CortexAI is a next-generation desktop AI workspace built for the complex, multi-step workflows that never quite fit a chatbot.

Operating as an intelligent OS layer, CortexAI runs as a deeply integrated desktop AI agent. It can see, control, and execute tasks across the tools you already rely on—including web browsers, local files, spreadsheets, forms, and SaaS apps. No fragile API integrations required, and no more endless tab-switching.

Built for knowledge workers who are too skilled for grunt work. Whether you're an individual or part of a team, CortexAI handles the data entry between your documents and web apps—so you stop re-typing, re-formatting, and switching tabs all day.

——

What Cortex Workspace does

Cortex Workspace reads PDFs, spreadsheets, contracts, and local files—then logs into QuickBooks, Salesforce, Encompass, Clio, NetSuite, or any browser-based tool to complete the work for you. Every step is visible. Every action is reviewable.

Who it's for

Professionals and teams who repeat multi-step work between files and web apps—from accounting and legal to operations, admin, and any role that lives in documents and browser tabs.

Examples:
• Accounting — receipts, reconciliations into QuickBooks, Xero, NetSuite
• Legal — contracts and filings into Clio or court portals
• Mortgage & loan — pay stubs and tax returns into Encompass, LendingPad, or your LOS

Why CortexAI

→ Works with the tools you already use — no API keys, no IT integration project
→ Desktop workspace — local files, browser, and multi-step tasks in one place
→ Not just chat — citations, control, and workflows chatbots can't finish
→ Built for confidentiality — SOC 2 Type II; no model training on your data

Learn more: https://withcortex.ai

CortexAI

Org chart

Teams

Offices

CortexAI

Org chart

Teams

Offices

Related companies