Endex AI Agent

Analysts and finance teams who build models in Excel all day are the people Endex AI Agent is made for.

Endex AI Agent is an Excel-native AI agent that automates financial modeling and data analysis from inside the spreadsheet, as an add-in, so there is no separate web app to open.

It runs on custom-built language models made to handle financial material, and it pulls internal, external and trusted data sources into one analysis.

Answers come with reasoning and direct citations to sources and cells, so you can audit what the agent did.

An undo option lets you reverse changes, and a PDF to table conversion turns documents into spreadsheet data.

The agent also handles general Excel tasks beyond finance workflows.

The catch is that Endex works best on tabular, cell-based data today.

Charting and other visualizations are on the roadmap but not fully supported yet.

Security is a selling point: SOC 2, ISO, CCPA and GDPR compliance, and a strict policy of never training on user data.

Pricing is enterprise, with custom deployment arranged by contacting the company.