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Cortex

Financial intelligence

Cortex: Don’t just record the past. See what’s next.

Cortex brings accounting, close, planning and reporting together with AI analysis built in, across every entity and state.

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Cortex dashboard with revenue, expenses, net income and cash, financial performance trends, playbook progress and Cortex Insights.

Example screen · names and figures are illustrative

Overview

What Cortex does

Cortex is accounting with AI financial analysis built in, working as an intelligent financial operating system. It covers multi-entity accounting, playbook-driven month-end close, FP&A and P&L-versus-budget analysis by entity and department. Cortex Insights and Ask Cortex point out variances, risks and savings opportunities, and answer finance questions in plain language.

Intelligence behind every number.

Built for
Multi-entity organizations

Capabilities

What you get

  • Multi-entity accounting

    Automate the financial foundation across every entity and state.

  • Planning and FP&A

    Plan, forecast and adapt faster as conditions change.

  • Close playbooks

    Standard workflows such as month-end close, with owners, due dates, progress and a close-readiness report.

  • Financial analysis

    P&L against budget with variance by account, entity and department, plus balance sheet, cash flow and trend views.

  • Cortex Insights

    AI flags variances, A/P aging risk and cost-savings opportunities.

  • Ask Cortex

    Ask finance questions in plain language and get answers in the platform.

Inside the product

A closer look

Example screens · names and figures are illustrative

Example Cortex screen: month-end close playbook
02Month-end close playbook listing tasks with owners, due dates and status, overall progress, key dates and close-risk insights.
Example Cortex screen: financial analysis
03Financial analysis comparing P&L to budget with variances, a revenue and expense trend and variance by category.

Principles

What Cortex stands for

  • Unified operations

    A single platform for your financial operation.

  • Predictive intelligence

    Turn data into foresight, not just reports.

  • Built-in controls

    Stronger governance. Less risk. More confidence.

  • Built for scale

    Designed for complex, multi-entity organizations.

Keep exploring

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Cortex

See Cortex on your own workflow.

Tell us how your team handles this work today. In 30 minutes we will walk through it in Cortex, on the same screens our own teams use, and give you a straight answer on fit.

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