Upload a bank statement (CSV or PDF) and Cortex reads every transaction — categorises your spend, shows exactly where the money went, and computes your real money‑in, money‑out and net cash flow. Save it to Cortex Memory and Ask Cortex, Deep Dive and your weekly brief all start using your real numbers.
Sent to our AI provider for analysis · 45 credits · monthly totals are saved to your workspace automatically
Your file is opened in your browser, then its text is sent to our AI provider for analysis. The monthly cash totals (money in minus money out, and the closing balance) are saved to your workspace automatically so the dashboard and runway can use them. Saving the written summary to Memory is a separate, optional step.