Your knowledge becomes the team's intelligence.
Kortex is the context engine that separates Kobana Team from any generic chatbot. Without it, AI asks you everything from scratch every time. With it, it already knows.
“AI doesn't get my business” — we hear this every day.
ChatGPT doesn't know your chart of accounts. Copilot hasn't read your contracts. Gemini doesn't know your CCT. Every new conversation, you start from zero — explaining who you are, how you operate, what your liquidity policy is, what the CFO's approval limit is.
Kortex fixes that. Once.
Three steps to turn your way of operating into operational intelligence.
Answer the guided questions
In the first week, a structured interview with your finance lead. Corporate structure, chart of accounts, credit policy, liquidity policy, close calendar, approval limits.
Upload your files
PDFs, Excel, Word. Supplier, customer and bank contracts. Union CCTs. Internal policies. Procedure manuals. Kortex extracts, indexes and links them.
We connect the rails
Kobana's bank connection platform, CNAB, Pix, ERP, eSocial, SEFAZ. Static context from documents meets the dynamic context of daily operations.
What makes Kortex different from a generic RAG.
Always up to date
Bank balances, AR aging, AP pending, payroll closed, monthly obligations. The agents see what changed in the last 5 minutes, not yesterday's snapshot.
Context that accumulates
Every decision you make becomes training data. Approved this supplier? Rejected that deal? Restructured that debt? Kortex records it and uses it in the next interactions. No re-explaining.
A single source of truth
Policy, memory and data in one place. Kevin sees the same thing Kelly sees, which is the same thing Kadu sees. Zero inconsistency across agents.
Everything a senior analyst needs to know to run your finance department.
- Company chart of accounts
- Corporate structure (parent, branches, subsidiaries)
- Cost centers and projects
- Annual budget
- Credit policy and limits
- Minimum liquidity policy
- Approval policy (authority matrix)
- Discount and settlement policy
- Investment policy
- Contracts with suppliers and customers
- Bank contracts and debt covenants
- Applicable CCTs and ACTs from unions
- Internal procedure manuals
- Decisions made by agents (with rationale)
- Human approvals and rejections
- Policy changes
- Material events (restructuring, M&A, follow-on)
- Bank balances (Kobana's bank connection platform)
- Open titles (AR and AP)
- Closed payroll (HCM)
- Monthly ancillary obligations
- Invoices in transit
Rich context without compromising on compliance.
- LGPD compliant with a clear legal basis for each data point collected
- Data residency in Brazil — no data leaves the country
- Encryption in transit and at rest at banking standards
- Role-based access control (RBAC) — Kelly sees AP, not payroll
- Full audit trail — every read and write is logged
- We don't train global models with your data
- Configurable retention — you decide how long history is kept
Where context comes from and where it goes.
Every Kobana Team agent reads Kortex. Every agent action writes back to Kortex.
One company? Five? Fifty?
Holding companies, accounting BPOs, economic groups. Kortex supports multiple isolated workspaces with independent policies and cross-permissions. Each company in the group has its own context, with zero leakage between them.
AI without context is just expensive auto-complete.
The difference between “generic AI” and an “AI finance team” comes down to one thing: deep context of your business. Without Kortex, you have a tool. With Kortex, you have digital coworkers who know what they're doing, who they're doing it for and why.
Without Kortex, you have a tool. With Kortex, you have a team.
Questions we hear every week.
Is Kortex mandatory?+
Yes. It's part of onboarding on all plans. Without Kortex, the agents are generic.
How long does it take to populate Kortex?+
The initial base is ready in 2-3 hours during onboarding. Context keeps growing as you use it.
Can I remove information later?+
Yes. Configurable retention and right to be forgotten under LGPD.
Who can see Kortex data?+
Only authorized users at your company and the agents you enabled. Not even the Kobana team accesses it without your explicit consent.
Are models trained on my data?+
No. Data stays in your workspace, used only for your agents.
Want to see Kortex running in your reality?
30-minute demo. We turn Kortex on for 1 or 2 areas of your company and show you what changes.