Audit PBC List Management for Accounts Receivable Managers with Billtrust
The Problem
Audit season means a 200-line PBC list, endless auditor follow-ups, and the controller acting as a courier between AR Collections operators and the audit team.
What We Build in Billtrust
AI manages the PBC list, pulls each requested schedule from HighRadius, answers auditor follow-ups from the workpapers, and logs every deliverable — audit fees drop and the controller gets their week back. Purpose-built for teams running Billtrust — uses the native API or agent integration so nothing leaves the system of record.
Billtrust Integration Approach
Audit your Billtrust configuration
We map the specific Billtrust objects, custom fields, and workflows the automation needs to touch for your ar collections practice.
Build on the Billtrust API or agent
Integration happens inside Billtrust — 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 Billtrust with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Billtrust instance
30-minute call. We'll look at your actual Billtrust setup and show exactly how this workflow fits.