📊
Build a pitchbook
Prompt
“Build a 12-page pitchbook from these 12 PDFs and the model in /Models/Q1_DCF.xlsx”
Branded PowerPoint with charts, valuation summary, and comps.
Coming Soon — Built on Anthropic-grade agents
Your AI coworker for Microsoft Office
Delegate spreadsheets, decks, documents, and emails. Get polished work back — not step-by-step instructions.
Windows + Office 2016+
Excel · Word · PPT · Outlook
Files stay on your device
How it works
From delegation to deliverable
Most AI assistants make you break work into prompts. OfficeMaster takes the outcome — and handles the rest.
01
1. Plan
Hand off a goal in plain language. The agent inspects your files, lays out a step-by-step plan, and shows it to you before touching anything.
- Reads only what's needed across your local Office files
- Drafts a structured plan with assumptions called out
- Asks one clarifying question if intent is ambiguous
02
2. Approve
Skim the plan, tweak any step, and approve. Nothing changes on disk until you say yes.
- Edit any step inline — rename, reorder, remove
- See exactly which files will be created, edited, or read
- One-click approve, or request a revised plan
03
3. Execute
The agent runs the steps, takes per-step backups, and hands you the finished deliverable.
- Auto-backup before every write — instant rollback
- Native VSTO + COM, never screen-scraping
- Comes back with the file, not a transcript
Five tasks you'll never assemble by hand again
Real prompts from finance, ops, and research teams. Polished deliverables — without the mechanical assembly.
💸
Reconcile a workbook
Prompt
“Reconcile this month's expense workbook against the GL trial balance”
Variance report with cell-level callouts and fix-list.
🎯
Draft a board deck
Prompt
“Draft a Q1 board deck from these meeting notes and KPI dashboards”
PowerPoint draft following our board template, ready to refine.
🧾
Extract receipts
Prompt
“Extract these 47 receipt images into our expense tracker”
Excel rows with merchant, date, amount, category — all validated.
📈
Schedule a metrics digest
Prompt
“Every Friday, pull metrics from our analytics dashboard into the weekly report template”
Recurring run — set it once, skip the ask each week.
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Your workflow
Bring your own. Anything you do in Excel / Word / PowerPoint / Outlook with files on your machine.
Built for the assembly-line work
Templates for the teams who do the heavy lifting
Ready-to-run agent templates for the work that takes days, not minutes.
💼
Finance
Investment banking, FP&A, and corporate finance. The mechanical work, automated.
- Pitchbook builder — multi-source PPTX
- Month-end close — workbook reconciliation
- Comps & precedents — Excel auto-fill
Explore templates
⚖️
Legal
Contract review, clause extraction, redlining — without the slog.
- Clause extractor — Word redlines to summary
- Diligence index — folder scan to summary
- NDA comparison — multi-version diff
Explore templates
🔬
Research
Literature review, source synthesis, citation pipelines.
- Lit review draft — multi-PDF synthesis
- Citation aggregator — paper to bibliography
- Survey data → report deck
Explore templates
⚙️
Operations
Reporting, file organization, recurring digests.
- Weekly metrics digest — scheduled Slack/email
- Folder organizer — rename + dedupe + classify
- Cross-tool report assembly
Explore templates
Why OfficeMaster, not a generic chatbot
Three things only a Microsoft-Office-native agent can do.
🔌
Native Office, not pixel automation
We talk to Excel, Word, and PowerPoint via VSTO and COM — the same APIs developers use. No fragile screen-scraping, no DOM games. Deterministic, fast, and Office-version-aware.
🧩
The whole Office suite, in one agent
Excel for numbers, Word for narrative, PowerPoint for delivery, Outlook for the handoff. Cross-app workflows where the boundaries disappear.
🛡️
Local-first by design
Your files stay on your machine. Only the structural metadata the model needs to plan moves over the wire — never the contents in bulk.
Live now
Free Office tools — no install required
Try the engine in your browser while the desktop agent ships.
For teams
Roll it out across the org
Role-based access, observability, spend controls, and a private plugin marketplace — built for IT to deploy and audit.
🔐
Role-based access
Custom roles + SCIM groups, per-team capability gates.
📡
OpenTelemetry observability
Traces, spans, and audit events streamed to your stack.
💳
Group spend limits
Per-team and per-user budgets with real-time dashboards.
🧱
Private plugin marketplace
Curate which integrations and templates your team can use.
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SCIM provisioning
Automatic onboarding/offboarding from your IdP.
📜
Audit trail
Every plan, approval, and execution — fully logged.
Get notified at launch
We'll email when the desktop agent goes GA. No spam, no marketing drips — one email, one click to install.
We use your email only to notify you about OfficeMaster launch. Unsubscribe anytime.