Announcing $14M Led By OpenAI Startup Fund
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AI Built For Excel
Auditable from Start to Finish
Endex provides integrated citations, augmenting outputs with attribution to underlying sources.
LLMs engineered for finance
Custom-built models designed to understand the intricacies of financial documents - from detailed accounting methods, reconciling disagreeing sources, and complex financial charts.
Reason over all of your data
Endex unifies your internal files, external data, and trusted sources into a single searchable plane - giving you and your AI agents a complete picture at your fingertips.
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Hedge Fund Portfolio Manager
Built for
Power 
Essential capabilities built directly in Excel
Trace References
Navigate complex workbooks end-to-end with AI-labeled tracing of cell references
Navigate Your Spreadsheet
Jump to cells and ranges directly from Endex in-line citations
Firm Templates
Create repeatable templates that autocomplete with new input data
Formatting Shortcuts
Apply consistent formatting instantly with keyboard shortcuts customizable by you
Deep Research Integration
Native access of Openai Deep Research with contextual understanding of your workbook and verified sources
Memories
Endex will remember your style preferences and favorite workflows
Powerful Models
Deeply integrated with all major model providers with zero data retention agreements.
Undo Changes
Revert unwanted changes with one-click
PDF to Table Conversion
Eliminate manual data entry from financial statements, pitch decks, and research reports
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Endex integrates natively with internal data and external sources
Build and contextualize models with verifiable sources
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Enterprise-grade security
Your data is encrypted both in transit and at rest, utilizing the most robust encryption standards: AES-256 for storage and TLS 1.2/1.3 for secure communication
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CCPA
GDPR
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FAQs
No, Endex is an Excel-based add-in and lives as a sidebar in your Excel application. No need to constantly sign into or keep a separate web app open to use Endex.
Endex directly integrates with trusted public data sources across the financial services domain, such as CapIQ, VisibleAlpha, FactSet, SEC filings and company earnings. Users can also upload documents from which to pull data alongside their Excel workbook - expert call transcripts, broker research, market maps and much more.
Yes, Endex agents are able to reason over Excel workbooks and financial data at the level of an analyst. Powered by OpenAI’s Deep Research integration and other industry-leading models, Endex’s agents can spot trends, highlight data anomalies, perform calculations and provide intuitive reasoning across your analyses.
No, Endex can be used for nearly any Excel task across a diverse set of professional work categories. Although tailored with rigor for financial professionals, Endex is a free form tool for all Excel work and carries an inherent understanding of financial terminology, workbook context and supporting files.
Endex maintains a strict set of enterprise-grade security and compliance frameworks to protect user data. Endex ensures no training on user data - period. To learn more about security and compliance with Endex, please visit our trust portal at https://trust.endex.ai/.
Endex outputs are completely auditable with direct citations to cells and cell ranges in your workbook, as well as in-line citations to public and independently uploaded documentation.
Endex is utilized by analysts and associates at leading financial institutions across the US & globally, backed by a strong security & compliance framework. To learn more about Endex's security & compliance policy, check out the Endex trust portal at https://trust.endex.ai/. The Endex team is happy to address any security-related questions specific to your firm - just reach out to support@endex.ai.
Endex features the ability to undo changes it makes to Excel sheets quickly and efficiently. However, we recommend versioning up your workbooks while using Endex, just as you normally would.
Endex will ask you for follow-ups before launching a query if prompting is ambiguous, but generally prompts should include your ideal deliverable, formatting standards, data / data sources, any specific data manipulation and any assumptions.
Today, Endex is optimized for tabular and cell-based data manipulation rather than charting and other data visualizations. Stay tuned for new updates covering charting capabilities on Endex’s roadmap.