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Cortex Intelligence

A finance assistant that shows its working.

Ask in plain English or say “Hey Cortex”. Get answers from your own books, with the sources and the working – and nothing changes until you confirm.

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Included from Advanced AI Plus
Ask Cortex LedgerAsk about your finances, or say where to go.

You ask: What is overdue right now?

Cortex answers: 54 invoices are overdue, worth $239,813.96. The oldest is 465 days late. Meridian Health Pty Ltd owes the most, $60,393.01.

  • Meridian Health Pty Ltd, 8 invoices, oldest 360 days, $60,393.01, overdue.
  • Riverside Education Pty Ltd, 10 invoices, oldest 369 days, $53,696.50, overdue.
  • Summit Health Pty Ltd, 6 invoices, oldest 465 days, $26,472.00, overdue.
Demo company and data.

Ask anything about your finances

Receivables, payables, GST and BAS, cash and customers, answered from your own books. Every answer shows the figures it rests on.

Ask Cortex LedgerAsk about your finances, or say where to go.

You ask: What is overdue right now?

Cortex answers: 54 invoices are overdue, worth $239,813.96. The oldest is 465 days late. Meridian Health Pty Ltd owes the most, $60,393.01.

  • Meridian Health Pty Ltd, 8 invoices, oldest 360 days, $60,393.01, overdue.
  • Riverside Education Pty Ltd, 10 invoices, oldest 369 days, $53,696.50, overdue.
  • Summit Health Pty Ltd, 6 invoices, oldest 465 days, $26,472.00, overdue.
Demo company and data.

A brief every morning

The daily brief lists what needs attention today, ranked, with the largest items named and a link to the queue that works each one. Nothing is posted or sent from it.

Explain any invoice

Press Explain this invoice and Cortex says, in plain words, what was charged and why: the lines, discounts, tax and totals, filled in from the actual figures.

Cortex Ledger invoice header with the Explain this invoice button and the journey from draft to paid

Asks before it acts

Cortex drafts reminders in your tone and proposes actions – notes, promises, reminders, payment plans, approvals – on a confirm card. Nothing changes until a person confirms, and it never sends a message by itself.

Cortex proposes

Record a promise to pay

Nothing changes until you confirm.

Illustration of a Cortex confirm card.

Private by design

Cortex only shows what your role is allowed to see, and every answer respects your plan.

  • Only what your role may see
  • Presenting mode hides amounts on screen
Everything in this module

Cortex Intelligence, in full.

  • Finance skills across receivables, payables, GST and BAS, cash and customers
  • “Hey Cortex” wake word, talk mode, natural voices and live captions
  • Daily brief
  • End-of-day wrap-up
  • What did I miss
  • Watchlists
  • Goal tracking
  • Proactive alerts
  • Cash-gap warning
  • Drafts messages in your tone
  • Confirm-before-act cards
  • Undo where possible
  • Sources and working on every answer
  • Did-you-mean when unsure
  • Fact-check a number
  • GST and BAS summary
  • What-if scenarios
  • Pay the right bills first
  • Credit decision helper
  • Agent console

All included from the Advanced AI Plus pack.

Related features

Ready to see your business in a new light?

Book a 30-minute demo and see Cortex Ledger with your own questions.

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