Onnix AI

Claim Tool

Last updated: December 18, 2025

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What is Onnix AI?

Onnix is an AI Co‑Pilot for bankers: a no‑code platform that brings modern data science tools, personalized slide deck generation, prompt-driven Excel analysis, and instant, traceable data source querying (FactSet, CapIQ) to banking teams—freeing them from rote work to focus on higher‑value insights; launched via Y Combinator and currently in beta.

Category

Finance

Onnix AI's Top Features

AI Co‑Pilot for bankers

No‑code platform for data analysis and deliverables

Personalized slide deck generation that learns MD preferences

Prompt‑driven Excel analysis with FactSet/CapIQ integration

Instant data source querying with traceable citations

Iterative slide handling: comments, versions, formatting

Outputs via email or messaging for live and ad‑hoc use

Built by bankers for bankers (junior and senior workflows)

Beta access with YC‑backed launch

Autonomous AI agents for end‑to‑end tasks (e.g., outreach, scheduling)

Multi‑channel outreach: email, LinkedIn, WhatsApp, SMS

Lead generation and research from sources like LinkedIn, Apollo, Crunchbase

Hyper‑personalized messaging trained on high‑converting copy

Smart scheduling with Google and Outlook integrations

Real‑time analytics dashboards and AI‑driven optimizations

No‑code customization with drag‑and‑drop agent builder

Integrations with HubSpot, Salesforce, Zapier, and 100+ tools

Frequently asked questions about Onnix AI

Onnix AI's pricing

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    Use Cases

    Investment bankers

    Auto‑generate MD‑style pitch book shells and data‑ready slides from a short prompt.

    Equity research teams

    Run quick comps and earnings updates in Excel with FactSet/CapIQ integrations.

    Corporate banking

    Query borrower, sector, and macro data live with traceable sources during client calls.

    Analyst/Associate teams

    Turn messy spreadsheets into clean models and bespoke analyses via prompting.

    MDs/Partners

    Iterate slide comments and formatting instantly without manual versioning.

    Deal origination

    Compile market maps and precedent screens with citations in minutes.

    Product specialists

    Create client‑ready dashboards and KPI summaries from uploaded files.

    Strategy/FinOps in banks

    Automate ad‑hoc analyses and board materials with verifiable data pulls.

    Client coverage

    Email or message instant answers sourced from FactSet/CapIQ during meetings.

    BD/Marketing in banking

    Leverage autonomous outreach agents and scheduling to accelerate banker meetings.

    Explore Top AI Use Cases