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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

Wisegrid serves as a work management platform that is deeply integrated with spreadsheets, catering to project-centric teams that seek enhanced organization while retaining the ease of use associated with a grid format. This platform merges the functionalities of rows, columns, formulas, hierarchies, and cross-sheet references with various visualization tools such as dashboards, Gantt charts, board and calendar views, alongside features like forms, workflow automation, approvals, resource management, and real-time reporting. Additionally, the incorporation of AI-driven formulas empowers teams to categorize information, extract critical insights, and summarize project-related data seamlessly within the workspace. Wisegrid proves beneficial for a range of applications including project planning, budget oversight, resource distribution, request handling, approval workflows, client reporting, and portfolio management. Its versatility makes it particularly advantageous for construction firms, engineering companies, professional service teams, agencies, and other organizations that heavily rely on spreadsheets for their operations. By bridging structured project management with the familiar spreadsheet interface, Wisegrid allows teams to maintain productivity and efficiency in their workflows.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Claude Yes 
FactSet Yes 
Microsoft Excel Yes 
OpenAI Yes 

Integrations

Claude No 
FactSet No 
Microsoft Excel No 
OpenAI No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$19/editor/month
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 No 
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) Yes 
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

Wisegrid

Founded

2026

Country

United States

Website

wisegrid.co

Product Features

Work Management

Access Roles / Permissions No 
CRM No 
Calendar Management No 
Collaboration Tools No 
File Storage / File Sharing No 
Kanban No 
Messaging / Discussion No 
Performance Metrics No 
Project Management No 
Reporting / Analytics No 
Resource Management No 
Strategic Planning No 
Task Management No 
Time Tracking No 
Version Control No 
Workflow Management No 

Alternatives

Alternatives