Average Ratings 2 Ratings

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Average Ratings 0 Ratings

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Description

Echobase is a platform that allows teams to create, analyze, and query data directly from files, without any upfront financial commitment -- no credit cards required. Echobase allows you to create AI Agents by leveraging AI models that are tailored to your business needs. These agents can perform a wide range of tasks, from answering simple questions to complex analysis, aggregating information, and completing tasks.

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

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Screenshots View All

Integrations

Microsoft Excel Yes 
ChatGPT Yes 
Claude No 
FactSet No 
Gmail Yes 
Google Docs Yes 
Google Drive Yes 
Microsoft PowerPoint Yes 
Microsoft SharePoint Yes 
OpenAI No 

Integrations

Microsoft Excel Yes 
ChatGPT No 
Claude Yes 
FactSet Yes 
Gmail No 
Google Docs No 
Google Drive No 
Microsoft PowerPoint No 
Microsoft SharePoint No 
OpenAI Yes 

Pricing Details

$19 per month
Free Trial No 
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 Yes 
Mac Yes 
Linux Yes 
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) Yes 
Online Support No 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Echobase AI

Founded

2022

Country

Australia

Website

echobase.ai/

Vendor Details

Company Name

Endex

Founded

2022

Country

United States

Website

endex.ai/

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