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FinanceEndex

Endex

AI financial analyst agent built natively into Excel.

Categories
FinanceAnalytics
Pricing
PAID
Hosting
Cloud
Platforms
Web
Models
Multi-model
Verified
Jun 12, 2026

Endex embeds an AI agent natively into Microsoft Excel for institutional finance teams. It runs long multi-step tasks — building three-statement models, DCFs, and presentation decks — grounded in a firm's internal data, public disclosures, and trusted financial sources, with custom LLMs tuned for financial documents. It is deployed at investment banks, private-equity firms, and hedge funds, with SOC 2 and ISO 27001 compliance and zero-data-retention agreements with model providers.

Capabilities 5

What it actually does — grouped by capability family.

  • Spreadsheet automation (primary capability)
  • Web research agent (secondary capability)
  • Data analysis / BI (secondary capability)
  • Financial modeling (primary capability)
  • Financial data extraction (secondary capability)

Pros & cons

  • Native Excel integration
  • Runs multi-hour modeling tasks
  • Zero-data-retention model deals
  • SOC 2 and ISO 27001 compliant
  • Enterprise-only, waitlist access
  • No public pricing
  • Excel-bound workflow

Tags

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