Designing AI for Finance

I led product and design at Endex, an AI-native workspace for financial analysts. As the founding designer and engineer, I led the brand and website design, designed the product, and prototyped novel agent-human interaction paradigms. Endex raised $14M from OpenAI Startup Fund, before pivoting to AI for Excel.

The Endex Tasks view: a sidebar of recent analyses beside a queue of agent tasks showing completed, running, and waiting states. — Central control panel for long-running financial analysis tasks. Pre-Codex.

An Endex workflow for a discounted cash flow valuation, with typed inputs above a sequence of steps in completed, running, and queued states. — Reusable workflows that you can create and run.

An Endex analysis tab showing a generated segment revenue chart, beside an Agents panel with a running task, an executive summary, and an editable list of steps and substeps. — Agents run beside the work, on a plan you can edit or kill mid-run.

An earnings calendar in month view, each day listing companies reporting with their estimated and actual EPS.

A command palette over the earnings calendar, scoped to company earnings, listing a jump-to-day action above three companies with their price, reporting time, and estimated versus actual revenue and EPS.

Brand

I led Endex's initial brand design across the website and product. We worked on this project with Together, turning it into a design system, complete with a custom type system, an icon set, and animated micro-interactions in Rive.

A tablet held in two hands, showing the Endex homepage hero, "Domain- specific AI, designed for finance," above a preview of a generated PowerPoint deck on ESG performance.

A marketing page headed "Meet Endex, your next financial co-worker", with a bento grid of feature cards for delegating tasks, reasoning over data, and generating presentation-ready outputs. — Bento grid of features, each animated using Rive.

Two people at a shared monitor showing the Endex product, above a row of industry cards for Hedge Funds, Private Equity, and Banking, each with a short description of how Endex fits that workflow. — Use-cases section for different financial sectors.