Run Leaner. Respond Faster. Scale Smarter with CortexAI.
Private AI for small businesses that need to automate repetitive work, organize scattered knowledge, process documents, and serve customers faster — without hiring a full-time technical team.
Small businesses are expected to move fast — with teams that are already stretched thin.
Your Team Is Buried in Repetitive Work
Customer follow-ups, document handling, intake forms, reporting, scheduling, internal questions, and administrative tasks consume hours every week. For a small team, every manual step pulls someone away from sales, service, or delivery.
Critical Knowledge Is Scattered Everywhere
The answers your team needs are spread across email threads, shared drives, spreadsheets, CRM notes, SOPs, and old documents. When a customer or employee needs an answer, finding it takes too long — if it gets found at all.
Enterprise Tools Feel Too Heavy, Generic AI Feels Too Risky
Most enterprise automation platforms are expensive, complex, and built for large IT departments. Consumer AI tools are fast, but they are not built around your business data, permissions, workflows, or privacy needs. Small businesses need AI that is powerful without being overwhelming.
Enterprise-grade AI leverage, built for the way small businesses actually operate.
Give your team instant answers from your own files, policies, and history.
CortexAI Chat connects to the documents and systems your business already uses — Google Drive, SharePoint, CRM records, SOPs, proposals, onboarding materials, and internal knowledge bases. Your team can ask questions in plain language and get source-linked answers in seconds. No more digging through folders, searching inboxes, or interrupting the one person who “just knows where everything is.”
Explore CortexAI Chat →- Service pricing sheetCited
- Client onboarding SOPCited
- Proposal template v3Cited
- Warranty policyCited
- Source answer generated4 sec
Turn repeatable work into automated processes your team can trust.
CortexAI Run helps small businesses automate the workflows that slow them down: lead routing, approvals, follow-ups, document routing, onboarding steps, status updates, and recurring operational tasks. Start with one painful process, then expand as your team sees what is possible — without rebuilding your business around a new system.
Explore CortexAI Run →- Website inquiry receivedDone
- CRM record createdDone
- Owner assignedAuto
- Follow-up email draftedReady
- Reminder scheduledTomorrow
Stop manually reading, sorting, and re-entering business documents.
CortexAI DocFlow ingests invoices, applications, intake packets, contracts, estimates, vendor forms, and other operational documents. It classifies each file, extracts the important information, validates what is missing, and routes the structured data to the right system or team member. Less manual entry. Fewer missed details. Faster turnaround.
Explore CortexAI DocFlow →- Vendor invoiceExtracted
- New client intakeRouted
- Insurance certificateVerified
- Contract renewalFlagged
- Data sent to CRMAuto
Get more done without adding another full-time hire.
CortexAI Workbench acts like an AI-powered operations assistant for the work that sits between your tools: drafting summaries, preparing client briefs, organizing research, creating follow-up materials, compiling reports, and turning scattered information into polished outputs. Your team stays in control and approves anything before it goes out.
Explore CortexAI Workbench →- Pull open customer issuesDone
- Summarize sales activityDone
- Draft owner updateDone
- Highlight overdue tasksDone
- Send for reviewAwaiting approval
The tools that give lean teams immediate leverage.
The numbers behind the platform.
Faster access to business knowledge
Reduction in manual administrative work
Full-time technical team required to get started
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