Endex.ai has secured$14 million in funding to bring AI directly into Microsoft Excel. The funding round was led by the OpenAI Startup Fund, marking a significant moment for traditional tools in the business world.

Founded in 2022 by Tarun Amasa and Kevin Yang, the startup has spent the past year collaborating quietly with financial institutions to refine its product.

Now available to the public through limited invites, the tool embeds itself within Excel and helps users manage tasks like financial modelling, data cleanup, and detailed analysis (without switching applications).

Unlike broader AI tools, Endex has been designed specifically for finance professionals. It understands financial terminology, adapts to user habits, and references trusted data sources such as SEC filings, CapIQ, and earnings reports.

The company describes its product as Excel-native, aiming to enhance rather than replace a tool already deeply integrated into finance work.

With the new funding, Endex plans to expand development and scale its reach. The AI agent already works on both Mac and Windows, and its frictionless interface is proving attractive in a field where saving time and improving accuracy can make a substantial difference.