Bringing real-time bank data into automated finance workflows for SMEs
We’re pleased to announce our partnership with Cortena, a fintech company building an AI execution layer for finance operations in SMEs.
Cortena deploys AI agents that automate finance workflows, from pre-accounting and reconciliation to cash visibility and financial controls. Powered by Yapily’s open banking platform, Cortena can securely connect to bank accounts across Europe, enabling it to access real-time financial data and integrate it directly into finance operations.
By combining Cortena’s workflow automation with Yapily’s reliable bank connectivity, finance teams can move beyond fragmented tools and manual reconciliation towards more continuous and connected finance processes.
Improving cash visibility across bank accounts
A common challenge for many SMEs is gaining a clear view of their cash position. Finance teams often need to log into multiple bank portals to check balances and transactions across accounts and entities.
While accounting platforms may provide bank feeds, these typically stop at balance-level information and require further manual reconciliation.
Through its integration with Yapily, Cortena’s platform connects directly to bank accounts and brings live financial data into its workflow automation layer.
This enables Cortena’s agents to:
Access real-time account data across multiple European banks
Reconcile transactions against invoices and payment workflows
Identify inconsistencies or unmatched payments
Trigger the next operational step within the finance workflow
By linking bank data to documents and invoices, Cortena helps finance teams maintain an accurate, continuously updated financial picture.
Supporting automated finance operations
Cortena’s approach focuses on improving the operational layer of finance, where many SMEs still rely on manual processes and fragmented systems.
Its agents automate workflows that typically require manual reconciliation and coordination between accounting tools, documents, and bank accounts.
Through Yapily’s open banking connectivity, these workflows can now incorporate live bank data, enabling Cortena to reconcile transactions and maintain financial records with greater accuracy and timeliness.
This allows finance teams to spend less time on operational tasks and more time on analysis and decision-making.
Enabling connected financial workflows
The partnership between Cortena and Yapily demonstrates how open banking infrastructure can support new approaches to finance automation.
By combining reliable bank connectivity with workflow automation, businesses can integrate bank data directly into their finance operations, improving visibility, reconciliation, and financial control.
Bruno Pellicci, CEO and Co-founder of Cortena, said: “From our first conversation with Ioana, it was clear Yapily was the right partner. Not just the right technology. The team genuinely understood what we were building, came to the table with ideas, and took a phased approach aligned with our early-stage reality. Gabriela took us through integration and onboarding. The simplicity of it surprised us. Cortena's agents now reach directly into our clients' bank accounts, reconciling transactions, matching payments, and automatically triggering the next action. The execution layer just got wider.”
Learn more about Cortena and Yapily.