The Institutional-Grade AI Agent for Excel

Endex is a privacy-centric, Excel-native AI agent built specifically for enterprise finance. Backed by OpenAI, it is designed to accelerate financial modeling and data analysis while maintaining the rigorous standards required by modern finance teams.

LLMs Engineered for Finance

General-purpose AI often struggles with the nuances of financial data. Endex uses custom-built models engineered to understand the intricacies of detailed accounting methods, reconcile disagreeing sources, and interpret complex financial charts with precision.

Reason Over All Your Data

Endex unifies your internal files, external data, and trusted third-party sources into a single, searchable plane. This gives both you and your AI agent a complete, contextual picture of your financial landscape at your fingertips.

Power Features Built Directly in Excel

Designed for power users, Endex integrates essential capabilities directly into your spreadsheet environment:

  • Auditable Trace References: Navigate complex workbooks end-to-end with AI-labeled tracing of cell references and integrated citations.

  • Deep Research Integration: Native access to OpenAI Deep Research with a contextual understanding of your specific workbook and verified sources.

  • PDF to Table Conversion: Eliminate manual data entry by instantly converting financial statements, pitch decks, and research reports into clean Excel tables.

  • Smart Memories: Endex learns and remembers your specific style preferences and recurring workflows to automate future tasks.

  • Firm Templates: Create repeatable, intelligent templates that autocomplete as new input data becomes available.

Full Control with “Undo” and Shortcuts

Stay in the driver’s seat with tools built for speed and safety. Apply consistent formatting instantly with customizable keyboard shortcuts, and revert any unwanted AI changes with a single click.

Enterprise-Grade Security & Privacy

In enterprise finance, data security is non-negotiable.

  • Zero Data Retention: Endex is integrated with major model providers under strict zero-data-retention agreements.

  • Robust Encryption: Your data is protected by AES-256 for storage and TLS 1.2/1.3 for secure communication, ensuring your models remain private and encrypted both in transit and at rest.

Build and contextualize your models with verifiable sources. Endex isn’t just an add-on; it’s the future of the AI-powered analyst.

Explore More Solutions at CFO AI Nexus

If these types of solutions align with your strategic goals, join us at CFO AI Nexus. As the first AI-powered expo for financial leaders, it’s the place to be to stay ahead of the industry curve.