Last updated 07-25-2026
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Onnix AI
Onnix AI is a personalized co-pilot built for banking teams. It connects to your data sources and helps you query information, run analyses, and build slide decks through simple prompts instead of manual Excel and PowerPoint work.
The platform was built by bankers with backgrounds at firms like Lazard, Palantir, and Microsoft. It integrates with data providers such as FactSet and CapIQ, and can work with uploaded files and datarooms. Senior bankers can iterate on deck direction quickly, while junior team members can build out slides and analyses with less back-and-forth.
Onnix is currently available through a beta program. Teams can request access to see how it fits their workflow for presentations, Excel analysis, and data source querying.
Creates personalized slide decks up to 10x faster by learning from past presentations
Runs Excel analyses and generates outputs through prompting with no coding required
Queries FactSet, CapIQ, and other data providers with traceable, auditable sources
Integrates with uploaded files, datarooms, and team data sources for analysis
Lets senior bankers iterate deck direction while junior teams build out final slides
Built specifically for banking workflows with FactSet and CapIQ integrations.
No-code prompting for slide decks, Excel analysis, and data queries.
Outputs are auditable with traceable sources from uploads and data providers.
Currently available only through a beta program, not open self-serve signup.
No public pricing page; teams must contact Onnix for access details.
What is Onnix AI?
Onnix AI is an AI co-pilot for banking teams. It helps bankers query data sources, run analyses, and create slide decks through simple prompts in a no-code platform.
Does Onnix AI integrate with FactSet and CapIQ?
Yes. Onnix AI connects with FactSet, CapIQ, and other preferred data providers so teams can query information and run analyses from those sources.
How do I get access to Onnix AI?
Onnix AI is currently in beta. You can join the beta or schedule a meeting through the contact page on onnix.ai.
Who built Onnix AI?
Onnix AI was built by a team with banking and technology backgrounds, including experience at Lazard, Palantir, Microsoft, and Y Combinator.
Does Onnix AI require coding skills?
No. Onnix AI is a no-code platform. Bankers can prompt analyses, query data, and generate slide outputs without programming knowledge.