This article is no longer up to date and will not be maintained further. We have fundamentally improved the functions around automatic document processing for the Kontera AI Agent and summarized them for you in a new guide.
What has changed?
The previous "work instructions" have been replaced by an improved AI Agent. To ensure that the Kontera AI Agent continues to process your documents reliably, we ask you to use the new process.
Step-by-step guide to the new information
- Please do not use this outdated article as a reference for setting up your accounting anymore.
- Instead, open our updated support article.
- Adjust your bookmarks if you saved this page in your browser.
FAQ / Troubleshooting
Why was this article replaced?
We are constantly developing the Kontera AI Agent. To offer you an even more precise and user-friendly automation for your accounting, we have completely overhauled the previous, limited set of work instructions. The new article reflects these updates and helps you tailor the system optimally to your organization.
What happens to my previous work instructions?
The system is continuously being switched over to predefined Skills (under Settings > AI Agent > Skills). Specific automations (e.g., assignment of default bank accounts or reading invoice numbers) will be controlled directly via the corresponding Skills in the future. Outdated articles on the old work instructions are gradually being archived or redirect directly to this guide.
You can find detailed information on the new handling (e.g., for contacts, posting types, or invoice numbers) directly in the linked, current article.