Frequently Asked Questions
Everything you need to know about Cortex Workspace.
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.