Automated Jobs

Let Kantivo handle routine tasks on autopilot while you focus on running your business.

Overview

Automated Jobs are background processes that Kantivo executes on your behalf according to a schedule you define. They differ from Scheduled Tasks, which serve as personal reminders for actions you need to take yourself. Automated Jobs require no manual intervention once configured -- the software performs the work silently on your local machine.

Three built-in automated jobs are available:

Company Data Export - Saves a full JSON snapshot of your company data to your local file system on a recurring basis
Monthly Reports - Produces Income Statement and Balance Sheet PDFs once each month-end rolls around
Bank Feed Sync - Pulls the latest transactions from connected bank accounts into Kantivo

Accessing Automated Jobs

Open Settings from the sidebar navigation
Select Scheduled Tasks
Scroll past the reminder-based tasks until you reach the Automated Jobs area

Company Data Export Job

This job writes a complete copy of your company records to a JSON file at whatever interval you choose. Since Kantivo stores everything in your local PostgreSQL database, these exports give you a portable backup that lives right on your hard drive.

Configuring the Backup Job

Locate the Company Data Export card
Flip the toggle to ON
Press Configure
Choose your preferred schedule:
- Time - The hour of day the export should run (e.g., 2:00 AM when the computer is idle)
- Frequency - Daily, Weekly, or Monthly
Press Save

Where Backups Are Saved

Export files land in your Documents directory:

Documents/Kantivo Backups/{Company Name}/

Each file is timestamped for easy identification: CompanyName-backup-2026-02-03T14-30-00.json

Tip: For off-site protection, point your Documents folder at a cloud-synced location such as OneDrive, Dropbox, or Google Drive. Your local backup files will then replicate to the cloud automatically.

Monthly Reports Job

At the close of each month, this job produces publication-ready PDF versions of your Income Statement and Balance Sheet covering the prior month's activity.

Configuring Monthly Reports

Locate the Monthly Reports card
Flip the toggle to ON
Press Configure
Specify the calendar day and time for generation (for example, the 1st of every month at 6:00 AM)
Press Save

Generated Reports

Two polished PDF documents are created each cycle:

Income Statement - Summarizes revenue, expenses, and net income earned during the previous month
Balance Sheet - Captures assets, liabilities, and equity balances as of the final day of that month

Where Reports Are Saved

Documents/Kantivo Reports/{Company Name}/

Filenames follow a clear pattern: Income Statement - January 2026.pdf, Balance Sheet - January 2026.pdf

Bank Feed Sync Job

If you have linked a bank account through Teller, this job fetches new transactions and imports them into Kantivo on a daily schedule you control.

Prerequisites

At least one bank account connected through Teller under Bank Import → Bank Feeds
That bank account must be mapped to a corresponding Kantivo account

Configuring Bank Sync

Locate the Bank Feed Sync card
Flip the toggle to ON
Press Configure
Pick a daily run time (for example, 7:00 AM so transactions are ready when you start work)
Press Save

Note: When no bank accounts are linked, the job will still finish without error but will log the message "No connected bank accounts to sync."

Job History

Kantivo keeps a log of every automated job execution so you can confirm that things are running smoothly.

Viewing History

Press the History button on the relevant job card
The last 10 executions are listed, each showing:
- The exact date and time the job ran
- Whether it completed successfully or encountered an error
- A brief summary of what was processed

Running Jobs Manually

Every job card has a Run Now button that triggers an immediate execution regardless of the normal schedule. This comes in handy when you want to:

Verify that your configuration is correct after initial setup
Capture a quick backup before making significant changes to your books
Pull a mid-month report for an impromptu review

Troubleshooting Failed Jobs

When a job does not complete, open its history to read the error details. Here are the most frequent causes:

Backup fails - Confirm that your disk has enough free space and that the Documents folder is not read-only
Reports fail - This can happen when there are zero transactions for the target period; post at least one entry and retry
Bank sync fails - The bank connection token may have expired; re-authenticate under Bank Feeds to restore it