EBITDAI
EBITDAI is an AI assistant for Excel that builds, updates, and analyzes 3-statement financial models using natural language.
EBITDAI LLCPrice not published
Endex AI
by EndexMicrosoft 365Price not published
Creates and examines financial models in Excel from natural-language requests.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Endex AI adds an AI assistant to Excel for financial modeling. It can create formulas, worksheets, charts, and spreadsheet analyses from written requests. The add-in can reorganize data, change formulas across worksheets, and identify possible model discrepancies. It also supports testing changed assumptions and describing their effects.
Key capabilities
from the Microsoft Marketplace listingFormula generation
Produces formulas and functions based on a written description of the required calculation.
Sheet and chart creation
Creates new worksheets and charts from natural-language instructions.
Data analysis
Responds to questions about spreadsheet data with answers, summaries, or visual displays.
Model consistency checks
Identifies possible errors, imbalances, and inconsistencies in a financial model.
Scenario testing
Changes model assumptions and reports or explains the resulting effects.
Use cases
- Forecast cash flows, value companies, or prepare budgets within Excel.
- Query a model for measures such as EBITDA growth or unusual quarterly expenses.
- Compare the effects of alternative revenue assumptions on projected results.
Who it's for
The vendor names analysts and associates working in investment banking, private equity, and corporate finance.
How it compares
Endex AI and EBITDAI both have cloud deployment and unknown pricing; Endex AI was updated on Apr 2026, while EBITDAI was updated in Sep 2025. FormulAI: AI for spreadsheets and Billow AI also use cloud deployment with unknown pricing; their update dates are Jun 2026 and Mar 2026 respectively. Claude by Anthropic for Excel and Finance Agent (for use in Excel) match Endex AI on cloud deployment and unknown pricing, and both have a listed update date of Jul 2026.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Price not published | Cloud | |
| EBITDAI | Price not published | Cloud | |
| FormulAI: AI for spreadsheets | Price not published | Cloud | |
| Billow AI | Price not published | Cloud | |
| Claude by Anthropic for Excel | Price not published | Cloud | |
| Finance Agent (for use in Excel) | Price not published | Cloud |
In the catalog
102 plugins in Excel · Finance
Price distribution: 1 free, 1 freemium, 24 paid, 76 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«Endex Financial Modeling Copilot for Excel is an AI-driven assistant embedded in Excel, designed to streamline the work of high-finance professionals. It empowers analysts and associates in investment banking, private equity, and corporate finance to produce better models faster by automating tedious tasks and …»