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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

AI Agents is a software-as-a-service (SaaS) solution powered by large language models (LLMs) designed to streamline workflows for small and medium-sized enterprises (SMEs) while prioritizing data sovereignty. Key features include: 1. Data-Sovereign Agents: These are specifically fine-tuned using retrieval-augmented generation (RAG) techniques on open-source LLMs to enhance optimization for particular business processes. 2. No AI Hallucinations: This feature ensures reliability with citations from sources, pages, and sections for database-enforced tokens. 3. Multimodal Support: The platform accommodates various file types, including PDF, Excel, Word, TXT, and image formats like PNG and JPEG. 4. Integration with CRM/ERP Systems: It includes comprehensive API documentation and is compliant with MCP, providing R&D integration and support. 5. Regularly Updatable LLMs: The system continuously implements new versions, such as Qwen 70B and Gemma 27B, to ensure the latest advancements. Currently, our suite of AI Agents encompasses: - Knowledge Assistant: A tool for managing client relationships and searching through HR and company regulations. - Contract Finalizer: A feature that assists in finalizing legal documents exchanged with clients and partners. - Report Generator: This tool instantly creates monthly or annual reports related to sales, marketing, and budgeting. - Market Researcher: It specializes in investigating and analyzing competitors, product offerings, and pricing strategies within the enterprise landscape. - Meeting Notetaker: This application utilizes LLM AI to generate notes from audio recordings of meetings, ensuring that essential details are captured accurately. With these capabilities, AI Agents aims to enhance productivity and decisi

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Claude Yes 
FactSet Yes 
Microsoft Excel Yes 
OpenAI Yes 
Oracle Fusion Cloud ERP No 
Salesforce No 

Integrations

Claude No 
FactSet No 
Microsoft Excel No 
OpenAI No 
Oracle Fusion Cloud ERP Yes 
Salesforce Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$300/year/agent
- Unlimited credits
- <10 users
- Contact for enterprise pricing
Free Trial Yes 
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 Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
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 Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Endex

Founded

2022

Country

United States

Website

endex.ai/

Vendor Details

Company Name

Sightify

Founded

2014

Country

Taiwan

Website

sightify.ai/

Product Features

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