What is Endex AI Agent
Endex AI Agent is an Excel-native AI agent designed to automate financial modeling and data analysis. It leverages OpenAI and ChatGPT to accelerate these processes within the familiar Excel environment.
How to use Endex AI Agent
While the webpage doesn't provide a step-by-step guide, it indicates that Endex is an Excel-based add-in that operates as a sidebar within Excel. Users can interact with it directly within their spreadsheets.
Features of Endex AI Agent
- Excel-Native Integration: Operates directly within Excel as a sidebar.
- AI-Powered Automation: Accelerates financial modeling and data analysis.
- Auditable Outputs: Provides integrated citations and attribution to underlying sources.
- Customizable LLMs: Features models engineered for finance, understanding financial documents and terminology.
- Data Unification: Integrates internal files, external data, and trusted sources into a searchable plane.
- Trace References: AI-labeled tracing of cell references for complex workbooks.
- Sheet Navigation: Allows direct jumping to cells and ranges from in-line citations.
- Firm Templates: Enables creation of repeatable templates that autocomplete with new input data.
- Formatting Shortcuts: Offers customizable keyboard shortcuts for instant formatting.
- Deep Research Integration: Provides native access to OpenAI Deep Research with contextual understanding of workbooks.
- Memories: Remembers user style preferences and workflows.
- Powerful Models: Integrates with major model providers with zero data retention agreements.
- Undo Changes: Allows quick reversion of unwanted changes.
- PDF to Table Conversion: Facilitates data entry from financial statements and reports.
- Enterprise-Grade Security: Employs AES-256 encryption for storage and TLS 1.2/1.3 for communication.
- SOC 2, ISO, CCPA, GDPR Compliance: Adheres to various security and privacy standards.
Use Cases of Endex AI Agent
- Accelerating financial modeling.
- Automating data analysis.
- Reconciling disagreeing sources.
- Understanding complex financial documents.
- Integrating internal and external data sources.
- Creating repeatable financial templates.
- Performing deep research with contextual understanding.
- Automating PDF to table data conversion.
FAQ
- Is Endex its own web application separate from Excel? No, Endex is an Excel add-in that functions as a sidebar within Excel.
- Can Endex pull in data from outside my Excel workbook? Yes, Endex integrates with public data sources like CapIQ, VisibleAlpha, FactSet, and SEC filings, and allows users to upload documents.
- Can Endex give me actionable insights, rather than just AI-generated summaries? Yes, Endex agents can reason over workbooks and data to spot trends, highlight anomalies, perform calculations, and provide reasoning.
- Is Endex limited to a specific set of workflows? No, Endex is a free-form tool for all Excel tasks and understands financial terminology.
- How does Endex manage data and train models? Endex uses enterprise-grade security frameworks and does not train on user data.
- How can I trust Endex’s outputs? Endex outputs are auditable with direct citations to cells and sources.
- Am I allowed to download Endex at my firm? Yes, Endex is used by financial institutions and has a strong security framework. Contact support for firm-specific questions.
- What if Endex builds an analysis I don’t like? Endex has an undo feature, and users are recommended to version their workbooks.
- How do I best prompt Endex? Prompts should include the ideal deliverable, formatting standards, data sources, data manipulation needs, and any assumptions.
- Can Endex help build charts? Currently, Endex is optimized for tabular data manipulation, not charting. Charting capabilities are planned for future updates.
