What data sources does Onnix support?

Onnix integrates with leading financial data providers such as FactSet and Capital IQ (CapIQ) to fetch real-time and historical financial data.

Can Onnix match my firm's specific branding?

Yes, Onnix is designed to learn from your firm's old presentations to match formatting styles and Managing Director preferences automatically.

Does it replace Excel?

Onnix complements Excel by using AI and data science languages to perform analyses that are often too complex or manual for standard spreadsheets, all through a no-code interface.

How secure is the data handled by Onnix?

Onnix is built for the banking industry, emphasizing security and traceability, ensuring that data queries are backed by verifiable sources.

Is there a free version available?

Currently, Onnix is an enterprise-grade tool. Pricing and access are provided upon contacting their sales or partnership team.

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Financial analysis

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Onnix

A personalized AI co-pilot for bankers that automates financial analysis, slide deck creation, and data querying from providers like FactSet and CapIQ.

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3 months ago

Listed

Financial analysis

Investment banking

Data science

Pitch book automation

Excel automation

Fintech

AI productivity

Tool information

Provider

Onnix AI

Platforms

Web

Windows

macOS

Languages

English

Added to directory

3 months ago

Last updated

about 2 months ago

Rating

Not available

Pricing

Contact

About Onnix

What the tool does and who it's for

Onnix is an AI-powered co-pilot specifically engineered for investment banking and finance teams. It streamlines the creation of pitch books and slide decks by learning from historical presentations and automates complex data analysis by integrating directly with financial data providers like FactSet and Capital IQ. By leveraging advanced data science languages through a no-code interface, Onnix allows bankers to generate bespoke insights and financial models using simple natural language prompts, significantly reducing the manual burden of Excel and PowerPoint tasks.

Key capabilities

Automated Slide Decks: Create and format slide decks 10x faster by learning from historical firm presentations.

No-Code Data Analysis: Run complex data calculations and generate outputs through natural language prompting.

Data Provider Integration: Native integration with industry-standard sources like FactSet and Capital IQ.

Traceable Sources: Provides answers to financial queries with direct links and citations to the data source.

Historical Learning: Adapts to managing directors' specific preferences and firm-specific formatting styles.

Email & Messaging Export: Send analysis outputs directly via integrated communication tools.

Bespoke Analysis: Capability to handle niche client asks and complex financial modeling beyond standard Excel functions.

Junior Team Empowerment: Allows junior analysts to focus on story and insights rather than manual formatting.

Pricing

Contact — plans below

Enterprise

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