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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

Rose AI is an intuitive data discovery and visualization platform designed specifically for financial analysts and decision-makers. It integrates advanced natural language processing and large language models (LLMs) to enable users to ask questions in everyday language and receive precise, explainable insights. The platform transforms complex datasets into dynamic visualizations like line charts and heatmaps, making data easier to understand. Every insight and visualization is fully traceable with audit logic to ensure data integrity and build trust. Rose AI supports seamless collaboration through shared workspaces while maintaining security and data accuracy. With connections to diverse data sources and over 100 built-in data transformations, Rose AI simplifies the entire data analysis journey.

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

Rose AI is ideal for financial analysts and decision-makers who need an intuitive, secure platform for data discovery, visualization, and collaborative analysis powered by advanced AI

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/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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Endex
Founded: 2022
United States
endex.ai/

Company Information

Rose AI
United States
rose.ai/

Alternatives

Alternatives

Powerdrill

Powerdrill

Powerdrill.ai

Categories

Categories

Integrations

Claude
FactSet
Microsoft Excel
OpenAI

Integrations

Claude
FactSet
Microsoft Excel
OpenAI
Claim Endex and update features and information
Claim Endex and update features and information
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Claim Rose AI and update features and information