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Endex Invite Code - Exclusive Access to AI-Powered Financial Analysis

Welcome to Endex Early Access Program



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Endex is revolutionizing financial analysis with the world's first AI agent that operates natively inside Excel, backed by OpenAI's $14M funding. Our cutting-edge platform transforms hours of financial modeling into minutes, seamlessly integrating with your existing Excel workflow.

What is Endex?

Endex is an AI-powered financial modeling copilot that serves as your intelligent assistant directly within Excel. Our technology leverages OpenAI's advanced reasoning models (GPT-4o, o1-mini, o1-preview, and o3-mini) to deliver analyst-level precision for financial professionals.

Key Features

🚀 Native Excel Integration

  • Works directly as an Excel add-in with sidebar functionality

  • No need for separate web applications or constant sign-ins

  • Seamless integration with your existing Excel workflows

🧠 AI-Powered Analysis

  • Build complete DCF models and three-statement models in minutes

  • Generate complex formulas using natural language commands

  • Automated financial model reconciliation and error detection

📊 Advanced Data Integration

  • Direct access to Capital IQ, FactSet, and SEC filings

  • Integration with trusted financial data sources and market data

  • Upload and analyze confidential documents alongside Excel workbooks

🔍 Deep Research Capabilities

  • Powered by OpenAI's Deep Research API

  • Process millions of pages of financial documents

  • Identify historical precedents and management tone shifts

✅ Quality Assurance

  • AI-powered cross-checking to identify data discrepancies

  • Automated detection of financial statement inconsistencies

  • Complete auditability with direct citations to sources

Who Uses Endex?

Endex is trusted by analysts and associates at leading financial institutions across the US and globally, including:

  • Investment Banking teams for deal modeling and pitch preparation

  • Private Equity professionals for due diligence and valuation

  • Hedge Fund portfolio managers for market analysis

  • Corporate Finance teams for financial planning and forecasting

User Testimonials

"I feel like I've been riding a bike using AI tools and it seems like you've handed me a motorcycle." - Hedge Fund Portfolio Manager

"I created a three statement model and DCF in 10 minutes using it. Wild." - Hedge Fund Portfolio Manager

"It's like seeing ChatGPT for the first time." - Hedge Fund Portfolio Manager

Invite Code Access

Why Invite Codes?

Due to unprecedented demand and our commitment to providing exceptional service quality, we're implementing a phased rollout system. Invite codes ensure:

  • ✨ Premium Experience: Limited access maintains optimal performance

  • 🔒 Security: Controlled rollout for enterprise-grade security

  • 🎯 Personalized Onboarding: Dedicated support for each user

  • 📈 Quality Assurance: Continuous refinement based on user feedback

How to Get Your Invite Code

1. Request Access

  • Contact our team at sales@endex.ai

  • Join our LinkedIn community and comment for early access

  • Register through our official channels for priority consideration

2. Qualification Process

  • Financial industry professionals receive priority access

  • Enterprise clients get expedited approval

  • Individual analysts can request personal access codes

3. Activation

  • Receive your unique invite code via email

  • Download the Excel add-in from Microsoft AppSource

  • Enter your code during setup for full feature access

Pricing & Plans

🆓 Trial Access

  • Limited-time trial available through Microsoft AppSource

  • Experience core features before full commitment

  • No credit card required for initial trial

💼 Professional License

  • Full access to all Endex features and capabilities

  • Enterprise-grade security and compliance (SOC 2, ISO, GDPR, CCPA)

  • Priority support and regular feature updates

🏢 Enterprise Solutions

  • Custom deployment for financial institutions

  • Dedicated account management and training

  • Advanced security features and compliance reporting

Security & Compliance

Endex maintains enterprise-grade security standards:

  • 🔐 Data Encryption: AES-256 for storage, TLS 1.2/1.3 for communication

  • 🚫 No Training on User Data: Strict no-training policy on client information

  • 📋 Compliance: SOC 2, ISO, GDPR, CCPA certified

  • 🔍 Trust Portal: Visit trust.endex.ai for detailed security information

Technical Specifications

System Requirements

  • Microsoft Excel (Windows/Mac)

  • Internet connection for AI processing

  • Compatible with Excel 2019, Excel 365

AI Capabilities

  • 70% preference rate over non-reasoning models in blind testing

  • One-third latency improvement with o3-mini integration

  • 45% reduction in hallucinations compared to traditional models

  • 15% productivity increase for financial professionals

Getting Started

  1. Request Your Invite Code: Contact sales@endex.ai or comment on our LinkedIn posts

  2. Download: Get the Excel add-in from Microsoft AppSource

  3. Activate: Enter your invite code during setup

  4. Learn: Access our comprehensive training resources

  5. Excel: Transform your financial modeling workflow

Support & Resources

📧 Sales Inquiries: sales@endex.ai

👥 Careers: team@endex.ai

🛡️ Security: support@endex.ai

🔗 Trust Portal: trust.endex.ai

Join the Financial AI Revolution

Endex represents the future of financial analysis - where AI systems become true co-workers rather than just tools. With backing from OpenAI's Startup Fund and proven results at leading financial institutions, Endex is ready to transform your Excel experience.

Ready to get started? Request your exclusive invite code today and join the pioneers shaping the future of financial modeling.

Endex - Transforming Excel workflows with AI precision. Backed by OpenAI. Trusted by financial professionals worldwide.