Take on more mandates without hiring

The firm’s ceiling is not its expertise

A firm does not run out of accounting judgement. It runs out of hours — opening catch-all PDFs, separating three clients’ documents from one batch, chasing the invoice that never arrived.

That is the step Cortex takes over. Judgement does not change hands.

The real bottleneck

Catch-all PDFs, Drive, email, WhatsApp photos, several clients in one batch. Crésus here, WinBiz there, Abacus elsewhere.

The repetitive work is not judgement: it is recovering the pile before anyone can book. Cortex addresses that recovery, not the advice.

One client file, one space

Each mandate has its file. Documents are not mixed across clients. Separation is application-level — not a database guarantee, not an ISO badge.

During review, the document stays linked to the proposed entry. Long-term filing stays with you.

Review stays in the firm

Uncertain cases and contradictions are visible. Cortex flags; it does not hide a doubt to look faster.

Account, Swiss VAT, missing document: judgement stays with your team. Less searching in the pile, not less responsibility.

Same upstream, distinct formats

You validate the file, then export to that mandate’s software. A Crésus client does not force WinBiz on another.

No publisher partnership claim. Export formats: Crésus, WinBiz, Abacus, Banana, Sage, Excel, ZIP — depending on the plan.

What the firm keeps

Advice, filings, client relationship, mandate responsibility. Cortex prepares; it does not become the fiduciary.

A different category from hybrids

Offers that hold both the software and the mandate are not Cortex. If you want a digital fiduciary, this is not that page.

FAQ