Solo Practitioners
Solo Attorney
Contract drafting, client comms & billing
AI Suite includedSolo CPA
Document collection, deadlines & client management
AI Suite includedSolo Physician
Prior auth, documentation & practice management
AI Suite includedSolo Therapist
Session notes, scheduling & insurance billing
AI Suite includedAll Solo Operators
Overview of every solo practitioner vertical
AI Suite includedProfessional Services
Accounting Firm
Client workflows, compliance tracking & AR
AI Suite includedConsulting Firm
Proposals, SOWs, reporting & business development
AI Suite includedFinancial Advisor
Meeting prep, compliance & client stewardship
AI Suite includedReal Estate Agent
Lead nurturing, listing content & transaction coordination
AI Suite includedMarketing Agency
Proposals, client reporting & campaign automation
AI Suite includedStaffing Agency
Candidate comms, onboarding & billing
AI Suite includedIndependent Insurance Agent
Renewals, claims follow-up & client communication
AI Suite includedTrades & Field Service
Plumbing & HVAC
Scheduling, invoicing & dispatch
AI Suite includedGeneral Contractor
Subcontractor coordination, change orders & billing
AI Suite includedLandscaping Business
Quotes, scheduling & seasonal campaigns
AI Suite includedCleaning Service
Recurring billing, upsells & customer retention
AI Suite includedAuto Repair Shop
Estimates, service reminders & fleet accounts
AI Suite includedOwner-Operator Trucking
Load tracking, invoicing & compliance
AI Suite includedHealthcare & Wellness
Dental Practice
Patient reactivation, insurance follow-up & reviews
AI Suite includedChiropractor
Patient reactivation, prior auths & HIPAA compliance
AI Suite includedSalon & Spa
Rebooking, no-show recovery & retail upsells
AI Suite includedWedding Planner
Client communication, vendor coordination & timelines
AI Suite includedBusiness Operations
Property Manager
Tenant comms, lease renewals & maintenance
AI Suite includedE-Commerce Business
Abandoned cart, post-purchase journeys & supplier management
AI Suite includedRestaurant Owner
Vendor management, reviews & staff communications
AI Suite includedNonprofit
Donor stewardship, grant writing & board reporting
AI Suite includedPlatform Solutions
AI for Small Business
Complete AI OS for growing SMBs
AI Suite includedAI Finance
CFO, invoicing, expenses & financial intelligence
AI Suite includedAI Marketing
CMO, campaigns, content & social publishing
AI Suite includedAI CRM
Contacts, pipeline, deals & call coaching
AI Suite includedAI for Contractors
Field service, projects & job management
AI Suite includedAI for Service Businesses
Scheduling, dispatch & customer management
AI Suite includedDon't see your industry?
CortexaOS works for any business. Our 154 AI Specialists and 1,200+ industry document templates cover virtually every function across 24 industry verticals — if your exact niche isn't listed above, we can still transform how you operate.
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