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Endex

Automates financial modeling and data analysis directly within Excel using AI agents

Finance

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About Endex

Automates financial modeling and data analysis directly within Excel using AI agents. Endex is an institutional-grade, privacy-centric Excel AI agent built for enterprise finance to accelerate financial modeling, backed by OpenAI. Endex AI is an Excel add-in that uses AI agents to automate financial modeling and data analysis. It connects to CapIQ, FactSet, SEC filings, and allows document uploads for unified searching. It handles general Excel tasks but excels in finance with tailored understanding. It employs AES-256 encryption, TLS 1.2/1.3, and complies with SOC 2, GDPR, and more. Not currently, but charting is on the roadmap for future updates. Install the add-in via Microsoft AppSource and sign up for access.

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