Endex

Endex is a tool that embeds AI agents into office workflows to help teams assign tasks, automate model work, and produce memos and decks within familiar apps. It targets enterprises and teams that need outputs that align with existing processes and formats, working across multiple interfaces such as email, Teams, and office documents.

The system operates across multiple surfaces, letting users kick off tasks from a computer and continue on mobile devices, with agents interacting in Excel, Word, PowerPoint, and Outlook. It emphasizes staying connected across inputs and channels so tasks stay aligned with ongoing work.

Endex emphasizes connectors and the ability to pull data from data stores, warehouses, ERP, CRM, and other tools, letting agents act across systems without being handed individual files. It is designed for regulated enterprises with security considerations and a focus on collaboration across teams and functions.

Endex presents a lineup of use cases across real estate, private equity, accounting, and technology, describing how operating models, scenario analysis, and board-ready outputs can be produced from source materials and live models.

Use cases

• Build operating models and analyze deals from source documents
• Produce client-ready exhibits from source material