AI case study

EndexFinancial analysis

Retrieval tools missed critical footnotes. Reasoning agents now cross-check data to build audit-ready investment memos.

Published|11 months ago

Key results

Expert Preference Rate
70%
vs non-reasoning models

Result highlights

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The story

Context

A software platform for the financial services industry developing autonomous agents to synthesize internal data, public disclosures, and complex market information for investment professionals.

Challenge

Precision is paramount in finance, where a single missed EBITDA adjustment or overlooked "change in control" clause can fundamentally alter an...

Solution
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Quotes

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The company

AI-powered Excel add-in for financial modeling and data analysis.

IndustryFinancial Services
LocationSan Francisco, CA, USA
Employees1-10
Founded2023

The AI provider

AI research and deployment company developing generative models and tools.

IndustrySoftware & Platforms
LocationSan Francisco, CA, USA
Employees1K-5K
Founded2015

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