Better Money Management Starts Here
Our Features
Everything You Need For Smarter Financial Management
Smart Money Management
Take full control of your finances in one secure place. Manage accounts, monitor balances, track spending, and make smarter financial decisions with real-time insights.
Smart Money Management
Take full control of your finances in one secure place. Manage accounts, monitor balances, track spending, and make smarter financial decisions with real-time insights.
Smart Money Management
Take full control of your finances in one secure place. Manage accounts, monitor balances, track spending, and make smarter financial decisions with real-time insights.
Real-Time Transaction Tracking
Monitor every transaction as it happens. Get a clear view of your income, expenses, transfers, and financial activity without missing important changes.
Real-Time Transaction Tracking
Monitor every transaction as it happens. Get a clear view of your income, expenses, transfers, and financial activity without missing important changes.
Smart Alerts & Notifications
Stay ahead of your finances with timely alerts. Get notified about transactions, payment activity, account updates, unusual spending, and important financial events.
Smart Alerts & Notifications
Stay ahead of your finances with timely alerts. Get notified about transactions, payment activity, account updates, unusual spending, and important financial events.
Financial Planning & Goal Tracking
Turn your financial goals into clear action. Set targets, monitor your progress, track performance, and stay focused on what matters most.
Financial Planning & Goal Tracking
Turn your financial goals into clear action. Set targets, monitor your progress, track performance, and stay focused on what matters most.
Financial Planning & Goal Tracking
Turn your financial goals into clear action. Set targets, monitor your progress, track performance, and stay focused on what matters most.
Benefits
One Platform. Total Financial Visibility.
See your numbers clearly, automate daily tasks, and stay in control as you scale.
Easy Payments
Send and receive money instantly with full visibility and confidence across all your accounts.
Easy Payments
Send and receive money instantly with full visibility and confidence across all your accounts.
Easy Payments
Send and receive money instantly with full visibility and confidence across all your accounts.
Bills and Invoices
Create professional invoices, automate payments, and stay on top of what’s due.
Bills and Invoices
Create professional invoices, automate payments, and stay on top of what’s due.
Bills and Invoices
Create professional invoices, automate payments, and stay on top of what’s due.
Integration Central
Connect seamlessly with tools like accounting software, banks, and payment gateways.
Integration Central
Connect seamlessly with tools like accounting software, banks, and payment gateways.
Integration Central
Connect seamlessly with tools like accounting software, banks, and payment gateways.
Performance Stats
View your financial health at a glance with clear analytics, trends, and real-time reporting.
Performance Stats
View your financial health at a glance with clear analytics, trends, and real-time reporting.
Performance Stats
View your financial health at a glance with clear analytics, trends, and real-time reporting.
Treasury and Cash Management
Optimize liquidity, manage reserves, and put idle funds to work with smart allocation tools.
Treasury and Cash Management
Optimize liquidity, manage reserves, and put idle funds to work with smart allocation tools.
Treasury and Cash Management
Optimize liquidity, manage reserves, and put idle funds to work with smart allocation tools.
Money Tips
Get practical, personalised tips that help your team spend smarter and keep more cash in the business.
Money Tips
Get practical, personalised tips that help your team spend smarter and keep more cash in the business.
Money Tips
Get practical, personalised tips that help your team spend smarter and keep more cash in the business.
How it works
Get Started In Three Simple Steps
Create Your Account
Set Up Your Secure PIN
Verify Your Identity
01
Create Your Account
Sign up in minutes with your basic details. Set up your account securely and get ready to access your financial dashboard.
02
Set Up Your PIN
Create a secure PIN to protect your account and enable quick, safe access whenever you need it.
03
Verify Your Identity
Complete a quick identity verification to keep your account secure and unlock the full range of financial services.
FAQ
Questions? We’re Here To Help.
General
Implementation
Compliance
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
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
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.
Ready To Modernize Your Financial Stack?
Start managing subscriptions, card limits, and approvals with zero friction.
Ready To Modernize Your Financial Stack?
Start managing subscriptions, card limits, and approvals with zero friction.
Ready To Modernize Your Financial Stack?
Start managing subscriptions, card limits, and approvals with zero friction.