This page explains the main data flows in Cortena at a high level.
1. Purpose
To describe what data Cortena processes and how it moves through the system.
2. Scope
Applies to all platform workflows including document intake, matching, classification, export, banking connectivity, reconciliation, and any other finance automation workflows enabled by the customer.
3. Core workflows
3.1 Document and data intake
Financial documents and related files (for example invoices, receipts, statements) may be ingested via user uploads and/or inbound email (if configured). Inbound emails may be processed first by an email routing provider. See Sub-processors.
3.2 Data storage
Core application data is stored and processed in Germany on Cortena's hosting infrastructure. See EU hosting.
3.3 Workflow automation
Cortena processes document content and financial data to apply business rules (accounts, VAT logic, cost centres, reconciliation matching, cash flow operations), based on customer-provided guidelines and structures.
3.4 AI processing
Cortena may use third-party LLM providers for extraction, matching, analysis, and assistance. Cortena aims to minimize data shared and secure transmission (TLS/HTTPS). See Sub-processors for the full provider list.
3.5 Accounting exports
Cortena supports exports to accounting systems (for example DATEV, Exact Online). For DATEV, Cortena uses the official API (Rechnungsdatenservice 1.0).
3.6 Banking connectivity (if enabled)
Banking connectivity is provided via a PSD2 provider (Yapily). See Sub-processors.
4. International transfers
Core application data is processed in Germany. Some sub-processors may process limited data outside the EU/EEA, with safeguards where required.