Rex

AI agent

AI agents that work every customer account across collections, disputes, cash application and customer portals using the customer's email, ERP, CRM and bank data, logged in a mission-control view and overseen by finance operators Rex provides, with response and resolution times agreed up front; the terms state certain agent actions need human approval; sold by outcome-based fees agreed with the company and no prices are published.

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TypeAI agent

RoleStandalone tool

Bought forAutomate a repetitive process

AvailabilitySold

DeploymentSaaS

Intended forEnterprise

SecurityVendor-asserted

CertificationsSOC 2 Type II

Trains on customer dataNo

Zero data retentionUnknown

Data residencyNot recorded

Security featuresEncryption at rest, Multi-factor authentication, Role-based access control

StatusActive

Sold withinPackaging not stated — the vendor’s page was checked and named no parent or plan

PricingUsage-based, Enterprise quote — official pricing ↗

Pricing, Deployment, Security, Sold within — rex.inc · 20 Oct 2026

What it does

Accounting automation
Workflow automation

Features 4

Agents per workstreamSpecialised agents work every account across collections, disputes, cash application and portals.
Actions across business systemsAgents act across email, ERP, CRM, voice and chat with oversight from finance operators.
Operating proceduresThe customer's policies become procedures the agents follow, and approved exceptions refine them.
Agreed service levelsResponse and resolution times are agreed with the customer up front and reported against.

rex.inc

Sources

Pricing

Official documentation · 20 Oct 2026

Pricing page: "Rex prices on outcomes, not seats." with fees tied to the work agents complete; no figures are published and the page offers Talk to the team (usage-based is the closest vocabulary term).

Description

Official documentation · 20 Oct 2026

Home page: "Specialized agents work every account across collections, disputes, cash application and portals."

What it does

Official documentation · 20 Oct 2026

Home page: "Specialized agents work every account across collections, disputes, cash application and portals."

Constraints

Official documentation · 20 Oct 2026

Derived from the security facts on this page, from the same source.

Security

Official documentation · 20 Oct 2026

Privacy policy states Rex is SOC 2 Type II certified, encrypts data at rest with AES-256, uses multi-factor authentication and role-based access controls, and that customer data is not used to train or fine-tune any AI models.

Sold within