Karl

Karl

Kanerika
+
+

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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

Karl is an AI agent that answers business questions in plain language from your existing data — no SQL, no Python, no analyst required. Ask in natural language and get back charts, forecasts, and reports in seconds. Karl connects to SQL, NoSQL, cloud data lakes, and real-time streams. It delivers insights directly inside Microsoft Teams, Power BI, and Microsoft Fabric. Every answer is governed, source-traced, and grounded in your metadata and lineage layer. Pre-built analytics agents for manufacturing, retail, and banking cut deployment from months to weeks. Also available as a native Microsoft Fabric workload.

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

Enterprise data and analytics teams, CDOs, VPs of Data, and business users in manufacturing, retail, banking, and financial services who need fast insights from structured data without writing queries.

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

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$10,000
Free Version
Free Trial

Reviews/Ratings

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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Endex
Founded: 2022
United States
endex.ai/

Company Information

Kanerika
Founded: 2015
United States
kanerika.com

Alternatives

Alternatives

Categories

Categories

Integrations

Claude
FactSet
Microsoft Excel
Microsoft Fabric
OpenAI

Integrations

Claude
FactSet
Microsoft Excel
Microsoft Fabric
OpenAI
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