Partner Program - Neocortex Compliance AI for Advisory Firms

Sample testing. Or exhaustive monitoring.

Legacy systems only check what's typed into the form - never the document behind it.

Reading every one by hand was too costly, so sampling became the norm - never best practice, just economics. AI removes the constraint.

A sample

Only what's in the sample

Take a sample of the stack, and only the violations inside it raise a flag. Everything else is never read.

Every transaction

Everything that flags, verified

Rules check every transaction; everything that flags gets verified, not just a sample - and we read the receipt behind it, in images and documents that never reach today's systems.

Same receipt expensed twiceAttendee-count inflationHard or excessive alcoholProhibited itemsSplit mealsReceipt vs. system mismatchFake or AI-generated receiptsUnnamed attendees

A few of the checks the same read-and-verify engine runs - and more.

Proof · on a real receipt

This escaped detection. Watch what we uncover.

Same receipt, two readings. The rules engine sees a compliant HCP meal. Press scan and watch Neocortex read the actual line items.

View all interactive demos →

What your audit seesLow risk · passed

Expense receipt #51904

Vendor	Skyport Retail Group
Category	Business Meal (HCP)
Stated purpose	Meal + branded gift
Attendees	2
Amount	$284.00
Per-head cap	$150.00

Two attendees, $142 a head, plus a token branded gift. Right category, under the cap. The rules engine waves it through.

same
receipt

What Neocortex sees

Receipt image · not yet read

A gift to an HCP, coded as a business meal - a reportable transfer of value.

Receipt line items, read in full

Macallan 18 single malt, 750mlFLAG	$268.00
Gift wrappingFLAG	$8.00
Duty & tax	$8.00
Sold at: Terminal 4 Duty Free, Gate B22FLAG	-

risk score0

The gap: the structured fields were plausible - an HCP meal, two heads, under the cap. The receipt shows there was no meal at all: a single bottle of premium spirits, gift-wrapped, from an airport duty-free shop. Neocortex reads the line items and calls it what it is.

What we add

Having AI read the documents is only half the job.

We unlock unstructured data

Much of the real risk evidence never reaches today's systems - it sits in images and documents. We read it.

We add human-like judgment

The AI weighs context the way an experienced reviewer would - so the output is usable, not a wall of false positives.

+ Neocortex AI layer

Your tools

Your vendors

Your team

An added layer - on top of what's already in place

We complement the platforms and advisors already in place, not displace them.

This is why leading compliance advisory firms are partnering with us.

Why now

Full coverage used to be
impossible to afford.
Now it isn't.

Understanding documents is only worth it if you can review every one - and until recently, that simply wasn't practical.

Before

Sampling only. Reading every receipt by hand was too slow and too costly.

Now

AI reads 100% of receipts and documents at a practical cost.

When 100% coverage costs the same as a 5% sample, your clients will adopt it. The only question left is who introduces it to them first.

The risk to your firm

Your client owns the compliance liability. Your firm owns the relationship - so it's your reputation and your account on the line, and your client relies on you to uncover the risks.

You didn't bring it first

The client finds full coverage on their own and asks why their advisor never raised it.

A lost account

A competitor brings AI-driven coverage first and wins a client you've held for years.

Reputational damage

Years of trust dented by one pattern no one caught.

Partnership

How we work together.

Neocortex powers you from behind. You keep the client relationship - we never sell around you.

You - client-facingNeocortex - behind you

How an engagement runs

You introduce us, or lead the engagement yourself.

You lead

We provide demos and technical support.

Neocortex

Deployment is handled together.

Joint

The ongoing customer relationship stays with you.

You own it

We keep improving the platform underneath.

Neocortex

An AI layer inside your offering - not a replacement for it. No direct selling around you, no competing services, no taking over your engagement.

If your clients answer to HCP spend and Sunshine Act rules, Neocortex slots into what you already deliver.

Advisory & consulting

Compliance consulting firmsPharma advisory firms

Audit & monitoring

Audit and monitoring providersExpense and transparency vendors

Data & integration

Analytics and data servicesSystem integratorsBPO and managed-service providers

Nothing to build. We're a ready platform - choose the model that fits your practice.

Refer us

Send clients our way and we take it from there.

Sell with us

Offer it alongside what you already provide.

Embed us

Build it into the monitoring you already deliver.

However you bring us in, the client you bring stays yours.

Whether you're an audit firm, a consulting practice or a technology provider, there are several ways to bring this to the clients you already advise - a new revenue line with nothing to build, and the client stays yours.

Win a new revenue line

Offer AI-powered compliance monitoring to clients right away - nothing to build.

Launch with no technical lift

We provide the platform, onboarding and support; your team stays on clients.

Strengthen the services you sell

Add Neocortex to the monitoring, auditing, consulting or compliance work you already run.

Win more audits with full coverage

Move clients from sampling to defensible, AI-assisted 100% coverage.

Security

Where does the data go?

The moment a client says “Yes, let's test a sample,” their IT team will ask how the data is handled. The AI only sees a de-identified receipt and a meaningless reference - never the doctor or the spend. The link back never leaves your client's environment.

Client environment - the key never leaves

Receipt & transactionIdentity, amounts, vendor - all local.

De-identify & scrubMetadata stripped, filename randomized.

→scrubbed image only

flags returned←

AI agent Sees only a de-identified image and a meaningless reference - never the doctor or the spend record.

Stays local

Stays in the client's environment

Identity, amounts, employee and vendor data, and the key that links a receipt back to its transaction - all stay local.

Scrubbed first

Only the scrubbed image is shared

One de-identified receipt at a time. Metadata is stripped, the filename randomized. No names, no organization.

No training

The data isn't used to train

Enterprise AI agent terms exclude client data from training a provider's models. Not locked to one AI vendor.

Win more pharma opportunities with AI solutions already proven in the field.

Sample testing. Or exhaustive monitoring.

This escaped detection. Watch what we uncover.