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What is Endex?

Endex represents a groundbreaking AI application tailored for Excel, aimed at revolutionizing financial modeling and data analysis through the incorporation of advanced language models directly into spreadsheets. By providing citations for every output, it ensures that all calculations and narratives maintain a level of traceability and transparency. The custom-designed language models are adept at understanding complex accounting practices, reconciling varied data sources, and interpreting financial graphics, while Endex seamlessly integrates internal documents, external databases, and trusted public information from platforms such as CapIQ, FactSet, and SEC filings into a single, searchable interface. Among its standout features are AI-assisted tracking of cell references, in-line citations for easier navigation, customizable formatting options, and templates that can refresh with new information across the organization. Furthermore, the integration of Deep Research brings contextual insights right into your workbook, bolstered by verified resources, and Endex’s adaptive "memories" learn to synchronize with your unique styles and workflows, thus further enhancing the user experience. This remarkable combination of features positions Endex as a vital tool for finance professionals who strive for both efficiency and precision in their analyses, making it a must-have in today’s fast-paced financial landscape. Consequently, utilizing Endex can significantly elevate the quality and reliability of financial reporting and decision-making processes.

What is Colby?

Colby is a cutting-edge sales assistant powered by AI, available as a Chrome extension that simplifies the management of Salesforce data through natural language and voice commands. It performs online research on prospective clients, enhances lead information, updates and inputs contact details, records meeting notes, sets reminders, and executes bulk data modifications in Salesforce within a minute, achieving speeds that are up to 120 times quicker than traditional methods involving reports and Excel. Engineered for seamless integration, Colby operates solely as a browser add-on and does not require training, as it instinctively grasps the Salesforce context and data sourced from the web, enabling it to efficiently fill opportunities and client profiles complete with inline citations. Its sophisticated AI algorithms deliver real-time market analysis, reconcile conflicting data, and support extensive record updates, all while prioritizing user privacy by ensuring that data is deleted after each session. Regular updates to its algorithms guarantee Colby's ongoing efficiency and effectiveness, allowing it to adapt to new challenges without the need for any additional configuration. As a result, users can direct their attention to sales activities rather than administrative duties, significantly boosting their overall productivity and efficiency, while also experiencing a more streamlined workflow. This innovative tool not only saves time but also empowers sales teams to engage more meaningfully with their clients.

Media

Media

Integrations Supported

Microsoft Excel
Claude
FactSet
Google Chrome
OpenAI
Salesforce

Integrations Supported

Microsoft Excel
Claude
FactSet
Google Chrome
OpenAI
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Endex

Date Founded

2022

Company Location

United States

Company Website

endex.ai/

Company Facts

Organization Name

Colby

Date Founded

2025

Company Location

United States

Company Website

getcolby.com

Categories and Features

Categories and Features

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