What is Endex AI Agent?
Endex AI Agent is your Excel sidekick, powered by OpenAI, designed to turbocharge financial modeling and data analysis. Think of it as ChatGPT for spreadsheets—smarter, faster, and built right into Excel.
What are the features of Endex AI Agent?
- Trace References: AI labels and tracks cell references like a pro.
- Sheet Navigation: Jump to any cell or range instantly.
- Deep Research: Pulls verified data from sources like SEC filings and CapIQ.
- Memories: Learns your style and preferences over time.
- Undo Changes: One-click revert if the AI goes off-script.
- PDF to Table: No more manual data entry—just drag, drop, and let Endex handle the rest.
What are the use cases of Endex AI Agent?
- Financial Modeling: Build three-statement models or DCFs in minutes.
- Data Analysis: Spot trends, flag anomalies, and crunch numbers effortlessly.
- Audit Prep: Every output comes with citations for full transparency.
How to use Endex AI Agent?
- Download the Excel add-in and open it as a sidebar.
- Type prompts like "Build a DCF model" or "Format this table".
- Let Endex work its magic—or tweak results with undo/redo.
