1099 & Contractor Reporting for Nonprofit Bookkeepers with Aplos
The Problem
January 31 1099 deadlines catch every Fund Accounting firm off-guard — W-9s are missing, vendor records are inconsistent, and e-file rejections cascade.
What We Build in Aplos
AI identifies 1099-eligible vendors from QuickBooks Online, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submits to the IRS — January 31 becomes a non-event. Purpose-built for teams running Aplos — uses the native API or agent integration so nothing leaves the system of record.
Aplos Integration Approach
Audit your Aplos configuration
We map the specific Aplos objects, custom fields, and workflows the automation needs to touch for your fund accounting practice.
Build on the Aplos API or agent
Integration happens inside Aplos — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Aplos with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Aplos instance
30-minute call. We'll look at your actual Aplos setup and show exactly how this workflow fits.