Get started
Set up Cortena, understand agents, connect your books.
Welcome to Cortena
What Cortena does, how agents fit in, and where to start.
How agents work
Agents read, code, and propose bookings. You stay in control.
How Cortena reads an invoice
From capture to coded lines: fields, VAT, and confidence.
Customizing for your business
Guidelines, accounts, and defaults that shape every booking.
Matching guidelines
Teach Cortena how to match suppliers, POs, and payments.
Instructing agents on booking accounts
Point agents at the right GL accounts and cost centers.
Connecting your accounting system
Pick DATEV, Exact Online, Twinfield, or Agicap and go live.
Posting date behaviour
Choose how Cortena sets the default posting date: invoice date, reception date, service period start/end, or end only when not in the future.
User management
Invite teammates, roles, and access across entities.
Tenant and legal profile
Company details that drive VAT, entity, and export settings.
Workspace login requirements
Require Google, Microsoft, or email sign-in and/or a maximum time since last login per workspace. Soft-blocks that workspace until re-authentication; other workspaces stay available.
Company SSO and user provisioning
Sign in with Okta, Microsoft Entra, or another SAML provider, and optionally provision users with SCIM.
Keyboard navigation
Move through invoices and queues without leaving the keyboard.
Chrome extension
Capture and review invoices from your browser.
Airwallex to DATEV landing wizard
Airwallex-only landing wizard to connect, sync, and export.
Trial
What is included in a trial and how to extend it.
Billing
Plans, invoices for Cortena, and changing seats.