Endex + Rockhopper | Complementary Excel AI Assurance Stack

Solutions: Endex + Rockhopper

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.

Endex domain

Intelligence. Speed. Accuracy.

AI built for Excel to create, model, and research inside the workbook.

Rockhopper 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.

  1. 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.
  1. 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.
  1. 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%.
  1. 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.
  1. 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.

02 — Control

Human gates at thresholds

Material changes cannot be distributed without configured human approvals and segregation-of-duty checks.

03 — Memory

Version history Endex does not keep

Persistent cross-session timeline with one-click restore and comparison across any two historical versions.

04 — Collaboration

Faster human review of agent work

Condense large change sets into concise narratives and anchor review questions to exact cells.

05 — Governance

Audit trail for committees

Every agent action and human decision is immutable and export-ready for internal governance and LP requests.

06 — Source of truth

One version always current

In multi-analyst, multi-agent deal workflows, Rockhopper surfaces authoritative version and full change context.

Built and building

Parts of this stack are live today. Additional governance depth is being shipped as Endex + Rockhopper integration evolves.

Live now

Coming soon

Future

"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.

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.