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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.

About

Build any analysis with data directly from your database, whether or not you know SQL. It's 10x easier to build & automate analyses with native data connections. From cohort reports, to funnel reviews, to board decks. From investors to future employees, they're going to need to know how analyses came to be. Always be able to show your work. Empower your less technical teammates to run complex SQL queries and import scripts. Publish changes to any workbook that uses a saved query. Never pull the same data in two different ways again. Amongst an explosion of new data and dashboarding tools, we invariably end up back in a spreadsheet. Spreadsheets are the only tool that give you the flexibility to match the specifics of your business. There’s really nothing like it — a canvas on which you can play, move, touch, and feel data, while building compounding, sophisticated programs and analyses.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Financial analysts and modeling professionals requiring a tool to accelerate Excel-based analysis with AI-driven insights and fully auditable outputs

Audience

Companies looking for a spreadsheet solution with built-in connections to any database, versioning, and collaboration

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$49 per month
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Endex
Founded: 2022
United States
endex.ai/

Company Information

Equals
Founded: 2021
United States
equals.com

Alternatives

Alternatives

Categories

Agentic AI Supported
AI Agents Supported
AI Data Analytics Supported
AI Spreadsheet Supported

Categories

AI Spreadsheet Supported
Spreadsheet Supported

Integrations

Amazon Redshift Not Supported
Claude Supported
FactSet Supported
Google Analytics Not Supported
Google Cloud BigQuery Not Supported
Microsoft Excel Supported
MySQL Not Supported
OpenAI Supported
Plaid Not Supported
PostgreSQL Not Supported
QuickBooks Online Not Supported
SQL Server Not Supported
Salesforce Not Supported
Snowflake Not Supported
Stripe Not Supported

Integrations

Amazon Redshift Supported
Claude Not Supported
FactSet Not Supported
Google Analytics Supported
Google Cloud BigQuery Supported
Microsoft Excel Not Supported
MySQL Supported
OpenAI Not Supported
Plaid Supported
PostgreSQL Supported
QuickBooks Online Supported
SQL Server Supported
Salesforce Supported
Snowflake Supported
Stripe Supported
Claim Endex and update features and information
Claim Endex and update features and information
Claim Equals and update features and information
Claim Equals and update features and information