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About
Colby is an AI-driven sales assistant embedded as a Chrome extension that automates Salesforce data management through natural language and voice commands. It researches prospects online, enriches lead records, enters and updates contacts, logs meeting notes, adds reminders, and performs bulk data corrections within Salesforce in under a minute, up to 120× faster than traditional report-and-Excel workflows. Designed for seamless integration, Colby requires no installation beyond a browser add-on and no training, automatically understanding your Salesforce context and web-sourced data to populate opportunities and client profiles with in-line citations. Its built-in AI models deliver real-time market research, reconcile conflicting information, and update records at scale, while session-based data deletion ensures user privacy. Regular model updates guarantee continuous improvement with no extra setup.
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About
Endex is an Excel-native AI agent that supercharges financial modeling and data analysis by embedding advanced language models directly into your spreadsheets. It augments outputs with integrated citations, making every calculation and narrative auditable from start to finish. Custom-built LLMs understand complex accounting methods, reconcile conflicting data sources, and interpret financial charts, while Endex unifies internal files, external databases, and trusted public sources, such as CapIQ, FactSet, and SEC filings, into a single searchable plane. Core capabilities include AI-enhanced tracing of cell references, in-line citations for sheet navigation, customizable formatting shortcuts, and firm-wide templates that autocomplete with new data. Native Deep Research integration provides contextual understanding of your workbook alongside verified sources, and Endex “memories” adapt to your style preferences and favorite workflows.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Sales operations and revenue teams seeking a solution to automate data entry, prospect research and bulk record updates through intuitive voice and text prompts
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Audience
Financial analysts and modeling professionals requiring a tool to accelerate Excel-based analysis with AI-driven insights and fully auditable outputs
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationColby
Founded: 2025
United States
getcolby.com
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Company InformationEndex
Founded: 2022
United States
endex.ai/
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Alternatives |
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Categories |
Categories |
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