Solutions · Financial professionals

Run finance as a service, deliver more with less.

Add Cortena to each client you serve and run their payables end to end. You deliver more with a leaner team, and your clients save on the hours they used to pay for.

One workspace, every client · Works with DATEV, Exact Online and Twinfield

From our partner programme

What advisors tell us first.

More scalable without adding headcount.
Fractional CFO · three-person practice
Clients see the value from day one.
Interim finance director
The relationship stays with me.
Independent advisor · Amsterdam
There is a real commercial upside.
Founding partner · advisory firm
One login, every client

Switch clients, not systems.

Every client you serve is one row. Cortena shows you the payables queue for each engagement, what still needs a decision and what is already booked, without a fresh login or a separate tenant to remember.

C
Your clients6 active engagements
ClientQueueInvoices / moStatus
Nordbau Immobilien GmbHBerlin3 to review182Ready
Weller Praxisklinik GmbHMünchen1 to review96Ready
Vantage Studio B.V.Amsterdam7 to review241Needs review
Kessler Logistik GmbHHamburg Clear318Booked
Fahrenheit Kaffee GmbHKöln2 to review74Ready
Meridian Ventures GmbHFrankfurt Clear129Booked
Every client inherits your default rules and chart of accounts.Add a client
One workspace across six clients. Each stays a separate ledger, separate DATEV or Exact export, separate audit trail.
Every client kept separate

Each engagement is its own tenant: its own ledger, cost centres, approval rules and export target. Data never crosses between clients.

Rules travel with you

Set your coding and approval defaults once. New clients inherit them from day one, then adapt to each client's chart of accounts.

One queue to work

See exceptions across all clients in one place. Clear the invoices that need judgement in the morning, not client by client all week.

White-glove onboarding

You bring the client. We do the setup.

Adding a client should not cost you a week of configuration. Our team stands up each engagement with you, so the value is live before your next check-in.

Onboarding is free, and you never touch the plumbing. That is what keeps the relationship yours.

  1. 1
    You introduce the client

    A short kickoff to confirm the invoice inbox, the chart of accounts and who approves what. Fifteen minutes of your time, not a project.

    Your part
  2. 2
    We stand up the tenant

    We create the client's workspace, load the chart of accounts and cost centres, and wire the DATEV, Exact Online or Twinfield export.

    Our part
  3. 3
    We tune the coding together

    We review Cortena's first invoices side by side with you until the coding matches how you keep the client's books.

    Together
  4. 4
    The client is live

    Invoices arrive coded and routed. Most engagements are live within 15 days, and you show the client a working queue at the next review.

    Live in 15 days
Commercial upside

A tool you resell, not just recommend.

Cortena's partner programme turns the software you run for clients into a line on your own invoice. You keep the relationship, the margin and the credit.

MarginRecurring revenue share

Earn a share of every client you bring onto Cortena, for as long as they stay. It compounds as your book of clients grows.

OwnershipThe relationship stays yours

You stay the client's point of contact. Cortena runs in the background under your engagement, not around it.

ScaleTake on more without more hours

The keying and chasing move to Cortena, so each new client adds revenue, not another late week.

See the margins, the tiers and how partners onboard clients.

Explore the partner programme
A finance advisor reviewing client accounts at a laptop
From a partner
I took on four new clients last quarter without hiring. Cortena does the bookkeeping for all of them, I do the judgement calls, and the partner share means the tool pays for itself and then some.
Daniel HoekstraFractional CFO · Cortena partner since 2025
Questions advisors ask

Fair questions, straight answers.

  1. Yes. Each client is a separate tenant with its own ledger, cost centres, approval rules and export target, and you move between them from a single workspace. Data never crosses between clients, so each engagement keeps its own clean audit trail.

  2. No. Our team stands up every engagement with you. We create the tenant, load the chart of accounts and cost centres, wire the export and tune the coding side by side. Onboarding is free and most clients are live within 15 days.

  3. Yes. Cortena sends booking-ready entries into DATEV, Exact Online or Twinfield with the source document attached. Whoever posts the books keeps their tool and gets a cleaner input. Nothing about the client's setup has to change.

  4. Cortena runs a partner programme with a recurring revenue share on every client you bring on, for as long as they stay. You keep the relationship and the margin. The partner page has the tiers and the detail.

  5. Yes. Every client sits in its own tenant, hosted in Germany with AES-256 encryption and a GDPR-compliant DPA. Cortena works GoBD-aligned and does not train any AI on your clients' data.

  6. Still have a question?

Add clients, not hours.

Book a demo and bring one client's real supplier invoices. We will show you the multi-client view on your own numbers.

Book a demo Or explore the partner programme