Endex AI
Endex Financial Modeling Copilot automates formula generation, error checking, and scenario analysis within Microsoft Excel.
EndexPrice not published
EBITDAI
by EBITDAI LLCMicrosoft 365Price not published
Builds, updates, and analyzes financial models from natural-language requests in Excel.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Provides a conversational assistant in Excel for planning and working with financial models. It can create linked income statement, balance sheet, and cash flow models from descriptions of a business or transaction. Users can revise assumptions, add model sections, test scenarios, and ask questions about model results. Excel access is offered as a trial, with full service access requiring a paid license.
Key capabilities
from the Microsoft Marketplace listingModel planning
Offers automatic planning or guided planning for the structure of a financial model.
Three-statement modeling
Creates income statement, balance sheet, and cash flow statement models from natural-language instructions.
Model revisions
Changes assumptions and adds items such as debt schedules through conversational requests.
Scenario testing
Displays the effects of assumption changes across the three financial statements.
Financial model analysis
Explains model performance and identifies drivers of financial results.
Use cases
- A founder can compare pricing assumptions in a financial model.
- An analyst can test deal assumptions under different scenarios.
- Investment banking professionals can build models for transactions.
- Private equity professionals can analyze and update deal models.
Who it's for
The vendor names CFOs, entrepreneurs, business owners, investment banking professionals, private equity professionals, founders, analysts, and finance professionals.
How it compares
EBITDAI, Endex AI, Billow AI, MAGIC, Tersho: AI formulas, and GuruFocus Add-in for Excel all list unknown pricing and cloud deployment. EBITDAI was updated on Sep 2025; the alternatives list update dates from Aug 2022 to Apr 2026.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Price not published | Cloud | |
| Endex AI | Price not published | Cloud | |
| Billow AI | Price not published | Cloud | |
| MAGIC | Price not published | Cloud | |
| Tersho: AI formulas | Price not published | Cloud | |
| GuruFocus Add-in for Excel | Price not published | Cloud |
In the catalog
128 plugins in Outlook · Finance
Price distribution: 1 free, 1 freemium, 31 paid, 95 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published
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Billow AI
Automates clinical trial budgeting, forecasting, and scenario testing for biotech and life-sciences companies within Excel.
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MAGIC
MAGIC analyzes central bank statements and builds and backtests portfolios of equities, fixed income, FX and commodities.
SigTechPrice not published
Tersho: AI formulas
Converts English descriptions of what you want to do into Excel formulas and explains complex formulas in English.
TershoPrice not published
What the vendor says
«EBITDAI is an AI-driven assistant embedded in Excel, designed to make professional financial modeling accessible to CFOs, entrepreneurs, and business owners while accelerating workflows for investment banking and PE professionals. It guides users through every stage of the financial modeling process – from initial …»