Endex AI Agent

Endex AI Agent: Revolutionizing Financial Modeling and Data Analysis in Excel

Endex AI Agent is an innovative tool designed to enhance financial modeling and data analysis directly within Excel. It acts as an AI-powered assistant, helping users navigate complex financial documents, reconcile data, and create detailed financial charts with ease. By integrating internal files, external data, and trusted sources into a single searchable platform, Endex provides a comprehensive view of financial information at users' fingertips.

Benefits

Endex AI Agent offers several key advantages for financial professionals and data analysts:-Accelerated Financial Modeling: Streamline the process of creating and analyzing financial models with AI-powered assistance.-Integrated Citations: Ensure outputs are augmented with attribution to underlying sources, making data more reliable and verifiable.-Enhanced Data Analysis: Understand the intricacies of financial documents, including detailed accounting methods and complex financial charts.-Unified Data Sources: Combine internal files, external data, and trusted sources into a single searchable plane for a complete picture of financial information.

Use Cases

Endex AI Agent is particularly useful for:-Financial Analysts: Accelerate the creation and analysis of financial models, ensuring accuracy and reliability.-Accountants: Navigate complex financial documents and reconcile data from different sources.-Data Analysts: Perform detailed data analysis and create complex financial charts with ease.-Business Professionals: Utilize the tool for various Excel tasks across different professional categories.

Data Sources

Endex integrates seamlessly with a wide range of data sources, including:-Internal Data: Users can upload documents such as expert call transcripts, broker research, and market maps.-External Data: Direct integration with trusted public data sources like CapIQ, VisibleAlpha, FactSet, SEC filings, and company earnings.

Security

Endex prioritizes data security and compliance, ensuring that user data is protected with enterprise-grade security measures. The platform utilizes AES-256 encryption for data at rest and TLS 1.2/1.3 for secure communication. Endex adheres to SOC 2, ISO, CCPA, and GDPR compliance frameworks, ensuring no training on user data.

Additional Information

Endex AI Agent is an Excel-based add-in that operates as a sidebar within the Excel application. It is designed to be user-friendly and accessible, with features like trace references, spreadsheet navigation, firm templates, formatting shortcuts, deep research integration, and the ability to undo changes. The platform also supports PDF to table conversion, eliminating the need for manual data entry from financial statements, pitch decks, and research reports.

For more information about Endex AI Agent, visithttps://endex.ai/.