Documentation
How to run your company on Cortex, one part at a time.
Getting startedYour first week: set up the company, load opening balances, record a month, ask an office.BooksSales, purchases, banking, statements, tax registers and the compliance calendar.PayrollMonthly runs, proration, TDS, part payments and salary owed.DashboardsDepartment dashboards, dated figures, Update dashboards and alert rules.AI executive officesAsking an office, what each can see, the month-end close review, and its limits.Admin guideUsers and roles, subscription, AI usage limits, API keys, your own Anthropic key, audit log, data export.