Endex AI Agent
Excel AITags
Introduction
Endex AI Agent is an Excel-native AI agent designed to automate Excel work and accelerate financial modeling and data analysis. Backed by OpenAI and ChatGPT, it provides integrated citations for auditable outputs, uses custom-built LLMs engineered for finance to understand complex financial documents, and unifies internal files, external data, and trusted sources into a single searchable plane for comprehensive analysis.
How To Use
Endex is an Excel-based add-in that operates as a sidebar within your Excel application. Users interact with it by providing prompts that include their ideal deliverable, formatting standards, data/data sources, specific data manipulation instructions, and any assumptions. Endex can pull data from various trusted public financial data sources and user-uploaded documents, and it can make changes directly to Excel sheets, which can be undone.
Pricing
| Packages | Pricing | Features |
|---|---|---|
| Free Edition | Free | Unlimited public repositories, limited private repositories |
| Team Edition | $4/user/month | Unlimited private repositories, basic features |
| Enterprise Edition | $21/user/month | Advanced security and auditing features |
