Endex 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.
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