AIAI CRE Tools

Endex AI

Automates and augments Excel workflows with AI and integrated citations.

Productivity & Copilots
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About Endex AI

Endex is an enterprise-grade Excel add-in that transforms spreadsheet tasks through AI. Its agents trace cell references end-to-end, generate reusable templates, and apply consistent formatting with customizable shortcuts. Integrated with OpenAI Deep Research, Endex annotates outputs with verifiable citations to both workbook cells and external data sources. Users eliminate manual data entry for financial statements, pitch decks, research reports, and more. Designed for security, Endex encrypts data in transit and at rest (AES-256/TLS), enforces zero-retention, and meets SOC 2, ISO, GDPR, and CCPA standards. Analysts at leading financial institutions leverage Endex to build, audit, and contextualize models faster, with full audit trails and one-click rollback—boosting productivity while maintaining rigorous compliance.

Key Features

AI-labeled tracing

template creation

formatting shortcuts

OpenAI Deep Research integration

verified citations

one-click undo

AES-256 encryption

SOC 2 & ISO compliance

GDPR/CCPA adherence

Quick Facts

Location
United States

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