Bill Capture & AP Processing for Small Business Tax Preparers
The Problem
Invoices arrive via email, PDF, mail, and vendor portals — Small Business Tax Preparers re-key them into UltraTax CS, chase GL codes and approvers, and still end up with duplicates and late fees.
What We Build
AI pulls bills from every channel, extracts line items, assigns GL codes using Small Business Tax patterns, routes approvals, and sends payment files to UltraTax CS — processing cost per invoice drops from $15 to under $2.
Tools & Integrations
How It Works
Discovery Call
We map your current bill capture & ap processing process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate bill capture & ap processing?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.