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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

Wisegrid is a spreadsheet-native work management platform for project-driven teams that need more structure without giving up the flexibility of a familiar grid. It combines rows, columns, formulas, hierarchies, and cross-sheet references with dashboards, Gantt, board and calendar views, forms, workflow automation, approvals, resource planning, and real-time reporting. AI-powered formulas also help teams classify information, extract key details, and summarize project data directly inside the workspace. Wisegrid can be used for project planning, budget tracking, resource allocation, request management, approval workflows, client reporting, and portfolio dashboards. It is especially useful for construction companies, engineering firms, professional services teams, agencies, and other spreadsheet-heavy businesses.

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

Typical users include project managers, operations leaders, business owners, finance teams, resource managers, and spreadsheet power users who need better project visibility, automation, resource planning, approvals, and reporting while keeping the familiar grid-based way of working.

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

$19/editor/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

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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

Wisegrid
Founded: 2026
United States
wisegrid.co

Alternatives

Alternatives

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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