AI's 'Harness Engineering' Wins in Financial Modeling
Founders, forget full AI generation. Endex shows 'harness engineering' for precise AI verification in finance builds trust and catches costly errors.
Financial Modeling Will Never be the Same (w/ Tarun Amasa of Endex)
With Caroline, Tarun · Sunday, July 12, 2026
This episode explores the transformative impact of AI on private equity and banking workflows, featuring insights from Caroline Phipps of Parker Gale and Tarun Amasa, CEO of Endex. They discuss how AI is shifting from broad generation to precise verification, making financial modeling more efficient and reliable. The conversation covers Endex's specific solutions for Excel, the economic implications of AI adoption, and future predictions for the industry.
Key takeaways
- Early AI tools aimed at private equity workflows "scratched the surface" but failed to deliver the "last mile" of completion, as Caroline Phipps from Parker Gale observed. These tools lacked the depth needed for nuanced financial work. Read more →
- Endex's Excel add-in features distinct 'Chat' and 'Audit' tabs, allowing users to query workbooks or generate comprehensive integrity reports. Read more →
- Tarun Amasa's entrepreneurial journey began with a “rude awakening” to Excel’s limitations in high school, while analyzing state government budgets for education and nonprofits. Read more →
4 articles from this episode
Your PE Model Has Errors: Endex AI Just Found Them
Endex's Excel add-in uses AI to audit private equity financial models for sign flips and logic errors. It's an analyst-level colleague, not just a chatbot.
PE's AI Shift: From Manual Logging to Daily Closes by 2025
AI will automate CRM logging and financial modeling, transforming PE roles to 'orchestrators' and enabling daily closes. Prepare for cloud cost shocks.
Excel is a 30-Year Relic: Modern Software for Finance
Tarun Amasa (Endex) saw finance tools stagnate while dev tools evolved. He's building AI to move beyond old spreadsheets, bringing modern software to financial workflows.
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