Integrations
Your ERP stays the book of record.
Cortex reads vendors, purchase orders, receipts, bills, credits, payments and stock from your system. Each record lands as it came, then maps into one model, so Cortex works the same whichever system you run.
What it reads
Set up and checked on your own instance.
Every connection is checked on your data before Cortex reads from it.
Vendors, purchase orders, goods receipts, A/P invoices and credit memos, vendor payments, stock per warehouse
Vendors, purchase orders, item receipts, vendor bills and credits, vendor payments, inventory
Vendors, purchase orders, bills, vendor credits, bill payments
Contacts, purchase orders, bills, credit notes, payments
What it writes back
Off until an Owner turns it on.
Every write is read back from your system before it counts, and keyed so the same bill is never written twice.
| Kind | Lands as | Default |
|---|---|---|
| A/P invoices | An A/P invoice draft from the matched, approved bill, its source file attached | Off |
| Debit memos | An A/P credit memo draft for a billback the company issues to a vendor | Off |
| Payment holds | A payment block on the A/P invoice, with the reason | Off |
| Vendor details | A new or updated vendor, once a person approves its details | Off |
| Purchase orders | A purchase order, after purchase review | Off |