Inside Cortexa: The Roadmap For The Rest Of The Year

Sophie Turner

4 Min

We Ship Every Two Weeks, But A Few Larger Themes Will Define The Next Six Months Of The Product.

Customer conversations this year pointed to three recurring needs: managing several companies from one place, seeing further ahead with cash, and doing more from a phone. Here is how we are answering each of them, what is already in early access and where we still want your feedback.

Multi-Entity Finance

Manage several companies from one login with consolidated reporting, shared approval policies and per-entity permissions. Group finance teams will be able to switch context without switching accounts, and a policy written once at the group level can be inherited or overridden by each entity as needed.

Forecasting That Learns

  • Projections built from actual spending patterns and payment timing rather than manual assumptions typed into a template.

  • Scenario toggles for hiring plans, large purchases and delayed customer payments, so a founder can see what happens to runway if two hires start in March instead of January without rebuilding the model.

  • Alerts when the forecast drifts from the plan by more than a threshold you set, delivered where your team already works.

A Rebuilt Mobile App

  1. Instant card freeze and limit changes from the lock screen, because the moment you need them is rarely the moment you are sitting at a desk with a laptop open.

  2. Offline receipt capture that queues photos and notes on the device and syncs the moment a connection returns, so travelling staff stop losing receipts in hotel rooms.

How To Follow Along

Every release is documented on the changelog, and customers on the early-access programme get features two weeks ahead of general availability.

If one of these themes matters to your team, reply to the roadmap email or message us from the app and we will add you to the relevant beta. Nothing on this list is final; the order changes when enough customers tell us the same thing, which is exactly how the first two items earned their place.

FAQ

Questions? We’re Here To Help.

General

Implementation

Compliance

3D coin stack

How long does it take to get started?

Most teams are fully onboarded in under a day. Card issuing, ERP sync and approval workflows are configured from a guided two-minute setup, no engineering work required.

Do I need to connect my bank or ERP to use Cortexa?

No. You can start with a Cortexa account and cards on day one. Bank and ERP connections are optional and can be added at any time from Settings.

Can I cancel or change my plan at any time?

Yes. Upgrade, downgrade or cancel from your billing page whenever you like. Changes take effect at the start of the next billing cycle.

How does Cortexa keep our financial data secure?

All data is encrypted in transit and at rest, access is protected with two-factor authentication and every action is logged in a tamper-proof audit trail.

Do you support companies operating in multiple currencies?

Yes. Hold balances in 75+ currencies, pay suppliers locally and see consolidated reporting in your home currency.

FAQ

Questions? We’re Here To Help.

General

Implementation

Compliance

3D coin stack

How long does it take to get started?

Most teams are fully onboarded in under a day. Card issuing, ERP sync and approval workflows are configured from a guided two-minute setup, no engineering work required.

Do I need to connect my bank or ERP to use Cortexa?

No. You can start with a Cortexa account and cards on day one. Bank and ERP connections are optional and can be added at any time from Settings.

Can I cancel or change my plan at any time?

Yes. Upgrade, downgrade or cancel from your billing page whenever you like. Changes take effect at the start of the next billing cycle.

How does Cortexa keep our financial data secure?

All data is encrypted in transit and at rest, access is protected with two-factor authentication and every action is logged in a tamper-proof audit trail.

Do you support companies operating in multiple currencies?

Yes. Hold balances in 75+ currencies, pay suppliers locally and see consolidated reporting in your home currency.

FAQ

Questions? We’re Here To Help.

General

Implementation

Compliance

3D coin stack

How long does it take to get started?

Most teams are fully onboarded in under a day. Card issuing, ERP sync and approval workflows are configured from a guided two-minute setup, no engineering work required.

Do I need to connect my bank or ERP to use Cortexa?

No. You can start with a Cortexa account and cards on day one. Bank and ERP connections are optional and can be added at any time from Settings.

Can I cancel or change my plan at any time?

Yes. Upgrade, downgrade or cancel from your billing page whenever you like. Changes take effect at the start of the next billing cycle.

How does Cortexa keep our financial data secure?

All data is encrypted in transit and at rest, access is protected with two-factor authentication and every action is logged in a tamper-proof audit trail.

Do you support companies operating in multiple currencies?

Yes. Hold balances in 75+ currencies, pay suppliers locally and see consolidated reporting in your home currency.

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