Endex

Endex is an artificial intelligence agent platform that automates office tasks across email, Microsoft Teams, and desktop apps.

Endex provides artificial intelligence agents for office work, allowing users to assign tasks over email, Microsoft Teams, Slack, and the web. The agents work directly inside files such as Excel, Word, and PowerPoint to build models, write memos, and create decks. Users can coordinate and track agents from a central web workspace or use mobile devices to launch agents remotely. The platform connects to enterprise data sources including warehouses, ERPs, CRMs, and financial filings. It supports secure operations with compliance certifications including SOC-2 Type II, ISO 27001, GDPR, and CCPA.

Endex at a glance

Best for: Finance
Runs on: Web, API, Slack, Microsoft Teams
Pricing: Paid
Released: November 2023
Category: AI agent tool
Website: endex.ai

Key features

Assign tasks over email and Teams
Automate tasks in Excel, Word, and PowerPoint
Track and review agents from a web workspace
Launch agents remotely using mobile devices
Connect to data warehouses, ERPs, and CRMs
Trigger agents via MCP and API
Delegate research and drafts in Slack

Use it for

Build operating models and review counterparty materials
Assemble comparison sets and produce pitch-ready pages
Roll budgets and forecasts forward for board reporting
Standardize business unit models and planning packs
Turn client source material into live models and exhibits

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