By evaluating and integrating a range of OpenAI’s models, including GPT‑4o, o1‑mini, o1‑preview, and o3‑mini, Endex connects firms' internal data, public disclosures, and trusted financial sources to enhance research and augment key workflows.

Precision is paramount in finance, but many AI-powered tools can miss critical details that impact decision-making. For instance, a missed adjustment in EBITDA reconciliation or an overlooked “change in control provision” clause can alter the financial outlook of an investment.

Endex takes a different approach. Instead of relying on retrieval-augmented generation (RAG), its agents use OpenAI’s reasoning models to retrieve and reflect data like a financial analyst, pulling facts, identifying inconsistencies, and contextualizing metrics.

Endex’s agents autonomously process financial reports, market data, and firm-specific knowledge to complete tasks including: