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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Versatile Retention offers a comprehensive solution for managing schedules and conducting research, empowering your organization with full oversight of its retention schedule. The Domestic subscription provides immediate access to more than 73,000 requirements related to U.S. federal and state records, relevant to various industries. For those needing broader coverage, the optional North American subscription includes upwards of 80,000 citations from the U.S., Canada, and Mexico. Furthermore, our International subscription expands this footprint to encompass 140 countries, boasting over 130,000 citations, making it the most extensive solution available. Our dedicated team consists of full-time professionals, including legal research specialists and licensed attorneys, who meticulously research legal citations. With any of our subscriptions, you will gain access to our vast databases for U.S., North American, or International research, which are enriched with jurisdiction-specific insights collected during consulting projects. This ensures your business remains compliant and well-informed.

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

Zasio Enterprises

Founded

1987

Country

United States

Website

www.zasio.com/versatile-retention/

Product Features

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Alternatives

Alternatives

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