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Automated Jobs

Configure once, then let it run. Schedule automatic data exports, financial report generation, and bank feed synchronization -- all on the timetable you define.

Try It Free

Delegate the Repetitive Stuff

Certain tasks require consistency, not creativity. Automated Jobs handles recurring background processes on the cadence you choose, so critical workflows execute reliably while you concentrate on higher-value work.

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Company Data Export

Exports a structured JSON snapshot of your company data on a recurring basis. Files are stored in your Documents folder for convenient retrieval.

Daily / Weekly / Monthly
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Monthly Reports

Produces Income Statement and Balance Sheet PDFs at the close of each month -- formatted and ready for review or distribution.

Monthly
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Bank Feed Sync

Keeps connected bank accounts up to date by pulling new transactions on a daily cycle.

Daily

How It Works

Toggle On/Off

A straightforward on/off control for every job. Activate the ones you need; leave the rest dormant.

Run Now Button

Need an export this instant? Hit "Run Now" to execute any job on demand, outside its regular schedule.

Execution History

Review the last 10 runs for each job, complete with timestamps, pass/fail indicators, and processing details.

Per-Company Settings

Job configurations are scoped to each company individually, so you can tailor schedules per entity.

Where Files Are Saved

Automated jobs save files to your Documents folder - easy to find, easy to access, easy to back up to cloud storage.

Output Locations

📁 Documents/Kantivo Backups/{Company Name}/ 📁 Documents/Kantivo Reports/{Company Name}/

Reports are generated as professional PDFs you can open, print, or email directly. Backups are JSON files that can be imported if you ever need to restore.

Reliable Background Processing

The job scheduler runs continuously while Kantivo is open. It checks every minute to see if any jobs are due, then executes them in the background without interrupting your work.

Pairs Perfectly With Scheduled Tasks

Automated Jobs handles things that run automatically. For deadlines and to-dos that need YOUR attention, use Scheduled Tasks.

Automate Your Accounting Workflows

Automated Jobs included in all plans. Start your free 30-day trial.

Start Free Trial See Scheduled Tasks