Bill Capture & AP Processing for Tax Preparers
Stop letting bill capture & ap processing eat your tax preparer's week.
The Problem
Invoices arrive via email, PDF, mail, and vendor portals — Tax Preparers re-key them into Drake Tax, 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 Individual Tax patterns, routes approvals, and sends payment files to Drake Tax — 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.
Frequently asked
How long does bill capture & ap processing take manually for tax preparers?+
In most individual tax firms, bill capture & ap processing consumes hours per matter or per week that AI can absorb. The exact savings depend on volume, but firms with mature workflows typically see meaningful improvement within the first quarter after deployment.
Can AI handle bill capture & ap processing without losing accuracy?+
Yes — every workflow uses human-in-the-loop. AI does the deterministic 80% (data extraction, classification, routing); your tax preparer keeps every judgment call. Nothing ships without a defined approval point.
Will this require switching from Drake Tax?+
No. The automation runs on top of your existing Drake Tax setup using its API or agent integration — no migration, no parallel system, no license changes. Your team keeps using Drake Tax exactly as before.
How quickly can a tax preparer team deploy this?+
Most engagements ship the first working workflow in 2–4 weeks from kickoff: discovery call → fixed-price scope → build → review/refine. After that it runs on autopilot, with us monitoring for drift.
Is bill capture & ap processing automation worth it for a small individual tax firm?+
If your tax preparers spend 5+ hours per week on bill capture & ap processing, the ROI is clear. The build pays back inside the first quarter at that volume — and the time savings compound, since the workflow keeps running once deployed.
What happens when Drake Tax or our process changes?+
Workflows are versioned and monitored. When Drake Tax pushes API changes or your firm changes process, we update the workflow within days — no rebuild required.
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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.