The Last Platform Your Business Will Ever Buy.
Every missed call answered. Every lead followed up. Every department connected. One operating system for your business.
Software fragmentation is costing American businesses $400 billion a year in lost productivity, duplicated tools, and stitched-together systems that were never designed to work together. CortexaOS ends that.
The Fragmentation Crisis
The average SMB runs
8–14 separate tools.
None of them talk to each other.
Each tool has its own login, its own data model, its own support contract. Information is manually re-entered across systems. Teams spend more time managing software than running their business. And every vendor sends a separate bill.
lost annually to software fragmentation across US businesses
tools average per SMB — CRM, accounting, scheduling, HR, and more
of the workday lost switching between disconnected tools
What HVAC businesses pay today
7 logins · 7 bills · none of them talk to each other
After CortexaOS — Unified OS
One Operating System
One platform. One AI brain. One place your entire business lives.
CortexaOS replaces the fragmented stack with a single operating system — where every app, every specialist, every workflow shares the same data, the same memory, and the same intelligence.
AI Receptionist — Built In
Katherine answers calls 24/7 as your business, books appointments, handles FAQs, and qualifies leads. Replaces Ruby at a fraction of the cost.
AI Marketing & Sales Team
Campaigns, content, email sequences, social posts, lead follow-up — no extra headcount, no Mailchimp, no Canva subscription.
AI Operations Brain
Scheduling, invoicing, compliance, reporting, CRM — all connected, all intelligent, all in one login. No duct tape.
Allison — AI Customer Success Guide
Built into every screen. Live highlighting, voice walkthroughs, and guided tours across all 26 verticals. No onboarding calls. No manuals. Just results.
Switch today. Save immediately.
$1,044/mo stack → $249/mo CortexaOS
$795/mo
minimum savings
Built Different
This isn't a suite of products bolted together. It's an operating system.
AI-Native Core
Every action routes through an AI layer. Not a chatbot bolted on. Intelligence is the foundation — from model routing to multi-agent deliberation to cost tracking.
Multi-Tenant Isolation
Enterprise-grade data isolation for every team, every vertical, every workflow. JWT-secured sessions, row-level data scoping, append-only audit trails, HIPAA-ready on Enterprise.
Tiered Model Routing
Premium, Standard, and Economy tiers — Cortexa automatically routes each task to the right intelligence level. No overpaying. No under-performing.
Cost Transparency
Token Economy Units (TEU) give every team a real-time view of AI consumption. Seat-pooled budgets. 402 responses before overages hit. Full usage dashboards.
Meet Allison. She doesn't just guide you — she onboards you.
Customer churn doesn't happen because customers dislike the software. It happens because they never become successful with it. Allison solves that at the moment it matters most — day one.
The Bigger Strategic Advantage
A new roofing company signs up. Instead of waiting for a success manager, Allison says:
“Welcome to CortexaOS. Let's configure your business in 12 minutes.”
That's not support. That's onboarding. Time-to-value in minutes, not weeks.
Live Highlighting
Allison spotlights the exact button or field you need — a real-time pointer, not a tooltip.
Voice Guidance
Hands-free walkthroughs for technicians, field teams, and mobile users who learn by doing.
26 Vertical Onboarding Tours
Every industry gets a complete setup tour built in. Day one productivity, zero calls needed.
Company Brain Interview
Allison learns your business conversationally and updates your AI brain in real time — every specialist on the platform becomes 10× more accurate.
#CustomerZero
We run CortexaOS on CortexaOS. Allison guides our own team every day. Every feature we ship, we live with first — so it works in the real world before it reaches yours.
Allison — Live Inside Your Dashboard
Welcome to CortexaOS. Let's configure your business in 12 minutes — I'll walk you through every step.
Ready — let's go
Step 1: Set your pricing. Click Pricebook — I've highlighted it.
Operations — HVAC
Allison AI Guide
$19/seat/mo add-on
Industry-Deep
We didn't build a platform and hope it fit every industry. We built 26 platforms that share a spine.
Category leader or feature-parity in all 26 of 26 industries — outright category leader in 23, feature-parity in the remaining 3. And not just at the feature level. A+ grade depth at the form level: practitioner fields, dynamic line items, and returning customer lookup. Plus Blueprint AI Analyzer — upload any construction drawing, AI counts every symbol. No competitor offers this.
Private Equity
Outright category leader
AI 100-day plan + IRR sensitivity + LP reporting. Features Visible and Allvue don't have at any tier.
Cybersecurity
Outright category leader
Phishing simulation with per-employee tracking, compliance deadline calendar, AI cloud posture (AWS/GCP/Azure), 19 AI routes. Vanta has none of these AI tools. $15k–$45k/year vs $399/mo.
Wealth Management
Outright category leader
AI annual review prep + IPS + tax-aware rebalancing + Social Security optimizer. Replaces Orion + Wealthbox + RightCapital + Holistiplan + Nitrogen (~$300–$800/seat/mo elsewhere).
Roofing
Outright category leader
Dual AI supplement writer (Xactimate justifications + IIBHS/NRCA demand letters) + BLS CPI-adjusted estimates. AccuLynx has no AI supplement writer at any tier.
Legal
Outright category leader
AI contract risk analysis with red flags + negotiation priorities (Clio doesn't have this). LEDES billing export, AI motion assistant, demand letter AI, settlement calculator.
Insurance
Outright category leader
ACORD 25 COI as .docx download (EzLynx charges extra). Policyholder portal at /insurance-portal/[token] with claims visibility and COI request.
Property Management
Outright category leader
AI rent optimizer + AI lease churn-risk scorer (0–100 score — no competitor has this) + AI acquisition underwriter. Replaces AppFolio + Stessa + Argus.
Wedding Planner
Outright category leader
AI seating chart builder, rehearsal dinner timeline planner, 4-stage vendor milestone tracker, couple portal + 14 AI routes. HoneyBook has none of these; Aisle Planner has seating but no AI.
HVAC
Outright category leader
Blueprint AI Analyzer counts supply diffusers, return grilles, thermostats, VAV boxes, and equipment from mechanical drawings. Tech scorecards + first-time fix rate (ServiceTitan charges $300/mo). Flat-rate pricebook + customer portal included.
Medical
Outright category leader
AI prior authorization letters with specialty guidelines (DrFirst charges $800+/mo). MIPS/MACRA tracker with penalty calculator. Superbill + claims + AR aging + eligibility — beats Kareo at half the price.
Restaurant
Outright category leader
Recipe-level food cost calculator (Restaurant365 charges $435/mo for this alone). AI waste reduction analysis with prep adjustments. FLSA tip pool compliance + labor scoring.
General Contractor
Outright category leader
Blueprint AI Analyzer counts doors, windows, rooms, and structural elements from any drawing. G702/G703 AIA billing, lien waiver tracking (4 types), subcontractor prequalification. Procore charges 1–3% of construction volume — CortexaOS is $399/mo flat.
Architect
Outright category leader
Blueprint AI Analyzer — upload any drawing, AI counts rooms, doors, windows, columns in seconds (no competitor has this). Fee burn dashboard + client portal + AI spec writer + code compliance. Replaces Monograph + Deltek.
Event Planning
Outright category leader
Native Stripe ticketing with zero per-ticket platform fee (Eventbrite takes 5% + $0.79/ticket). AI BEO generator — Tripleseat's core document, now AI-generated in seconds. QR check-in from any phone.
Dental
Outright category leader
AI treatment plan presentations — converts CDT codes to patient-friendly explanations, accept/decline on mobile. Full clinical tooth chart + perio chart — Dentrix's lock-in features included at no extra cost.
Bookings
Outright category leader
Embeddable booking widget (JS snippet for any website — Acuity charges $20–$61/mo just for this). AI rebooking sequences that recover lapsed clients. Calendly has no automated rebooking.
Auto Repair
Outright category leader
VIN decoder via NHTSA (auto-fills make/model/trim/engine). Customer DVI approval portal — approve or decline repairs from phone. AI DVI coach + estimate builder. Replaces Tekmetric + Shop-Ware.
Gym OS
Outright category leader
Live WOD leaderboard with 30s auto-refresh (Wodify's signature feature). AI trial-to-paid conversion sequences. SMS magic-link member portal — no app download required. Replaces Mindbody + Wodify.
Landscaping
Outright category leader
AI route optimizer saves 30–60 min/crew/day. EPA chemical application log (required by law — Aspire charges $50/mo extra). Proposal + job costing + CRM. Replaces Aspire + Jobber.
Vet
Outright category leader
AI differential diagnosis — ranked differentials + recommended diagnostics in 10 seconds (ImproMed has no AI capabilities). Veterinary dental chart with AVDC grading + Triadan numbering. Replaces ImproMed + Cornerstone.
Accounting
Outright category leader
AI tax memo generator — formal IRC-cited memos billable at $200–500 each (Canopy and Karbon have no AI memo generation). WIP billing tracker matches Karbon's core feature. All at $149/mo.
Plumbing
Outright category leader
Blueprint AI Analyzer counts every plumbing fixture from any drawing — sinks, toilets, water heaters, floor drains, shut-offs. Flat-rate pricebook (GBB tiers), backflow tracker, AI permit wizard, water heater sizing — all included. ServiceTitan charges $150/mo extra for pricebook alone.
Electrical
Outright category leader
Blueprint AI Analyzer counts every outlet, switch, fixture, panel, and smoke detector from electrical drawings — the original ask that no competitor has answered. NEC 220.82 panel load calculator + NEC code compliance + flat-rate pricebook (14 seeded items). ServiceTitan charges $150/mo extra for pricebook alone.
Why Now
The window to own this category is open. And closing.
Enterprise software market — 90% overbuilt for SMBs
The largest software category in the world is almost entirely designed for enterprises that can afford armies of implementors and six-figure contracts. SMBs have been forced to buy tools they can't fully use.
AI makes vertical depth affordable at scale
For the first time in history, AI eliminates the linear cost relationship between software depth and headcount. CortexaOS can match Procore's depth in construction at a price ServiceTitan charges for a single add-on.
First mover in AI-native vertical OS has structural advantages
Business operating systems accrue data moats. The more industries you cover — deeply — the harder you become to displace. CortexaOS is the only platform building at this depth across 26 verticals simultaneously.
“The shift from vertical SaaS to AI-native vertical OS is the defining platform transition of this decade.”
Every major vertical — HVAC, dental, legal, roofing, finance — will be won by an AI-native OS. The question is which one. CortexaOS is the only platform positioned to win all of them.
What's Inside
Why one platform replaces all of them
AI Specialists
Trained on real industry frameworks and workflows
Built-in Apps
Every business function from CRM to HIPAA compliance
Industry Verticals
Built from scratch — not adapted from horizontal tools
Native Integrations
Connects to every major platform in each vertical
Outright Category Leaders
Better than the dedicated specialist software — not just matching it
Platform
One login. One AI brain. One place your entire business lives.
For founders who are building what's next. For operators who are done duct-taping their business together.
Used by teams across 26 industries. Starting at $149/month.