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Excel

Upload a sheet, say what to change, approve the plan, download the result

Sign in to transform a workbook.

What Cortex can do to a sheet: filter rows, sort, rename / keep / remove columns, remove duplicates and blank rows, trim spaces, change case, add a calculated column (arithmetic over your columns, e.g. Amount * 0.18), and add a subtotals sheet.

Your file is processed in memory for the length of the request and is not stored. The plan is validated against your sheet's own column names before anything runs, and the download is the approval — nothing in your workspace changes.

Need Cortex's own data as a workbook instead? Ask in chat: "export my receivables ageing to Excel".