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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Simplify your workflow by seamlessly syncing Google Sheets with your business systems. Our solution facilitates the connection, automation, and sharing of real-time data within Google Sheets, ensuring your reports, dashboards, and insights are consistently up-to-date. With just one click, you can integrate Google Sheets with any source system, automatically updating your spreadsheet with fresh data from your source systems. Additionally, you can keep track of your spreadsheets through notifications on Slack and email alerts. Coefficient serves as the crucial link in today’s data ecosystem. Business users, particularly those in sales and marketing, often find themselves dependent on IT teams to retrieve necessary data, which can slow project timelines, lead to inadequate datasets, and erode trust in data quality. Coefficient addresses this challenge effectively. By using Coefficient, business users gain the ability to access and analyze essential data in real-time within their preferred spreadsheet environment. This empowers every team member to leverage an innovative approach to spreadsheets, ultimately unlocking greater potential with their data and enhancing overall efficiency. Now, teams can make informed decisions faster, driving better business outcomes.

Description

Endex is an innovative AI tool designed for Excel that enhances financial modeling and data analysis by integrating sophisticated language models into spreadsheets. It enriches the output with citations, ensuring that every calculation and narrative can be traced back to its source with full transparency. Tailor-made LLMs are capable of grasping intricate accounting techniques, reconciling disparate data sets, and analyzing financial visuals, while Endex consolidates internal documents, external databases, and reliable public information from sources like CapIQ, FactSet, and SEC filings into one comprehensive and searchable platform. Key features include AI-assisted tracking of cell references, in-line citations to facilitate navigation, customizable formatting shortcuts, and templates that can automatically update with new information across the firm. Additionally, the integration of Deep Research offers contextual insights within your workbook, supplemented with verified resources, while Endex’s adaptive "memories" learn to align with your preferred styles and workflows, enhancing user experience even further. This powerful synergy makes Endex an indispensable asset for finance professionals seeking efficiency and accuracy in their analyses.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Redshift Yes 
Claude No 
FactSet No 
Google Analytics Yes 
Google Cloud BigQuery Yes 
Google Sheets Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Looker Yes 
OpenAI No 
PostgreSQL Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
SQL Server Yes 
Slack Yes 
Snowflake Yes 
Stripe Yes 
Tableau Yes 
Zendesk Yes 

Integrations

Amazon Redshift No 
Claude Yes 
FactSet Yes 
Google Analytics No 
Google Cloud BigQuery No 
Google Sheets No 
HubSpot CRM No 
HubSpot Customer Platform No 
Looker No 
OpenAI Yes 
PostgreSQL No 
QuickBooks Online No 
QuickBooks Online Advanced No 
SQL Server No 
Slack No 
Snowflake No 
Stripe No 
Tableau No 
Zendesk No 

Pricing Details

$49 per user per month
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Coefficient

Founded

2017

Country

United States

Website

coefficient.io

Vendor Details

Company Name

Endex

Founded

2022

Country

United States

Website

endex.ai/

Product Features

Dashboard

Annotations No 
Data Source Integrations No 
Functions / Calculations No 
Interactive No 
KPIs No 
OLAP No 
Private Dashboards No 
Public Dashboards No 
Scorecards No 
Themes No 
Visual Analytics No 
Widgets No 

Integration

Dashboard No 
ETL - Extract / Transform / Load No 
Metadata Management No 
Multiple Data Sources No 
Web Services No 

Spreadsheet

Analytics No 
Audit Trail No 
Calculators No 
Charting No 
Multi-User Collaboration No 
Templates No 

Workflow Management

Access Controls/Permissions No 
Approval Process Control No 
Business Process Automation No 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access No 
No-Code No 
Task Management No 
Third Party Integrations No 
Workflow Configuration No 

Alternatives

Alternatives