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What is Equals?

Effortlessly create analyses utilizing your own database, no matter your SQL expertise. By harnessing native data connections, the process of generating and automating diverse analyses—ranging from cohort studies to funnel evaluations and presentations for board meetings—becomes significantly more straightforward. Transparency in presenting your findings is essential, as both investors and prospective employees will seek clarity on the origins and methodologies of these analyses. Empower your less technical colleagues to run complex SQL queries and effectively use import scripts, ensuring they have the tools necessary for data exploration. When any updates occur, it is vital that all workbooks using saved queries adapt to reflect those changes without hassle. To prevent the unnecessary repetition of extracting the same data in various formats, especially with the growing array of data and dashboarding tools, it’s important to optimize your workflows. Despite the myriad of tools available, spreadsheets remain the go-to option due to their unmatched flexibility in addressing the specific requirements of your organization. There truly is no equal to spreadsheets; they provide an interactive environment for data manipulation, facilitating the development of complex and dynamic analyses. Their adaptability encourages a more profound investigation into data, paving the way for innovative insights and solutions that can propel your business into the future. Moreover, this flexibility not only enhances productivity but also fosters a culture of data-driven decision-making within your team.

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.

Media

Media

Integrations Supported

Amazon Redshift
Claude
FactSet
Google Analytics
Google Cloud BigQuery
Microsoft Excel
MySQL
OpenAI
Plaid
PostgreSQL
QuickBooks Online
SQL Server
Salesforce
Snowflake
Stripe

Integrations Supported

Amazon Redshift
Claude
FactSet
Google Analytics
Google Cloud BigQuery
Microsoft Excel
MySQL
OpenAI
Plaid
PostgreSQL
QuickBooks Online
SQL Server
Salesforce
Snowflake
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

$49 per month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
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

Equals

Date Founded

2021

Company Location

United States

Company Website

equals.com

Company Facts

Organization Name

Endex

Date Founded

2022

Company Location

United States

Company Website

endex.ai/

Categories and Features

Spreadsheet

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

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