Domain-specific AI,
designed for finance
Discover how Cortex AI transforms financial workflows with purpose-built solutions for investment research, due diligence, and more.
- Revenue: $25.5B (↑8.2% YoY)
- Net Income: $2.7B (↑12.4% YoY)
- EPS: $2.18 (beat est. $1.98)
- Free Cash Flow: $1.8B (↑24% YoY)
- Automotive Gross Margin: 18.2% (↓1.5% YoY)
Financial intelligence workflow
Our end-to-end AI platform transforms how financial professionals work with data
Retrieve
Instantly access financial data from documents, databases, and market sources
- Connect to financial databases and APIs
- Extract data from PDFs, spreadsheets, and reports
- Real-time market data integration
Analyze
Process complex financial data with domain-specific AI models
- Financial sentiment analysis
- Trend identification and forecasting
- Risk assessment and scoring
Report
Generate professional financial reports and presentations
- Customizable report templates
- Automated data visualization
- White-labeled client deliverables
Automate
Streamline repetitive financial workflows with AI agents
- Scheduled report generation
- Automated data updates and alerts
- Workflow integration with existing tools
How financial firms use Cortex
Our AI solutions are tailored for the specific needs of financial professionals
Investment Research
Automate analysis of financial reports, earnings calls, and market data to generate investment insights.
- Analyze earnings calls and financial statements in seconds
- Track company performance metrics over time
- Generate comprehensive research reports
Due Diligence
Streamline processes by automatically extracting and analyzing critical information from documents.
- Extract key terms from legal documents
- Identify potential risks and opportunities
- Create comprehensive due diligence reports
Financial Modeling
Build, analyze, and refine financial models with AI assistance to improve accuracy and reduce effort.
- Create valuation models based on industry benchmarks
- Analyze sensitivity and scenario planning
- Generate presentation-ready outputs
Client Reporting
Automate creation of personalized client reports and investment recommendations with consistent branding.
- Generate customized client reports
- Create branded pitch books and presentations
- Prepare investment recommendations and updates
Analysis that scales with your ambition
Our AI models are trained on financial data and can process thousands of documents in minutes, giving your team the edge in any analysis.
Intelligent Document Processing
Extract key information from financial documents with high accuracy using our specialized NLP models.
Predictive Analytics
Forecast market trends and financial performance with our advanced predictive models.
Automated Reporting
Generate comprehensive reports and presentations with just a few clicks, saving hours of manual work.
See Cortex in action
Watch how our platform transforms complex financial data into actionable insights in minutes.
Find out moreStart with one workflow. Scale to the whole firm.
Cortex automates research, modeling, and reporting
all from a single, intelligent system.
Transform your financial workflows with AI that understands your industry's specific needs and challenges.