Productivity & Copilots

Automates and augments Excel workflows with AI and integrated citations.

Endex is an enterprise-grade Excel add-in that transforms spreadsheet tasks through AI. Its agents trace cell references end-to-end, generate reusable templates, and apply consistent formatting with customizable shortcuts. Integrated with OpenAI Deep Research, Endex annotates outputs with verifiable citations to both workbook cells and external data sources. Users eliminate manual data entry for financial statements, pitch decks, research reports, and more. Designed for security, Endex encrypts data in transit and at rest (AES-256/TLS), enforces zero-retention, and meets SOC 2, ISO, GDPR, and CCPA standards. Analysts at leading financial institutions leverage Endex to build, audit, and contextualize models faster, with full audit trails and one-click rollback—boosting productivity while maintaining rigorous compliance.

The first AI-powered web automation agent for real estate workflows.

Bardeen empowers real estate professionals to automate repetitive tasks across data platforms, CRMs, and everyday apps, using AI playbooks for lead generation, research, and outreach. By automating property research, scraping, and communication, Bardeen increases deal pipeline velocity and reduces manual data entry. Integration with Salesforce, Hubspot, Pipedrive, and property listing sites makes it indispensable for brokers, analysts, and portfolio managers aiming for more efficiency and data-driven decision-making in commercial real estate.

Create AI-powered real estate apps and workflows without writing code.

Brancher AI provides real estate professionals with a no-code platform to build custom AI solutions for lead generation, document automation, valuation, or customer engagement. By connecting AI models with business workflows, agents and investors can rapidly deploy bespoke apps and tools tailored to unique market or business processes. Brancher AI democratizes proptech, accelerates innovation, and enables automation for the long tail of real estate professionals and startups.

AI assistant that builds complex Excel models and automates spreadsheet tasks for real estate financial analysis and reporting.

Carousel transforms how real estate professionals work with Excel by providing an intelligent assistant that can build sophisticated financial models, automate data entry, and streamline property analysis workflows. The platform features four core capabilities: Carousel Chat for building multi-tab models from conversational prompts, Quick Fix for instant formatting and restructuring, Model Walkthrough for understanding complex formulas in plain English, and File Context for extracting data from documents directly into spreadsheets. Real estate investors, analysts, and property managers can use Carousel to create pro formas, analyze cash flows, compare investment opportunities, and generate professional reports in minutes rather than hours. The tool eliminates the tedious aspects of Excel while maintaining the powerful analytical capabilities that real estate professionals depend on for financial modeling and decision-making.

Build and deploy AI agents trained on your business knowledge for customer engagement and lead generation.

Chipp AI is a no-code platform that enables real estate professionals to create custom AI agents based on their business knowledge and property data. The platform allows users to build branded chatbots that can handle property inquiries, qualify leads, provide market information, and automate customer support. With features like knowledge base training, API integration, and white-label solutions, Chipp helps real estate businesses embed intelligent automation into their workflows. The platform supports integration with websites, messaging apps, and CRM systems, making it an ideal solution for property managers, real estate agents, and brokerages looking to enhance their customer engagement while reducing manual workload. Users can monetize their AI tools, collect leads, and provide 24/7 automated assistance to potential buyers and sellers.

AI platform with digital ‘coworker’ agents automating CRE workflows

CRE Agents is a platform of AI “agents” built for commercial real estate. These virtual assistants are pre-trained for roles like brokerage, underwriting, development, origination and asset management. They can perform tasks such as market research, prospect outreach, underwriting model builds (even from a single addresscreagents.com), and data entry into CRM. The system integrates company data (demographics, comps, etc.) so each AI agent can answer business questions or process transactions. No coding is required: teams can activate agents and let them streamline repetitive tasks (emails, searches, financial analysis) to free up staff for higher-value workcreagents.comcreagents.com.

A repository of specialized AI prompts for real estate professionals.

CRE Prompt Library offers a comprehensive collection of AI prompt templates tailored to commercial real estate use cases—from investor summaries and marketing copy to underwriting analyses and market-research briefs. Each prompt is crafted and reviewed by industry experts, organized into categories, and optimized for popular LLMs. Users can browse, customize, and export prompt packs to accelerate AI adoption and maintain consistency across teams. CRE Prompt Library simplifies prompt engineering, enabling CRE firms to unlock generative AI’s potential without trial-and-error, boosting productivity and reducing content-development time.

AI-native workspace that automates research, modelling and reporting for finance teams.

Decisional combines vector-search over your proprietary deal docs with an agent-based writing, modelling and charting environment, producing investment memos, board decks and cap-tables complete with inline citations that link back to source PDFs. A spreadsheet-like canvas lets analysts run Python-powered valuations or Monte-Carlo sims without leaving the app, while API hooks push outputs to CRM and VDR systems. Audit trails, permissions and SOC-2 hosting satisfy compliance so firms can trust AI to speed diligence and portfolio monitoring.

AI-powered platform that validates and creates educational content and courses based on market demand analysis.

https://eurekaa.io