The AI workspace for professionals too skilled for grunt work.

Cortex AI handles the data entry between your documents and web apps, so you stop re-typing, re-formatting, and switching tabs all day.

Works with the documents and apps you already use.

PDF
Word
Excel
PowerPoint
QuickBooks
Salesforce
Xero
HubSpot
Workday
NetSuite
Encompass
LendingPad
Clio
Gmail
Outlook
Sage
Slack
WeCom
CSV / Local Folders
CRM
PDF
Word
Excel
PowerPoint
QuickBooks
Salesforce
Xero
HubSpot
Workday
NetSuite
Encompass
LendingPad
Clio
Gmail
Outlook
Sage
Slack
WeCom
CSV / Local Folders
CRM
PDF
Word
Excel
PowerPoint
QuickBooks
Salesforce
Xero
HubSpot
Workday
NetSuite
Encompass
LendingPad
Clio
Gmail
Outlook
Sage
Slack
WeCom
CSV / Local Folders
CRM
PDF
Word
Excel
PowerPoint
QuickBooks
Salesforce
Xero
HubSpot
Workday
NetSuite
Encompass
LendingPad
Clio
Gmail
Outlook
Sage
Slack
WeCom
CSV / Local Folders
CRM
Introducing Cortex Workspace

Your documents and your web apps, finally on the same screen.

Cortex AI reads one side, fills the other. You review every step.

See how it works in your industry

Q3_Revenue.xlsxItemQ1Q2Q3Revenue$42,100$51,300$63,800Expenses$28,400$31,200$29,100Net$13,700$20,100$34,700Total Profit$68,500Total$847.50ReconciledAll entries verified

Accounting

Receipts and bank statements into QuickBooks, Xero, or NetSuite.

Vendor AgreementSection 7.2 — Liability CapNot to exceed $500,000!Risk FlagSources CitedNDA_Acme.pdf, p.4Master_Agmt.docx, §7

Legal

Contracts and filings into Clio, MyCase, or your court portal.

encompass.icemortgage.comLoan ApplicationBorrowerSarah MitchellLoan Amount$425,000Property Address1247 Oak Lane, Portland, OR70% CompleteTitle_Search.pdfClosing ChecklistTitle searchAppraisal reportInsurance binderFinal sign-off

Mortgage & Loan

Pay stubs and tax returns into Encompass, LendingPad, or your LOS.

SOC2 Type II Certified

Built for Confidentiality.

Projects stay on your device. Only AI-request content is sent for processing, then deleted within 30 days. Never used to train models.

No Model Training

Calls go through a neutral inference layer. Your proprietary data is never used to train models. Your intellectual property remains strictly yours.

Local Files, Limited Cloud

Your project is a local folder. Edits save on your device. Cortex does not upload your whole project — only information needed for an AI request is sent for processing. Related cloud-side AI data is deleted within 30 days.

.xlsxItemQ1Q2Q3$4,200$5,100$6,300Messages3.docxApril 2026MTWTFSS123456789101112131415161718192021222324252627282930.pdfProjects✉ReplyForwardTasks3/5+ Add task...Inbox122m1h3h1d2dAnalyticsThis weekMTWTFSSTeam Standup#2BoardTODOIN PROGDONE

Do the work that matters.
Cortex AI handles the rest.

Download Cortex Workspace free. Be done with the grunt work in 2 minutes.

Frequently Asked Questions

Cortex AI is an AI-powered desktop app that bridges your documents and web apps. It reads contracts, spreadsheets, and PDFs, then logs into QuickBooks, Salesforce, Encompass, or any browser app to enter the data for you — all from one interface. You stay in control of every step.

Yes. Your project is a local folder on your machine — edits save there, and Cortex does not package your whole project to the cloud. Only information needed for an AI request is sent for processing; related cloud-side data is deleted within 30 days. Calls go through a neutral inference layer, and we never use your data for model training. We are SOC2 Type II certified.

Unlike chat-based AI tools, Cortex AI is a full workspace. It can access your local files, browse the web, and run multi-step tasks autonomously — all while showing you exactly what it's doing and citing its sources. You stay in control.

Cortex AI supports PDF, Word (.docx), Excel (.xlsx), PowerPoint (.pptx), CSV, plain text, and most common document formats. It can also process images and scanned documents with OCR.

Yes. We offer an Enterprise plan with team management, shared workflows, centralized billing, and admin controls. Contact us to learn more.

Cortex AI works with any web app you can open in a browser. It logs in and navigates the app the same way you do — no API keys, no IT setup, no vendor integration. QuickBooks, Salesforce, Encompass, Clio, county assessor sites, and anything else that runs in a browser.

Yes — if you searched for Coretex, Cotex, or similar spellings, you're in the right place. Cortex AI is the AI workspace that bridges your documents and web apps. The correct spelling is Cortex AI.