Integrations
Onnix links to data providers including FactSet and CapIQ, or a team's preferred provider, and can send responses out through email and messaging applications.
Onnix
An AI co-pilot that drafts banker slide decks and runs data analysis from prompts
Intermediate
What is Onnix?
Onnix is a beta AI co-pilot for banking teams that generates slide decks from past presentations, runs prompted Excel analysis, and answers questions from data providers like FactSet and CapIQ with traceable sources.
Onnix is an AI co-pilot aimed squarely at banking teams, built by people with banking backgrounds and pitched at analysts, associates and managing directors who need decks, spreadsheet analysis and data answers without the usual manual grind. The product spans three connected workflows: slide deck generation, Excel analysis and querying of data providers, each wrapped around a conversational prompting interface. The slide deck feature learns from a team's prior presentations so output reflects house style and MD preferences rather than a generic template. Users prompt for a structure, Onnix assembles the shell and populates slides with data, then the team iterates directly on the deck, adjusting analysis outputs and letting the tool handle formatting and comments. Excel analysis runs through prompting as well: files can be uploaded or sheets built out against FactSet, CapIQ or another provider, and Onnix applies data science methods to surface findings that plain spreadsheet work might miss. Data source querying lets users ask questions of connected providers and receive answers with traceable sources, delivered by email or messaging. The product is explicitly split by seniority. Senior bankers can request a shell and refine it, or fire quick questions during a live client call. Junior teams are expected to build slides and run bespoke analysis themselves, freeing time for interpretation. That framing makes Onnix a closer fit for coverage and advisory work than for retail or consumer finance. Onnix sits in a crowded field of generic AI writing and spreadsheet assistants, and its differentiator is domain specificity: banking vocabulary, deck conventions and market data connectors. The tradeoff is that it is currently gated behind a beta application, and much of its value depends on granting it access to internal presentations and paid data subscriptions. Teams wanting an off-the-shelf tool with public pricing should look elsewhere for now.
How do you use Onnix?
1Request beta access
Onnix is invite-only at launch. Submit the contact form with your team details and role to be considered for the beta.
2Book an intro call
The site links a scheduling page for a short info chat. Use it to confirm whether Onnix fits your team's workflow and data setup.3Connect data providers and old decks
Once onboarded, link providers such as FactSet or CapIQ and point Onnix at past presentations so it learns your formatting and preferences.4Generate a slide shell
Prompt for a deck structure and let Onnix output data and shell slides, then iterate directly on the deck and review analysis outputs.5Run analyses and query sources
Upload files or build sheets by prompting, and ask questions of connected data providers to get sourced answers delivered by email or messaging.
Pros and cons
Pros
- Purpose-built for banking workflows, with deck, Excel and data querying in one placeAI
- Learns from a team's old presentations to match house style and MD preferencesAI
- Answers from connected data providers include traceable sourcesAI
- Splits use cases by seniority, giving junior and senior teams distinct entry pointsAI
Cons
- Access is gated behind a beta application, with no self-serve signup or public pricingAI
- No standalone pricing, trial or feature pages, so evaluation requires contacting salesAI
- Value depends on connecting internal decks and paid data subscriptions such as FactSet or CapIQAI
- No published detail on model accuracy, data handling or security controlsAI
- Limited to banking and financial analysis, with little use outside deal and coverage workAI
How much does Onnix cost?
Features
Three core capabilities: deck generation that learns from past presentations and handles formatting and comments, prompted Excel analysis with uploads or sheets built against FactSet, CapIQ or another provider, and data source querying that returns answers with traceable sources delivered by email or messaging.
Frequently asked questions about Onnix
How do you use Onnix?
The walkthrough on this page covers 5 steps: 1. Request beta access 2. Book an intro call 3. Connect data providers and old decks 4. Generate a slide shell 5. Run analyses and query sources.What platforms does Onnix support?
Onnix is available on Web App.What does Onnix integrate with?
Onnix links to data providers including FactSet and CapIQ, or a team's preferred provider, and can send responses out through email and messaging applications.What are the limitations of Onnix?
Access is gated behind a beta application, with no self-serve signup or public pricing. No standalone pricing, trial or feature pages, so evaluation requires contacting sales. Value depends on connecting internal decks and paid data subscriptions such as FactSet or CapIQ.
Status
StatusActive
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Added10/22/2026
Platforms
Web App
Pricing
Free Trial
