Files ready for review.

Review starts on a prepared file.

Named documents, extracted information and entry proposals together: your team finds the needed context without redoing preparation by hand.

• Find the document behind a piece of information.
• Identify the points still to examine.
• Correct and validate in the context of the mandate.

Your practice keeps its method.

Each mandate stays isolated: review exceptions, then export to the software that client already uses — Crésus, WinBiz, Abacus or another available format.

• Use the mandate’s chart of accounts.
• Review proposals with the supporting documents, according to the team’s rights.
• Export after validation to that client’s software.

Assess Cortex on a first mandate

Choose a representative file and a batch whose difficulties you know. Measure preparation and review together, then test the import in your software.

FAQ