Excel-native workflow
Endex works inside Excel and is positioned as an Excel-native AI agent for financial modeling and data analysis.
Endex é um agente de IA nativo do Excel para equipes financeiras que precisam de modelagem, análise e revisão de documentos, com citações, auditabilidade e controle de dados sensíveis.
Endex is an Excel-native AI agent for enterprise finance teams. The site describes it as built to accelerate financial modeling and data analysis, with a focus on institutional use, privacy, and auditability.
It combines workbook-aware AI assistance with integrated citations, workbook tracing, and support for internal files, external data, and trusted sources. The product is positioned for firms that need AI help inside Excel while keeping outputs reviewable and data handling controlled.
Endex works inside Excel and is positioned as an Excel-native AI agent for financial modeling and data analysis.
The product adds integrated citations so users can trace outputs back to their underlying sources.
Endex can navigate complex workbooks with AI-labeled tracing of cell references and in-line citations.
Users can apply repeatable templates, use keyboard shortcuts for formatting, and revert unwanted edits with one click.
The platform includes native access to OpenAI Deep Research and can work with contextual workbook information and verified sources.
Endex supports internal files, external data, and trusted sources in a single searchable plane for analysis.
Use Endex to build or update financial models in Excel with AI assistance, including structured modeling work that benefits from workbook context and source tracing.
Use the product to analyze documents, reconcile information across sources, and surface relevant data from internal files and external inputs.
Use citations and audit logs when outputs need to be reviewed, shared, or checked against underlying sources by finance stakeholders.
Use templates, formatting shortcuts, and undo controls to standardize recurring workbook work across a team.
Use the enterprise deployment and security controls when handling sensitive firm data in a controlled environment.
Endex is designed for enterprise finance teams that work in Excel and want AI assistance for modeling, analysis, and document review. The site positions it as an Excel-native AI agent for financial workflows.
The site does not describe a self-serve setup flow in detail. It indicates enterprise deployment and includes contact, sales, and support paths for firms that want to request a custom deployment.
Endex says it supports integrated citations, audit logging, and undo for changes, which helps users review outputs and reverse unwanted edits.
The pricing page shows a join-waitlist / enterprise contact flow rather than published plan pricing, so the public site does not provide fixed prices or plan limits.
Endex states that data is not used for training by default and that it uses zero-trust, least-privilege access with encryption at rest and in transit.
Os dados de tráfego são apenas para referência.
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