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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

Introducing Microsoft 365 Copilot — your copilot for work. It combines the power of large language models (LLMs) with your data in the Microsoft Graph and the Microsoft 365 apps to turn your words into the most powerful productivity tool on the planet. Copilot is integrated into Microsoft 365 in two ways. It works alongside you, embedded in the Microsoft 365 apps you use every day — Word, Excel, PowerPoint, Outlook, Teams and more — to unleash creativity, unlock productivity and uplevel skills. Today we’re also announcing an entirely new experience: Business Chat. Business Chat works across the LLM, the Microsoft 365 apps, and your data — your calendar, emails, chats, documents, meetings and contacts — to do things you’ve never been able to do before. You can give it natural language prompts like “Tell my team how we updated the product strategy,” and it will generate a status update based on the morning’s meetings, emails and chat threads.

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

Users that want a powerful AI assistant inside Microsoft 365 apps

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

$30/month
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

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

Review this Software

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • I’ve been using Microsoft 365 Copilot for about a month now, and I have to say, I’m extremely impressed. As someone who works in a fast-paced environment, I’ve found it to be a game-changer in terms of productivity. The integration with Microsoft 365 apps is seamless, and it’s made managing my tasks and organizing information so much easier. One of the major pros is how quickly Copilot helps me draft emails, reports, and presentations. The AI is incredibly intuitive and understands my tone and style almost immediately. I’ve saved so much time on repetitive tasks and can now focus on more creative and strategic work. Another big win is the ability to pull data from multiple sources across my apps, analyze it, and generate insights in a fraction of the time it would take me manually. The AI’s ability to summarize lengthy documents and provide quick overviews has been a huge productivity boost.

Cons

  • It's been lights out good for me so far. I have no complaints.

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

Microsoft
Founded: 1975
United States
microsoft.com

Alternatives

Alternatives

Microsoft 365

Microsoft 365

Microsoft
OpenClaw

OpenClaw

Molty
Copilot Data

Copilot Data

Copilot Data Almund

Categories

Categories

Integrations

Microsoft Excel
OpenAI
Adobe Experience Platform Agent Orchestrator
Alemba Service Manager
ChatGPT
Copilot Cowork
Exopen
GPT-5.1 Pro
GPT-5.2 Instant
GPT-5.4
GPT-5.6 Luna
Kore.ai
Microsoft 365 Copilot App Builder
Microsoft Copilot Studio
Microsoft Foundry
Microsoft Loop
Microsoft PowerPoint
Microsoft Teams
Mural
Pergamin

Integrations

Microsoft Excel
OpenAI
Adobe Experience Platform Agent Orchestrator
Alemba Service Manager
ChatGPT
Copilot Cowork
Exopen
GPT-5.1 Pro
GPT-5.2 Instant
GPT-5.4
GPT-5.6 Luna
Kore.ai
Microsoft 365 Copilot App Builder
Microsoft Copilot Studio
Microsoft Foundry
Microsoft Loop
Microsoft PowerPoint
Microsoft Teams
Mural
Pergamin
Claim Endex and update features and information
Claim Endex and update features and information
Claim Microsoft 365 Copilot and update features and information
Claim Microsoft 365 Copilot and update features and information