Endex domain
Intelligence. Speed. Accuracy.
AI built for Excel to create, model, and research inside the workbook.
Solutions: Complementary
Endex builds the model.
Endex builds the model.
Rockhopper owns the truth.
Endex delivers AI-native spreadsheet intelligence. Rockhopper delivers governance, control, and accountability that make it deployable in enterprise finance workflows.
Sign up for a demoRockhopper domain
Trust. Governance. Accountability.
Workflow assurance layer that verifies, routes, and governs every model change.
Endex capabilities
Excel-native
Builds financial models in Excel
Generate three-statement models, DCFs, and LBO structures in minutes from natural language prompts.
Data ingestion
PDF to table conversion
Eliminate manual data entry by moving statement and deck data directly into live Excel cells.
Cited outputs
Deep research with verified sources
Use contextual workbook-aware research outputs with citations and attributed source links.
Reference tracing
Trace cell references end-to-end
Follow labeled references across complex workbooks and jump to cited cells quickly.
Rockhopper governance layer
Cell attribution
Captures every cell Endex touched
Get cell-level attribution for all agent edits, plus timestamp and quantitative impact by change set.
Approval routing
Routes material changes for approval
Changes above configured thresholds route to human approvers before committee distribution.
SOX · IFRS
Enterprise audit trail
Every Endex and human action is immutable, attributed, timestamped, and exportable for auditors.
Version control
Full version history with context
Every AI-produced version is retained with plain-English context and one-click restoration.
Where Endex stops, Rockhopper starts
Endex is exceptional at intelligence. Intelligence is not governance. Rockhopper is the enterprise control system around AI-generated spreadsheet work.
Endex: Undo changes
Revert unwanted changes in-session with minimal context.
Rockhopper adds
Adds permanent version history, one-click restore to any historical point, and full rollback context.
Endex: Auditable from start to finish
Citations attribute outputs to source data.
Rockhopper adds
Adds cell-level model-change attribution, materiality logic, and SOX-grade approval trails.
Endex: Firm templates
Reusable templates that autocomplete new input data.
Rockhopper adds
Adds template governance from approved versions with inherited controls and version lineage.
Endex: Enterprise security
Security certifications and enterprise retention agreements.
Rockhopper adds
Adds workflow governance: segregation of duties, thresholds, approval routing, and sign-off logging.
The full workflow
From Endex prompt to controller sign-off in one governed flow. Fast because of Endex. Trustworthy because of Rockhopper.
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Step 1 · Endex
Analyst prompts Endex to build model
"Build a three-statement model and DCF for Project Heron..." Endex ingests CIM data and builds workbook outputs in minutes.
Project_Heron_Model.xlsx created. 847 cells populated across 6 tabs.
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Step 2 · Rockhopper
Rockhopper captures every cell Endex created
Rockhopper logs assumptions, formula structures, and valuation drivers without requiring manual analyst documentation.
847 cells captured. 12 key assumptions tagged. Version v1 indexed.
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Step 3 · Endex
MD requests downside scenario
Endex applies stress assumptions and updates key valuation outcomes in seconds across affected workbook regions.
94 cells updated. EV down $470M. IRR shifts from 14.2% to 9.8%.
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Step 4 · Rockhopper
Rockhopper routes material change for review
Materiality threshold triggers approval routing and distribution pause until designated approver signs off.
IRR delta flagged. Distribution paused. v2 snapshot locked pending approval.
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Step 5 · Human approver
MD reviews summary and approves
Approver validates context and change impact quickly, then records decision in the same versioned workflow.
v2 approved. Audit log closed. Deal committee distribution unlocked.
Rockhopper's role in the Endex stack
Six things the agent produces. Six things only governance can hold.
01 — Observability
Every Endex action, visible
Cell-level attribution for every generated or revised model region, including quantitative impact context.
Cell diff Impact calc Agent attribution
02 — Control
Human gates at thresholds
Material changes cannot be distributed without configured human approvals and segregation-of-duty checks.
SOX controls Approval gates Deal-level config
03 — Memory
Version history Endex does not keep
Persistent cross-session timeline with one-click restore and comparison across any two historical versions.
Permanent history One-click revert Deal timeline
04 — Collaboration
Faster human review of agent work
Condense large change sets into concise narratives and anchor review questions to exact cells.
Change narrative Cell comments @mentions
05 — Governance
Audit trail for committees
Every agent action and human decision is immutable and export-ready for internal governance and LP requests.
Immutable log IFRS · SOX LP exports
06 — Source of truth
One version always current
In multi-analyst, multi-agent deal workflows, Rockhopper surfaces authoritative version and full change context.
Version pinning Live sync Team alignment
Built and building
Parts of this stack are live today. Additional governance depth is being shipped as Endex + Rockhopper integration evolves.
Live now
Cell-level change tracking for Excel
Every Endex edit attributed, materiality-ranked, and retained with quantitative valuation impact context.
Live now
Version control with automatic context
Each model version gets plain-English summary and one-click rollback to prior state.
Live now
360 collaboration hub
Cell-level comments, threaded by version, with @mentions attached to Endex-touched cells.
Coming soon
Endex action capture and deal-level routing
Model build and scenario events route to role-appropriate reviewers using deal-specific policies.
Coming soon
SOX and LP governance for Endex outputs
Segregation of duties, materiality gates, and sign-off logging for regulated and institutional deployments.
Future
Cross-model observability across deal teams
Track analyst, model, and version lineage across full transaction lifecycle.
“I took my hands off the keyboard and Endex finished my model. Then Rockhopper told me exactly what it built, what it meant, and who needed to approve it before it left the room.”
The workflow every finance team will run within two years.
Solutions: Complementary
The Excel AI stack your deal team can trust.
The Excel AI stack your deal team can trust.
Endex + Rockhopper.
Endex builds at AI speed. Rockhopper adds the accountability layer that makes those outputs enterprise-ready.
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