This article is no longer up to date and will not be maintained further. We have fundamentally improved the features around automated document processing for the Kontera AI Agent and summarized them for you in a new guide.
What has changed?
The "Autonomous Account Assignment" feature has been replaced by an improved AI Agent.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- Please do not use this outdated article as a reference for setting up your accounting anymore.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 revised the previous autonomous account assignment. The new article reflects these updates and helps you tailor the system optimally to your organization.
What happens to my previous settings?
The system is continuously being switched over to predefined Skills (under Settings > AI Agent > Skills). Specific automations (e.g., assignment of default banking accounts or extracting invoice numbers) will be controlled directly via the corresponding Skills in the future. Outdated articles on the old work instructions will be gradually archived or redirect directly to this guide.
Detailed information on the new handling (e.g., for contacts, posting types, or invoice numbers) can be found directly in the linked, current article.