Description
Endex builds AI agents for office work, aimed at finance and real estate teams that need to produce models, memos, and decks quickly and accurately. The company positions this as agents that show up where the work already happens, rather than a standalone chatbot that requires copying information back and forth. Endex agents work directly inside the applications people already use: Excel, Word, and PowerPoint.
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Tasks can be assigned wherever a team already communicates. Users tag Endex in an email or a Microsoft Teams or Slack message, or assign and track work from a web workspace; a mobile app lets people launch or check on agents from a phone. An MCP/API connection lets a firm's own tools trigger Endex agents directly.
Inside the office apps, Endex automates financial modeling and data manipulation in Excel, drafts and revises documents in Word while tracing each claim back to its source, and builds or restyles PowerPoint slides to match the formatting of the deck they land in.
Endex names clients across private equity, investment banking, public equity, real estate, corporate finance, accounting, consulting, and Fortune 500 companies. It connects to the systems a firm's data already lives in, so agents can pull what they need without being handed files by hand, and it is used for tasks such as building operating models from source data, reviewing material a counterparty has sent over, and producing committee-ready outputs.
The platform is built to SOC-2 Type II, ISO 27001, GDPR, and CCPA standards for regulated enterprises. Pricing is not published; access is arranged through a demo request or a direct enterprise deployment.
Endex also emphasizes handoffs between people and surfaces: a task started from a computer can be picked up on a phone without losing the thread of what was asked or what has changed since. For teams with more complex needs, Endex can be customized to build automations that produce documents with higher complexity than its standard workflows.
- CategoryWorkflow Automation
- Pricing ModelEnterprise
- DeploymentCloud
- PlatformsExcel
Endex's Core Features
Assigns tasks to AI agents over email, Microsoft Teams, or Slack
Works directly inside Excel, Word, and PowerPoint instead of a separate chat window
Automates financial modeling and data manipulation in spreadsheets
Builds and restyles PowerPoint slides in place, matching the destination deck's formatting
Drafts and revises Word documents with each claim traced back to its source
Coordinates agents across web, mobile, Outlook, and MCP/API from one workspace
Connects to a firm's existing systems so agents can pull data without being handed files manually
Built to SOC-2 Type II, ISO 27001, GDPR, and CCPA standards for regulated enterprises
How to use Endex?
Get access: Request a demo or arrange enterprise access with the Endex team.
Connect your tools: Link Excel, Word, PowerPoint, Outlook, Teams, or Slack.
Assign a task: Tag Endex in an email, Teams message, or Slack channel, or launch a task from the web workspace.
Let the agent work: Endex pulls the needed data from connected systems and drafts the output in place.
Review and track: Monitor progress from the web workspace or your phone, and review the finished model, memo, or deck.
Endex's Use Cases
- Financial modeling
- Investment memos
- Deal decks
