Endex

Endex Financial Modeling Copilot for Excel is an AI-driven assistant embedded in Excel, designed to streamline the work of high-finance professionals. It empowers analysts and associates in investment banking, private equity, and corporate finance to produce better models faster by automating tedious tasks and providing intelligent insights.

• AI-Powered Modeling Assistance: Write complex formulas or build entire financial models using natural language. Simply describe what you need – the copilot will generate formulas, functions, or even new sheets and charts for you, eliminating guesswork and manual effort.
• Instant Analysis & Insights: Get on-demand analysis of your spreadsheet data. Ask questions about your financial model (e.g. "What's the EBITDA growth rate?" or "Highlight any outlier expenses in Q2") and receive immediate answers, summaries, or visualizations. The copilot can summarize key metrics and trends, helping you uncover insights without combing through rows of data.
• Automated Workflow & Error Reduction: Delegate routine tasks to the AI. From formatting and organizing data to inserting rows, adjusting formulas across sheets, or checking for inconsistencies, the extension handles it in seconds. It flags potential errors or imbalances in your model (for example, spotting if a balance sheet doesn't balance) so you can trust your numbers.
• "What-If" Scenarios Made Easy: Conduct scenario and sensitivity analyses via conversation. Inquire how changes in assumptions affect outcomes ("What if revenue grows 10% more next year?") and watch the copilot adjust the model or provide a breakdown of the impact. This helps you evaluate alternatives on the fly without manual recalculation.
• Built for Finance Professionals: Tailored to the needs of financial modeling, Endex's copilot understands finance terminology and best practices. Whether you're forecasting cash flows, valuing a company, or preparing a budget, the add-in offers context-aware suggestions and guidance. It's like having an expert financial analyst by your side in Excel, 24/7.

Transform your Excel workflow with an AI assistant that saves time, improves accuracy, and lets you focus on high-level analysis and decision-making. Endex Financial Modeling Copilot turns hours of spreadsheet drudgery into minutes of work, supercharging your productivity in Excel.

Currently, Endex on Excel is available for trial. For full access to Endex services, a paid license is required.