Intapp ConflictsIntapp
|
||||||
Related Products
|
||||||
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
Quickly review, resolve, and report on conflicts of interest, all from a single destination. With Intapp Conflicts, your firm’s risk analysts can search and analyze potential conflicts using consolidated client information from both your firm’s systems and third-party data providers. AI further speeds up your conflict clearance process by flagging results containing potential or certain issues, focusing your analysts’ review efforts and saving them precious time. Reduce the time required to analyze and clear conflicts. Ensure decisions consistently align with the firm’s risk boundaries. Centralize the information and processes that protect your firm. Run quick searches for potential conflicts while on the go. Help analysts clear conflicts faster using AI to surface the potential issues. Track unique factors such as audit clients and applicable independence rules. Streamline reporting with interactive conflict reports.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Financial analysts and modeling professionals requiring a tool to accelerate Excel-based analysis with AI-driven insights and fully auditable outputs
|
Audience
Companies wanting a tool to identify and resolve conflicts of interest with speed and accuracy
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationEndex
Founded: 2022
United States
endex.ai/
|
Company InformationIntapp
Founded: 2000
United States
www.intapp.com/conflicts/
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Integrations
Bureau van Dijk Review
Claude
D&B Connect
FactSet
Microsoft 365
Microsoft Excel
OpenAI
S&P Capital IQ Desktop
|
Integrations
Bureau van Dijk Review
Claude
D&B Connect
FactSet
Microsoft 365
Microsoft Excel
OpenAI
S&P Capital IQ Desktop
|
|||||
|
|
|