Documentation Center
Complete guide to master Cortex Accounting
Getting Started
Welcome to Cortex
Discover how Cortex revolutionizes your accounting
Create your account
2-minute signup with email or Google
Your first upload
Upload and process your first invoice
Upload & Processing
Supported formats
PDF, images and bank files accepted
Processing workflows
Documents vs Banking: choose the right mode
How Cortex works
Intelligent and contextual extraction
Accounting Exports
Export overview
6+ Swiss accounting formats supported
Crésus export
.txt format compatible with Crésus Accounting
Custom CSV
Configure your own export columns
Bank Reconciliation
Import your statements
PDF, CSV or XML CAMT.053
Automatic matching
Intelligent invoice/payment association
Fiduciary Mode
Multi-client management
One space for each client
Roles and permissions
Control your team access
Subscriptions & Credits
Available plans
From free to fiduciary, find your plan
Credit system
How credits work
Troubleshooting
Common issues
Solutions to frequent errors
Contact support
We are here to help