Walkthrough · Accounts payable

A month in accounts payable

Your AI teammate reads the invoices, matches them to orders and receipts, and prepares the payment batch. Your accounts payable specialist handles the exceptions and the approvals before anything is paid.

The accounts payable specialist signs off a short sheet while the robot lines up an invoice, an order and a receipt with matching check marks

Invoices pile up between check runs
Invoices arrive by mail and email, in every format. Each one has to be keyed in, matched, coded and approved before it can be paid, and vendors call when a payment is late.
Every day
Invoices are read as they arrive
Your AI teammatePulls invoices from the mail scans and the shared inbox and records the vendor, date, amount and order number for each one.
Your staffYour specialist works from one queue.
Every day
Each invoice is matched to its order and receipt
Your AI teammateMatches each invoice to its purchase order and the delivery receipt, and lists any that differ.
Your staffYour specialist reviews only the ones that differ.
Week 2
Invoices are coded and sent for approval
Your AI teammateSuggests the account code from the order and past invoices, and sends each invoice to the right approver.
Your staffApprovers sign off, and your specialist corrects any code.
Week 3
Duplicates and mismatches are caught before payment
Your AI teammateFlags likely duplicates, price differences and vendors with missing details.
Your staffYour specialist calls the vendor and settles each one.
Check run
The payment batch is ready to approve
Your AI teammatePrepares the check run or payment batch with the backup for each payment, and files the paperwork for the auditors.
Your staffYour specialist and business manager approve the batch before anything is paid.