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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
Any teams can independently uncover vital insights through simple conversations, eliminating the need for training or advanced data literacy. Crystal is customizable to meet the specific requirements of your organization, allowing your teams to collaborate effectively and generate actionable insights. With 24/7 monitoring of your data, Crystal can notify you of significant changes, ensuring you receive both the answers you seek and those you might not have anticipated. Accessible on both mobile and desktop platforms, your teams can obtain immediate insights from anywhere, bypassing the tedious process of combing through reports. You can bring your use case to fruition in just days instead of months, thanks to Crystal's intuitive setup. Its low-code and no-code data source connections optimize your existing BI investments, delivering instant business value while empowering your teams to explore new possibilities. This enhanced accessibility fosters a more data-driven culture within the organization.
API Access
Has API
API Access
Has API
Integrations
Claude
FactSet
Microsoft Excel
OpenAI
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Endex
Founded
2022
Country
United States
Website
endex.ai/
Vendor Details
Company Name
iGenius
Founded
2016
Country
Italy
Website
www.igenius.ai/
Product Features
Product Features
Data Science
Access Control
Advanced Modeling
Audit Logs
Data Discovery
Data Ingestion
Data Preparation
Data Visualization
Model Deployment
Reports