Why Generic LLMs Aren’t Sufficient

Finding an AI agent platform that understands how finance teams actually work

The AI revolution has arrived in finance, but the tools haven't caught up with the reality of how investment professionals operate. While generative AI promises to transform financial analysis, most solutions miss a core reality: investment banking, private equity, and private credit professionals spend the majority of their time in Excel, and generic AI tools weren't designed for this environment.

The challenge is finding AI that fits seamlessly into established workflows, rather than forcing teams to abandon the tools they rely on that are deeply embedded in the established workflow.

The Current State of AI Adoption in Finance

The investment finance industry stands at a critical inflection point. Recent research from Wolters Kluwer found that 86% of North American finance leaders report their organizations are in the early stages of AI adoption. This widespread experimentation signals both enthusiasm and uncertainty about the right path forward.

Why Consumer AI Tools Miss the Mark

Most widely-available AI models were developed for general purposes: drafting communications, creating content, and all-purpose search. These tools excel at conversational use cases and can produce fluent text on virtually any topic.

Investment work, however, demands something fundamentally different - financial modeling and thoughtful analysis specific to each opportunity. Investment professionals work within established analytical frameworks such as operating models and valuation analyses where precision and logic are pre-requisities.

Therefore, finance teams need AI that does more than understand language and broad context. It must understand Excel’s formula logic, financial modeling conventions, and investment analysis methodologies to deliver step-function improvements to a finance professional’s daily workflow.

Essential Capabilities for Finance AI Agents

When evaluating AI platforms for finance work, your platform should deliver:

Excel-Native Integration - Investment professionals should not have to abandon their existing models, templates, and deal workflows to benefit from AI assistance

Finance Domain Expertise - The underlying models should understand terminology, valuation methodologies, metrics, and the modeling structures that deal teams use daily

Enterprise Security and Confidentiality - Data confidentiality, access controls, and protection of sensitive deal information are non-negotiable requirements

Professional Onboarding - Implementation and training should be led by people who understand investment workflows and execution

Moving Forward with Confidence

Endex was built from the ground up for finance professionals who work in Excel. Our AI agents understand spreadsheet logic and professional financial modeling standards. We bring powerful AI capabilities directly into the environment where you already work.