Strongest fit
Who it is built for
- Investment banking teams
- Bankers preparing client presentations
- Teams working with financial data providers
Onnix
AI copilot for banking analysis and deliverables
Onnix is a no-code AI copilot for banking teams. It helps users query financial data sources, run analyses from prompts, and build or revise PowerPoint decks using prior presentation materials and a team’s preferred formats.
ONOnnixProduct screenshot pending
- Best for
- Investment banking teams
- Pricing signal
- Not publicly listed
- Primary category
- Financial analysis
- Last verified
- Jul 31, 2026
The decision
Should Onnix make your shortlist?
Start with the job, the team, and the constraints. Product fit becomes much clearer when those three line up.
Practical use cases
Jobs it can take on
- Generate and revise slide decks from simple prompts
- Run financial data analyses without writing code
- Query sources such as FactSet and CapIQ for traceable answers
Before you choose
Know the tradeoffs
- The public site presents Onnix as a beta product.
Inside the product
What you can actually do with it.
The core product capabilities, grouped around the work they enable.
Slide deck generation
Onnix uses prior presentations to generate and iterate slide decks in a managing director's preferred format.
Prompt-based Excel analysis
Users can upload files or connect data providers and prompt Onnix to run analyses and produce spreadsheet outputs.
Data source querying
Onnix can query connected data sources and return answers with traceable sources.
Typical workflow
A banking team connects its data sources or uploads files, then prompts Onnix for analysis, answers, or presentation output. Users can review the results and iterate on models, slides, comments, and formatting directly in the platform.
Plans and official links
Plans and accessNot publicly listed.
See the entry price, free access options, company details, and direct vendor destinations in one place.
Starting pointNot publicly listed
Official destinations
Choosing for a real workflow?
Make the tool work with the rest of your operation.
We map the workflow, connect existing systems, choose what to buy, and build what is missing.