Skip to content

FinanceFundamental Research Labs

Shortcut

AI agent for spreadsheets that builds and edits financial models in Excel and Sheets.

Categories
FinanceAnalytics
Pricing
FREEMIUM
Hosting
Cloud
Platforms
WebmacOSWindowsCLI
Verified
Jun 15, 2026

An AI agent purpose-built for spreadsheet work, from cleaning data and writing formulas to building full financial models — DCFs, LBOs, and three-statement models — from a natural-language prompt. It runs as a web app and as native add-ins for Excel and Google Sheets, with a Windows CLI for power users. Built for analysts who live in spreadsheets rather than as a generic chatbot bolted onto a grid.

Pros & cons

  • Native Excel and Google Sheets add-ins
  • Strong on financial models
  • Benchmarked against human analysts
  • Free tier to start
  • Credit-based usage caps
  • CLI is Windows-only
  • Finance/analyst-focused scope

Tags

Further reading

View all Finance
  • View Paradigm details
    AnalyticsFREEMIUM

    Paradigm

    Paradigm

    Agentic spreadsheet where every cell runs its own AI agent to research and fill data.

    A web-based spreadsheet reimagined as a living workspace powered by swarms of AI agents. Each cell can run its own agent that finds, verifies, and fills in data, so the sheet actively researches, analyzes, and produces deliverables in real time. It's aimed at bulk data gathering and enrichment across consulting, finance, sales, and operations workflows.

    Worth knowing

    Founded by 23-year-old Anna Monaco; raised $7M (Y Combinator, General Catalyst) for a spreadsheet whose every cell runs an AI agent.

    • spreadsheet
    • agents
    • data-enrichment
    • research
  • View Endex details
    FinancePAID

    Endex

    Endex

    AI financial analyst agent built natively into Excel.

    Endex is an AI financial analyst built natively into Microsoft Excel for institutional finance teams. Its agent 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.

    Worth knowing

    OpenAI Startup Fund led its $14M round in 2025 after Endex built an autonomous financial analyst on o1 as an early design partner.

    • finance
    • excel
    • agent
    • financial-modeling
  • View Quadratic details
    AnalyticsFREEMIUM

    Quadratic

    Quadratic

    An AI spreadsheet where cells run Python, SQL, and JavaScript against live data connections.

    Quadratic is a from-scratch spreadsheet built on Rust, WASM, and WebGL that pairs AI analysis with real code: cells can execute Python, SQL, and JavaScript, and connect to 25+ sources like Postgres, Snowflake, BigQuery, and QuickBooks. Ask questions in natural language and get working formulas, code, and charts back in the grid.

    Worth knowing

    Its $5.6M seed was led by GV, with pandas creator Wes McKinney and Replit founder Amjad Masad among the angels.

    • spreadsheet
    • python
    • sql
    • data-analysis
  • View Julius AI details
    AnalyticsFREEMIUM

    Julius AI

    Julius AI

    Chat with your data — an AI data analyst for CSVs, sheets, and DBs.

    An AI data analyst that lets you upload CSVs, Excel, and Google Sheets, then ask questions in plain language to clean, analyze, visualize, and model your data. It writes and runs Python behind the scenes and can generate charts, slides, and reports from the results. Pro plans add direct connectors to live databases like Snowflake, BigQuery, and Postgres.

    Worth knowing

    Founded by an ex-Y Combinator builder; raised a $10M seed led by Bessemer in 2025 with 2M+ users.

    • data-analysis
    • visualization
    • python
    • chat-with-data