Quote to cash
- Quotes and estimates
- Sales orders
- Delivery tracking
- Invoicing
- Invoice approvals
- Receipts and payments
Cortex Ledger brings quoting, ordering, delivery, invoicing, payments and accounting together in a single financial operations platform made for Australian service businesses.
Billed this month
$42,960
▲ 6.2% on August
Receivables outstanding
$18,420
7 documents
Overdue
$3,150
1 invoice
Pending approvals
3
Awaiting review
| Document | Customer | Amount | Status |
|---|---|---|---|
| Quote QUO-2031 |
Marlow & FinchQuote · QUO-2031 | $3,150 | Draft |
| Sales order SO-1187 |
Bellbird Property GroupSales order · SO-1187 | $4,280 | Validated |
| Invoice INV-1048 |
Bellbird Property GroupInvoice · INV-1048 | $4,280 | Approved |
| Invoice INV-1047 |
Redgum ElectricalInvoice · INV-1047 | $1,950 | Posted |
| Credit note CN-0112 |
Tallowood WholesaleCredit note · CN-0112 | −$320 | Posted |
| Invoice INV-1045 |
Kestrel Cleaning CoInvoice · INV-1045 | $2,640 | Settled |
| Invoice INV-1044 |
Tallowood WholesaleInvoice · INV-1044 | $6,720 | Settled |
Bellbird Property Group
Redgum Electrical
Marlow & Finch
Tallowood Wholesale
The problem
When operations are disconnected, details get lost somewhere between finishing the work and raising the invoice.
Delivery details that never reach the invoice
Work that is done but never billed
Invoices that go out late
Disputes over what was agreed
Reconciliation that takes too long
Little visibility across the financial workflow
The core idea
Cortex Ledger connects what has been delivered with what has already been invoiced, so there is a clearer path from finished work to revenue.
The workflow
01
Price the work with quotes and estimates.
02
Confirm it as a sales order.
03
Track what has been delivered.
04
Invoice with approvals built in.
05
Record receipts and payments.
06
Flow through to accounting and financial management.
Each stage carries its details forward, so what was quoted, delivered and invoiced stays linked instead of being re-entered at every step.
What it covers
Controlled by design
Approvals and role-based access are part of the workflow itself, and corrections stay traceable, so the financial record reflects what really happened.
Why Cortex Ledger
Records and reporting stay connected, so the numbers you see line up with the work that was done.
Designed around Australian financial workflows, with GST reporting part of the system.
Approvals and role-based access keep operations responsible.
Built for Australian businesses
Cortex Ledger is made for Australian service businesses rather than adapted from a generic global template. GST reporting and Australian financial workflows are part of how the system is designed, not something added at the end.
It follows the way these businesses already quote, deliver, invoice and reconcile, so the team isn't forced to work around the software.
Built for how the work actually runs.
FAQ
Cortex Ledger is a financial operations platform for Australian service businesses. It brings quotes, orders, delivery, invoicing, payments and accounting together in one system.
Cortex Ledger is built and offered by Southern Cortex, an Australian technology and SaaS company.
Australian service businesses. Cortex Ledger is designed around how these businesses quote, deliver, invoice and reconcile, with GST reporting and Australian financial workflows part of its design.
Every document follows the same path: draft, validate, approve, post and settled. Approvals and role-based access sit inside the workflow, and corrections stay traceable.
Yes. Recurring billing, credit notes and customer statements are part of its financial operations.
Yes. GST reporting, along with financial reporting and ageing, is part of its reporting and control.
Book a demo and tell us how your quote-to-cash process runs today. We'll talk through how Cortex Ledger could fit your workflow.
Pricing details are coming soon.
Details on integrations are coming soon.
Details on hosting and security are coming soon.
Tell us how your quote-to-cash process runs today.