Description
🖼️ Tool Name:
Endex
🔖 Tool Category:
AI-powered Excel agent & financial modeling copilot; falls under Finance Automation & Data Analysis within Excel workflows.
✏️ What does this tool offer?
An AI assistant built inside Microsoft Excel, designed to accelerate financial modeling, data analysis, and reporting for finance professionals.
Ability to pull in external & internal data sources like SEC filings, public financial data, uploaded documents, research, etc., and unify them with workbook data to give richer context.
Helps with modeling tasks: generating formulas, building sheets, running what-if scenarios, spotting anomalies, reconciling data, tracing references and ensuring that outputs are auditable.
Formatting and workflow features to maintain consistency in models—templates, formatting shortcuts, navigation in large complex workbooks, converting PDFs/tables to Excel data.
⭐ What does the tool actually deliver based on user experience?
• Significant time savings in building financial models and reports. One user quote: “I created a three statement model and DCF in 10 minutes using it.”
• Insight into data anomalies & errors: Endex can flag inconsistencies, e.g. when numbers don’t reconcile or formulas are off.
• Full traceability/auditability: when it produces outputs, you can trace back to which cells, sources, or documents were used.
• A familiar interface: works inside Excel, so users don’t need to leave their usual environment.
🤖 Does it include automation?
Yes — many automated features:
Automatically generating formulas or model components from natural-language instructions.
Pulling in external data and research automatically to enrich analysis.
Identifying and flagging errors or outliers without completely manual review.
Template creation + reusing workflows for consistency.
💰 Pricing Model:
It's a subscription / enterprise SaaS model. Early access / waitlist is being used.
Funding has been raised to scale the tool; there’s indication of paid licensing.
🆓 Free Plan Details:
Limited / waitlist access currently. No full free plan details are clearly public yet.
💳 Paid Plan Details:
Paid plans likely unlock full modeling automation, templates, integrations, more external data sources, etc.
For finance professionals / enterprise use, with higher security & compliance.
🧭 Access Method:
• Excel add-in: works from within Microsoft Excel as a sidebar or plugin.
• Windows & Mac both supported; integrates with external data sources & uploads.
🔗 Experience Link: