Automated Jobs

Set it and forget it. Configure automatic backups, reports, and bank syncing.

Overview

Automated Jobs runs background processes on the schedule you configure. Unlike Scheduled Tasks (which are reminders for things YOU need to do), Automated Jobs are things the software does FOR you automatically.

Available automated jobs:

• Company Data Export - Automatically backup your company data to JSON files
• Monthly Reports - Generate Income Statement and Balance Sheet PDFs at month end
• Bank Feed Sync - Sync transactions from connected bank accounts

Accessing Automated Jobs

1. Go to Settings in the sidebar
2. Click Scheduled Tasks
3. Scroll down to the Automated Jobs section

Company Data Export Job

Automatically exports your company data to a JSON backup file on the schedule you set.

Configuring the Backup Job

1. Find the Company Data Export card
2. Toggle the switch to ON
3. Click Configure
4. Set your preferred schedule:
   • Time - What time of day to run (e.g., 2:00 AM)
   • Frequency - Daily, Weekly, or Monthly
5. Click Save

Where Backups Are Saved

Backup files are saved to your Documents folder:

Documents/Kantivo Backups/{Company Name}/

Files are named with timestamps: CompanyName-backup-2026-02-03T14-30-00.json

Monthly Reports Job

Automatically generates Income Statement and Balance Sheet PDFs for the previous month.

Configuring Monthly Reports

1. Find the Monthly Reports card
2. Toggle the switch to ON
3. Click Configure
4. Set the day and time you want reports generated (e.g., 1st of the month at 6:00 AM)
5. Click Save

Generated Reports

The job creates two professional PDF reports:

• Income Statement - Revenue, expenses, and net income for the previous month
• Balance Sheet - Assets, liabilities, and equity as of month end

Where Reports Are Saved

Documents/Kantivo Reports/{Company Name}/

Files are named: Income Statement - January 2026.pdf, Balance Sheet - January 2026.pdf

Bank Feed Sync Job

Automatically syncs transactions from your connected bank accounts (requires Teller bank connection).

Prerequisites

• Bank account connected via Teller in Bank Import → Bank Feeds
• At least one bank account linked to a Kantivo account

Configuring Bank Sync

1. Find the Bank Feed Sync card
2. Toggle the switch to ON
3. Click Configure
4. Set the time you want the sync to run (e.g., 7:00 AM daily)
5. Click Save

Job History

Each automated job tracks its execution history so you can see when it ran and whether it succeeded.

Viewing History

1. Click the History button on any job card
2. View the last 10 runs showing:
   • Timestamp of execution
   • Success or failure status
   • Details about what was processed

Running Jobs Manually

You can run any job immediately by clicking the Run Now button, regardless of the scheduled time. This is useful for:

• Testing your configuration
• Creating an immediate backup before making changes
• Generating reports mid-month

Troubleshooting Failed Jobs

If a job fails, check the history for error details. Common issues:

• Backup fails - Check disk space, ensure Documents folder is writable
• Reports fail - May occur if no transactions exist for the period
• Bank sync fails - Bank connection may have expired, re-authenticate in Bank Feeds