Endex

Endex builds an AI-powered digital coworker native to Microsoft Excel, designed for financial professionals. The product sits inside the application where analysts actually work, with an understanding of financial documents, accounting methods and complex financial charts. Underneath it sits a set of finance-specific large language models, engineered for tasks such as reconciling disagreeing sources, integrating deep research, and verifying AI outputs with citations attached. A unified searchable environment brings internal files, external data and trusted sources together, giving both financial teams and their AI agents a complete picture for decision-making.

The company operates at the demanding end of the market. Its clients include private equity firms with more than $100B in assets under management, publicly traded real estate developers, leading investment banks, Fortune 500 finance teams and global multi-strategy hedge funds. Endex raised $14M in August 2025 and is backed by the OpenAI Startup Fund.

The technical work spans large language models for finance, AI agents, deep research integration, output verification, natural language understanding of financial documents, and data unification and search. The stated ambition is that AI agents will soon work alongside analysts at every major financial institution - an enterprise-scale problem in accounting and financial analysis automation, deployed to institutions where accuracy is not negotiable.