BizCortex documentation
Learn how to set up your company, run finance, sales, purchasing, HR and operations, and get the most out of the assistant. Every page, button and setting is covered.
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Getting started
What BizCortex is, how you sign in, how a new company is set up and how you find your way around the app.
16 pages
Key concepts
The ideas behind BizCortex: companies, apps, packages and bundles, roles and permissions, and country packs.
19 pages
Data transfer
Move your legacy data in from your previous software: upload files, folders and ZIP archives, answer the open questions, review the records found and apply them group by group. Nothing is written to your data before you apply a group, and every group can be undone.
12 pages
Home and My area
Your start page with apps and widgets, the KPI dashboard, My account with your signature, your personal preferences and the self service pages of My area.
20 pages
Finance
Bookkeeping, financial reports, fixed assets, budgets and foreign currencies in BizCortex. These pages explain every screen of the Finance app, from the chart of accounts to the year end closing.
89 pages
Sales
Customers, quotes, orders, delivery notes, invoices, payments, dunning, subscriptions, electronic invoices, Peppol, online payments and the customer portal. Everything you need to get from the first quote to the money in your account.
43 pages
Purchasing
Buy from vendors with BizCortex: vendor master data, requisitions, requests for quotation, purchase orders, goods receipts, bills with the three way match, recurring bills, payment proposals, expenses and the supplier portal for your vendors.
19 pages
HR and payroll
Everything about your people in BizCortex: personnel records, organisation, onboarding and offboarding, absences, working time, recruiting, performance, expense claims, the employee helpdesk and payroll for Germany and other countries.
53 pages
Operations
Inventory, manufacturing, projects and time tracking in one app. Manage products and stock, produce goods from bills of materials, run projects with tasks and budgets, and book and bill working time.
29 pages
Processes
Describe how your company works as BPMN diagrams. Link every step to the tables and fields it reads, writes, creates or approves, follow a process from start to end and see in Company Brain which steps use a piece of data. In Track or Enforce mode, processes run: every case is followed step by step, and approval steps can block the follow up action.
10 pages
Workspace
The Workspace app holds your calendar, tasks, wiki pages, personal notes, file library and electronic signatures. These tools are shared by the whole team and connect to the rest of BizCortex.
28 pages
CRM and calling
Contacts, the sales pipeline and the AI phone agent: compliant calls, campaigns, the Voice studio, the hotline, meetings, email follow up, lead finding and the apps the agent connects to.
44 pages
Analytics and search
Build your own reports, export them and send them by email on a schedule, find any record with the global search, capture receipts automatically and explore the knowledge graph built from them.
15 pages
Brain and Advisor
Brain is the AI assistant of BizCortex: you ask in plain language, and it reads your data and prepares changes that you confirm. Advisor watches the company every day and tells you what needs attention, with the numbers, the reason and the next steps. The Company Brain links compliance rules, your company data, documents and templates, checks what is met and shows which documents you can already create.
35 pages
Compliance: versions, approvals and comments
In the Compliance app every object has versions: categories (including General), product families, products, knowledge groups, documents and files. Drafts can be changed, approved versions are read only, and a submission goes out only with approved versions. Everybody involved can comment while an object is being written and while it is being reviewed.
4 pages
Assistant
Your personal executive assistant for email, calendar, WhatsApp and SMS. It sorts your mail, drafts replies, tracks commitments and sends a morning briefing, but it never sends anything without your approval.
20 pages
Manuals
Write, translate and publish digital operating manuals for your machines, deliver them by QR code and keep every version available for at least 10 years, as the EU Machinery Regulation requires.
19 pages
Administration
Set up your company, manage users and roles, connect other systems, define approvals and automations, handle data protection under the GDPR and keep documents in the tamper proof GoBD archive.
32 pages
Platform administration
The admin console at admin.bizcortex.de is the operator tool for the whole platform: create and manage tenants, book packages, manage members, phone numbers and inbound deliveries, review agent briefs, check mail and system health and maintain the data processing agreement.
20 pages
Countries
How BizCortex adapts to the country of your company: chart of accounts, VAT, statutory files, electronic invoices, payroll, country settings and filing deadlines for Germany, France, Spain, Austria, Switzerland, Sweden, Norway and Denmark.
9 pages
Emails
Every email BizCortex sends: to customers, vendors, signers, applicants, contacts and to your own team. For each email you learn when it is sent, who receives it, what it contains and whether your personal signature is added.
13 pages
Public pages
Every page of BizCortex that people can open without a BizCortex account: the sign in page, legal pages, the customer and supplier portals, document links, the signing page, the careers page, operating manuals, booking and answer pages. Learn what your customers, vendors, applicants and signers see and what they can do.
19 pages
FAQ
Short answers to frequent questions about accounts, packages, data and privacy, countries, invoicing and common problems.
6 pages