Endex AI Agent for Excel
Product Introduction
Endex AI Agent is a powerful tool embedded within Excel, aimed at accelerating financial modeling and data analysis tasks. It is particularly useful for financial professionals and data analysts who require quick and accurate results. The tool integrates seamlessly with Excel, offering functionalities like tracking references, worksheet navigation, and data source integration.
Key Features
- Excel Integration: Built directly into Excel for seamless operation.
- Data Source Integration: Supports certified data and in-depth research.
- Memory Functions: Retains previous operations for efficiency.
- Advanced Security: Enterprise-level security features to protect sensitive data.
- PDF to Table Conversion: Easily convert PDF data into Excel tables.
- Undo Functionality: Allows users to revert actions if needed.
Product Data
- Target Audience: Financial professionals, data analysts, and corporate finance teams.
- Use Cases:
- Completing three-statement models and DCF analyses in minutes.
- Importing and analyzing financial statements quickly.
- Accelerating data exploration and model building for data scientists.
- Tutorial Steps:
- Install the Endex plugin in Excel.
- Open an Excel workbook and launch Endex.
- Use Endex features for data import, tracking references, etc.
- Utilize undo or PDF conversion as needed.
- Save and share processed worksheets.
Product Link
For more information, visit Endex AI Agent. 
