Cortex: Personalized Copilots

Cortex is an AI agent that works across documents, browsers, and desktops, automating data entry and tasks. It reads various file formats and integrates with web applications without API integration.

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At a glance

Pricing

Free

Free tier

Yes

API

Skill level

Non-technical

About

What is Cortex: Personalized copilots?

Cortex is an AI agent designed to streamline workflows for professionals by automating data entry and tasks across documents, browsers, and desktops. It eliminates the need for re-typing, re-formatting, and constant tab switching by reading information from various file formats like PDF, Word, Excel, and PowerPoint, and then populating web applications such as QuickBooks, Xero, HubSpot, NetSuite, Encompass, LendingPad, Clio, Gmail, and Outlook. The tool is built for confidentiality, running on your device and wiping data after use. Cortex offers specialized solutions for accounting, legal, and mortgage & loan industries, handling tasks like processing receipts, reviewing contracts, and managing pay stubs.

Best used for

Ideal for accountants who need to automate receipt and bank statement entry into accounting software, lawyers who need to process contracts and filings, and mortgage professionals who need to manage pay stubs and tax returns. Especially valuable for reducing manual data entry and context switching across various documents and web applications.

Common actions

automate data entry

streamline document processing

control desktop tasks

integrate web applications

reduce context switching

mobile_appios

Capabilities

Key features

Document reading
Browser task automation
Desktop control
Multi-file format support
Web app integration
On-device processing

Target Audience

accountantlawyersmall business owner

Integrations

quickbooksxeronetsuitecliomycaseencompasslendingpadhubspot+ 2 more

Pricing & Plans

Free

FAQs

What types of documents can Cortex process?

Cortex can read and process various document formats including PDF, Word, Excel, and PowerPoint. This allows it to extract information from a wide range of business and personal files for automation.

Does Cortex require API integrations with my existing apps?

No, Cortex does not require API integrations. It works directly with the documents and web applications you already use, filling in data between them without complex setup or development.

How does Cortex ensure data confidentiality?

Cortex is SOC2 Type II Certified and built for confidentiality. It runs on your local device, processing data there, and wipes everything after use, ensuring your sensitive information remains private.

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