma 27B, to ensure the latest advancements.
Currently, our suite of AI Agents encompasses:
- Knowledge Assistant: A tool for managing client relationships and searching through HR and company regulations.
- Contract Finalizer: A feature that assists in finalizing legal documents exchanged with clients and partners.
- Report Generator: This tool instantly creates monthly or annual reports related to sales, marketing, and budgeting.
- Market Researcher: It specializes in investigating and analyzing competitors, product offerings, and pricing strategies within the enterprise landscape.
- Meeting Notetaker: This application utilizes LLM AI to generate notes from audio recordings of meetings, ensuring that essential details are captured accurately.
With these capabilities, AI Agents aims to enhance productivity and decisi
API Access
Has API
API Access
Has API
Integrations
Claude
FactSet
Microsoft Excel
OpenAI
Oracle Fusion Cloud ERP
Salesforce
Integrations
Claude
FactSet
Microsoft Excel
OpenAI
Oracle Fusion Cloud ERP
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$300/year/agent
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
Sightify
Founded
2014
Country
Taiwan
Website
sightify.ai/
