Cortex AI

What is Cortex?

Cortex is Axiomatic’s built-in AI: a conversational interface to your business data and workflows. It runs in-product (dedicated Cortex area and chat entry points across modules) and is backed by tools that read and, where allowed, act on your tenant — always within identity, entity, and role boundaries.

Cortex is not a separate server or bolt-on SKU. It is part of the same application as Ledger, CRM, BI, and the rest, so answers can combine operational and financial context without exporting CSVs.

What you can do

• Ask in plain language — balances, trends, journal provenance, “what posted this?” style questions
• Classify and reconcile — imported transactions, source-aware suggestions, batch operations where enabled
• Work with documents — ingest, summarize, and map to accounts or projects where the product supports it
• Author and refine rules — help draft or explain DSL rules; execution still follows your approval and posting policies
• Navigate complexity — explain modules, reports, and workflows to onboard teammates

Exact tool coverage expands with releases; the in-app experience always shows what Cortex can touch for your role.

Guardrails

• Ledger authority — Posting, approvals, and irreversible actions follow the same permissions and credit/billing rules as the rest of the app. Cortex does not bypass them.
• Tenant isolation — Data access is scoped to your tenant and entity like any API route.
• Policy — Administrators can constrain AI behavior via Admin → AI policy (where available).
• Auditability — Actions that change financial state remain traceable through existing journal, event, and audit mechanisms.

Where to open Cortex

Use the Cortex area in the app for full conversations and history. Shortcut: G then C (when enabled). Module pages may expose contextual chat or assistants tied to that workflow.

Learn more

• Tutorial: Using the AI Assistant — hands-on patterns, classification flows, and tips
• API Reference — programmatic automation alongside AI
• Platform overview — how Cortex fits the unified ERP
• Glossary — tenant, entity, credits, and other terms