Cortex is a locally‑run AI desktop app that extracts data from PDFs, Word, Excel, PowerPoint, CSV, and scanned documents, then automates entry of that data into any browser‑based web application without requiring API keys or custom integrations. All processing occurs in an ephemeral, encrypted environment with zero data retention, meeting SOC 2 Type II standards, and the tool offers credit‑based subscription plans for individuals and teams.
Funding
Funding not disclosed
Founders
Product
Problem
Many businesses spend significant time manually transferring data from documents such as contracts, invoices, and spreadsheets into web‑based applications like CRM, ERP, and accounting systems. This copy‑paste workflow is error‑prone, slows operations, and requires custom integrations or IT effort to automate.
Solution
Cortex is a locally‑run AI desktop application that reads a wide range of document formats—including PDFs, Word, Excel, PowerPoint, CSV, and scanned images via OCR—and then interacts with any browser‑based web app to enter the extracted data. The software automates login, navigation, and data entry without needing API keys or vendor integrations, allowing users to complete end‑to‑end workflows from a single interface. All processing occurs in an ephemeral environment; data is encrypted at rest and permanently wiped after each task, ensuring zero retention and compliance with SOC 2 Type II standards. Users control each step, can set spending caps, and choose from credit‑based subscription plans that scale from individual professionals to enterprise teams.
Target Audience
Primary users are professionals who regularly move data between documents and web applications—such as accountants, finance teams, legal staff, sales and CRM users, and marketing/KOL managers—plus enterprises seeking to automate cross‑system workflows without custom integrations.
Features
- Supports PDF, DOCX, XLSX, PPTX, CSV, plain text, images, and scanned documents with built‑in OCR
- AI‑driven extraction of structured data from contracts, invoices, spreadsheets, and presentations
- Browser automation that logs into and navigates any web application (e.g., QuickBooks, Salesforce, Encompass, Instagram, TikTok) to perform data entry without API integration
- Local, ephemerally executed environment with zero data retention and end‑to‑end encryption; SOC 2 Type II certified
- Configurable credit‑based pricing with spending caps, unlimited AI “Skills,” and priority support options
- Team and enterprise features: shared credit pools, per‑member budget controls, centralized billing, usage analytics, role‑based access, SSO/SAML, SCIM seat management, and dedicated account management