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Cortena is a finance operating system where AI agents execute your operational work, from invoice booking to reconciliations, following your rules, your logic, every time. Start today with an AI bookkeeper that runs payables pre-accounting directly in DATEV.
Cortena's vision of an agent that adds brain-time to finance teams in SMBs is exactly the lever we need.
Invoices arrive without context. Rules live in people’s heads. Most tools stop at step one and you still have to export, import, and fix the rest. Problems surface at month-end, or when cash hits the wall.
"I can't think about planning until finance operations actually work."
Based on 500 invoices/month: booking, chasing context, supplier follow-ups, corrections, and month-end clean-up.
More invoices and exceptions = more manual work and more clean-up.
Because execution never finishes, so there's no time for higher-value work.
Cortena agents connect to your stack, starting with DATEV and your bank, and run operational workflows like your best finance operator. Agents follow your business rules and exceptions so tasks are ready without manual clean-up.
Auto-detection of payable invoices and receipts. Invoices are pulled from email, cloud drives, and spend tools, structured instantly for pre-accounting.
✓ Dedicated email address
✓ Automatic duplicate detection
✓ Supplier or expenses context
Rapid AI matching. Cortena extracts invoice details, review and flag anomalies, code them to your business rules (accounts, cost centres, discounts, exceptions). Flexible by design, adapt to your workflow.
✓ AI Matching based on your rules
✓ Expenses reviewed before booking
✓ Anomalies flagged, instantly
1-click export to Datev. Bookings are prepared and structured directly inside DATEV Unternehmen Online (DUo) or Exact Online. No exports. No Excel. No moving files around.
✓ Native integration
✓ Booking-ready entries, prepared and validated for posting and payment
✓ No postings yet, entries stay in DUo until reviewed
Workflow builder. Finance operations work differently at every company and your tools should adapt to you, not the other way around. Build fully customisable workflows for any finance process. Define exactly how your agents behave, what triggers actions, who reviews, and what happens next, all without code.
✓ Approval steps, escalations, and exception rules, configured per process
✓ Reviewer assignments, reminders, and conditional logic for any AP or AR flow
✓ Fully customisable workflow rules, executed by agents every time
Real-time cash by bank, continuously reconciled. Cortena connects to your banks, keeps balances up to date, and reconciles transactions automatically as they happen, so your cash view is always current.
✓ Cash position by bank account (in real time)
✓ AI reconciliation with explanations
✓ Exceptions flagged early, review only what's unmatched
Cortena executes according to your rules and flags anything that doesn’t match, so you can review only when needed.
Tell Cortena how invoices should be handled, the same way you'd brief your best bookkeeper. Share your chart of accounts, booking history, and guidelines. We configure everything. You approve, it improves.
Cortena agents follow strict rule-based logic, not probabilistic guesses. Every booking is traceable to your accounting rules, so you're always audit-ready.
As we connect more tools, Cortena agents expand into reconciliation, payments, receivables, controls, treasury and planning.
Traditional finance tools take months to configure, force you into rigid workflows, and often charge significant implementation fees before you see any value. Cortena trains a fully working agent on your real data in the first 7 days, and billing starts once the agent is live in your workflow.
Connect your accounting tool (DATEV / Exact Online) and bank in minutes. Cortena starts pulling invoices and transactions immediately.
We will configure the agent using your chart of accounts, booking history, and guidelines. Together we validate edge cases so the agent follows your logic, not generic templates.
The agent runs on real invoices and reconciles with bank transactions. You review only exceptions while Cortena produces booking-ready entries inside your accounting workflow.
Once you’ve seen results on your own data, it is up to you to keep Cortena or not. No hidden fees, no awkward breakup.
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