# 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. ``` 2. **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. ``` 3. **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%. ``` 4. **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. ``` 5. **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. - **Version control with automatic context** Each model version gets plain-English summary and one-click rollback to prior state. - **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. - **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. ## 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.