Can’t find what you need here? Contact us — the form, email and WhatsApp all reach the team.
1. Getting started
- Create your workspace with an email and password, a one-time email link, or Google where it is offered.
- A short onboarding asks for your business name, industry and currency. You can come back to it any time from the app’s navigation.
- Not ready to use your own numbers? Load the sample dataset under Settings to see how Cortex reads a business. Sample rows are tagged, and “Remove sample data” clears them without touching anything you imported.
2. Importing your data
- Export a CSV from Tally, Vyapar, Busy or your spreadsheet and drop it on the Import page (in the app, after you sign in). Cortex matches your column headings itself and tells you which columns it could not find, rather than importing blanks.
- Shopify, Razorpay, Stripe and Google Sheets can sync directly — connect them under Integrations. Step-by-step instructions for each are in the Setup guides (in the app, after you sign in).
- Cortex reads your export and never writes back to your accounting software.
3. Approvals — nothing runs without you
- When Cortex suggests an action — a payment reminder, a due-date change, marking an invoice paid — it appears as a proposal on the Approvals page and runs only when you approve it.
- On plans that include Autopilot you can let specific actions run on their own, within limits you set per action — a daily count, a rupee ceiling, known parties only.
4. Billing & credits
- Compare plans on Pricing. Once signed in, choose or change your plan, and turn auto-renew on or off, on the Billing page.
- AI work uses credits. Your balance, what each action costs and credit packs are on the Usage page in the app.
- Refunds and cancellations follow our Refund & Cancellation Policy.
5. Your data
- Export every table in your workspace as JSON from Settings, and delete the workspace there when you are done. See the Privacy Policy for what is kept and why.
6. Developers
The read API and its keys are managed on the Developers page in the app. The machine-readable reference is at /api/v1/openapi.json.
7. Is something down?
Check the status page. Recent changes are listed in the changelog.
8. Talk to us
Use the form on the Contact page, email contact@mnbresearch.com, or message us on WhatsApp. Support hours are Mon–Sat, 10:00–19:00 IST, and we usually reply within 2 business days.