The AI workspace for professionals too skilled for grunt work.

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

Cortex Workspace · Q4 Books
42done today
Explorer
Browser Bookmarks
Q4 Books
receipts
PDFReceipt_Adobe.pdf
PDFReceipt_Uber.pdf
PDFReceipt_AWS.pdf
PDFReceipt_Office.pdf
PDFReceipt_Slack.pdf
Q4_Books.xlsx
WVendor_Agreement.docx
PQ4_Review.pptx
guidelines
checklists
Pending Tasks
Controlled by Cortex·Readingemail from Adobe Creative
https://outlook.office.com/mail/inbox
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Q4 Receipts5
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Filter
Adobe Creative2:26 PM
Q4 Invoice — Receipt_Adobe
Your receipt #INV-1200 is ready for download
Receipt_Adobe.pdf
Uber Freight10:31 AM
Q3 Invoice — Receipt_Uber
Your receipt #INV-1237 is ready for download
AWS9:02 AM
Q2 Invoice — Receipt_AWS
Your receipt #INV-1274 is ready for download
Office Depot12:32 PM
Q1 Invoice — Receipt_Office
Your receipt #INV-1311 is ready for download
Slack8:32 AM
Q0 Invoice — Receipt_Slack
Your receipt #INV-1348 is ready for download
Q4 Invoice — Receipt_Adobe
AD
Adobe Creative <billing@adobecreative.com>
To: James Peterson
2:26 PM

Hi James,

Your invoice #INV-1200 for the period of October 1–December 31, 2025 is now available.

Amount Due: $54.99

Please find the attached PDF receipt for your records.

Best regards,
Adobe Creative Billing

PDF
Receipt_Adobe.pdf
142 KB
CortexWorking…
Agent
Today
Task
Enter Q4 vendor receipts from receipts/ into QuickBooks Online.
ViewingInbox (15,544)
Describe the next step…
127copy-pastes today
Receipts - File Explorer
This PCDocumentsReceipts
Search
Home
Gallery
OneDrive
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Desktop
Documents
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NameDate modified
Q4_Expenses.xlsx
10/14/2025 9:42 AM
PDFReceipt_Adobe.pdf
10/12/2025 3:21 PM
PDFReceipt_Office.pdf
10/11/2025 11:05 AM
PDFReceipt_AWS.pdf
10/10/2025 8:15 AM
PDFReceipt_Uber.pdf
10/08/2025 2:44 PM
PDFReceipt_Slack.pdf
10/06/2025 10:28 AM
Q3_Report.docx
09/30/2025 4:02 PM
Vendors.xlsx
09/28/2025 1:11 PM
8 items1 item selected · 2.4 MB
Inbox (247) - Outlook — Microsoft Edge
Inbox (247) - Outlook×
Calendar - Outlook×
Acme HR Portal×
Concur Expense×
Docusign — 2 pending×
ADP Workforce Now×
+
https://outlook.office.com/mail/inbox
EM
Outlook
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?EM
HomeViewHelp
New mail ▾DeleteArchiveReportSweepMove toFlag ▾
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Inbox247
Starred12
Drafts3
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Junk Email5
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InboxFilter ▾
billing@adobe.com2:41 PM
!Your Adobe Creative Cloud invoice
Thank you for your payment. Your October receipt for Creative Cloud is attached to this email…
invoices@uberfreight.com1:12 PM
!Uber Freight — shipment invoice #UF-88214
Your October shipment has been invoiced. Please process payment and record the attached receipt…
no-reply@aws.amazon.com11:08 AM
AWS Invoice Summary - October 2025
Your AWS account 2847-3931-7721 has been billed for October 2025. View the attached invoice…
orders@officedepot.com10:32 AM
Your Office Depot order has shipped
Thanks for your order! A copy of your invoice is attached. Please retain for your records…
billing@slack.com9:45 AM
Slack Business+ — monthly invoice
Your Slack workspace has been billed for October 2025. A detailed receipt is attached…
Megan LopezYesterday
Re: Q4 close — receipts still missing
Can you forward me the Adobe receipt when you get a sec? I'm trying to reconcile before Friday…
calendar-notification@microsoft.comYesterday
Meeting in 15 min: Q4 Close Standup
Q4 Close Standup starts at 10:00 AM with Priya, Megan, Sam, and 3 others. Join from Teams…
Sam PatelYesterday
Re: Stripe payout variance
Confirmed — there's a $128 gap again this month. I think it's the FX on the Canadian transactions…
HR OperationsMon 10/13
Benefits open enrollment reminder
Reminder: open enrollment ends Friday. Please review your elections and dependents before…
Priya VenkatMon 10/13
Reconcile October expenses
When you get a moment — can you reconcile the October corporate card with QuickBooks?

Your Adobe Creative Cloud invoice

High importance
BI
Adobe Creative Billing <billing@adobe.com>
To: Emma Martinez · Today, 2:41 PM

Hi Emma,

This is your October invoice from Adobe Creative. Please find the PDF attached and process it in QuickBooks by end of day. The total amount due is $54.99.

Thanks for your continued business.
Adobe Creative Accounts Team

PDF
Receipt_Adobe.pdfPDF · 248 KB
Download
Q4_Expenses.xlsx - Excel
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FileHomeInsertPage LayoutFormulasDataReviewViewHelp
Paste
Cut
Copy
Format
Clipboard
Calibri
11
BIU
Font
Alignment
Currency
$%,
Number
A1
ƒx
A
B
C
D
E
F
G
1
Vendor
Date
Amount
Category
Notes
2
Adobe Creative
10/14/25
$54.99
3
Uber Freight
10/14/25
$1,240.17
4
AWS
10/14/25
$892.33
5
Office Depot
10/14/25
$428.00
6
Slack
10/14/25
$160.00
7
Zapier
10/14/25
$29.00
8
Figma
10/14/25
$180.00
9
Verizon
10/14/25
$118.45
10
Amex Travel
10/14/25
$2,340.88
11
12
13
ExpensesSummary+
Expense · QuickBooks — Microsoft Edge
Expense · QuickBooks×
Dashboard · Salesforce×
Inbox (27) — Gmail×
Q4 Expenses.xlsx - Drive×
Encompass Pipeline×
Slack | #finance×
Bank of America - Online×
County Records - Riverside×
Stripe Dashboard×
Notion · Q4 Closing×
+
https://app.qbo.intuit.com/app/expense
EM
qb
Home
Banking
Sales
Expenses
Projects
Payroll
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Taxes
qb
quickbooks
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Expense

Search or select
Business Checking
10/14/2025
Credit card
Optional
Category details
CATEGORYDESCRIPTIONAMOUNT
Choose category
Description
0.00
3
O27
T12
8
^
4:27 PM10/14/2025

This is your workflow today

By hand

~14 min per task · 127+ copy-pastes

Works with the documents and apps you already use.

PDF
Word
Excel
PowerPoint
QuickBooks
Salesforce
Xero
HubSpot
Workday
NetSuite
Encompass
LendingPad
Clio
Gmail
Outlook
PDF
Word
Excel
PowerPoint
QuickBooks
Salesforce
Xero
HubSpot
Workday
NetSuite
Encompass
LendingPad
Clio
Gmail
Outlook
PDF
Word
Excel
PowerPoint
QuickBooks
Salesforce
Xero
HubSpot
Workday
NetSuite
Encompass
LendingPad
Clio
Gmail
Outlook
PDF
Word
Excel
PowerPoint
QuickBooks
Salesforce
Xero
HubSpot
Workday
NetSuite
Encompass
LendingPad
Clio
Gmail
Outlook

Documents here. Apps there. You in the middle, copy-pasting.

Your workflow today
127copy-pastes today
Receipts - File Explorer
This PCDocumentsReceipts
Search
Home
Gallery
OneDrive
This PC
Desktop
Documents
Downloads
Pictures
NameDate modified
Q4_Expenses.xlsx
10/14/2025 9:42 AM
PDFReceipt_Adobe.pdf
10/12/2025 3:21 PM
PDFReceipt_Office.pdf
10/11/2025 11:05 AM
PDFReceipt_AWS.pdf
10/10/2025 8:15 AM
PDFReceipt_Uber.pdf
10/08/2025 2:44 PM
PDFReceipt_Slack.pdf
10/06/2025 10:28 AM
Q3_Report.docx
09/30/2025 4:02 PM
Vendors.xlsx
09/28/2025 1:11 PM
8 items1 item selected · 2.4 MB
Inbox (247) - Outlook — Microsoft Edge
Inbox (247) - Outlook×
Calendar - Outlook×
Acme HR Portal×
Concur Expense×
Docusign — 2 pending×
ADP Workforce Now×
+
https://outlook.office.com/mail/inbox
EM
Outlook
Search
?EM
HomeViewHelp
New mail ▾DeleteArchiveReportSweepMove toFlag ▾
Favorites
Inbox247
Starred12
Drafts3
Sent Items
Archive
Junk Email5
Deleted Items
InboxFilter ▾
billing@adobe.com2:41 PM
!Your Adobe Creative Cloud invoice
Thank you for your payment. Your October receipt for Creative Cloud is attached to this email…
invoices@uberfreight.com1:12 PM
!Uber Freight — shipment invoice #UF-88214
Your October shipment has been invoiced. Please process payment and record the attached receipt…
no-reply@aws.amazon.com11:08 AM
AWS Invoice Summary - October 2025
Your AWS account 2847-3931-7721 has been billed for October 2025. View the attached invoice…
orders@officedepot.com10:32 AM
Your Office Depot order has shipped
Thanks for your order! A copy of your invoice is attached. Please retain for your records…
billing@slack.com9:45 AM
Slack Business+ — monthly invoice
Your Slack workspace has been billed for October 2025. A detailed receipt is attached…
Megan LopezYesterday
Re: Q4 close — receipts still missing
Can you forward me the Adobe receipt when you get a sec? I'm trying to reconcile before Friday…
calendar-notification@microsoft.comYesterday
Meeting in 15 min: Q4 Close Standup
Q4 Close Standup starts at 10:00 AM with Priya, Megan, Sam, and 3 others. Join from Teams…
Sam PatelYesterday
Re: Stripe payout variance
Confirmed — there's a $128 gap again this month. I think it's the FX on the Canadian transactions…
HR OperationsMon 10/13
Benefits open enrollment reminder
Reminder: open enrollment ends Friday. Please review your elections and dependents before…
Priya VenkatMon 10/13
Reconcile October expenses
When you get a moment — can you reconcile the October corporate card with QuickBooks?

Your Adobe Creative Cloud invoice

High importance
BI
Adobe Creative Billing <billing@adobe.com>
To: Emma Martinez · Today, 2:41 PM

Hi Emma,

This is your October invoice from Adobe Creative. Please find the PDF attached and process it in QuickBooks by end of day. The total amount due is $54.99.

Thanks for your continued business.
Adobe Creative Accounts Team

PDF
Receipt_Adobe.pdfPDF · 248 KB
Download
Q4_Expenses.xlsx - Excel
AutoSaveSaveUndo
FileHomeInsertPage LayoutFormulasDataReviewViewHelp
Paste
Cut
Copy
Format
Clipboard
Calibri
11
BIU
Font
Alignment
Currency
$%,
Number
A1
ƒx
A
B
C
D
E
F
G
1
Vendor
Date
Amount
Category
Notes
2
Adobe Creative
10/14/25
$54.99
3
Uber Freight
10/14/25
$1,240.17
4
AWS
10/14/25
$892.33
5
Office Depot
10/14/25
$428.00
6
Slack
10/14/25
$160.00
7
Zapier
10/14/25
$29.00
8
Figma
10/14/25
$180.00
9
Verizon
10/14/25
$118.45
10
Amex Travel
10/14/25
$2,340.88
11
12
13
ExpensesSummary+
Expense · QuickBooks — Microsoft Edge
Expense · QuickBooks×
Dashboard · Salesforce×
Inbox (27) — Gmail×
Q4 Expenses.xlsx - Drive×
Encompass Pipeline×
Slack | #finance×
Bank of America - Online×
County Records - Riverside×
Stripe Dashboard×
Notion · Q4 Closing×
+
https://app.qbo.intuit.com/app/expense
EM
qb
Home
Banking
Sales
Expenses
Projects
Payroll
Reports
Taxes
qb
quickbooks
Help

Expense

Search or select
Business Checking
10/14/2025
Credit card
Optional
Category details
CATEGORYDESCRIPTIONAMOUNT
Choose category
Description
0.00
3
O27
T12
8
^
4:27 PM10/14/2025
You'repaidtoInvoice.pdfdecide,nottoCtrl+Ctype.There'saB4betterQuickBooksway.
Introducing Cortex Workspace

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

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

Step 01

Your files and documents

PDFs, Excel spreadsheets, Word docs, PowerPoint. Everything opens right inside the workspace.

Step 02

Your web apps, one workspace

Outlook, Salesforce, Encompass. Cortex operates inside the real apps you already use.

Step 03

An AI agent that ties it all together

Cortex navigates your files, emails, and apps. It copies data and fills forms while you review every step.

Why professionals switch to Cortex

Cost Effective

Better Than Hiring

Finding an intern takes weeks. Training takes longer. They leave in 3 months. Cortex is ready today, works 24/7, and never quits.

Setup
0/5 complete
Download CortexSetting up...
Connect your files
Enter your first prompt
Run your first task
You're ready
Transparency

You Stay In Control

Other AI tools act behind your back. One wrong output and you're apologizing to a client. Cortex shows you every step. You review, you approve, then it goes out.

Feature
Cortex
Actually does the work
Shows you what it's doing
Partial
Asks before acting
Safe from irreversible mistakes
Easy to verify output
Manual
Cortex
SOC2 Type II Certified

Built for Confidentiality.

Runs on your device. Wipes everything after each session. Nothing is stored, shared, or used to train models.

No Model Training

Your proprietary data is never used to train our models. Your intellectual property remains strictly yours.

Zero Retention Architecture

Data is processed in an ephemeral environment and permanently wiped immediately after analysis. No customer data is ever stored.

.xlsxItemQ1Q2Q3$4,200$5,100$6,300Messages3.docxApril 2026MTWTFSS123456789101112131415161718192021222324252627282930.pdfProjectsReplyForwardTasks3/5+ Add task...Inbox122m1h3h1d2dAnalyticsThis weekMTWTFSSTeam Standup#2BoardTODOIN PROGDONE

Do the work that matters.
Cortex handles the rest.

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

Frequently Asked Questions

Cortex 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. Cortex runs locally on your machine. Your files are never uploaded to third-party servers, and we never use your data for model training. We are SOC2 Type II certified and all data is encrypted at rest.

Unlike chat-based AI tools, Cortex 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 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 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.