Endex
AI-powered Excel automation for financial professionals
What is Endex? Complete Overview
Endex is an AI-powered Excel add-in designed to automate and enhance spreadsheet workflows, particularly for financial professionals. Built with OpenAI's technology, Endex integrates directly into Excel as a sidebar, eliminating the need for separate applications. It specializes in financial data analysis, capable of pulling data from trusted sources like CapIQ, VisibleAlpha, and SEC filings, while also processing uploaded documents such as expert call transcripts and broker research. Beyond simple summarization, Endex provides actionable insights by spotting trends, identifying anomalies, and performing complex calculations with analyst-level reasoning. While optimized for financial workflows, it's versatile enough for various Excel tasks across professional domains.
Endex Interface & Screenshots
Endex Official screenshot of the tool interface
What Can Endex Do? Key Features
Financial Data Integration
Endex seamlessly connects with leading financial data sources including CapIQ, VisibleAlpha, FactSet, and SEC filings. It can also process uploaded documents like expert call transcripts and broker research, consolidating all relevant data directly within your Excel environment.
Analyst-Level Reasoning
Powered by OpenAI's Deep Research and other advanced models, Endex doesn't just summarize - it analyzes. The AI can detect trends, flag data anomalies, perform complex calculations, and provide intuitive explanations for its outputs.
Auditable Outputs
All Endex outputs include direct citations to specific cells and ranges in your workbook, plus inline references to source documents. This transparency allows users to verify every piece of information and understand how conclusions were reached.
Context-Aware Processing
Endex maintains an inherent understanding of financial terminology and workbook context. It intelligently interprets spreadsheet structures and relationships between data points for more accurate analysis.
Enterprise-Grade Security
Designed for financial institutions, Endex adheres to strict security protocols. User data is never used for model training, and the platform maintains comprehensive compliance frameworks to protect sensitive information.
Best Endex Use Cases & Applications
Financial Model Audit
Analysts can use Endex to automatically review complex financial models, identifying calculation errors, inconsistent assumptions, or unusual data patterns that might indicate mistakes.
Earnings Analysis
Endex can rapidly process company earnings reports, compare results against expectations, extract key metrics, and highlight significant variances for further investigation.
Data Consolidation
Financial professionals can leverage Endex to pull and harmonize data from multiple sources (CapIQ, FactSet, uploaded documents) into cohesive analyses without manual data entry.
Investment Thesis Development
Endex assists in synthesizing information from broker research, expert call transcripts, and financial statements to help build comprehensive investment theses.
How to Use Endex: Step-by-Step Guide
Install the Endex add-in from the Microsoft Office store or Endex's website. The add-in integrates directly into Excel as a sidebar, requiring no separate application.
Access Endex through the Excel sidebar. The interface remains available alongside your spreadsheet for continuous workflow integration.
Input your query or task instructions. Include details about your desired output format, data sources, specific manipulations needed, and any assumptions Endex should consider.
Review Endex's proposed action plan if prompting is ambiguous. The AI will request clarifications before proceeding with complex tasks.
Execute the analysis and examine the results. All modifications are clearly marked, and you can easily undo changes if needed.
Verify outputs using the built-in citation system that links conclusions back to specific cells and source documents.
Endex Pros and Cons: Honest Review
Pros
Considerations
Is Endex Worth It? FAQ & Reviews
No, Endex operates as an Excel add-in that appears as a sidebar within your Excel application, eliminating the need for separate sign-ins or applications.
Yes, Endex integrates with financial data providers like CapIQ, VisibleAlpha, and FactSet, and can process uploaded documents including SEC filings and expert call transcripts.
Endex maintains enterprise-grade security standards and never uses your data for model training. Detailed compliance information is available at their trust portal.
Yes, Endex provides easy undo functionality, though they recommend maintaining workbook versions as standard practice.
Effective prompts should include desired outputs, formatting requirements, data sources, specific manipulations needed, and any relevant assumptions.