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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 CorpusIQ?

Professionals should not spend endless hours navigating dashboards, exporting CSV files, sorting through emails, comparing different reports, and reconciling discrepancies just to answer a basic business question. Unfortunately, this is the current situation for numerous organizations. While finance teams utilize one set of data, marketing relies on a different dataset, sales operates with another system entirely, and operations frequently use spreadsheets. Despite the availability of necessary information, the process of retrieving it is often labor-intensive and challenging to validate. CorpusIQ transforms this experience. By integrating ChatGPT, Claude, and Perplexity with real-time data from over 37 platforms—including QuickBooks, Shopify, Google Ads, Meta Ads, Klaviyo, GA4, HubSpot, email, cloud storage, and various databases—CorpusIQ simplifies the process of accessing vital information. Rather than wasting valuable time searching for a single piece of information, professionals can depend on CorpusIQ for a comprehensive response that aggregates insights from multiple sources, complete with references for verification. This advancement not only boosts efficiency but also equips teams with the ability to make timely and informed decisions like never before. Additionally, by reducing the time spent on data retrieval, organizations can redirect their focus toward strategic initiatives and growth opportunities.

Media

Media

No images available

Integrations Supported

Claude
ChatGPT
FactSet
Microsoft Excel
OpenAI
Perplexity

Integrations Supported

Claude
ChatGPT
FactSet
Microsoft Excel
OpenAI
Perplexity

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$29.95
Free Version
Free Trial Offered?

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

CorpusIQ

Date Founded

2026

Company Location

United States

Company Website

www.corpusiq.io

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