# Get started

Set up Cortena, understand agents, connect your books.

- [Welcome to Cortena](https://help.cortena.ai/guides/get-started/welcome): What Cortena does, how agents fit in, and where to start.
- [How agents work](https://help.cortena.ai/guides/get-started/how-agents-work): Agents read, code, and propose bookings. You stay in control.
- [How Cortena reads an invoice](https://help.cortena.ai/guides/get-started/how-cortena-reads-an-invoice): From capture to coded lines: fields, VAT, and confidence.
- [Customizing for your business](https://help.cortena.ai/guides/get-started/customizing-for-your-business): Guidelines, accounts, and defaults that shape every booking.
- [Matching guidelines](https://help.cortena.ai/guides/get-started/matching-guidelines): The six Google Docs and Sheets that teach Cortena how to match booking accounts, VAT codes, creditors, and cost centers.
- [Instructing agents on booking accounts](https://help.cortena.ai/guides/get-started/instructing-agents-booking-accounts): Point agents at the right GL accounts and cost centers.
- [Connecting your accounting system](https://help.cortena.ai/guides/get-started/connecting-accounting): Pick DATEV, Exact Online, Twinfield, or Agicap and go live.
- [Posting date behaviour](https://help.cortena.ai/guides/get-started/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](https://help.cortena.ai/guides/get-started/user-management): Invite teammates, roles, and access across entities.
- [Tenant and legal profile](https://help.cortena.ai/guides/get-started/tenant-legal-profile): Company details that drive VAT, entity, and export settings.
- [Workspace login requirements](https://help.cortena.ai/guides/get-started/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](https://help.cortena.ai/guides/get-started/company-sso): Sign in with Okta, Microsoft Entra, or another SAML provider, and optionally provision users with SCIM.
- [Keyboard navigation](https://help.cortena.ai/guides/get-started/keyboard-navigation): Move through invoices and queues without leaving the keyboard.
- [Chrome extension](https://help.cortena.ai/guides/get-started/chrome-extension): Capture and review invoices from your browser.
- [Airwallex to DATEV landing wizard](https://help.cortena.ai/guides/get-started/airwallex-landing): Airwallex-only landing wizard to connect, sync, and export.
- [Trial](https://help.cortena.ai/guides/get-started/trial): What is included in a trial and how to extend it.
- [Billing](https://help.cortena.ai/guides/get-started/billing): Plans, invoices for Cortena, and changing seats.